Paid media planning
Plan Google and Meta campaigns end to end
Build a structured paid-campaign blueprint per client — pull saved copy, creatives and keywords, set targeting and tracking, review a platform-style preview, then submit it as a brief. Sign in to open your workspace, or see how it works.
Paid media planning
Before a single dollar of ad spend goes live, a paid campaign has to be designed — the platform, the objective, the copy, the creatives, the keywords, the audience and the budget all decided and agreed. Most teams do that scattered across docs, spreadsheets and the ad managers themselves, and the plan falls apart the moment it leaves someone's head. Paid Planning in AI Marketing Dashboard turns that step into a structured, guided builder: a paid-campaign blueprint per client that pulls in the approved assets you already have, shows a platform-style preview as you assemble it, and hands the finished plan to your team as a brief. This is where campaigns get built — measuring how they performed afterwards is a different job.
Every paid plan starts from a clear set of decisions, so the builder asks for them in order rather than dropping you into a blank document. You pick the marketing theme the campaign belongs to, choose the platform — Google or Meta — and set the campaign type and objective, and the wizard adapts to what you chose: a Google plan adds a keyword step, a Meta plan focuses on audiences and creative. The result is a consistent, structured blueprint instead of a freehand brief that looks different every time.
Because each plan is scoped to a single client, your roster of campaigns stays organized by account and angle, and anyone on the team can open a blueprint and immediately understand what is being built and why. Planning a search campaign for one client and a prospecting campaign for another follow the same predictable shape, which is what makes the work reviewable and repeatable across a busy agency.
The builder is wired straight into the client's marketing library, so the copy, creatives and keyword lists you have already produced are right there when you need them. As you build a Google or Meta plan it surfaces the saved ad copy for the right platform, the saved creatives for the theme, and — for Google — the keyword lists scoped to that client, so a campaign is assembled from material the team has already written, designed and approved.
When a plan needs something new, you are never stuck: you can write fresh copy inline, upload artwork directly, add keywords by hand with their match types, or generate suggestions to get a first draft moving. Pulling from the library is the fast path that keeps a campaign on-brand and avoids re-creating assets that already exist, while the manual and generated options cover the gaps — so the plan is always complete before it leaves the builder.
A campaign is only as good as where it points, so the targeting step gathers the delivery decisions in one place: the audiences you want to reach, the locations to run in, the budget to commit, and how the campaign should optimize. Capturing these alongside the copy and creative means the plan is a full picture of how the campaign will actually run, not just what the ad will say.
Settling targeting and budget at planning time is also what makes a plan approvable — a reviewer can see the spend and the audience before anything goes live, and account leads can sanity-check that a campaign matches the client's scope and pacing. The decisions live with the plan, so when the campaign is built in the ad platform there is no ambiguity about who it is for or what it is allowed to cost.
Measurement is decided in the plan, not bolted on afterwards. The tracking step lets you turn on conversion tracking and build the UTM parameters the campaign will carry, so every click is tagged consistently from the first impression. Baking this into the blueprint means the data is clean from day one instead of being patched together once spend is already flowing.
Standardizing UTMs at planning time is the difference between attribution that just works and a tangle of inconsistent tags across campaigns. By the time the plan is handed off, the source, medium and campaign naming are already agreed, so whoever builds the campaign in Google or Meta is simply implementing what the plan specifies — and the downstream reporting lines up because the tagging was deliberate.
It is hard to sign off on a campaign you can only imagine, so the builder renders a representative preview as you assemble it: a Google-style search ad with its headlines, display URL and description, or a Meta-style feed ad with its creative and copy in a familiar platform layout. Stakeholders can review the planned content in context instead of relying on a flat description.
The preview updates from the plan, so swapping a headline, choosing a different creative or editing the copy is reflected instantly. That feedback loop can reveal awkward line breaks or long headlines at planning time, while the final ad remains subject to the destination platform's own rendering and policies.
A plan is only useful if it turns into work, so the final step converts the finished blueprint into a real brief: you assign the teammates who will build it, write a description, and decide whether the campaign needs sign-off. With approval required, the plan becomes a review task in the Projects board for the named reviewer, who can approve it or request changes; without approval, it goes straight to the assignees as work to action.
Because the brief lives in the same Projects system as the rest of the agency's delivery, the review task shows up on the board, in someone's task list and in the activity feed, and it deep-links back to the exact plan it came from. Planning hands off to execution without a single thing being re-typed or copied between tools — the campaign you designed is the campaign your team picks up and ships.
