# Advarde advertising system — setup workbook Free editable companion to https://advarde.com/docs/advertising-system. Updated 13 September 2026. Use this workbook to plan one business, advertiser account, and offer. Replace every bracketed placeholder before using a prompt. A compatible assistant connection is needed to inspect saved Advarde data. Review the output before saving it or authorizing account changes. The guide and workbook are free; Advarde subscriptions and advertising spend are separate. ## Start here - Business or client: [fill in] - Workspace and advertiser account: [fill in] - Offer and destination: [fill in] - Desired customer action: [fill in] - Setup owner and reviewer: [fill in] - Target setup date: [fill in] ## 01. Brand knowledge Finish with: A current brand profile with an owner and evidence for the claims you intend to use. - Brand and profile owner: [fill in] - Audience and customer problem: [fill in] - Offer and destination URL: [fill in] - Voice: use / avoid: [fill in] - Approved claims and evidence links: [fill in] - Restrictions and last review date: [fill in] ### Starter prompt Read the saved brand context for [brand] in [workspace]. Summarize the audience, offer, voice, approved claims, evidence, and restrictions. Identify missing or conflicting information. Use only supplied facts. Draft an updated brand profile for me to review. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Build a useful brand library](https://advarde.com/product/brand-library) ## 02. Creative library Finish with: A reusable brief and a short list of suitable assets for the selected account. - Brief name and customer problem: [fill in] - Offer and intended next action: [fill in] - Account-specific image names or IDs: [fill in] - Inspiration: source URL and observation date: [fill in] - Creative approach and supporting evidence: [fill in] - Review owner: [fill in] ### Starter prompt Read the brief for [offer] and list the saved campaign images for [account]. Suggest suitable assets and three creative approaches using the supplied inspiration. For each, explain the customer problem, offer, supporting evidence, and destination. Flag missing assets and unsupported claims. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Use the creative brief template](https://advarde.com/templates/chatgpt-ads-creative-brief) ## 03. Campaign building Finish with: A saved campaign draft with a complete setup and a list of any unresolved inputs. - Workspace and advertiser account: [fill in] - Objective and offer: [fill in] - Budget amount, currency, and budget type: [fill in] - Selected locations and audience requirements: [fill in] - Schedule and account time zone: [fill in] - Ad groups, copy variations, assets, and URLs: [fill in] - Unresolved decisions: [fill in] ### Starter prompt For [account], read [approved brief] and confirm the account currency and time zone. Prepare a campaign draft for [objective], with [budget and currency], [locations], [start and end dates], and [destination]. Use the selected assets. List missing decisions and show the full draft. Do not create or activate live advertising resources. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Build and review a campaign](https://advarde.com/product/bulk-ad-launcher) ## 04. Review & launch Finish with: A recorded review of the exact campaign version, followed by a separate launch decision. - Draft name and revision: [fill in] - Reviewer and review date: [fill in] - Budget, targeting, schedule, and URLs checked: [fill in] - Claims and assets checked: [fill in] - Open blockers: [fill in] - Paused creation result: [fill in] - Separate launch approval and readiness result: [fill in] ### Starter prompt Inspect the saved draft [name or ID]. Show the exact account, objective, budget, targeting, schedule, creative, URLs, and open blockers. Prepare a review summary and explain what applying it would create or change. Keep creation and activation as separate decisions. Wait for my approval before applying changes. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Follow the paused campaign workflow](https://advarde.com/docs/chatgpt-ads-paused-campaign-workflow) ## 05. Conversion tracking Finish with: A defined conversion action, an installation owner, and a record of what was tested. - Customer action and success condition: [fill in] - Advertiser account and tracking source: [fill in] - Event and primary conversion: [fill in] - Website, tag manager, or server installation owner: [fill in] - Consent handling and duplicate-event checks: [fill in] - Test date, observed evidence, and remaining checks: [fill in] ### Starter prompt For [website] and [account], inspect the saved conversion setup. Our desired outcome is [completed customer action]. Recommend the matching setup and describe the successful-action trigger, installation work, and test steps. Separate what is configured, what is installed, and what has been verified. Prepare instructions for review. