The campaign begins before the advertising platform.
The working checklist
- Service economics
- Offer and geography
- Landing page
- Tracking
- Campaign structure
- Lead-quality review
- Budget and testing rules
Define the unit economics
Know the approximate job value, gross margin, close rate, capacity and acceptable cost for a qualified opportunity. These can begin as ranges, but the team should agree on them before a platform invents the definition of success.
Choose one campaign job
Separate urgent repair, scheduled maintenance, replacement and project work when the buyer behavior and economics differ. Constrain geography to the area the business can serve profitably.
Continue the promise on the landing page
The headline, service, location, proof and next action should match the ad. Test the page on a phone over cellular speed. Submit the form and call the number.
Track the useful actions
Record calls, forms and bookings, but review whether they fit. Connect platform conversion IDs where appropriate and preserve UTMs. Do not import every weak action as an equal optimization signal.
Build readable tests
Group intent coherently, use negatives and exclusions, document message changes and avoid altering bids, budget, targeting and landing page at the same time without a reason.
Review with sales context
Search terms, geography, time of day, device and creative results become more useful when paired with lead status and sold work. The advertising account should learn from the business, not operate in a separate universe.
Use the guide on your own site
Choose one section, inspect the current customer experience and write down the smallest complete improvement. If you want a second opinion, send the relevant page and the point where the process feels stuck.
A useful first note
Ask Derek about the current version
Select as many areas as you need. A rough answer is enough.