37 lines
1.4 KiB
Markdown
37 lines
1.4 KiB
Markdown
---
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name: budget-optimization
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description: Use when reallocating spend across channels/ad sets or setting guardrails
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to stay on plan.
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---
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# Budget Optimization & Pacing Skill
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## When to Use
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- Weekly/monthly budget reviews.
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- Mid-flight adjustments after performance shifts.
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- Preparing reforecast scenarios for finance.
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## Framework
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1. **Reference Plan** – planned vs actual spend, CPA/CPL, pipeline, ROAS.
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2. **Efficiency Bands** – thresholds for pulling back or scaling (e.g., ±20% vs target CPA).
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3. **Scenario Modeling** – reallocate budget to best-performing ad sets while respecting learning phase minimums.
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4. **Guardrails** – set daily caps, alerts, and auto rules for overspend or underdelivery.
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## Checklist
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- Align reporting windows with attribution (24h, 7d click, 28d view if available).
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- Confirm finance approvals before large shifts.
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- Document rationale for every reallocation.
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- Update forecast + capacity plans (e.g., SDR follow-up) when pipeline mix changes.
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## Templates
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- Budget tracker spreadsheet (plan vs actual vs forecast).
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- Scenario calculator (impact of shifting X% spend).
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- Alert configuration guide (platform and BI tools).
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## Tips
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- Reserve 5–10% of spend for rapid experiments.
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- Keep retargeting budgets proportional to audience size to avoid fatigue.
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- Sync with lifecycle team so automation throughput can handle new volume.
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---
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