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Agencies and freelancers: Launching a client campaign

A 50-item launch list for agencies running ads on a client's behalf, from access and billing to the brief, tracking events, audiences, budget, creative, and the first 72 hours.

50 items6 groups18 minOctober 15, 2026

  • campaign
  • pre-launch
  • access
  • agency

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3 items open, 50 items in total. Members see the rest.

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When you launch ads for a client, mistakes usually sit around the campaign rather than in it: access, payment, approvals, tracking. This list checks that surrounding ground item by item before launch; assign each line to one person on the team.

Access, ownership, and billing

8 items
  • At least two people on the client side are admins on the owning business portfolio, and the agency is added with a work identity, not a personal profile.
  • Agency access is set to the lowest role that gets the job done, and a shared table shows who can reach which account.
  • Account recovery email and phone are the client's company address and line, not tied to one person's personal phone.

5 items more in this group for members.

47 items more for members

This item has 50 items in total. With a membership you see all of it and copy any line in one click.

  1. Brief, goal, and approvals8 items
  2. Tracking and event setup9 items
  3. Audiences, structure, and budget8 items
  4. Creative, copy, and platform policy9 items
  5. Launch day and the first 72 hours8 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

Agencies and freelancers page

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