A practical guide to running paid social and search for clients: working through official partner programs, structuring accounts so they hold up, and turning ad management into a service you can price and deliver.
Meta · Google Ads · TikTok · Snapchat
You may be a media buyer, a freelancer, or a store owner who is tired of handling every ad platform yourself. You want to know how agencies set accounts up, how they report, and how they charge.
What a business manager and an agency account are, how they differ from a personal account, and why clients and platforms expect agencies to use them.
How to work with the platforms' own partner and agency programs, what each one asks for, and what to prepare before you apply or request access.
Business manager roles, pixel and conversion setup, payment settings, and campaign layouts that keep data in one place and make problems easy to trace.
Ramping spend gradually, writing ads and landing pages that meet advertising policies, and what to do when an ad is rejected or an account is restricted.
Who buys ad management, how to describe your offer, how retainers and performance fees are commonly structured, and a step-by-step approach to finding your first clients.
Templates for client onboarding, objection handling, KPI tracking and marketing fulfilment, described below.
The toolkit includes a tracking sheet built around the numbers clients ask about. This is the layout, shown with sample figures.
| Campaign | Spend | CPM | CTR | CPA | ROAS |
|---|---|---|---|---|---|
| Prospecting · video | $1,240 | $11.80 | 1.6% | $24.10 | 2.4x |
| Prospecting · static | $860 | $10.20 | 1.1% | $31.60 | 1.9x |
| Retargeting · 30 day | $410 | $14.50 | 2.3% | $14.80 | 3.7x |
Sample numbers for illustration only. They are not results from any client and not a benchmark.
The questions to ask, the access to request, and a checklist for the first week.
Weekly and monthly reporting layouts you can copy and fill in.
Plain answers to the doubts prospects raise about cost, timing and results.
A working routine for delivering creative, launches and reports on schedule.
Some helps. The guide explains account structure and reporting from the start, but it assumes you can already build a basic campaign on at least one platform.
Meta, Google Ads, TikTok and Snapchat. Platform programs and interfaces change, so check each platform's current documentation alongside the guide.
No. It gives you a method for finding and pitching clients and the paperwork to onboard them. Whether it works for you depends on your offer and how consistently you apply it.
It is a digital eBook. Access is delivered after checkout through Whop.
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