How to Run Paid Traffic For Clients

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Knowledgebase: (Paid Traffic/Content Courses)


Agency Checklist Google Sheet

DMLab Elite Workshops
1. Content Marketing Course by Digital Marketer 

2. Paid Traffic

Justin Brooke
Adskills Courses
Retargeting Recipes Kindle Book


Klient Boost:

Free Online Resources

Paid Training Courses


Setup a trello board called "PPC Operations" This will serve as your main hub for adding in new clients.

In this board create 3 columns:

PPC Operations Trello Board

Admin/Team

Live Accounts (Simple)

Live Account Boards

(Complex)

Paused Client 

Virtual Assistant: BOB

Onboarding Template 

Client Card

Client Card

Budgets/Billing

Client Card

Client Card

Cell

Templates

Client Card

Client Card

Cell
Cell

Client Card

Cell
Cell

Live Account Board Complex
[CLIENT] [PPC Operations]

Ideas Backlog

Approved Campaigns

Waiting For Client

Paused Campaign

Competitor ad swipe file

Brand Defense on search

Specific service: Ad group/Landing page/email follow up

Client Card

Campaign idea 1

Google remarketing

Cell
Cell

campaign idea 2

Snapchat retargeting

Cell
Cell

campaign idea 3

Enter your text here...

Cell
Cell

PPC Operations Trello Board

Admin Team Column:
Virtual Assistant: BOB Team Member Card:

1. Have Bob's hours and possibly payment information and link to his original contract and any other HR/admin stuff related to him working for you

2. Have Bobs Daily Checklist. This should include
Check in: Login Date/time (approx 9am EST)
Keep notes on what tasks are worked on.
Make Sure Ads are live, no payment issues.
Check out: Logout date/time, add a summary of days work. (8 Hours from check-in time)

Remind Manager of anything that you need to make your job easier or anything that's blocking you from proceeding

You can also include an on boarding checklist, monthly checklist, weekly checklist and saily checklist.

Budgets/Billing:

In this card keep track of all budgets and use it to notify team of budget issues.

3. Also, start adding in templates for repeatable tasks or repeatable campaigns. If this gets too long of a list, you can make this card link to a new board or just list all the template you have in text and link to them.

Live Accounts have two columns to keep simple accounts visible and a 2nd column that allows us to dive into more complex accounts.


RULES:
Live Account (Simple): If they are a simple, one campaign client use one card in this column to complete all operations. We usually use these if it's a basic google search ads campaign with a lower budget. These are left here so it's easy to check in on them without opening up another board. If a campaign is getting more complex and we need to start adding things like retargeting and unique new ad groups with landing page build outs, then create a board and update it to a complex live account. Move the original card into the new client board.

Live Account (Complex): If this is an advanced campaign with many moving parts. We're going to require and entire board for implementation. Name the board [Client][PPC Operations].

Live Account Board Complex
[CLIENT] [PPC Operations]

Use these boards to build out complex campaigns and allow remote workers to get approval from remote managers.



1 Comment

  1. charraus on March 1, 2022 at 5:17 am

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