Templates and checklists
Articles in templates and checklists from the ROASfinity blog.
Shopify
Google Ads
WordPress
Slack
Stock photos and example labels, not customers.
In this section
Pre-launch checklist for a new client ad account
The first week of a new client account is when most avoidable mistakes happen. This checklist is the list we would want on the wall before anything spends money.
6 min read→ Templates and checklists
A weekly creative review template
A creative review should end with a decision for each asset. This template keeps the meeting short and the decisions written down.
5 min read→ Templates and checklists
An outline for a monthly client report
A monthly report should answer one question first and show its work second. This outline keeps the headline number honest and the supporting detail easy to check.
6 min read→ Templates and checklists
A weekly creative fatigue check
A ten minute check each week costs less than finding out about a worn out ad after a bad month.
4 min read→ Templates and checklistsA UTM audit checklist for client accounts
Untagged or inconsistent links are the quiet reason analytics cannot say where visits came from.
5 min read→ Templates and checklistsA creative test brief template
Most failed creative tests were never really tests. Nobody wrote down what would count as a win before the ads went live.
5 min read→ Templates and checklists
A post mortem template for creative tests
A test that is not written up gets repeated a year later by someone who was never told it had already failed.
4 min read→ Templates and checklists
Data checklist for onboarding a new store client
The first report is only as good as the facts collected in week one. This list is what to ask for before you promise any number.
5 min read→ Templates and checklistsA weekly client update email template
A client reads a short, honest email. A long one gets skimmed and a vague one gets a phone call.
4 min read→ Templates and checklists
Questions to ask before connecting an MCP server to ad accounts
Connectors multiply faster than anyone can review them. A fixed list of questions makes the review fast and repeatable.
5 min read→ Templates and checklists
A change log template for ad accounts
When results move, the first question is what changed. A change log answers it in seconds.
4 min read→ Templates and checklists
A quarterly review checklist for ecommerce clients
Weekly reviews tune the work. A quarterly review asks whether the plan is still the right plan.
5 min read→ Templates and checklistsA client offboarding email template
How an engagement ends is remembered longer than how it started. This template keeps it short and clear.
3 min read→ Templates and checklistsA report quality checklist you can copy
Put this on one page and tick it before every send. It takes five minutes and prevents most embarrassing errors.
3 min read→ Templates and checklists
A naming registry template for many clients
A shared naming pattern only works if everyone uses the same list of codes. A registry is that list.
3 min read→ Templates and checklistsA creative library audit checklist
Libraries decay quietly. A quarterly audit keeps the approved final easy to find and the expired rights out of live ads.
3 min read→ Templates and checklistsA standard operating procedure template for agency tasks
A task that lives in one person's head stops when that person is busy. A short written procedure keeps it running.
4 min read→ Templates and checklistsAn account manager handover checklist for ecommerce clients
Clients notice a change of account manager. A written handover keeps the work, the promises and the numbers intact.
4 min read→ Templates and checklists
An access request form template for ad accounts and tools
Access given in a hurry is rarely taken back. A form with an end date makes every grant a decision that someone approved in writing.
4 min read→ Templates and checklistsAn ad incident log template for tracking and account problems
When tracking breaks at night, memory is the first thing to fail. A log started at the first sign keeps the timeline honest.
4 min read→ Templates and checklistsA quarterly business review agenda for ecommerce clients
A quarterly meeting that wanders wastes the client's time and yours. A fixed agenda ends with decisions written down.
5 min read→ Templates and checklistsAn ad launch checklist template for ecommerce campaigns
A campaign can go live with a broken link or a wrong name, and nobody notices until the report looks odd. A short checklist catches that before the first click.
4 min read→ Templates and checklists
A bad news email template for ecommerce clients
Bad news is easier to read when it is short, dated and specific. The client should finish the email knowing what happened, what is known and what happens next.
4 min read→ Templates and checklistsA scope change request template for agency work
Scope grows one small request at a time. A written request makes each change a decision with a price, a date and an owner.
4 min read→ Templates and checklistsA renewal meeting agenda template for agency retainers
A renewal is a decision about the next term, not a victory lap. Agree on the goals and the facts before the meeting so that the room only decides.
5 min read→ Templates and checklistsA tracking QA checklist template for campaign launches
Tracking problems are cheaper to find before the spend starts than after the report looks wrong. A short QA pass before launch, and a check on day one, finds them while the spend is still small.
5 min read→ Templates and checklistsA runbook template for recurring agency jobs
An SOP says what the job is. A runbook says what to do, step by step, when it breaks, for the person who has never done it.
4 min read→ Templates and checklists
A sign-off checklist template for work going live
Most launch mistakes come from work that was assumed to be checked. A sign-off step with named signers makes the check visible.
4 min read→ Templates and checklistsA weekly metric review template for the internal team
A weekly review that starts from a blank page takes an hour to read and often ends without a decision. A fixed page puts the decision first.
4 min read→ Templates and checklists
A creative backlog template for agency teams
Ideas kept in chat threads get lost. A backlog with fixed columns shows what is queued, what is in test and what was already tried.
4 min read→ Templates and checklistsA voice and tone one-pager for agency writing
Five writers with five tones give one client five voices. A one-page guide settles the question before the first draft.
4 min read→ Templates and checklistsA change request form template for ad and tracking changes
A change that is not written down cannot be checked or undone. A short request form turns every change into a record that can be reviewed before it reaches the account.
4 min read→ Templates and checklists
An approval queue checklist for client-facing ad changes
A queue of pending changes is a risk when nobody owns it. A checklist keeps each item visible until someone says yes or no.
4 min read→ Templates and checklistsA one page creative brief template for ad production
A brief that runs to ten pages gets skimmed. One page with a single message gets a draft that can be judged.
4 min read→ Templates and checklists
A UGC brief template for creators and client content
A creator who does not know which claims are allowed will guess. A brief with the limits written down gets content the client can approve.
4 min read→ Templates and checklistsAn AI usage policy template for agency teams
Most agency teams already use AI tools. A written policy says what is allowed, what is not, and who answers for the output.
5 min read→
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