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Agencies: How Do You Set Up Your Account Build Docs?
Posted by on August 26, 2025 at 7:26 pmMy marketing agency currently has a horrible build doc. When we're building a new PPC account the spreadsheet we use to present keywords and ad copy for approval is clunky to fill out, confusing for the client to understand, and not even conducive to an easy upload in Ads Editor when it's time to build.
I'm working on edits to try and clean it up but I'm having trouble. I've worked with better build docs at previous agencies in the past but can't remember what made them better. Does anyone have any examples or advice?
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1 Reply
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Unless needed for compliance sake, clients don’t get this at our agency. A couple examples, general strategy, but we position ourselves as the experts. Clients don’t want to have to approve a myriad of keywords, copy, etc.
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Just blow up your build doc and start from scratch, so you can upload the CSV file later.
We don’t use anything like this at our agency but maybe other agencies who will have some advice.
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