Campaign Kickoff

Set up campaign strategy and ad targeting during client consultation

Campaign Setup
Select client business - links to existing client record
Creates record in Campaigns table
Primary campaign goal (maps to Objective field)

Campaign Strategy

What is the main objective for this campaign?
What specific offer are you promoting?
What would make this campaign successful in your eyes?
What is your target cost per lead/acquisition?
Any upcoming promotions or launches to consider?
When should this campaign launch?
When should this campaign end?
Select all metrics you want to track for this campaign

Creative Strategy

Any specific hooks or angles you'd like to test?
Specific pain points for this campaign to address
What key benefits should this campaign highlight?
Specific calls-to-action for this campaign

Ad Set Configuration

Creates record in Ad Sets table, linked to campaign by name
Platform for this ad set (Meta or TikTok)
Complete targeting strategy (maps to Audience Targeting field in Ad Sets)
Next Steps:
This will create linked records in both the Campaigns and Ad Sets tables. You can then proceed to create individual Creatives for this Ad Set using the Creative form.