Always Do

  • Follow the naming convention — every object, every time, no exceptions
  • Verify conversion tracking before enabling any campaign
  • Install LinkedIn Insight Tag on all client websites alongside other pixels
  • Use "Presence only" for Google Ads location targeting
  • Set up negative keyword lists before launch on Google
  • Create campaigns in Paused state — only enable after full QA
  • Check ad previews before going live on all platforms
  • Document changes — note what you changed and why in a shared log
  • Review search terms weekly on Google Ads without exception

Never Do

  • Never enable auto-apply recommendations on Google Ads
  • Never enable LinkedIn Audience Network for lead gen — low-quality traffic
  • Never mix Search + Display in one Google campaign
  • Never enable Search Partners unless specifically testing
  • Never use "Presence or interest" for location targeting
  • Never launch without conversion tracking verified and firing
  • Never change bidding strategy mid-week — 7 days to stabilize
  • Never delete campaigns — pause them. Data is lost if you delete
  • Never make big changes during learning phase (first 7 days)
  • Never ignore creative fatigue on TikTok — refresh every 2–3 weeks

Platform-Specific Safety Settings

Google Ads
  • Auto-apply: OFF on everything
  • Search Partners: OFF
  • Display Network: OFF (in Search)
  • URL expansion: OFF (single LP)
  • Ad rotation: Optimize (default)
  • Location: Presence only
Meta Ads
  • Audience Network: Exclude for lead gen
  • Cost cap: Set once CPL baseline known
  • Attribution: 7-day click, 1-day view
  • Targeting expansion: OFF unless Advantage+
  • Placement assets: Format-specific creative
TikTok Ads
  • Pangle: OFF for lead gen
  • Auto Creative: OFF until manual learnings
  • Smart Creative: Test cautiously
  • Comments: Monitor and reply
  • Dayparting: 7AM–11PM for B2B
LinkedIn Ads
  • LAN: OFF for lead gen
  • Audience expansion: OFF — defeats B2B precision
  • Bid strategy: Max Delivery > Manual
  • Frequency: Monitor — small audiences fatigue fast
  • Lead Gen Forms: Add hidden UTM fields
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