Pre-Sales Audit Framework
Objective
Create a fast but defensible diagnosis of current account performance.
Audit Domains
| Domain | What to Check | Risk if Broken |
|---|---|---|
| Tracking | Conversion actions, duplicate events, value logic | Wrong bidding decisions |
| Structure | Campaign intent split, match type strategy, naming | Budget cannibalization |
| Traffic Quality | Search terms, geo leakage, device split | Wasted spend |
| Creative | RSA strength, offer clarity, extension coverage | Low CTR and CVR |
| Economics | CPA, ROAS, impression share, budget pacing | Poor profitability |
Scoring Model
0= critical failure1= weak / inconsistent2= acceptable3= strong and scalable
Total score bands:
0-25%Rescue mode26-60%Rebuild mode61-80%Optimization mode81-100%Scale mode
SOP
- Pull last 90 days and segment by campaign type.
- Validate conversion integrity before reading performance.
- Score each domain with evidence snapshots.
- Produce top 10 opportunities by expected impact.
- Map opportunities to 30/60/90-day execution windows.
Deliverable Format
- Executive summary (1 page)
- Domain score table
- High-impact issue list with effort estimate
- Recommended service scope
Next Step
Return to the module overview and continue with the next lesson in sequence.