PPC Campaign Onboarding Checklist

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The PPC Campaign Onboarding Checklist is an essential business form designed to streamline the onboarding process for new clients engaging in pay-per-click (PPC) advertising. This checklist gathers crucial information, such as client goals, target audience, budget constraints, and preferred platforms, ensuring that the marketing team has all the necessary details to create a successful PPC campaign. By utilizing this form, businesses can enhance communication with clients, set clear expectations, and ultimately increase the likelihood of achieving desired campaign outcomes. A well-structured onboarding process fosters client satisfaction and builds a solid foundation for long-term partnerships.


This form fits seamlessly into the project lifecycle by serving as the initial step in the client onboarding phase for PPC campaigns. Once completed, the checklist can be easily shared with clients through email or a secure online portal, allowing for efficient collaboration and feedback. By ensuring that both the client and the marketing team are aligned from the outset, the PPC Campaign Onboarding Checklist helps to mitigate misunderstandings and paves the way for a more effective and organized campaign execution.

Frequently asked questions
Why is a PPC campaign onboarding checklist used?
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A PPC campaign onboarding checklist is used to collect essential information from clients, ensuring a smooth onboarding process and accurate data collection for effective campaign management.
What should be included in a PPC campaign onboarding checklist?
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A PPC campaign onboarding checklist should include fields for Company Name, Primary Contact Person, Business Phone, Company Website, Company Background, Key Stakeholders Roles, Company Logo and Brand Assets, and Special Requirements or Considerations.
When to use a PPC campaign onboarding checklist?
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A PPC campaign onboarding checklist should be used whenever a business needs to gather information from new clients to initiate a PPC campaign, provide tailored services, or ensure all necessary assets are collected.

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