ads-plan

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English
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Translation

Chinese

Strategic Paid Advertising Plan

战略性付费广告计划

Process

流程

1. Discovery

1. 调研阶段

  • Business type, products/services, target audience
  • Current advertising status (active platforms, spend, performance)
  • Goals: brand awareness, lead generation, e-commerce sales, app installs
  • Budget range (monthly/quarterly)
  • Timeline and urgency
  • In-house team capacity vs agency needs
  • 业务类型、产品/服务、目标受众
  • 当前广告状态(活跃平台、投入成本、表现)
  • 目标:品牌知名度提升、线索获取、电商销售、应用安装
  • 预算范围(月度/季度)
  • 时间线与紧急程度
  • 内部团队能力 vs 代理机构需求

2. Competitive Analysis

2. 竞品分析

  • Identify top 3-5 competitors
  • Analyze their ad presence across platforms (Google Ads Transparency, Meta Ad Library)
  • Estimate competitor spend levels and platform mix
  • Identify messaging themes and creative approaches
  • Note keyword/audience gaps (opportunities competitors are missing)
  • 确定3-5个核心竞争对手
  • 分析其在各平台的广告布局(通过Google Ads Transparency、Meta Ad Library)
  • 估算竞争对手的投入水平与平台组合
  • 识别其消息传递主题与创意方向
  • 挖掘关键词/受众缺口(竞争对手未覆盖的机会点)

3. Platform Selection

3. 平台选择

  • Load industry template from
    assets/
    directory
  • Match business type to recommended platform mix
  • Read
    ads/references/budget-allocation.md
    for platform selection matrix
  • Read
    ads/references/conversion-tracking.md
    for tracking setup requirements
  • Assess platform fit based on:
    • Target audience demographics per platform
    • Product/service type suitability
    • Budget requirements per platform (minimums)
    • Sales cycle length and attribution needs
    • Creative capabilities and content availability
  • assets/
    目录加载行业模板
  • 匹配业务类型与推荐的平台组合
  • 查阅
    ads/references/budget-allocation.md
    获取平台选择矩阵
  • 查阅
    ads/references/conversion-tracking.md
    了解追踪设置要求
  • 基于以下维度评估平台适配性:
    • 各平台的目标受众人口统计特征
    • 产品/服务类型的适配性
    • 各平台的预算要求(最低门槛)
    • 销售周期长度与归因需求
    • 创意能力与内容可获得性

4. Campaign Architecture

4. 广告活动架构

Naming Convention

命名规范

[Platform]_[Objective]_[Audience]_[Geo]_[Date]
Example:
META_CONV_Prospecting_US_2026Q1
[平台]_[目标]_[受众]_[地域]_[日期]
示例:
META_CONV_Prospecting_US_2026Q1

Campaign Structure Template

广告活动结构模板

Account
├── Brand Campaign (always-on, protect brand terms)
├── Non-Brand Prospecting
│   ├── Campaign 1: [Top Funnel - Awareness]
│   │   ├── Ad Group/Set 1: [Audience A]
│   │   └── Ad Group/Set 2: [Audience B]
│   ├── Campaign 2: [Mid Funnel - Consideration]
│   │   ├── Ad Group/Set 1: [Interest-based]
│   │   └── Ad Group/Set 2: [Lookalike/Similar]
│   └── Campaign 3: [Bottom Funnel - Conversion]
│       ├── Ad Group/Set 1: [High-intent]
│       └── Ad Group/Set 2: [Custom audience]
├── Retargeting
│   ├── Website Visitors (7-30 days)
│   ├── Engaged Users (video views, social engagement)
│   └── Cart Abandoners / Form Starters
└── Testing
    └── New audiences, formats, or messaging
账户
├── 品牌广告活动(持续投放,保护品牌关键词)
├── 非品牌拓客
│   ├── 活动1:[漏斗顶部 - 认知阶段]
│   │   ├── 广告组/广告集1:[受众A]
│   │   └── 广告组/广告集2:[受众B]
│   ├── 活动2:[漏斗中部 - 考虑阶段]
│   │   ├── 广告组/广告集1:[兴趣定向]
│   │   └── 广告组/广告集2:[相似受众]
│   └── 活动3:[漏斗底部 - 转化阶段]
│       ├── 广告组/广告集1:[高意向受众]
│       └── 广告组/广告集2:[自定义受众]
├── 再营销
│   ├── 网站访客(7-30天)
│   ├── 互动用户(视频观看、社交互动)
│   └── 购物车弃购者 / 表单启动者
└── 测试
    └── 新受众、新格式或新消息传递

