X Ads Setup & Onboarding

Setup & Onboarding

Use this runbook to align partner and client teams on account readiness for X Ads. Each section highlights the decisions, owners, and artifacts we expect to capture before launch.

Account Preparation Checklist

• Confirm legal entity, advertiser structure, currency, time zone, and billing contacts.
• Document access requirements (administrators, finance, agency partners) and log the approval path.
• Audit existing properties or pixels to determine whether to migrate, consolidate, or create net-new accounts.

Kickoff & Access Workflow

• Intake the campaign brief, target audiences, success metrics, and creative requirements.
• Submit access or ticket requests with expected SLAs and notification paths.
• Outline cross-functional touchpoints (analytics, creative, finance) and milestone sign-offs before launch.

Billing & Budget Enablement

• Capture funding source (credit card, invoicing, credit line) and set spend alert thresholds.
• Break down budget segmentation (always-on vs campaign-specific) and pacing or flight dates.
• Define the reconciliation cadence for invoice review, spend verification, and variance tracking.

Launch Validation & Handoff

• Define QA steps covering pixel fires, account configuration, and creative approvals.
• Schedule training or knowledge transfer sessions for client stakeholders.
• Record handoff artifacts such as playbooks, dashboards, and contact directories for ongoing operations.