Free ad campaign templates
Every template here is a real file, not a screenshot of one. Download the CSV if you work in a sheet, or the Markdown if you work in a document, and fill it in.
Twelve artifacts cover the work from the first brief to the last review: what is being bought, when it lands, who may change it, and what it produced. Each of them also comes in five industry versions — ecommerce, B2B SaaS, fintech, healthcare and real estate — where the columns and the reasoning genuinely differ.
None of them arrives with numbers already in it. A budget, a margin and a target are facts about your accounts, and a template that shipped with figures in those cells would be inventing your baseline. The notes on each page say where to read the real ones from instead.
The twelve templates
Account audit template
A free ad account audit template as a CSV and a Markdown file: one row per finding, with evidence, severity, a named owner and a due date.
Budget allocator template
A free budget allocator template as a CSV and a Markdown file: one row per destination, with floors, ceilings, the basis for each share and a move rule.
Campaign brief template
A free campaign brief template as a CSV and a Markdown file: eighteen fields, with notes on what belongs in each one and how to answer it.
Client handover template
A free client handover template as a CSV and a Markdown file: one row per item, with where it lives, who verified it, and what breaks if it is missed.
Creative brief template
A free creative brief template as a CSV and a Markdown file: one row per asset, with the hook, the single message, the proof, the specs and what to avoid.
Flight plan template
A free flight plan template as a CSV and a Markdown file: one row per week of spend, with phases, weight, dependencies and a decision point on each.
Launch checklist template
A free campaign launch checklist as a CSV and a Markdown file: one row per check, with an owner, a due date, whether it blocks, and the evidence kept.
Media plan template
A free media plan template as a CSV and a Markdown file: one row per line of spend, with notes on what belongs in every column and why.
Naming convention template
A free naming convention template as a CSV and a Markdown file: one row per segment of the name, with its position, allowed values, owner and change rule.
Performance review template
A free performance review template as a CSV and a Markdown file: one row per line, with planned against actual, the cause, and a decision with an owner.
Phase plan template
A free phase plan template as a CSV and a Markdown file: one row per area per phase, with limits, what still needs approval, and the evidence to advance.
Test plan template
A free test plan template as a CSV and a Markdown file: one row per test, with the hypothesis, the single variable, the read date and the decision rule.
Made for your industry
Account audit template for B2B SaaS
A free ad account audit template for B2B SaaS as a CSV and a Markdown file, with checks for lead quality, list depletion, routing and funnel coverage.
Account audit template for Ecommerce
A free ad account audit template for ecommerce as a CSV and a Markdown file, with checks for the feed, catalogue coverage, overlap and value tracking.
Account audit template for Fintech
A free ad account audit template for fintech as a CSV and a Markdown file, with checks for review currency, market delivery, disclosures and approval rates.
Account audit template for Healthcare
A free ad account audit template for healthcare as a CSV and a Markdown file, with checks for claims, targeting, capacity alignment and attendance.
Account audit template for Real estate
A free ad account audit template for real estate as a CSV and a Markdown file, with checks for finished listings, vendor reporting, enquiry speed and access.
Budget allocator template for B2B SaaS
A free budget allocator template for B2B SaaS as a CSV and a Markdown file, with columns for the ICP segment, the funnel stage and pipeline coverage.
Budget allocator template for Ecommerce
A free budget allocator template for ecommerce as a CSV and a Markdown file, with columns for the catalogue segment, its margin and the promotion reserve.
Budget allocator template for Fintech
A free budget allocator template for fintech as a CSV and a Markdown file, with columns for the product, the jurisdiction and the approval rate assumed.
Budget allocator template for Healthcare
A free budget allocator template for healthcare as a CSV and a Markdown file, with columns for the service line, its capacity and the referral mix.
Budget allocator template for Real estate
A free budget allocator template for real estate as a CSV and a Markdown file, with columns for the listing or office, vendor funding and the market.
