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This editable spreadsheet walks you through a comprehensive audit of your search-and-display advertising account using a 70-plus point checklist covering account setup, campaigns, keyword targeting, creative, bidding and budgeting, and reporting and analysis. You'll find clear questions, explanation fields, and recommendation columns that help identify gaps, optimize your structure, and improve performance across all levels of the account.
Designed for PPC specialists, in-house marketers and agencies managing paid search and display, the checklist ensures your advertising spend is aligned with business goals, your tagging and tracking are accurate, and every element of your account is scrutinized for maximum return on investment.
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Unlock this guide, along with all related templates, dashboards, and checklists in the full toolkit.
This toolkit delivers the frameworks and templates you need to plan, optimise and report on paid campaigns. Inside you'll find the Paid Media Playbook, Google Ads Audit Checklist, and budgeting tools to help you manage spend effectively and improve ROI.
The toolkit is structured around the RACE Framework to ensure paid activity contributes to broader marketing goals across awareness, conversion and engagement. It helps you prioritise media investments, track results and build an always-on optimisation process.
Ideal for digital advertising specialists and marketing managers who want greater control and transparency over campaign performance.
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Why marketers trust Smart Insights
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marketers have used the RACE Framework to plan, manage and optimize their marketing
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businesses and teams rely on our resources to deliver more effective, data-driven marketing
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creating practical marketing frameworks used by professionals in organizations worldwide
Dr. Dave Chaffey
RACE Growth System
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Frequently asked questions
How are your toolkits structured?
Each toolkit is designed in a similar way with templates to help you apply the Smart Insights RACE 90-day planning process using a consistent approach of:
- A. Review Opportunity (Audit and Set Objectives)
- B. Define Strategy (Identify strategic approach and priorities)
- C. Take Action (Report on performance with dashboards, apply best practices and SOPs)
Toolkits typically have an in-depth 7-Steps guide and a shorter Playbook which are downloadable PDFs which are far quicker to browse than online video courses, so you can efficiently review your strengths, weaknesses and where you need to prioritize.
Each toolkit is grounded in helping you understand the essential, need-to-know fundamentals of marketing success including strategic marketing, campaign planning, content marketing and data-driven marketing using Google Analytics.
How do I use Standard Operating Procedures (SOPs) in my marketing?
SOPs are your secret weapon to using a more strategic, managed approach to integrated marketing.
They are repeatable practical tasks defining how to complete a marketing activity by following a series of steps in order to achieve a consistent approach and good results by applying best practices.
SOPs form the heart of our Digital Marketing Strategy toolkit - you can audit your approach and adopt them in the Digital marketing strategy audit/health check.
It also links to relevant templates to support you across all toolkits.
We recommend building in SOPs to our RACE 90-day planning process, selecting which you will prioritize in the upcoming periods.
What the quickest way to get started to improve my results from digital marketing?
For a comprehensive audit of all of your digital marketing, we recommend using our Digital Strategy Toolkit which will help you develop a complete digital marketing strategy and a 90-day plan so you start make a difference straightaway.
Tried-and-trusted templates are available in Word, Excel and Powerpoint / Google Docs which will enable you to summarize your strategy and communicate it to colleagues or clients.
Ensure you download the Digital marketing strategy audit/health check spreadsheet to amend to your business. It also links to relevant templates to support you across all toolkits.
If you perceive that you have a weakness or opportunity in one or more of the main digital marketing channels such as SEO, Paid media, Social Media marketing or Email marketing, then you can use the 7-Step guides and playbooks in each channel toolkit to review your strategy and then the spreadsheet templates to make practical improvements to your marketing for each channel.
What type of businesses benefit from Smart Insights?
The Smart Insights RACE Opportunity-Strategy-Action process was designed so that it can help all types of businesses of different sizes and from different sectors improve their results from digital marketing.
Our RACE system has been used since we launched in 2010 by businesses including:
- Smaller businesses with an owner manager or single person responsible for marketing
- Agencies and consultancies who apply our frameworks to their clients' businesses to improve results
- Larger organizations in sectors including B2B, Financial Services, FMCG Brands, Healthcare, Pharmaceutical
Famous names who have applied our approach to their business since we launched include 3M, Accenture, Dell, Ernst and Young, Glaxo Smith Kline, HSBC and Rentokil Initial.
How often are your resources updated?
You will know that digital marketing changes fast, so since we launched our digital resource library, we have had a continuous annual programme of updating resources to ensure they cover the latest approaches.
Currently Generative AI (GenAI) is transforming marketing, as you'll know, so we recommend the latest best practices for using tools such as ChatGPT and Gemini for strategy, planning and copywriting. We recommend you start with our AI Governance Policy Playbook for a recommend approach to improve your marketing.
One of our most popular resources is the digital media updates tracker which is updated quarterly to summarize the most important changes from the digital platforms such as Google and Meta that marketers need to know about.
How quickly can I access my toolkit?
You’ll get instant digital access as soon as your payment is confirmed. Your downloads and toolkit materials will be available immediately.
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