SOP 141: Onboard a Client for Google ads
Make sure clients’ goals and objectives are addressed so you can run ad campaigns as soon as possible.
Last Updated / Reviewed: 03/28/2024
Execution Time: 5-14 Days
🚀 Goal: To onboard a client and get ready to run a Google Ads campaign.
🤞 Ideal Outcome: You and your team have access to resources, account access and approval needed to run Google ad campaigns for your client.
🤔 Why this is important: To make sure clients’ goals and objectives are addressed so you can begin running ad campaigns as soon as possible.
🧐 Where this is done Email, Google Ads Manager, Google Drive
🗓️ When this is done: After you have acquired the signed contract from the client to kickstart the project.
👨 Who does this: The marketing or account manager for the project.
__⚠️Prerequisites or requirements: __You should have access to an active Google Ads account.
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Environment Setup
Make a copy of the following templates:
- Template 040: Onboarding Email Template for Google Ads Clients (web version)
- Template 042: Client Onboarding Questionnaire for Google Ads (web version)
- Template 037: Client Kickoff Call Template (web version)
In the onboarding email, edit all that are highlighted:
- Client’s name
- The email address of your Google account
- The URL of the Google drive you made a copy of
- Date and time of the kickoff call
- The URL for your kickoff call.
- Schedule the meeting via Google Meet or any video conferring platform of your choice.
- Name of your colleagues
- Your name in signoff
Client Onboarding
01▸ Send the onboarding email as soon as you receive the signed contract.
02▸ Set up a kickoff call with the client.
Make sure your client has filled in the Template 042: Client Onboarding Questionnaire for Google Ads (web version) before the call.
Use this Template 037: Client Kickoff Call Template (web version) to plan your kickoff call with the client.
03▸ Develop a strategy
Execute keyword research — SOP 147: Perform Keyword research for Google ads (web version): Keyword research for Google ads.
Reverse engineer competitor’s Google ads strategy — SOP 088: Reverse engineer your competitor's Google Ads Strategy (web version): How to Reverse engineer your competitor's Google Ads strategy.
Define Google ad structure — SOP 143: Design a Structure a Google Ads Campaign Account (web version): Design a Structure a Google Search Campaigns