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METHODICAL CHECKLIST · 2026 EDITION

Performance marketing setup done methodically.

Structured setup sequence in seven phases — from economic pre-validation through tracking architecture, account structure, and pacing strategy, to conversion levers, negative-keyword management, and reporting cadence. 20 pages, methodologically substantive, free of charge.

7 phases · ~20 pages/PDF · free/Substance, not a tips list

Content

Seven phases, methodically ordered.

  1. 01

    Economic pre-validation

    AOV, margin, and max-CPC formula. When performance marketing is not the right lever — and which pre-questions carry the decision.

  2. 02

    Tracking and data architecture

    Set up conversion tracking cleanly: server-side, Consent Mode v2, first-party data, offline conversions.

  3. 03

    Account and campaign structure

    Funnel-phase differentiation, account ownership, naming conventions. Structure that enables steering and later handover.

  4. 04

    Pacing strategy and budget architecture

    Daily and monthly pacing, budget reserves, seasonal adjustments. Budget as a steerable instrument, not a weekly average.

  5. 05

    Conversion optimization levers

    Landing page architecture, form optimization, A/B test methodology, mobile-first. What belongs reviewed before any budget increase.

  6. 06

    Negative keyword management and wastage reduction

    Reading search-term reports, applying three types of negatives. Discipline that recovers monthly spend.

  7. 07

    Reporting cadence and escalation logic

    Core metrics, frequencies, three escalation stages. Reporting that prepares decisions — not a dashboard for its own sake.

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Methodological access to the checklist.

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Methodological note

The checklist is no substitute for individual substance.

This checklist is substantive, but no substitute for individual methodological substance. Every company has its own margin structures, AOV ranges, and conversion mechanics. If you want to discuss the application to your concrete situation: free strategy conversation at /en/contact.