Files
marketingskills/skills/ads/references/platform-setup-checklists.md
Corey Haines 30f9b9a729 feat: v2.0 skill renames and CRO consolidation (#291)
* feat: v2.0 skill renames and CRO consolidation

BREAKING CHANGE: Users must reinstall skills after this update.

## Skill Renames (16)
- ab-test-setup → ab-testing
- analytics-tracking → analytics
- aso-audit → aso
- competitor-alternatives → competitors
- email-sequence → emails
- free-tool-strategy → free-tools
- launch-strategy → launch
- onboarding-cro → onboarding
- paywall-upgrade-cro → paywalls
- popup-cro → popups
- pricing-strategy → pricing
- product-marketing-context → product-marketing
- referral-program → referrals
- schema-markup → schema
- signup-flow-cro → signup
- social-content → social

## Consolidations (1)
- page-cro + form-cro → cro (form content in references/form.md)

## Why 2.0?
- Shorter, cleaner skill names
- Consistent naming (no -strategy, -setup, -cro suffixes)
- All cross-references updated across 100+ files

Total skills: 40

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>

* fix(v2.0): update evals for renamed skills, fix validate script, clear warnings

- Update 32 evals.json files to reference new skill names (page-cro → cro,
  product-marketing-context → product-marketing, etc.) — these were missed
  in the initial v2.0 rename pass since only SKILL.md and marketplace.json
  were updated.
- Fix validate-skills.sh: replace GNU-only `head -n -1` with portable awk
  so frontmatter extraction works on macOS.
- Move Copy Editing Checklist (56 lines) to references/checklist.md to
  bring copy-editing SKILL.md under the 500-line limit (508 → 457).
- Add "see X" pointers to marketing-psychology description for skill
  discovery (cro, pricing, copywriting).
- Update skill-request.yml issue template placeholder (page-cro → cro).

All 40 skills now pass validation with zero warnings.

* fix(v2.0): add evals for 8 missing skills, strip stale frontmatter from cro/form.md

Adds 48 new eval cases (6 per skill) for skills that previously had no evals:
aso, co-marketing, community-marketing, competitor-profiling, directory-submissions,
image, lead-magnets, video. All 40 skills now have eval coverage (251 total cases).

Strips leftover frontmatter from skills/cro/references/form.md — it was inherited
from the old form-cro SKILL.md before consolidation. Reference files don't need
frontmatter.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): rename paid-ads → ads

One more v2.0 simplification — drops the redundant 'paid-' qualifier. Updates
the skill directory, SKILL.md frontmatter, evals.json, README skill table, the
v2.0 rename table in VERSIONS.md (now 17 renames), and all cross-references in
related skills (ad-creative, aso, competitor-profiling, customer-research,
lead-magnets, marketing-ideas) plus the tools/integrations guides.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): bump SKILL.md frontmatter version to 2.0.0 for all 40 skills

VERSIONS.md was already updated to 2.0.0 but the metadata.version field inside
each SKILL.md was still on 1.x. That mismatch would have caused the update-check
flow to perpetually report 'update available' since it compares VERSIONS.md
against local SKILL.md metadata versions.

Caught by codex review (P1).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): add legacy product-marketing-context.md filename fallback

Before this fix, users upgrading from v1.x who had a `product-marketing-context.md`
file would lose automatic context loading — every skill only checked the new
`product-marketing.md` filename. Now all 40 skills also accept the legacy
filename (in either `.agents/` or `.claude/`), and the README migration command
covers both legacy and current filenames.

Caught by codex review (P1 + P2).

