Ads Plan
Run a standardized paid-media onboarding and campaign playbook across Google, Meta, LinkedIn, TikTok, and Microsoft for agency or multi-brand clients.
Overview
Ads Plan is an agent skill most often used in Launch (also Grow, Validate) that delivers a multi-platform paid advertising onboarding and setup template for agency-style client delivery.
Install
npx skills add https://github.com/agricidaniel/claude-ads --skill ads-planWhat is this skill?
- Multi-platform coverage: Google, Meta, LinkedIn, TikTok, Microsoft
- Week 1–2 client onboarding checklist: discovery, goals, competitors, budget, assets, access
- Technical setup focus: pixels, CAPI/server-side, Enhanced Conversions, feed and CRM hooks
- Agency-oriented: white-label reporting, margin pressure, standardized scalable delivery
- Outcome framing around ROAS, CPA, and pipeline for retention
- Week 1 discovery and Week 2 technical setup phases in the onboarding checklist
- Platforms named: Google, Meta, LinkedIn, TikTok, Microsoft
- First 90 days called out as critical client retention window
Adoption & trust: 825 installs on skills.sh; 5.8k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You are taking on paid ads for a new client or product but lack a consistent discovery-to-tracking checklist across Google, Meta, LinkedIn, TikTok, and Microsoft.
Who is it for?
Indie consultants or tiny agencies launching or restructuring multi-channel paid programs with real tracking requirements.
Skip if: Builders who only need a single one-off ad copy variant with no accounts, pixels, or client onboarding scope.
When should I use this skill?
Starting or restructuring agency-style paid advertising with multi-client goals, budgets, and cross-platform tracking setup.
What do I get? / Deliverables
You get a structured onboarding and technical setup plan aligned to measurable outcomes (ROAS, CPA, pipeline), ready to hand off to creative production and ongoing optimization workflows.
- Completed discovery and technical-setup checklists per client
- Tracking and conversion event verification notes
- Channel and budget alignment against ROAS/CPA targets
Recommended Skills
Journey fit
Spans multiple journey phases - primary shelf plus alternate fits below.
Paid acquisition and platform setup are the canonical launch shelf for distribution work, even though reporting loops continue in Grow. Distribution covers channel strategy, account structure, and launch-ready tracking—not just one ad creative task.
Where it fits
Estimate channel mix and monthly spend before committing engineering time to a funnel.
Run discovery and technical setup checklists before flipping campaigns live on Meta and Google.
Re-audit pixels and conversion events when ROAS drifts and clients demand white-label performance reports.
How it compares
Use as a full paid-media operations template instead of ad-hoc platform cheat sheets in chat.
Common Questions / FAQ
Who is ads-plan for?
Solo builders and small agencies who run paid social and search for themselves or clients and want a repeatable onboarding and tech-setup playbook.
When should I use ads-plan?
Use it at Launch when turning on distribution channels, during Validate when scoping budget and channels before build, and in Grow when re-onboarding a stalled account or standardizing delivery across clients.
Is ads-plan safe to install?
Review the Security Audits panel on this Prism page before installing; the skill describes account access and tracking setup that may imply sensitive credentials in your environment.
SKILL.md
READMESKILL.md - Ads Plan
<!-- Updated: 2026-02-11 --> # Marketing Agency Paid Advertising Template ## Industry Characteristics - Multi-client management; each client has different goals, budgets, and industries - White-label reporting and branding requirements - Standardized processes needed for scalable delivery - Client retention depends on measurable results (ROAS, CPA, pipeline) - Platform expertise across Google, Meta, LinkedIn, TikTok, Microsoft required - Agency margin pressure; efficiency and automation are critical - Client onboarding is a make-or-break phase (first 90 days) - Continuous education required (platform updates happen weekly) ## Client Onboarding Checklist ### Discovery Phase (Week 1) - [ ] Business type identified (map to industry template) - [ ] Goals defined: brand awareness, leads, sales, app installs - [ ] Current advertising status: platforms, spend, performance history - [ ] Target audience: demographics, interests, behaviors, company size (B2B) - [ ] Competitive landscape: top 3-5 competitors identified - [ ] Budget confirmed: monthly, quarterly, and annual - [ ] Creative assets inventory: existing images, videos, copy - [ ] Brand guidelines provided: colors, fonts, tone, do/don't list - [ ] Access granted: ad accounts, Google Analytics, CRM, product feed ### Technical Setup (Week 2) - [ ] Tracking audit: pixels, tags, conversions events verified - [ ] CAPI / server-side tracking configured (Meta, TikTok) - [ ] Enhanced Conversions enabled (Google, Microsoft) - [ ] UTM parameter structure defined - [ ] Google Tag Manager setup verified - [ ] CRM integration tested (offline conversion import) - [ ] Attribution model selected and documented - [ ] Reporting dashboard configured ### Campaign Launch (Weeks 3-4) - [ ] Campaign architecture built (from industry template) - [ ] Ad copy written and client-approved - [ ] Creative assets produced or received - [ ] Landing pages reviewed (message match, speed, mobile) - [ ] Audiences built (custom, lookalike, keyword lists) - [ ] Bid strategy set (conservative for learning phase) - [ ] Budget pacing configured - [ ] Conversion tracking verified (test conversion fired) ## Client Industry Template Selection Map each client to the appropriate industry template: | Client Type | Template | Key Considerations | |------------|----------|-------------------| | SaaS | `saas.md` | Long sales cycle, demo/trial conversions | | E-commerce | `ecommerce.md` | Product feed, ROAS focus, seasonal | | Local Service | `local-service.md` | Call tracking, LSA, geo targeting | | B2B Enterprise | `b2b-enterprise.md` | ABM, LinkedIn, long attribution | | Info Products | `info-products.md` | Funnel-based, Meta/YouTube primary | | Mobile App | `mobile-app.md` | MMP required, LTV optimization | | Real Estate | `real-estate.md` | Special Ad Category, dual audience | | Healthcare | `healthcare.md` | HIPAA, LegitScript, compliance | | Finance | `finance.md` | Special Ad Category, disclosures | | Other | `generic.md` | Adapt based on specifics | ## Agency Platform Selection Matrix ### Client Budget → Platform Recommendations | Monthly Budget | Recommended Platforms | Reasoning | |---------------|----------------------|-----------| | $1,000-$3,000 | Google Search only | Focus on highest-intent channel | | $3,000-$5,000 | Google + Meta | Add prospecting/retargeting | | $5,000-$10,000 | Google + Meta + 1 secondary | Based on industry fit | | $10,000-$25,000 | 3-4 platforms | Full funnel coverage | | $25,000+ | Full platform mix | Platform-specific optimization | ## Reporting Framework ### Weekly Report (Internal) - Spend pacing (budget vs actual) - Key metric trends (CPA, ROAS, CTR, CVR) - Anomaly alerts (sudden performance drops) - Action items for the week ### Monthly Client Report - Executive summary (3-5 key takeaways) - KPI dashboard (target vs actual) - Platform-by-platform performance - Top-performing campaigns, ad groups, creatives - Recommendations and next steps - Budget allocation review ###