Phase One: Assessment
Phase 1: The Customer Assessment
Phase 1: Reporting Overview
Phase 1: Understanding The difference between Hard and Soft Metrics
Phase 1: Reporting Discussion Between Pros
Phase 1: Google Data Studio Supermetrics Reporting
Resources: Basic Financial Literacy for Clients
Resources: Reporting Worksheet Template One
Resources: Reporting Worksheet Template Two
Resources: Founders Membership Preview: Optimization Walkthrough
Resources For Beginners: How to Optimize Accounts Right Now
Resources: MER vs aMER Worksheet
Resources: Advanced Deep Audit of a Meta Account
Phase Two: Action
Phase 2: Full Funnel Set-up and Targeting Research
Phase 2: Placement Considerations and Technical Notes
Phase 2: How One Agency Thinks About Optimization
Resources: How to set a cost cap bid properly
Resources: Landing Page Inspiration
Resources: Website Teardowns and Audits with Kurt Elster (Interview)
Resources: 17 Quick Wins to Improve Your DTC Landing Page
Phase Three: Creative
Phase 3: Building and Sourcing Creative
Phase 3: Story Boarding, Different Platform Creative Examples and Creative Review
Phase 3: Creative Testing, Analysis and Scaling
Phase 3: Creative Reporting
Resources: How To Set Up A Creative Testing Structure
Resources: How To Get Influencers for UGC, A Playbook (Interview)
Resources: Mini-Masterclass: Why Humans Buy Anything
Resources: Creative Testing & Analysis Map
Resources: TikTok Spark Ads Instructions for Creators
Resources: TikTok Ads Best Practices 2022
Resources: TikTok Ads Safe Zone Template
Resources: IG Reels Ads Safe Zone Template
Resources: IG Stories Ads Safe Zone Template
Phase Four: Diversification
Phase 4: A beginners guide to TikTok Ads with Brad Klein
Phase 4: Google Performance Max and YouTube Ads
Phase 4: Email and SMS Basics
Resources: Google: Affinity Audiences for Brand Advertisers
Resources: TikTok Ads – Best Practices
Resources: TikTok Ads Mastery and Tips, with Cody Plofker
Resources: Google Ads Deep Account Audit – Live Walkthrough
Resources: Performance Max Resources
Phase Five: Tech Checks
Phase 5: Pixel Check-up
Phase 5: Understanding Aggregated Event Measurement (AEM)
Phase 5: Conversion API (CAPI) Check Up
Phase 5: Catalog Set-up.mp4
Resources: Meta Outage Notifications – Slack RSS Feed