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): re-sort README skills table alphabetically, fix ads box width

The skills table had a few entries out of alphabetical order from the renames
(co-marketing was after cold-email, ads was at the renamed position).
Re-sorted alphabetically per sync-skills.js. Also padded the 'ads' cell in the
ASCII flow diagram to keep the box width consistent.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

* fix(v2.0): document folder cleanup on upgrade, stop sync-skills from re-adding skills array

README upgrade guide now includes:
- A clear cleanup step for stale v1.x skill folders (renamed + consolidated) so
  users don't end up with both old and new folders side-by-side after upgrading
- The full v1 to v2 rename map for reference
- Existing product-marketing-context.md migration steps (preserved)

sync-skills.js no longer (re-)introduces a `skills` array on marketplace.json --
Claude Code's plugin schema discovers skills via the `skills/` directory, and the
explicit array was failing validation. The script now refreshes the description
count and strips the stale array if present.

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.5 <noreply@anthropic.com>
2026-05-13 22:05:15 -07:00

7.4 KiB

Platform Setup Checklists

Complete setup checklists for major ad platforms.

Contents

  • Google Ads Setup (Account Foundation, Conversion Tracking, Analytics Integration, Audience Setup, Campaign Readiness, Ad Extensions, Brand Protection)
  • Meta Ads Setup (Business Manager Foundation, Pixel & Tracking, Domain & Aggregated Events, Audience Setup, Catalog, Creative Assets, Compliance)
  • LinkedIn Ads Setup (Campaign Manager Foundation, Insight Tag & Tracking, Audience Setup, Lead Gen Forms, Document Ads, Creative Assets, Budget Considerations)
  • Twitter/X Ads Setup (Account Foundation, Tracking, Audience Setup, Creative)
  • TikTok Ads Setup (Account Foundation, Pixel & Tracking, Audience Setup, Creative)
  • Universal Pre-Launch Checklist

Google Ads Setup

Account Foundation

  • Google Ads account created and verified
  • Billing information added
  • Time zone and currency set correctly
  • Account access granted to team members

Conversion Tracking

  • Google tag installed on all pages
  • Conversion actions created (purchase, lead, signup)
  • Conversion values assigned (if applicable)
  • Enhanced conversions enabled
  • Test conversions firing correctly
  • Import conversions from GA4 (optional)

Analytics Integration

  • Google Analytics 4 linked
  • Auto-tagging enabled
  • GA4 audiences available in Google Ads
  • Cross-domain tracking set up (if multiple domains)

Audience Setup

  • Remarketing tag verified
  • Website visitor audiences created:
    • All visitors (180 days)
    • Key page visitors (pricing, demo, features)
    • Converters (for exclusion)
  • Customer match lists uploaded
  • Similar audiences enabled

Campaign Readiness

  • Negative keyword lists created:
    • Universal negatives (free, jobs, careers, reviews, complaints)
    • Competitor negatives (if needed)
    • Irrelevant industry terms
  • Location targeting set (include/exclude)
  • Language targeting set
  • Ad schedule configured (if B2B, business hours)
  • Device bid adjustments considered

Ad Extensions

  • Sitelinks (4-6 relevant pages)
  • Callouts (key benefits, offers)
  • Structured snippets (features, types, services)
  • Call extension (if phone leads valuable)
  • Lead form extension (if using)
  • Price extensions (if applicable)
  • Image extensions (where available)

Brand Protection

  • Brand campaign running (protect branded terms)
  • Competitor campaigns considered
  • Brand terms in negative lists for non-brand campaigns

Meta Ads Setup

Business Manager Foundation

  • Business Manager created
  • Business verified (if running certain ad types)
  • Ad account created within Business Manager
  • Payment method added
  • Team access configured with proper roles

Pixel & Tracking

  • Meta Pixel installed on all pages
  • Standard events configured:
    • PageView (automatic)
    • ViewContent (product/feature pages)
    • Lead (form submissions)
    • Purchase (conversions)
    • AddToCart (if e-commerce)
    • InitiateCheckout (if e-commerce)
  • Conversions API (CAPI) set up for server-side tracking
  • Event Match Quality score > 6
  • Test events in Events Manager

Domain & Aggregated Events

  • Domain verified in Business Manager
  • Aggregated Event Measurement configured
  • Top 8 events prioritized in order of importance
  • Web events prioritized for iOS 14+ tracking