5. Budget Planning

5. 预算规划

Monthly Budget Distribution

月度预算分配

Read
ads/references/budget-allocation.md
for the 70/20/10 framework.
TierAllocationPurpose
Proven (70%)Primary platforms with proven ROIRevenue engine
Scaling (20%)Platforms showing promiseGrowth engine
Testing (10%)New platforms or strategiesInnovation
查阅
ads/references/budget-allocation.md
了解70/20/10框架。
层级分配比例用途
已验证(70%)投入已验证ROI的核心平台营收引擎
拓展(20%)表现潜力的平台增长引擎
测试(10%)新平台或新策略创新探索

Budget Pacing

预算节奏

  • Month 1-2: heavy testing, expect higher CPA (learning)
  • Month 3-4: optimize based on data, tighten targeting
  • Month 5-6: scale winners, kill losers, expand
  • Ongoing: 70/20/10 maintenance with quarterly reviews
  • 第1-2个月:密集测试,CPA(单次转化成本)预计较高(学习阶段)
  • 第3-4个月:基于数据优化,收紧定向
  • 第5-6个月:放大成功案例,终止低效项目,拓展范围
  • 持续阶段:采用70/20/10框架维护,每季度复盘

6. Creative Strategy

6. 创意策略

Content Pillars

内容支柱

  • Pain Point: address specific problems your audience faces
  • Social Proof: testimonials, case studies, reviews
  • Product Demo: show the product/service in action
  • Offer: promotions, free trials, lead magnets
  • Education: teach something valuable related to your product
  • 痛点解决:针对受众面临的具体问题
  • 社交证明:客户证言、案例研究、评价
  • 产品演示:展示产品/服务的实际使用场景
  • 优惠活动:促销、免费试用、获客诱饵
  • 教育内容:教授与产品相关的实用知识

Creative Production Plan

创意制作计划

PriorityAsset TypePlatformsQuantity
P1Product/service videos (15-30s)Meta, TikTok, YouTube5-10
P2Static images with copyGoogle, Meta, LinkedIn10-15
P3Carousel/collectionMeta, LinkedIn3-5
P4UGC/testimonial videoTikTok, Meta3-5
P5Long-form video (1-3 min)YouTube2-3
优先级资产类型适用平台数量
P1产品/服务短视频(15-30秒)Meta、TikTok、YouTube5-10条
P2带文案的静态图片Google、Meta、LinkedIn10-15张
P3轮播/合集广告Meta、LinkedIn3-5组
P4用户生成内容/证言视频TikTok、Meta3-5条
P5长视频(1-3分钟)YouTube2-3条

7. Tracking Setup Plan

7. 追踪设置方案

Before launching any ads, ensure tracking is configured:
PlatformClient-SideServer-SidePriority
Googlegtag.jsEnhanced Conversions, GTM SSP1
MetaPixelCAPIP1
LinkedInInsight TagCAPI (2025)P2
TikTokPixelEvents API + ttclidP2
MicrosoftUET TagEnhanced ConversionsP2
在启动任何广告前,确保完成以下追踪配置:
平台客户端追踪服务器端追踪优先级
Googlegtag.jsEnhanced Conversions、GTM SSP1
MetaPixelCAPIP1
LinkedInInsight TagCAPI(2025年)P2
TikTokPixelEvents API + ttclidP2
MicrosoftUET TagEnhanced ConversionsP2

8. Implementation Roadmap

8. 实施路线图

Phase 1 — Foundation (Weeks 1-2)

阶段1 — 基础搭建(第1-2周)

  • Install all tracking pixels and server-side tracking
  • Set up conversion events and goals
  • Create campaign structure and naming conventions
  • Build initial audiences (custom, lookalike/predictive)
  • Produce first batch of creative assets
  • 安装所有追踪像素与服务器端追踪工具
  • 设置转化事件与目标
  • 创建广告活动结构与命名规范
  • 构建初始受众(自定义、相似/预测受众)
  • 制作首批创意资产

Phase 2 — Launch (Weeks 3-4)

阶段2 — 启动投放(第3-4周)

