Paid Ads Retainer Onboarding
Detect tracking gaps, approval bottlenecks, launch blockers, and KPI misalignment before campaigns go live.
Built on Agency Client Intelligence. Paid-media kickoff reviews—same operational model as agency onboarding, tuned for spend, pixels, and creative velocity.
- Surface conversion tracking gaps before budget ramps
- Map creative approval bottlenecks and owner gaps
- Flag launch dependencies blocking go-live
- Test ROAS and CPA targets against measurement reality
- Generate week-one stabilization before creative production scales
What this workflow helps detect
When to use this workflow
Example: A DTC brand signs a Meta retainer with an 8× ROAS target. Intake shows partial Business Manager access, unclear conversion events, and founder-only creative approval—the review blocks launch until tracking and approvers are fixed.
Use this workflow in FormGenyus
Start with the form template, then turn on the recommended AI review. Send intake to clients and review the output with your team before kickoff.
Marketing Agency Client Onboarding Form
Includes Meta and Google access fields—use until a paid-media-specific template ships.
View form templateAgency Client Intelligence — Balanced
Focus the review on tracking, creative approvals, and launch readiness.
One-step apply from this guide isn't available yet. Use the review name above when you turn on AI summaries on your form.
Example: Northwind Apparel
Meta ads onboarding intake through generated paid media review—illustrative.
From the intake
- Meta retainer; prospecting + retargeting launch in 2 weeks
- Business Manager: partner access only, no pixel admin
- GA4 partially configured; conversion events not documented
- All creative approved by founder; 5–7 day turnaround
- Primary KPI: 8× ROAS within 30 days
What AI detected
- Launch dependency risk—spend cannot scale without pixel admin
- Approval bottleneck—single founder approver blocks creative velocity
- Tracking instability—events unclear; reporting not trustworthy
- KPI mismatch—ROAS target misaligned with baseline and funnel data
Week-one actions generated
- Day 1Secure Meta pixel admin and document event map with client
- Day 2Assign backup creative approver; agree 48-hour SLA
- Day 3–4Validate GA4 + Ads linking; run test conversion before spend
- Day 5Reset ROAS conversation with 30-day baseline targets
Strong growth intent, but launch is high-risk: tracking is not production-ready and creative approval will throttle delivery. Do not increase spend until pixel events are verified and a second approver is named.
AI review: readiness gaps, local pressure, week-one actions
Full product screenshot coming soon
Operational focus areas
Group intake and AI review around these clusters—distinct from SEO or general agency kickoff.
Tracking & accounts
- Meta and Google Ads access
- Conversion tracking, pixels, and events
Creative & approvals
- Creative approval chain and turnaround
- Brand assets and ad copy ownership
Launch readiness
- Campaign launch dependencies
- Landing page and offer readiness
Goals & performance
- KPI and ROAS alignment
- Budget vs measurement reality
Intake structure
Use the marketing agency onboarding form and emphasize paid access, tracking, creative, and launch fields—or extend with paid-media-specific sections.
Screenshot coming soon — wireframe preview
Recommended AI review sections
Suggested review focus for paid media kickoffs—enable and adjust in the AI Summary Builder on your form.
| Review section | Purpose |
|---|---|
| Executive snapshot | Paid media goals, budget, and launch timeline |
| Delivery pressure | Spend ramp vs tracking and creative capacity |
| Platform readiness | Meta, Google, pixel, and GA4 access |
| Stakeholder review | Creative approvers and decision owners |
| First 7-day plan | Tracking fixes and launch stabilization |
| Readiness score | Go-live confidence before spend |
| Delivery risk tier | Launch blockers and dependency risk |
| Executive briefing | Account and leadership kickoff summary |
How teams use this workflow
- Client completes paid media onboarding intake
- AI generates launch readiness review
- Media lead validates tracking and account access
- Account lead resolves approval and KPI alignment
- Team holds spend until week-one stabilization is complete
Quick tips
Do
- Document pixel admin and event map before launch
- Name backup creative approvers in intake
- Run test conversions before scaling spend
Avoid
- Launching prospecting without verified events
- Accepting ROAS targets with no baseline
- Ignoring founder-only approval as a delivery risk
Outcome
By go-live, the agency has verified ad account and pixel access, stable conversion tracking, clear creative approval paths, realistic performance targets, and week-one actions—before media spend and production ramp up.