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Best Practices

Start your account off right and get your first campaign production fast

Brooks West avatar
Written by Brooks West
Updated over 8 months ago

You are one of the few that will take the time to read through this article and look to save time (which is money) and focus on what matters most: getting live.

In this article we will focus purely on what we see across hundreds of accounts the attributes and process that create success. Use part of it or the entire thing as a recipe for your team to reach their highest level of efficiency.


Assemble Your Team

We see accounts that integrate their teams from day one find more success and faster uptime on campaigns. We suggest you do this as its very possible you build a highly custom and intricate campaign and having team around this from the beginning has long term benefits in maintaining and servicing the campaign.

Here is how you accomplish this:

  1. Hold an internal meeting

Define the Campaign: Cover the objectives, timeline and what you define as a successful launch of a campaign. Having your outcomes and timeline in order makes everyone more successful.

Proper Delegation: Ensure that each team member is used to their fullest. Nobody likes a team of (6) where only (1) person does the work - that was ok on science projects back in middle school - not in commercial business.

Scheduled Progress Checks: Set time for when the team should be checking in and getting support from their colleagues.

One Man Army: If you are solo, we got you and we also have bootstrapped solo so we know the vibe well. You are not alone and lean into us as your team. Put us on your back and let's gooooo.

2. Define the campaign structure

Defined Structure: This one is not hard but does have a massive impact on the speed of the build of the campaign.

The tip here is to define the flow of the traffic from the type of sources you want to add to the routing and monetization of the leads.

  • Where is the traffic coming from (affiliates, social, search, direct mail)

  • What is the landing page and form experience

  • Where should the leads, clicks or calls go

  • What is the monetization strategy

Prepare API's and Sources: Get prepared with the names of the sources and the posting instructions to your CRM or other buyers.

Organize this so that it can be implemented quickly, tested and set live.

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