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Set up conversion tracking](https://advarde.com/product/conversion-tracking) ## 06. Performance reports Finish with: A report with a clear period, consistent definitions, and a short list of next decisions. - Account, currency, and time zone: [fill in] - Completed reporting dates and comparison dates: [fill in] - Conversion definition and data availability: [fill in] - Spend, impressions, clicks, conversions, and cost per conversion: [fill in] - Hook or offer labels: [fill in] - Observed changes, possible explanations, and next decision: [fill in] ### Starter prompt Create a report for [account] covering [completed start date] through [completed end date] in the account time zone. Compare with the preceding equal-length period. Include spend, impressions, clicks, available conversions, and creative comparisons where labels exist. Show missing data explicitly. Summarize observations, possible explanations, and decisions separately. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Use the report template](https://advarde.com/templates/chatgpt-ads-report) ## 07. Optimization Finish with: A reviewable ad variation with a stated reason to test it, or a clear decision to wait. - Selected campaigns and goal: [fill in] - Evidence period and minimum evidence requirement: [fill in] - Original ad and proposed variation: [fill in] - Hypothesis and supporting observations: [fill in] - Reviewer feedback and decision: [fill in] - Assistant task setup confirmed, if using recurring reviews: [fill in] - Published ad ID and later observed results: [fill in] ### Starter prompt Read the available optimization evidence, brand context, prior proposals, and feedback for [selected campaigns]. Propose a new ad variation only if the evidence supports a useful test. Include the original ad, proposed copy, destination, hypothesis, and supporting observations. Otherwise explain why to wait. Submit the proposal for review; do not publish it. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Plan a campaign test](https://advarde.com/templates/chatgpt-ads-test-plan) ## 08. Alerts & schedules Finish with: A defined reporting routine and a small set of alerts with named owners. - Report period and cadence: [fill in] - Report owner: [fill in] - Alert condition and explicit threshold: [fill in] - Minimum evidence and comparison period: [fill in] - Check frequency: [fill in] - Owner response when an alert appears: [fill in] ### Starter prompt Draft a monitoring plan for [account]: a [daily, weekly, or monthly] report and alerts for [specific conditions]. State each threshold, comparison period, minimum evidence, cadence, and owner. Explain which checks use Advarde schedules. Show the plan before enabling any schedule or notification. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Configure reports and alerts](https://advarde.com/docs/chatgpt-ads-scheduled-reports) ## 09. Account controls Finish with: A short operating standard and an explicit decision about any automatic actions. - Naming convention: [fill in] - Allowed destination domains: [fill in] - Tracking URL defaults: [fill in] - Authorized approvers: [fill in] - Proposed policy trigger, action, limits, and stop conditions: [fill in] - Policy review decision: [fill in] - Person responsible for intervention: [fill in] ### Starter prompt Inspect the standards and enabled policies for [account]. Draft naming rules, allowed destination domains, and tracking URL defaults from [approved requirements]. For each proposed automation policy, show its trigger, exact action, limits, and stop conditions. Identify conflicts with existing settings. Do not enable policies or modify live campaigns. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Review account standards and automation](https://advarde.com/product/account-automation) ## 10. Team workspaces Finish with: A workspace and access plan that makes ownership, review, and client boundaries clear. - Client or business and workspace: [fill in] - Connected advertiser accounts: [fill in] - Workspace owner: [fill in] - Campaign preparer and reviewer: [fill in] - Reporting and tracking owners: [fill in] - Assistant connections and access review date: [fill in] - Handover and offboarding actions: [fill in] ### Starter prompt Inspect the members, account connections, and assistant connections in [workspace]. Summarize who can prepare work, review it, and apply changes. Draft an access and handover plan for [team or client]. Flag unnecessary access and missing owners. Keep other clients in separate workspaces and show proposed access changes for review. ### Completion check - [ ] Inputs reviewed - [ ] Output saved in the correct workspace - [ ] Missing information recorded - [ ] Reviewer or next owner assigned Notes and open decisions: [fill in] [Organize multiple clients and accounts](https://advarde.com/docs/manage-multiple-ad-accounts) ## First campaign review - [ ] Correct account, currency, and time zone confirmed - [ ] Current brand profile, offer, and supporting evidence reviewed - [ ] Campaign settings, assets, and destinations reviewed - [ ] Conversion setup installed and tested for the intended action - [ ] Exact campaign revision approved for paused creation - [ ] Readiness checked and activation separately authorized - [ ] Delivery and measurement evidence checked after launch - [ ] Completed reporting period selected - [ ] Next proposal or decision to wait recorded ## Decision log | Date | Account / campaign | Evidence reviewed | Decision and reason | Owner | Next review | | --- | --- | --- | --- | --- | --- | | [date] | [account / campaign] | [source / period] | [decision] | [name] | [date] | ## Continue Read the guide: https://advarde.com/docs/advertising-system Compare Advarde plans: https://advarde.com/#pricing