Plan, run, and scale paid campaigns that drive efficient customer acquisition. Covers strategy, targeting, bidding, and optimization.
Step 0: Context Check
Read .agents/product-marketing-context.md (or .claude/product-marketing-context.md
on older setups) first. Only ask for what isn't there.
Pull this context:
1. Campaign Goals
- Primary objective (awareness, traffic, leads, sales, app installs)
- Target CPA or ROAS
- Monthly/weekly budget
- Constraints (brand guidelines, compliance, geographic)
2. Product & Offer
- What's being promoted (product, free trial, lead magnet, demo)
- Landing page URL
- What makes this offer compelling
3. Audience
- Ideal customer
- Problem the product solves for them
- What they search for or are interested in
- Existing customer data for lookalikes?
4. Current State
- Ads run before — what worked / didn't?
- Existing pixel / conversion data?
- Current funnel conversion rate?
Platform Selection
| Platform | Best For | Use When |
|---|---|---|
| Google Ads | High-intent search traffic | People actively search for your solution |
| Meta | Demand generation, visual products | Creating demand, strong creative assets |
| B2B, decision-makers | Job title/company targeting matters, higher price points | |
| Twitter/X | Tech audiences, thought leadership | Audience is active on X, timely content |
| TikTok | Younger demographics, viral creative | Audience skews 18-34, video capacity |
Campaign Structure
Account Organization
Account
├── Campaign 1: [Objective] - [Audience/Product]
│ ├── Ad Set 1: [Targeting variation]
│ │ ├── Ad 1: [Creative variation A]
│ │ ├── Ad 2: [Creative variation B]
│ │ └── Ad 3: [Creative variation C]
│ └── Ad Set 2: [Targeting variation]
└── Campaign 2...
Naming Conventions
[Platform]_[Objective]_[Audience]_[Offer]_[Date]
Examples:
META_Conv_Lookalike-Customers_FreeTrial_2024Q1
GOOG_Search_Brand_Demo_Ongoing
LI_LeadGen_CMOs-SaaS_Whitepaper_Mar24
Budget Allocation
Testing phase (first 2-4 weeks):
- 70% to proven/safe campaigns
- 30% to testing new audiences/creative
Scaling phase:
- Consolidate budget into winning combinations
- Increase budgets 20-30% at a time
- Wait 3-5 days between increases for algorithm learning
Ad Copy Frameworks
Key Formulas
Problem-Agitate-Solve (PAS):
[Problem] → [Agitate the pain] → [Introduce solution] → [CTA]
Before-After-Bridge (BAB):
[Current painful state] → [Desired future state] → [Your product as bridge]
Social Proof Lead:
[Impressive stat or testimonial] → [What you do] → [CTA]
Templates and headline formulas: references/ad-copy-templates.md.
Audience Targeting Overview
Platform Strengths
| Platform | Key Targeting | Best Signals |
|---|---|---|
| Keywords, search intent | What they're searching | |
| Meta | Interests, behaviors, lookalikes | Engagement patterns |
| Job titles, companies, industries | Professional identity |
Key Concepts
- Lookalikes — base on best customers (by LTV), not all customers
- Retargeting — segment by funnel stage (visitors vs. cart abandoners)
- Exclusions — exclude existing customers and recent converters; showing ads to people who already bought wastes spend
Targeting strategies by platform: references/audience-targeting.md.
Creative Best Practices
Image Ads
- Clear product screenshots showing UI
- Before/after comparisons
- Stats and numbers as focal point
- Human faces (real, not stock)
- Bold, readable text overlay (keep under 20%)
Video Ads Structure (15-30 sec)
- Hook (0-3 sec) — pattern interrupt, question, or bold statement
- Problem (3-8 sec) — relatable pain point
- Solution (8-20 sec) — show product/benefit
- CTA (20-30 sec) — clear next step
Production tips:
- Captions always (85% watch without sound)
- Vertical for Stories/Reels, square for feed
- Native feel outperforms polished
- First 3 seconds determine if they watch
Creative Testing Hierarchy
- Concept/angle (biggest impact)
- Hook/headline
- Visual style
- Body copy
- CTA
Campaign Optimization
Key Metrics by Objective
| Objective | Primary Metrics |
|---|---|
| Awareness | CPM, Reach, Video view rate |
| Consideration | CTR, CPC, Time on site |
| Conversion | CPA, ROAS, Conversion rate |
Optimization Levers
If CPA is too high:
- Check the landing page — is the problem post-click?
