CLIENT SIDE PPC EXTRACTION CHECKLIST

• Meta Ads
• Google Ads
• LinkedIn Ads
• WhatsApp Marketing
• Email Marketing

1️.BUSINESS BASIC DETAILS

• Legal Business Name
• Brand Name
• Website URL
• Landing Page URL
• Business Category
• Services / Products List
• USP (Why choose you?)
• Years in Business
• Target Locations
• Competitor Names
• Working Hours
• Contact Number
• WhatsApp Number
• Business Email
• GST Details (if applicable)

2️.TARGET AUDIENCE DETAILS (VERY IMPORTANT)

• B2B or B2C?
• Target Age
• Gender
• Location
• Income Level
• Industry (for B2B)
• Job Titles (for LinkedIn)
• Company Size (for LinkedIn)
• Interests
• Pain Points
• Buying Behavior
• Average Order Value

3️.OFFER DETAILS

• Current Offer
• Discount %
• Limited Time Offer?
• EMI Option?
• Free Demo / Consultation?
• Bonus / Freebie?
• Guarantee / Refund Policy?

4️.SALES PROCESS DETAILS

• Who handles leads?
• Sales team contact details
• Response time (within how many minutes?)
• CRM used?
• Average closing rate?
• Average sale value?
• Lead follow-up method?
• Revenue tracking method?

Without this, ROAS tracking will be wrong.

5️.PLATFORM ACCESS REQUIREMENTS

META ADS REQUIREMENTS

Platform: Meta Ads Manager

Client must provide:

• Business Manager access
• Facebook Page Admin access
• Instagram Business Account access
• Ad Account access
• Payment method setup
• Website backend access (Pixel install)
• Domain verification access

GOOGLE ADS REQUIREMENTS

Platform: Google Ads

Client must provide:

• Google Ads account access
• Billing setup
• Website admin access
• Conversion tracking approval
• Access to
  Google Analytics
• Access to
  Google Tag Manager

LINKEDIN ADS REQUIREMENTS

Platform: LinkedIn Ads

Client must provide:

• LinkedIn Company Page admin access
• LinkedIn Campaign Manager access
• Billing method setup
• Website access for Insight Tag installation
• Lead Gen Form details
• Target Job Titles
• Target Industries
• Target Company Size
• Seniority Level
• Decision Maker Details

For B2B campaigns this is mandatory.

WHATSAPP MARKETING REQUIREMENTS

Platform: WhatsApp Business

Client must provide:

• WhatsApp Business access
• Customer database (Excel)
• Official business number
• Broadcast approval
• Message approval

EMAIL MARKETING REQUIREMENTS

Client must provide:

• Email database (Excel format)
• Email tool access (Mailchimp / Zoho etc.)
• Sender email ID
• SMTP details
• Branding materials
• Previous campaign data (if available)

6️.CREATIVE & BRANDING MATERIALS

• Logo (PNG, HD)
• Brand color codes
• Fonts
• Product images
• Videos
• Testimonials
• Certificates
• Awards
• Brochure PDF
• Case studies

7️.TECHNICAL SETUP APPROVALS

• Meta Pixel installation approval
• Google conversion tracking approval
• LinkedIn Insight Tag approval
• Event tracking approval
• CRM integration approval

8️.BUDGET & EXPECTATIONS

• Monthly ad budget (per platform)
• Target cost per lead
• Target cost per acquisition
• Target monthly leads
• Target revenue
• Reporting frequency (Weekly / Monthly)

9️.PREVIOUS PERFORMANCE DATA (IF OLD ACCOUNT)

• Past CPL
• Past ROAS
• Best campaign
• Worst campaign
• Ad account restrictions (if any)
• Past creatives

FINAL APPROVAL CHECKLIST BEFORE LAUNCH

✔ Objective finalized
✔ Budget approved
✔ Tracking installed & tested
✔ Sales team ready
✔ Creative approved
✔ Landing page working
✔ Reporting sheet created

IMPORTANT NOTE FOR LINKEDIN

LinkedIn Ads works best for:

• B2B
• High-ticket services
• Corporate training
• SaaS
• Industrial services

If your client is B2C low-ticket product, LinkedIn may not be suitable.