Client Onboarding Checklist | Google Ads Partner Portal

Interactive onboarding checklist for intake meetings, permissions access, and 80/20 campaign builds. State automatically saves to your device.

Onboarding Completion Progress 0 / 22 (0%)

🏢 Client Profile & Meeting Intake

Business Trading Name

Main Contact & Email

Website URL

Target Launch Date

Average Job Value (£)

Lead Close Rate (%)

Primary High-Margin Services (Ranked)

Excluded Services (Immediate Negative Keywords)

Target Geographic Towns / Radius

1. Intake Meeting & Economics

Calculated Average Job Value and Lead Close Rate with client Established Break-Even Allowable Cost Per Lead (CPL yardstick) Documented top 3 high-profit services to target with spend Documented excluded services for initial negative keyword list Confirmed geographic boundaries (specific towns, postcodes, or radius)

2. Agreements & Permissions

Dispatched Call Summary email with fee terms (100% spend M1, 20% M2+) Received written acceptance ("I accept" + registered business details) Month 1 ad spend payment cleared in agency account before build Created or linked account in Agency Google Ads MCC (GBP / Europe/London) Manager access granted on verified Google Business Profile Website CMS / Tag Manager access obtained for conversion tag deployment

3. Campaign Build & 80/20 Setup

Keyword research completed in Google Keyword Planner for target region Exact Campaign built with [brackets] and 80% daily budget (Spend ÷ 30.4 × 0.8) Broad Campaign duplicated with no brackets and 20% daily budget Shared negative keyword list attached to BOTH campaigns immediately Search Partners & Display Network confirmed disabled on both campaigns Location targeting set strictly to "Presence" (not "Presence or interest") Assets configured: Sitelinks (min 4), Callouts, Call asset, Location asset

4. Verification & Go-Live

Test form submitted on live website; conversion verified firing in Ads Client approved ad copy and extensions in writing Both campaigns enabled simultaneously "You are Live" notification email dispatched to client

Client Onboarding & Launch Checklist