Audience Setup

  • Custom audiences created:
    • Website visitors (all, 30/60/90/180 days)
    • Key page visitors
    • Video viewers (25%, 50%, 75%, 95%)
    • Page/Instagram engagers
    • Customer list uploaded
  • Lookalike audiences created (1%, 1-3%)
  • Saved audiences for common targeting

Catalog (E-commerce)

  • Product catalog connected
  • Product feed updating correctly
  • Catalog sales campaigns enabled
  • Dynamic product ads configured

Creative Assets

  • Images in correct sizes:
    • Feed: 1080x1080 (1:1)
    • Stories/Reels: 1080x1920 (9:16)
    • Landscape: 1200x628 (1.91:1)
  • Videos in correct formats
  • Ad copy variations ready
  • UTM parameters in all destination URLs

Compliance

  • Special Ad Categories declared (if housing, credit, employment, politics)
  • Landing page complies with Meta policies
  • No prohibited content in ads

LinkedIn Ads Setup

Campaign Manager Foundation

  • Campaign Manager account created
  • Company Page connected
  • Billing information added
  • Team access configured

Insight Tag & Tracking

  • LinkedIn Insight Tag installed on all pages
  • Tag verified and firing
  • Conversion tracking configured:
    • URL-based conversions
    • Event-specific conversions
  • Conversion values set (if applicable)

Audience Setup

  • Matched Audiences created:
    • Website retargeting audiences
    • Company list uploaded (for ABM)
    • Contact list uploaded
  • Lookalike audiences created
  • Saved audiences for common targeting

Lead Gen Forms (if using)

  • Lead gen form templates created
  • Form fields selected (minimize for conversion)
  • Privacy policy URL added
  • Thank you message configured
  • CRM integration set up (or CSV export process)

Document Ads (if using)

  • Documents uploaded (PDF, PowerPoint)
  • Gating configured (full gate or preview)
  • Lead gen form connected

Creative Assets

  • Single image ads: 1200x627 (1.91:1) or 1080x1080 (1:1)
  • Carousel images ready
  • Video specs met (if using)
  • Ad copy within character limits:
    • Intro text: 600 max, 150 recommended
    • Headline: 200 max, 70 recommended

Budget Considerations

  • Budget realistic for LinkedIn CPCs ($8-15+ typical)
  • Audience size validated (50K+ recommended)
  • Daily vs. lifetime budget decided
  • Bid strategy selected

Twitter/X Ads Setup

Account Foundation

  • Ads account created
  • Payment method added
  • Account verified (if required)

Tracking

  • Twitter Pixel installed
  • Conversion events created
  • Website tag verified

Audience Setup

  • Tailored audiences created:
    • Website visitors
    • Customer lists
  • Follower lookalikes identified
  • Interest and keyword targets researched

Creative

  • Tweet copy within 280 characters
  • Images: 1200x675 (1.91:1) or 1200x1200 (1:1)
  • Video specs met (if using)
  • Cards configured (website, app, etc.)

TikTok Ads Setup

Account Foundation

  • TikTok Ads Manager account created
  • Business verification completed
  • Payment method added

Pixel & Tracking

  • TikTok Pixel installed
  • Events configured (ViewContent, Purchase, etc.)
  • Events API set up (recommended)

Audience Setup

  • Custom audiences created
  • Lookalike audiences created
  • Interest categories identified

Creative

  • Vertical video (9:16) ready
  • Native-feeling content (not too polished)
  • First 3 seconds are compelling hooks
  • Captions added (most watch without sound)
  • Music/sounds selected (licensed if needed)

Universal Pre-Launch Checklist

Before launching any campaign:

  • Conversion tracking tested with real conversion
  • Landing page loads fast (<3 sec)
  • Landing page mobile-friendly
  • UTM parameters working
  • Budget set correctly (daily vs. lifetime)
  • Start/end dates correct
  • Targeting matches intended audience
  • Ad creative approved
  • Team notified of launch
  • Reporting dashboard ready