What Should a Paid Media Agency Do in the First 30 Days? A Checklist for the Client

The short answer: in the first 30 days a competent paid media agency should secure access, verify tracking, agree measurable goals, build and launch the first campaigns, and hand you an honest first report. It should not promise final results, and you should not judge return on investment yet. Month one is about building a foundation you can trust and starting the learning that makes months two and three work.

If you are about to hire an agency, or you hired one recently and are unsure whether the first weeks look right, this checklist tells you what to expect, what to ask and what to question. It reflects how we run onboarding ourselves and what we have seen go wrong elsewhere. Your agency may sequence things a little differently, and that is fine as long as the foundations come first.

Week 1: access, tracking and goals

The first week should look unglamorous. You should expect:

If an agency launches ads on day two without asking about tracking or goals, that is not speed, it is skipping the foundations.

Week 2: strategy and build

By the end of week two you should have received a short written plan. It does not need to be long, but it should cover:

  1. Which platforms and why (and why not others).
  2. Target audiences or keyword themes.
  3. Budget split between channels and between testing and proven spend.
  4. The conversion actions being tracked and what each is worth.
  5. A testing plan: what will be tested first and how success will be decided.
  6. The reporting schedule and what numbers will be in it.

The plan should be specific to your business. If you could swap your company name for any other and the document still made sense, ask for more.

This is also the week where ads, landing pages and creative are prepared. Ask to see ad copy and landing pages before launch. You know your customers’ language and legal limits better than any agency does.

Week 3: launch and watch

Campaigns go live, ideally in a controlled way: not every audience and product at once, but a core set that can produce readable results. In the first days after launch the agency should be checking:

You should expect some changes in the first fortnight after launch, but not constant tinkering. Platforms need a learning period, and large daily edits can restart it. A good agency can explain why it changes something and when it will stop to let data accumulate.

Week 4: first report and review

At around day 30 you should get a report and a review call. This first report will probably not show a clear return, and an agency that claims it does is either lucky or selling. What it should show:

For a view on what reports should and should not include, read our piece on the numbers to demand from an agency report.

What results are realistic after 30 days?

It depends on budget, market and sales cycle, but a fair expectation is that you see the first leads or sales, that cost figures are still unstable, and that the pattern becomes clearer in months two and three. We set out a realistic timeline in how long paid ads take to work.

Judge month one on process quality: Was tracking verified? Was the plan clear? Were questions asked? Was communication prompt? Those predict months two and three better than the first month’s cost per lead does.

What should you provide as the client?

Agencies fail when clients are absent too. Be ready to provide:

Which red flags should worry you in the first month?

A one-page checklist to keep

By day 30, can you tick these?

  1. You own and can log into every ad account.
  2. Tracking was audited and a test conversion was recorded.
  3. Goals, values and targets are written down.
  4. You received a written plan and approved the ads.
  5. Campaigns are live and a change log exists.
  6. A first report arrived with definitions you understand.
  7. You know what happens next month and why.

If five or more are ticked, you are probably in good hands. If three or fewer, raise it directly and early. Most agency relationships that go badly were showing warning signs in the first month, and nobody asked.

Questions to ask in the first call

Come to the kick-off with a short list. Who will be my day-to-day contact, and how quickly do they reply? How often will you change things in the account, and how will I be told? What do you need from me in the first two weeks? How do you decide when to move budget between campaigns? What will month two look like if month one goes well, and if it goes badly? An agency that answers these clearly and without defensiveness is signalling that it works to a process. Vague or hurried answers in a sales call tend to become vague or hurried work later.

Finally, put the key points in writing: access, goals, budget, reporting dates and notice period. A one-page summary agreed by both sides avoids most disagreements that would otherwise appear in month three.

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