Campaign brief template for B2B SaaS
A free campaign brief template for B2B SaaS as a CSV and a Markdown file, with fields for the ICP segment, the buying committee, the cycle and sales sign-off.
Campaign brief template for Ecommerce
A free campaign brief template for ecommerce as a CSV and a Markdown file, with fields for the catalogue segment, the margin, stock cover and the promotion.
Campaign brief template for Fintech
A free campaign brief template for fintech as a CSV and a Markdown file, with fields for the product, the jurisdictions, the claims and the review.
Campaign brief template for Healthcare
A free campaign brief template for healthcare as a CSV and a Markdown file, with fields for the service line, the audience type, the claims and the review.
Campaign brief template for Real estate
A free campaign brief template for real estate as a CSV and a Markdown file, with fields for the listing, the price guide, the method of sale and the date.
Client handover template for B2B SaaS
A free client handover template for B2B SaaS as a CSV and a Markdown file, with rows for routing, account lists, the lead definition and reporting joins.
Client handover template for Ecommerce
A free client handover template for ecommerce as a CSV and a Markdown file, with rows for the feed, the catalogue, creative source files and promotions.
Client handover template for Fintech
A free client handover template for fintech as a CSV and a Markdown file, with rows for the review record, market settings, disclosures and live creative.
Client handover template for Healthcare
A free client handover template for healthcare as a CSV and a Markdown file, with rows for the claim record, consents, booking paths and practitioners.
Client handover template for Real estate
A free client handover template for real estate as a CSV and a Markdown file, with rows for live listings, vendor agreements, photography and portals.
Creative brief template for B2B SaaS
A free creative brief template for B2B SaaS as a CSV and a Markdown file, with columns for the ICP segment, the objection answered and forwardable proof.
Creative brief template for Ecommerce
A free creative brief template for ecommerce as a CSV and a Markdown file, with columns for the catalogue segment, the product in frame and the offer shown.
Creative brief template for Fintech
A free creative brief template for fintech as a CSV and a Markdown file, with columns for the product, the claim carried and where the disclosure sits.
Creative brief template for Healthcare
A free creative brief template for healthcare as a CSV and a Markdown file, with columns for the service line, the claim carried and the sensitivity notes.
Creative brief template for Real estate
A free creative brief template for real estate as a CSV and a Markdown file, with columns for the listing, the stage of sale and the imagery available.
Flight plan template for B2B SaaS
A free flight plan template for B2B SaaS as a CSV and a Markdown file, with columns for the ICP segment, the funnel stage and the sales handover each week.
Flight plan template for Ecommerce
A free flight plan template for ecommerce as a CSV and a Markdown file, with columns for the catalogue segment, the promotion window and stock cover.
Flight plan template for Fintech
A free flight plan template for fintech as a CSV and a Markdown file, with columns for the product, the jurisdiction and the review each week carries.
Flight plan template for Healthcare
A free flight plan template for healthcare as a CSV and a Markdown file, with columns for the service line, capacity that week and the claim review.
Flight plan template for Real estate
A free flight plan template for real estate as a CSV and a Markdown file, with columns for the listing, the stage of sale and the inspections that week.
Launch checklist template for B2B SaaS
A free campaign launch checklist for B2B SaaS as a CSV and a Markdown file, with rows for the lead route, the list, sales readiness and the gated asset.
Launch checklist template for Ecommerce
A free campaign launch checklist for ecommerce as a CSV and a Markdown file, with rows for stock cover, the catalogue feed, delivery cut-offs and the offer.
Launch checklist template for Fintech
A free campaign launch checklist for fintech as a CSV and a Markdown file, with rows for the review, the disclosure, the jurisdiction settings and the page.
Launch checklist template for Healthcare
A free campaign launch checklist for healthcare as a CSV and a Markdown file, with rows for capacity, the clinical review, targeting limits and booking.
Launch checklist template for Real estate
A free campaign launch checklist for real estate as a CSV and a Markdown file, with rows for the photography, the portal listing, the guide and inspections.
