Paid Advertising Campaign Strategy and Launch Workflow

**Estimated Time:** 2-3 weeks | **Difficulty:** Intermediate | **Team Size:** 2-5 people A comprehensive workflow for planning, launching, and optimizing paid advertising campaigns across Google Ads, Meta (Facebook/Instagram), LinkedIn, TikTok, and other digital platforms. This template covers the complete paid media lifecycle: setting campaign objectives, selecting the right platforms for your audience, defining KPIs and success metrics, building targeted audience segments, mapping customer journey funnels, allocating budgets, creating high-converting ad creative, configuring conversion tracking, and ongoing performance optimization. Ideal for marketing teams, digital agencies, e-commerce businesses, and B2B companies running PPC campaigns, social media advertising, display ads, or retargeting programs.

10 steps

Sales advertisement

Import this template free

Process steps

Define campaign objectives and success metrics

1 days from previous step

task

Establish your primary campaign objective before anything else. Choose from: brand awareness (reach new audiences), lead generation (capture contact information), website traffic (drive visitors), conversions (sales or signups), or app installs. Your objective determines bidding strategy, ad formats, and optimization approach. Document specific success criteria with numbers: target cost per lead, desired ROAS (return on ad spend), traffic volume goals, or conversion rate targets. Without clear objectives, you cannot measure success.

Select advertising platforms based on audience

1 days from previous step

task

Match your advertising platforms to where your target audience spends time. Google Ads captures high-intent search traffic from people actively looking for solutions. Meta (Facebook and Instagram) excels for visual products, B2C audiences, and interest-based targeting. LinkedIn delivers B2B leads and professional audience targeting by job title, company, and industry. TikTok reaches younger demographics with viral content potential. YouTube offers video advertising with detailed targeting. Start with one platform, prove results, then expand to additional channels.

Establish KPIs and performance benchmarks

2 days from previous step

task

Select metrics that directly connect to your campaign objective. For awareness campaigns: track reach, impressions, and CPM (cost per thousand impressions). For engagement: monitor CTR (click-through rate), video completion rates, and social interactions. For conversions: measure CPA (cost per acquisition), ROAS (return on ad spend), and conversion rate. Set benchmark targets using industry averages or historical campaign data. Avoid vanity metrics like likes that look impressive but do not drive revenue. Document your KPI dashboard setup.

Build and document target audience segments

2 days from previous step

task

Create detailed audience profiles combining multiple targeting dimensions. Use demographics (age, gender, location, income level), psychographics (interests, values, lifestyle), behaviors (purchase history, device usage), and intent signals. For B2B: layer job titles with company size, industry, and seniority level. For B2C: combine interests with lookalike audiences based on existing customers. Start with broader audiences and narrow based on performance data. Document audience exclusions to prevent wasting budget on unlikely converters or existing customers.

Map customer journey and funnel stages

3 days from previous step

task

Design your advertising sequence for each stage of the customer journey. Top of funnel (awareness): introduce your brand or solution to cold audiences who do not know you yet. Middle of funnel (consideration): address objections, share testimonials, and build trust with people who have shown interest. Bottom of funnel (conversion): strong calls-to-action, limited-time offers, and urgency messaging for warm prospects ready to buy. Plan retargeting sequences that move people through stages based on their engagement: website visitors see different ads than video viewers or cart abandoners.

Set campaign budget and bidding strategy

3 days from previous step

task

Determine your daily and total campaign budget based on business goals and runway. Calculate maximum acceptable cost per acquisition using customer lifetime value. Choose your bidding strategy: manual CPC for control, automated bidding for efficiency (maximize conversions, target CPA, target ROAS). Set a test budget you can sustain for at least 2-3 weeks - algorithms need data to optimize. Plan budget allocation across platforms and campaigns. Start conservatively and scale what works rather than spreading thin across too many experiments.

Conduct audience and competitor research

4 days from previous step

task

Research your target audience deeply before creating ads. Identify specific pain points, desires, and language they use. Study competitor advertising using Facebook Ad Library, Google Ads Transparency Center, or tools like SpyFu and SEMrush. Analyze what messaging, offers, and creative formats competitors emphasize. Look for gaps in competitor positioning you can exploit. Review your own customer data, testimonials, and support tickets for authentic messaging insights. Document findings to inform creative development.

Create ad copy and visual creative assets

7 days from previous step

task

Develop multiple creative variations for testing. Write 3-5 headline options testing different angles: emotional vs logical appeals, problem-focused vs solution-focused messaging, question headlines vs direct statements. Create 2-3 image or video options per ad set. Keep copy concise - most users scroll past in under 2 seconds. Include clear calls-to-action. Ensure creative matches landing page messaging for consistent experience. Follow platform-specific best practices for image dimensions, video length, and text overlay limits. Prepare for A/B testing from day one.

Configure tracking pixels and landing pages

9 days from previous step

task

Install conversion tracking before launching any ads - this is non-negotiable. Set up platform pixels (Meta Pixel, Google tag, LinkedIn Insight Tag) and configure conversion events matching your objectives. Implement UTM parameters for accurate source attribution in Google Analytics. Ensure your landing page delivers on the ad promise immediately - if the ad mentions a specific offer, visitors must see it above the fold. Test landing page load speed (under 3 seconds) and mobile responsiveness. Verify all tracking fires correctly using platform debugging tools.

Launch campaign and optimize performance

10 days from previous step

task

Launch with a controlled test budget to gather initial data. Monitor performance daily but avoid making changes for the first 3-4 days - algorithms need learning period data. After initial data collection: pause underperforming ads (high spend, low conversions), allocate more budget to winners, test new variations. Review search terms for Google Ads and add negative keywords. Check audience insights for unexpected demographics. Optimize bidding based on performance patterns (time of day, device, placement). Document learnings for future campaigns. Scale successful combinations incrementally.