Ad Campaign Management and Tracking

A structured 5-day workflow for marketing teams to audit, track, and optimize advertising campaigns across all channels. Best for teams of 2-4 people. Difficulty: Beginner to Intermediate. Use this template weekly or monthly to maintain visibility into ad performance, spending, and ROI across Google Ads, Meta, LinkedIn, and other platforms.

8 steps 2 automations

Sales advertisement

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Process steps

Review current ad campaigns

1 day from previous step

task

Take a close look at all the ads we are running right now. Write down what channels they are on (social, search, display, etc.) and note down any metrics you already have. This gives everyone a clear picture of where we stand before making any changes.

Document target audience and goals

2 day from previous step

task

Who are we trying to reach with these ads? Write down your target audience details and what you want to achieve. It could be more sales, brand awareness, or website visits. Clear goals help the team measure success later.

Gather creative assets

2 day from previous step

task

Collect all the visuals, videos, and copy being used in current ads. Upload them here so everyone can see exactly what is running. Missing assets can cause confusion when you are trying to update or pause campaigns.

Record budget and spend data

3 day from previous step

task

List out your current ad budgets and what has been spent so far. Break it down by channel if you can. Knowing where the money goes helps you spot ads that are eating up budget without delivering results.

Note performance metrics

4 day from previous step

task

Pull the numbers that matter: clicks, impressions, conversions, cost per click, and anything else you track. Don't worry if they're not great right now. We need honest data to figure out what's working and what isn't.

Share summary with the team

5 day from previous step

task

Create a quick summary document and send it to everyone who needs to know. Include the campaign names, channels, key metrics, and any immediate concerns. This keeps the whole team on the same page about our ad efforts.

Calculate ROI and cost per acquisition

4 day from previous step

task

Now that you have your spend data and performance metrics, calculate the return on investment for each campaign. Divide your revenue or lead value by your ad spend to find ROI. Calculate cost per acquisition by dividing total spend by number of conversions. These numbers tell you which campaigns are worth scaling and which need to be cut.

Document next actions and optimizations

5 day from previous step

task

Based on your analysis, write down specific actions to take. This could include pausing underperforming ads, increasing budget on winners, testing new creative, or adjusting targeting. Be specific about what changes to make and who is responsible. Set a follow-up date to review results from these changes.