Media plan template for B2B SaaS
A free media plan template for B2B SaaS as a CSV and a Markdown file, with columns for ICP segment, funnel stage, target account list and sales cycle.
Media plan template for Ecommerce
A free media plan template for ecommerce as a CSV and a Markdown file, with columns for catalogue segment, gross margin and the promotion window.
Media plan template for Fintech
A free media plan template for fintech as a CSV and a Markdown file, with columns for product, jurisdiction, the review reference and the disclosure required.
Media plan template for Healthcare
A free media plan template for healthcare as a CSV and a Markdown file, with columns for service line, audience type, targeting limits and the claim review.
Media plan template for Real estate
A free media plan template for real estate as a CSV and a Markdown file, with columns for the listing, the market, the campaign stage and the enquiry type.
Naming convention template for B2B SaaS
A free naming convention template for B2B SaaS as a CSV and a Markdown file, with segments for the ICP segment, the funnel stage and the quarter.
Naming convention template for Ecommerce
A free naming convention template for ecommerce as a CSV and a Markdown file, with segments for the catalogue segment, the promotion and the creative set.
Naming convention template for Fintech
A free naming convention template for fintech as a CSV and a Markdown file, with segments for the product, the jurisdiction and the review reference.
Naming convention template for Healthcare
A free naming convention template for healthcare as a CSV and a Markdown file, with segments for the service line, the audience type and the review.
Naming convention template for Real estate
A free naming convention template for real estate as a CSV and a Markdown file, with segments for the listing reference, the stage of sale and the office.
Performance review template for B2B SaaS
A free performance review template for B2B SaaS as a CSV and a Markdown file, reviewed by segment and stage, with the cycle lag written into the comparison.
Performance review template for Ecommerce
A free performance review template for ecommerce as a CSV and a Markdown file, reviewed by catalogue segment, with margin, returns and stock in the causes.
Performance review template for Fintech
A free performance review template for fintech as a CSV and a Markdown file, read on funded accounts, with approval rate and review changes among the causes.
Performance review template for Healthcare
A free performance review template for healthcare as a CSV and a Markdown file, read on attended appointments, with capacity and handling among the causes.
Performance review template for Real estate
A free performance review template for real estate as a CSV and a Markdown file, read per listing and per stage, with the guide and the market as causes.
Phase plan template for B2B SaaS
A free phase plan template for B2B SaaS as a CSV and a Markdown file, with limits set by segment, funnel stage and the evidence a long cycle allows.
Phase plan template for Ecommerce
A free phase plan template for ecommerce as a CSV and a Markdown file, with limits that respect margin, stock cover and the promotion calendar.
Phase plan template for Fintech
A free phase plan template for fintech as a CSV and a Markdown file, with limits that keep wording, markets and disclosures outside ordinary authority.
Phase plan template for Healthcare
A free phase plan template for healthcare as a CSV and a Markdown file, with limits that keep claims and targeting out of ordinary authority.
Phase plan template for Real estate
A free phase plan template for real estate as a CSV and a Markdown file, with limits that respect vendor-funded money, fixed dates and the price guide.
Test plan template for B2B SaaS
A free test plan template for B2B SaaS as a CSV and a Markdown file, with columns for the ICP segment, the funnel stage and the lag before a result lands.
Test plan template for Ecommerce
A free test plan template for ecommerce as a CSV and a Markdown file, with columns for the catalogue segment, the promotion window and the effect on returns.
Test plan template for Fintech
A free test plan template for fintech as a CSV and a Markdown file, with columns for the product, the claim under test and the review that cleared both arms.
Test plan template for Healthcare
A free test plan template for healthcare as a CSV and a Markdown file, with columns for the service line, the claim under test and the clinical review.
Test plan template for Real estate
A free test plan template for real estate as a CSV and a Markdown file, with columns for the listing or market, the stage of sale and the sample caution.
Questions
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