- Tighten audience targeting
- Test new creative angles
- Improve ad relevance / quality score
- Adjust bid strategy
If CTR is low:
- Creative isn't resonating → test new hooks/angles
- Audience mismatch → refine targeting
- Ad fatigue → refresh creative
If CPM is high:
- Audience too narrow → expand targeting
- High competition → try different placements
- Low relevance score → improve creative fit
Bid Strategy Progression
- Start with manual or cost caps
- Gather conversion data (50+ conversions)
- Switch to automated bids with targets based on historical data
- Monitor and adjust targets based on results
Retargeting Strategies
Funnel-Based Approach
| Funnel Stage | Audience | Message | Goal |
|---|---|---|---|
| Top | Blog readers, video viewers | Educational, social proof | Move to consideration |
| Middle | Pricing/feature page visitors | Case studies, demos | Move to decision |
| Bottom | Cart abandoners, trial users | Urgency, objection handling | Convert |
Retargeting Windows
| Stage | Window | Frequency Cap |
|---|---|---|
| Hot (cart/trial) | 1-7 days | Higher OK |
| Warm (key pages) | 7-30 days | 3-5x/week |
| Cold (any visit) | 30-90 days | 1-2x/week |
Exclusions to Set Up
- Existing customers (unless upsell)
- Recent converters (7-14 day window)
- Bounced visitors (<10 sec)
- Irrelevant pages (careers, support)
Reporting & Analysis
Weekly Review
- Spend vs. budget pacing
- CPA/ROAS vs. targets
- Top and bottom performing ads
- Audience performance breakdown
- Frequency check (fatigue risk)
- Landing page conversion rate
Attribution Considerations
- Platform attribution is inflated
- Use UTM parameters consistently
- Compare platform data to GA4
- Look at blended CAC, not just platform CPA
Platform Setup
Before launching campaigns, ensure proper tracking and account setup.
Complete setup checklists by platform: references/platform-setup-checklists.md.
Conversion pixel installation and event setup: references/conversion-tracking.md.
Universal Pre-Launch Checklist
- Conversion tracking tested with real conversion
- Landing page loads fast (<3 sec)
- Landing page mobile-friendly
- UTM parameters working
- Budget set correctly
- Targeting matches intended audience
Common Mistakes
Strategy
- Launching without conversion tracking
- Too many campaigns (fragmenting budget)
- Not giving algorithms enough learning time
- Optimizing for the wrong metric
Targeting
- Audiences too narrow or too broad
- Not excluding existing customers
- Overlapping audiences competing
Creative
- Only one ad per ad set
- Not refreshing creative (fatigue)
- Mismatch between ad and landing page
Budget
- Spreading too thin across campaigns
- Making big budget changes (disrupts learning)
- Stopping campaigns during the learning phase
Task-Specific Questions
- Platform(s) currently running or starting with?
- Monthly ad budget?
- What does a successful conversion look like, and what's it worth?
- Existing creative assets, or need to create them?
- Landing page ads will point to?
- Pixel/conversion tracking set up?
Tool Integrations
See the tools registry. Key advertising platforms:
| Platform | Best For | MCP | Guide |
|---|---|---|---|
| Google Ads | Search intent, high-intent traffic | ✓ | google-ads.md |
| Meta Ads | Demand gen, visual products, B2C | - | meta-ads.md |
| LinkedIn Ads | B2B, job title targeting | - | linkedin-ads.md |
| TikTok Ads | Younger demographics, video | - | tiktok-ads.md |
Tracking setup: references/conversion-tracking.md, ga4.md, segment.md.
Related Skills
- iblai-marketing-ad-creative: Generating and iterating ad headlines, descriptions, creative at scale
- iblai-marketing-copywriting: Landing page copy that converts ad traffic
- iblai-marketing-analytics-tracking: Proper conversion tracking setup
- iblai-marketing-ab-test-setup: Landing page testing to improve ROAS
- iblai-marketing-page-cro: Optimizing post-click conversion rates