Before you start
- Use read-only access or a copy of the data, never a shared login. Open the account sheet with the break-even lines and the naming rules.
Block 1: access and tracking (15 minutes)
- Access: who has it, at what level, and whether each person is still on the client's team. See the access request process.
- Tracking: compare the platform purchase count with the store's orders for one recent day. A gap is an incident until it is explained.
- Tags: check that the UTM parameters are on the live links that carry paid traffic.
Block 2: structure and spend (15 minutes)
- Check names against the agreed naming rule, and find campaigns with no owner or no spend in the last 30 days.
- Compare spend with the monthly plan and the reserve left, using the budget pacing guide.
Block 3: creative (10 minutes)
- Find the ads that have run longest and check ad frequency on each. Note any test with no end date.
Block 4: the written result (20 minutes)
- One page: what was checked, the result of each block, and the three fixes in order.
- Mark every finding as checked, not checked or not measured. A finding with no measurement is not a zero.
The hour does not replace a full review. It finds the problems that need action this week.










