AI media buyer onboarding checklist: offer, limit, approver, creative

Four items, one page

Onboarding an AI media buyer needs one page with four headings, not a project plan. Each heading answers a question the software cannot answer for you, and each missing item shows up later as a specific problem: a vague ad, an unexpected bill, a draft nobody releases, or an ad that looks like every other ad.

The checklist

1. The offer

One thing a stranger could buy, book or claim, with a price or a clear next step and a page to send them to. Write it as a single sentence. If you have several candidates, the first offer entry has five tests for choosing.

2. The monthly limit

The most you will spend on ads in a calendar month, as one figure, taken from money you can spare and not from a hoped-for return. Every draft's budget is checked against it.

3. The approver

A name, not a job title. This person reads each draft and releases it or sends it back. Add a backup and decide how quickly drafts will be read.

4. The creative

What the ads can be made from: recent photos, short clips, your logo, the words you use and avoid. Say whether the software may make new images and videos. The creative kit entry lists what to gather.

Housekeeping before day one

Ads run from your business's presence on the platform. For Meta that generally means a Facebook Page and an Instagram account that belong to the business, an ad account and a current payment method. Check who holds admin access; a former employee or an old agency sometimes still does.

On a phone, open the page your ad will send people to. Confirm the price matches the offer and the booking step works.

Each vendor asks for different connections. We do not publish Link AI's setup steps, so ask in the demo what has to be connected.

What a finished page looks like

An illustration for a neighborhood bike shop, with example figures:

Offer: spring tune-up, $79, book online, page: the tune-up booking page. Monthly limit: $300 for April. Approver: Sam, owner; backup: Priya, workshop lead; drafts reviewed by noon next working day. Creative: twelve photos of the workshop, two short clips of a tune-up, logo, 'no stock photos, no exclamation marks'; new images and videos allowed.

Date the page and keep it where the approver can find it. When the offer or the limit changes, change the page first and the ads second, so the document and the spending never disagree.

Where Link AI fits the checklist

Each of the four items has a counterpart in our pick, Link AI by Linkme. The offer: typed into a chat as you would say it. The limit: the approver can check it against the monthly amounts printed beside the daily budget on the draft. The approver: a draft names its author and holds at 'Needs review'. The creative: Link AI makes images and videos, so a short list of your own material is workable.

Book a demo to try Link AI. Take the finished page along and have a draft built from it while you watch. How budget approval works is the entry to read after that.

Connected entries

Questions & answers