  • Launch campaigns on primary platform(s) first
  • Set conservative budgets and bidding (Maximize Clicks / Lowest Cost)
  • Monitor daily for the first 7 days
  • Verify conversion tracking is firing correctly
  • 先在核心平台启动广告活动
  • 设置保守预算与出价策略(最大化点击量 / 最低成本)
  • 前7天每日监控
  • 验证转化追踪是否正常触发

Phase 3 — Optimize (Weeks 5-8)

阶段3 — 优化迭代(第5-8周)

  • Analyze initial data (minimum 2 weeks of data)
  • Adjust bidding strategies based on conversion volume
  • Kill underperforming ad groups/creatives (3x Kill Rule)
  • Launch secondary platforms
  • Begin A/B testing (creative, landing pages, audiences)
  • 分析初始数据(至少2周数据)
  • 根据转化量调整出价策略
  • 终止表现不佳的广告组/创意(3倍淘汰规则)
  • 启动次级平台投放
  • 开始A/B测试(创意、落地页、受众)

Phase 4 — Scale (Weeks 9-12)

阶段4 — 规模拓展(第9-12周)

  • Scale winning campaigns (20% rule)
  • Expand to testing platforms (10% budget)
  • Implement advanced strategies (ABM, Shopping feeds, Smart+)
  • Monthly performance reviews
  • 放大成功广告活动(遵循20%规则)
  • 拓展至测试平台(分配10%预算)
  • 实施进阶策略(ABM、商品Feed、Smart+)
  • 月度绩效复盘

Industry Templates

行业模板

Load from
assets/
directory based on detected or specified business type:
  • saas.md
    — SaaS companies
  • ecommerce.md
    — E-commerce stores
  • local-service.md
    — Local service businesses
  • b2b-enterprise.md
    — B2B enterprise
  • info-products.md
    — Info products and courses
  • mobile-app.md
    — Mobile app companies
  • real-estate.md
    — Real estate
  • healthcare.md
    — Healthcare
  • finance.md
    — Financial services
  • agency.md
    — Marketing agencies
  • generic.md
    — General business template
根据识别或指定的业务类型,从
assets/
目录加载对应模板:
  • saas.md
    — SaaS企业
  • ecommerce.md
    — 电商店铺
  • local-service.md
    — 本地服务商家
  • b2b-enterprise.md
    — B2B企业
  • info-products.md
    — 信息产品与课程
  • mobile-app.md
    — 移动应用企业
  • real-estate.md
    — 房地产行业
  • healthcare.md
    — 医疗健康行业
  • finance.md
    — 金融服务行业
  • agency.md
    — 营销代理机构
  • generic.md
    — 通用业务模板

Output

输出成果

Deliverables

交付物

  • ADS-STRATEGY.md
    — Complete strategic advertising plan
  • CAMPAIGN-ARCHITECTURE.md
    — Campaign structure with naming conventions
  • BUDGET-PLAN.md
    — Budget allocation with monthly pacing
  • CREATIVE-BRIEF.md
    — Creative production plan with specifications
  • TRACKING-SETUP.md
    — Tracking implementation checklist
  • IMPLEMENTATION-ROADMAP.md
    — Phased rollout timeline
  • ADS-STRATEGY.md
    — 完整的战略性广告计划
  • CAMPAIGN-ARCHITECTURE.md
    — 含命名规范的广告活动结构
  • BUDGET-PLAN.md
    — 含月度节奏的预算分配方案
  • CREATIVE-BRIEF.md
    — 含规格要求的创意制作计划
  • TRACKING-SETUP.md
    — 追踪实施检查清单
  • IMPLEMENTATION-ROADMAP.md
    — 分阶段推出时间线

KPI Targets

KPI目标

MetricMonth 1Month 3Month 6Month 12
ROASBaselineTarget -20%TargetTarget +20%
CPABaselineTarget +30%TargetTarget -10%
CVRBaseline+10%+20%+30%
CTRBaseline+15%+25%+30%
BudgetTestingOptimizingScalingMaintaining
指标第1个月第3个月第6个月第12个月
ROAS(广告支出回报率)基准值目标值-20%目标值目标值+20%
CPA(单次转化成本)基准值目标值+30%目标值目标值-10%
CVR(转化率)基准值+10%+20%+30%
CTR(点击率)基准值+15%+25%+30%
预算阶段测试期优化期拓展期维护期