90-Day PPC Onboarding Roadmap

Launch Your Demand Generation Journey

Strategic onboarding activities | Campaign setup & optimization | Lead generation focus

Onboarding Overview: The First 90 Days

Our strategic 90-day onboarding program transforms your demand generation from setup to full optimization. We'll establish foundations, test campaigns, and deliver measurable results.

Month 1 Foundation

Account setup, tracking implementation, and platform configuration for immediate campaign launch.

Month 2 Acceleration

Campaign optimization, A/B testing, and performance refinement based on initial data.

Month 3 Scaling

Strategy expansion, audience refinement, and proven tactics scaling across channels.

Month 1: Foundation Phase (Days 1-30)

Establish the core infrastructure for successful campaigns

📋 Discovery & Strategy Session

Kickoff meeting to understand your business goals, target audience, competitive landscape, and current performance metrics. Define KPIs and success criteria.

🔧 Account Setup & Platform Configuration

Configure Google Ads and/or Meta Ads accounts. Set up conversion tracking (Google Tag Manager, Meta Pixel), audience lists, and budget structures based on your package tier.

🔗 CRM & Analytics Integration

Integrate with Salesforce, Zoho, HubSpot, or custom CRM systems. Set up form tracking, lead validation, and conversion data flow for accurate reporting.

📄 Landing Page Development

Create dedicated landing pages optimized for conversion. Include clear headlines, value propositions, CTAs, and lead capture forms aligned to your ad messaging.

🎯 Audience & Keyword Research

Conduct comprehensive keyword research (Google), audience analysis (Meta), and competitor benchmarking. Build initial audience segments and exclusion lists.

Month 1 Timeline: Quick Wins

Week 1: Kick Off

✓ Strategy session completed
✓ Goals and KPIs defined
✓ Account setup initiated

Week 2-3: Build Foundation

✓ Conversion tracking live
✓ Landing pages created
✓ CRM integration complete

Week 4: Launch Campaigns

✓ Initial campaigns deployed
✓ Budget allocation active
✓ Real-time monitoring setup

Month 2: Acceleration Phase (Days 31-60)

Optimize performance based on real campaign data

📊 Performance Analysis & Reporting

Deep-dive analysis of Month 1 data: CTR, CPC, CPA, ROAS. Monthly performance report with insights on what's working, what needs improvement, and optimization recommendations.

🧪 A/B Testing Implementation

Launch A/B tests for ad headlines, copy, CTAs, landing page variations, and audience segments. Test different messaging, visuals, and bidding strategies.

📈 Audience Segmentation & Refinement

Segment audiences by intent (brand vs non-brand, cold traffic vs warm), demographics, and behavior. Create custom audiences and lookalike models for expansion.

🎨 Creative Optimization & Refresh

Develop multiple ad variations. Refresh creative with high-performing messaging, update visuals, and test new angles based on audience feedback and engagement data.

🔄 Remarketing Setup

Implement dynamic remarketing for website visitors, past leads, and engaged users. Create separate remarketing campaigns with tailored messaging for conversion.

Month 2 Focus Areas

↓30%

Target CPA Reduction

↑25%

CTR Improvement

↑40%

Lead Quality Increase

Key Optimization Initiatives

Pause underperforming ad variations and double down on winners
Refine bid strategies: move to ECPC or target CPA if sufficient data
Expand keywords/audiences based on top performers
Improve landing page conversion rates through CRO testing
Implement audience exclusions to reduce wasted spend

Month 3: Scaling Phase (Days 61-90)

Scale proven strategies and maximize ROI across all channels

🚀 Multi-Platform Expansion

Expand successful campaigns to additional platforms (e.g., LinkedIn Ads, YouTube, Display Network). Cross-platform remarketing and sequential messaging setup.

🎯 Advanced Audience Targeting

Deploy lookalike audiences based on best customers. Implement behavioral targeting, intent signals, and account-based marketing (ABM) strategies for B2B.

💹 Budget Allocation Optimization

Rebalance budget across campaigns based on ROI and CPA performance. Increase spend on high-performing channels while testing new strategies in smaller allocations.

📊 Advanced Analytics & Dashboards

Implement real-time GA4/Looker dashboards. Set up multi-touch attribution models and funnel analysis to understand true customer journey and ROI impact.

🎪 Strategic Planning Session

90-day review and strategy call. Present results, learnings, and next quarter roadmap. Discuss scaling opportunities, new channels, and long-term growth strategy.

Expected 90-Day Outcomes

50+

Qualified Leads Generated

3.5x

Average ROAS

45%

CPA Reduction

Deliverables by End of Q1

Fully optimized campaigns with proven winners identified
Documented testing insights and performance benchmarks
Scalable campaign frameworks ready for expansion
Real-time performance dashboards and reporting infrastructure
Quarterly growth roadmap and 6-month strategy plan

Package Tiers: Scope of Services

Feature	Package 1	Package 2	Package 3
Budget Limit	$5K/month	High spend	Unlimited
Platform Coverage	1 Primary	Google + Meta + Others	All Channels
Targeting	Basic	Audience Segmentation	Advanced + ABM
Landing Pages	1 page	Multiple + CRO	Dynamic + Personalized
Reporting	Monthly	Monthly + Strategy Call	Weekly + Real-time Dashboards
Analytics	Basic	Funnel Analysis	Multi-touch Attribution

Critical Success Factors

🎯 Clear Goals

Define specific, measurable KPIs (CPA target, lead volume, ROAS). Align all activities toward these outcomes from Day 1.

📊 Data Accuracy

Ensure conversion tracking is properly implemented. Quality data drives better optimization decisions and accurate reporting.

🤝 Collaboration

Active partnership between your team and our account team. Regular communication, feedback, and alignment on strategy adjustments.

💡 Continuous Testing

Embrace experimentation. A/B testing and iterative optimization are core to finding what works for your specific audience.

⏱️ Patience & Consistency

Quality campaigns take time to mature. Maintain budgets and strategies long enough for statistically significant data to emerge.

🔄 Feedback Loop

Use monthly insights to inform strategy. Share lead quality feedback, sales pipeline impact, and market changes with the team.

Ready to Transform Your Demand Generation?

Let's launch your 90-day onboarding journey with strategic campaigns, proven processes, and dedicated support.

Expected Outcome: Qualified leads, optimized campaigns, and a scalable framework for sustainable growth.

Schedule Your Strategy Session

Questions? Contact us for a personalized onboarding plan tailored to your business.