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Consulting and B2B services: Campaign setup and launch

54 checks covering accounts, measurement and CRM, offer and landing page, audiences, creative, and pre-launch review, for LinkedIn, Meta, and Google campaigns before they go live.

54 items6 groups22 minOctober 15, 2026

  • campaign
  • checklist
  • linkedin ads
  • b2b

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3 items open, 54 items in total. Members see the rest.

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Run through this list before launching any new campaign for a consulting or B2B service firm; it covers LinkedIn, Meta, and Google together. If you can't check a box, keep the campaign in draft until you can.

Accounts, access, and payment

8 items
  • Ad accounts (LinkedIn, Meta, Google) are opened in the firm's name; at least two people hold admin access on each, and none depends on one person's personal login.
  • If the founder's personal post will run as an ad, the founder granted that permission on LinkedIn, and the account and period it covers are on record.
  • The payment method is the firm's card; billing name and tax details match your own invoices, and it's clear which ledger line the monthly ad spend goes to.

5 items more in this group for members.

51 items more for members

This item has 54 items in total. With a membership you see all of it and copy any line in one click.

  1. Measurement and CRM connection10 items
  2. Offer and landing page9 items
  3. Audiences, exclusions, and keywords10 items
  4. Creative and copy9 items
  5. Pre-launch review and ownership8 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.

Consulting and B2B services page

  • Message template12 min

    15 copy and message templates for selling B2B services

    Founder observation post

    Last month I met with three companies in {INDUSTRY}. All three had the same thing going on: {OBSERVATION}. That usually leads to {CONSEQUENCE}. The first step we recommend is simple: {FIRST_STEP}. How does this look at your company? Let's talk in the comments.

    15 templates · 4 groupsMembers only

  • Script15 min

    9 video and call scripts for B2B services

    0-3s1. Founder observation video (60s)

    Close-up to camera. "Last month I saw the same thing at three companies." On screen: the same line.

    9 scripts · 2 groupsMembers only

  • Copy template25 min

    Caption templates

    Three-mistakes post

    The three mistakes we see most often with {TOPIC}: 1. {MISTAKE_1} 2. {MISTAKE_2} 3. {MISTAKE_3} What the three share: {COMMON_THREAD}. Instead, we suggest starting with {SUGGESTION}; {DURATION} is enough for the first step. Which one shows up most at your company? Tell me in the comments and I'll answer one with a concrete example.

    24 templates · 5 groupsMembers only

  • Checklist15 min

    Marketing checklist for consulting firms

    • The homepage's first screen says, in one sentence, who you serve, which problem, and what you do.
    • Every service has its own page with method, duration, deliverables, and an out-of-scope section.

    36 items · 6 groupsMembers only