Work Templates
7 ready-to-use templates for campaigns, reports, and audits.
1. Campaign Launch Template
Use this template when setting up new campaigns. Fill in your product details, keywords, and bids.
Campaign Name: [Product Name] - [Match Type] - [Category]
Campaign Type: Manual / Auto
Ad Group: [Ad Group Name]
Keywords:
- [keyword1] (Exact): $0.50 bid
- [keyword2] (Exact): $0.50 bid
- [keyword3] (Phrase): $0.40 bid
Negative Keywords:
- [negative1]
- [negative2]
Daily Budget: $20.00
Start Date: [Date]
Target ACoS: [X]%
Break-even ACoS: [X]%
Download Excel Template
2. Weekly Report Template
Standard weekly performance report for client updates.
WEEKLY PPC REPORT
Client: [Client Name]
Week of: [Date Range]
EXECUTIVE SUMMARY
- Total Spend: $X,XXX
- Total Revenue: $X,XXX
- Blended ACoS: XX%
- Orders: XXX
CAMPAIGN PERFORMANCE
| Campaign | Spend | Revenue | ACoS | Orders | Notes |
|----------|-------|---------|------|--------|-------|
| Camp 1 | $X | $X | XX% | X | |
KEY ACTIONS TAKEN
1. [Action 1]
2. [Action 2]
RECOMMENDATIONS FOR NEXT WEEK
1. [Recommendation 1]
2. [Recommendation 2]
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3. Negative Keyword Tracker
Track all negative keywords added to prevent repeated additions.
NEGATIVE KEYWORD TRACKER
Date Added | Campaign | Keyword | Match Type | Reason
-----------|----------|---------|------------|--------
MM/DD/YYYY | Campaign | wrongproduct | Exact | Wrong type
MM/DD/YYYY | All | cheap | Phrase | Too generic
MM/DD/YYYY | Campaign | used | Exact | Customer reviews
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4. Search Term Harvest Log
Track converting search terms for manual campaign migration.
SEARCH TERM HARVEST LOG
Date | Search Term | From Campaign | Orders | ACoS | Action
-----|-------------|---------------|--------|------|-------
MM/DD | bluetooth headphones | Auto - Broad | 15 | 22% | Add Exact
MM/DD | wireless earbuds | Auto - Phrase | 8 | 18% | Add Exact
MM/DD | best headphones | Auto - Broad | 3 | 35% | Monitor
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5. Client Onboarding Checklist
Ensure consistent onboarding process for new PPC clients.
CLIENT ONBOARDING CHECKLIST
Initial Discovery
☐ Schedule discovery call
☐ Discuss goals & expectations
☐ Review budget & timeline
☐ Identify key products to advertise
Account Access
☐ Seller Central login obtained
☐ Advertising Console access confirmed
☐ Read-only access for reporting
Account Audit
☐ Current campaign structure documented
☐ Performance metrics captured
☐ Budget allocation reviewed
☐ Negative keyword list compiled
Strategy Presentation
☐ Audit findings presentation
☐ Proposed campaign structure
☐ Expected timeline & milestones
☐ Pricing & scope confirmed
Download Excel Template
6. Bid Adjustment Log
Document all bid changes with reasoning for accountability.
BID ADJUSTMENT LOG
Date | Campaign | Keyword/Placement | Old Bid | New Bid | Reason | Result
-----|----------|-------------------|---------|---------|--------|-------
MM/DD | Campaign | bluetooth speaker | $0.50 | $0.45 | ACoS 35% > target | TBD
MM/DD | Campaign | Top of Search | +0% | +25% | Low impression share | TBD
MM/DD | Campaign | Exact - headphones | $0.60 | $0.70 | High CVR, room to grow | TBD
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7. Monthly Strategy Review
Comprehensive monthly analysis and strategy planning template.
MONTHLY STRATEGY REVIEW
Month: [Month/Year]
Client: [Client Name]
PERFORMANCE SUMMARY
Total Spend: $X,XXX
Total Revenue: $X,XXX
Blended ACoS: XX%
TACoS: XX%
Orders: XXX
TRENDS ANALYSIS
- What improved this month?
- What declined?
- Any anomalies?
COMPETITIVE ANALYSIS
- Competitor activity?
- Market changes?
STRATEGY ADJUSTMENTS
1. [Strategy change 1]
2. [Strategy change 2]
NEXT MONTH PRIORITIES
1. [Priority 1]
2. [Priority 2]
BUDGET RECOMMENDATION
- Current: $X,XXX/month
- Recommended: $X,XXX/month
Download Excel Template