Google Ads Client Onboarding

Before you begin

The Google Ads account must already be under the agency MCC

The daily CONFIG Sync script discovers new MCC child accounts and adds them to CONFIG_Clients as PAUSED. If the account is missing below, connect it to the MCC and run CONFIG Sync manually or wait for its next scheduled run.

Existing clients

Continue an onboarding

Resume a client created by this app without re-entering its setup. The workbook is verified before lifecycle controls are restored.

Loading configured clients…

Step 1

Select the discovered account

0 accounts

Google Ads account

No account selected.

Step 2 · Required

Confirm the client

2 answers required

The account name and technical identifiers come from Google. Confirm the client name and tell us the type of business so future recommendations use the right context.

Client / brand name

Business type

Advanced identifiers Automatically filled

Client key Used for the local client folder.

Reporting timezone

Currency The weekly writer currently supports USD.

Step 3 · Required

Choose what belongs to this client

When API discovery is configured, campaigns load automatically after you select an account. Choose the campaigns this client owns; existing assignments are shown but cannot be selected twice. Manual entry remains available as a fallback.

Select an account to find its campaigns.

Selected report mappings — names remain editable before review.

Weekly report layout One campaign group Multiple labeled groups

Step 4 · Recommended

Tell us what success means

Unknown is allowed

Reporting can start without these answers. They are what let the audit judge effectiveness instead of only describing clicks and spend.

Primary objective Optional

Real business results that count Optional

Conversion tracking trustworthy?

Revenue / lead values trustworthy?

Monthly Google Ads budget Optional

Additional business context Optional — improves recommendations

Account manager

Tracking owner

Offer and price point

Website / landing page

Ordering / conversion URL

Geography served

Could price-focused searches mismatch the offer?

Target CPA / cost per lead

Target ROAS

Brand terms

Products or services not offered

Known constraints, history, or change authority

Step 5 · Create

Review and create the reporting workbook

Nothing is activated automatically

The default workbook is ready to use. Open the options only if you need a different title, Meta tab choice, or sharing.

Workbook and sharing options Optional

Workbook title

Also create a future-ready META ADS tab

Sharing emails No notification email is sent. Leave blank to keep the workbook private.

Access for all listed recipients

If this Google Ads account is shared, I confirm these campaign IDs belong only to this client.

Complete the form and validate it before creating anything.

Guided planning workspace

Prepare a reviewed campaign brief

Save source-backed facts, questions, access checks, measurement references, and a proposed budget. This workspace does not create Editor files, change ads, post, launch, or prove that anything is serving. An approved setup continues into the separate reviewed engineering-preview package workspace below.

DRAFT · no setup selected

Authorized client account Client Account Saved setup

Owner—

Revision—

Updated—

Next safe actionContinue the draft

1. Review source facts

Enter a short exact excerpt or upload a UTF-8 .txt/.md file up to 64 KiB. Source text is transient; only snippets you add as facts are saved.

Saved source references, hashes, and spans support traceability. They do not verify ownership of an external document or prove that a statement is true; an authorized person must review each fact.

2. Track open questions

3. Record tested access and ownership

4. Link measurement evidence

Link the exact authorized S01 measurement revision for this same client account. The saved record remains the authority for each trust dimension.

Verifier/operator step: choose the exact saved measurement revision after checking its client, account, outcome, dates, and role.

5. Build the proposal

Goal Primary outcome Goal source fact Monthly budget in account currency Brand choice Brand-policy source fact Geography type Geography values Geography source fact Destination URL Destination purpose Destination source fact Build mode Existing campaign ID Approved claims, one per line Claims source fact Assumptions, one per line

Planned campaigns

Keep distinct customer intents separate while reconciling every campaign budget to the monthly total. Leave a campaign destination override blank to use the primary destination.

6. Review the next gate

Readiness describes eligibility for one stage. It is never proof that an export exists or that ads were posted, launched, or served.

Stage

Detailed Editor build

Compose and review the exact files

Enter every keyword, ad line, negative, location, and asset explicitly. The planning intents above are context only; this screen never invents ad copy or keywords from them.

ENGINEERING PREVIEW · production create/update unverified

Guided planning workspace

Prepare a reviewed Meta (Facebook/Instagram) setup

Save source-backed facts, questions, and a proposed Meta campaign/ad set/ad/creative build. This workspace does not call Meta, create anything in Ads Manager, or push or publish anything — the build must be created manually in Ads Manager after review.

DRAFT · no setup selected

Authorized client account Client Meta account Saved setup

Owner—

Revision—

Updated—

BuildManual only — no publish button

1. Link the Google setup workspace (optional)

Link the reviewed Google campaign-setup revision for this same client, then import individual approved facts from it rather than re-entering them.

2. Review source facts

Facts show as approved, candidate, or rejected. An authorized reviewer must approve a fact before it can support a proposal field.

3. Track open questions

4. Build the proposal

Edit the JSON proposal directly. Every reference (sourceFactIds, destinationId, adSetKey, creativeKey…) must point to something already defined above or in this same proposal.

5. Layer evidence and Advantage+ choices

Each layer — campaign, ad sets, ads, creatives, placements, and event sources — is shown with its own evidence and state, kept visually separate.

6. Review readiness

Readiness describes facts, conflicts, unknowns, blockers, and tracking status. It is never proof that anything was built, posted, or is serving.

7. Lifecycle

Five separate lifecycle states. Each is shown independently — none is inferred from another.

8. Handoff

There is no publish or push-to-Meta button. The handoff panel documents the manual build steps for Ads Manager.

The Google Ads account must already be under the agency MCC

Continue an onboarding

Select the discovered account

Confirm the client

Choose what belongs to this client

Tell us what success means

Review and create the reporting workbook

The client, workbook, and runtime files are ready

Finish the Google Ads Scripts handoff

Confirm the first live data arrived

Prepare a reviewed campaign brief

1. Review source facts

2. Track open questions

3. Record tested access and ownership

4. Link measurement evidence

5. Build the proposal

Planned campaigns

6. Review the next gate

Compose and review the exact files

Record the immutable account baseline

Compose the detailed Search build

Campaigns

Ad groups

Keywords

Responsive search ads

Negative keywords

Locations and radii

Sitelinks

Callouts

Review rows, budget math, sources, and generated files

Record Editor mapping and Check changes

Record authorization to post this digest

Record saved IDs and settings after posting

Prepare a reviewed Meta (Facebook/Instagram) setup

1. Link the Google setup workspace (optional)

2. Review source facts

3. Track open questions

4. Build the proposal

5. Layer evidence and Advantage+ choices

6. Review readiness

7. Lifecycle

8. Handoff

Owned work queue

Google setup rules

Follow-through

Propose guided work

Priorities

Watch items

Completed work

What the current evidence supports

Outcome signals

Owned next checks

Report drafts

Weekly report schedule

Saved versions