Plan campaigns, ad groups, audiences, and budgets from one goal and one measure of success.
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See how to installReview the instructions the agent will receive before you install.
Use this for a new campaign or to rebuild one that has grown messy.
State the one goal, the one measure that decides success, and the target figure if the owner has set one. Then work back: who the audience is, what they are looking for, the offer, the message, and the page they will land on. Note what past data shows, with dates, and what is a first guess.
For each campaign give:
Keep the structure as simple as the budget allows. Too many groups on a small budget means none of them gets enough data to learn.
List what must be true before launch: tracking tested, pages live, copy approved, budget signed off, and a review date. Name the owner for each.
Do not create, launch, or edit campaigns yourself; plan for approval. Never invent benchmarks or promise a cost per result.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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