
The difficult part of setup often happens before the first ad is written. “We want more customers” still leaves the builder to decide which customers, for which offer, in which places, at what cost. If those answers are missing, the campaign will contain assumptions the business has never approved.
Start with the offer and its limits
Choose the service or product range the first campaign will promote. Record the price or quoting process, where you can deliver, what capacity you have and the promises you can substantiate. Include exclusions: services you do not provide, products you cannot supply and enquiries you cannot use.
A hypothetical repair company might accept domestic boiler work within a defined area but decline commercial installations. That distinction affects search terms, copy, location settings, landing pages and the way enquiries are qualified. It belongs in the brief before anyone generates an ad.
Ask the people who answer calls or process orders what customers misunderstand. Their answers can reveal a missing price explanation, an unsuitable delivery promise or a recurring question the landing page never addresses. Record the evidence, not an invented customer persona.
Work out what the campaign can afford
Use contribution and customer outcomes to set an initial planning range. A competitor's budget is not your budget, and a forecasted click cost does not establish affordability.
Consider a hypothetical service with £240 of contribution per new customer before advertising. If 20% of suitable enquiries become customers, the contribution available per suitable enquiry is £48: £240 × 0.20. That is a simplified break-even figure before fixed overheads and desired profit. It is not a target cost per raw form submission, because some submissions may be unsuitable.
Write down where each input came from and how uncertain it is. If close rate is unknown, show a range and decide how much you can afford to learn. Our guide to conversions without profit explains why an attractive conversion count can hide poor acquisition economics.
Research Search demand with intent in mind
Start with the customer's task. Separate someone looking to buy a service from someone researching how to do it, looking for employment or seeking a different product with a similar name. Review actual search results for the intended location and note the offers and page types you see.
Keyword Planner can suggest terms and estimate search activity and costs. Use those estimates to investigate demand, then inspect relevance yourself. A large-volume term can describe several intentions; volume alone is a poor reason to include it.
Group candidate terms around an offer and destination page. Keep an exclusion list with the reason for each exclusion. Avoid a universal list that might block valid buyers: “free” could be irrelevant to a paid consultation but relevant to a product with free delivery. See our guide to irrelevant clicks and negative keywords.
Google's forecast documentation describes estimates affected by inputs such as spending and seasonality. Save the date, geography, settings and assumptions with a forecast. Treat it as a planning scenario, not a sales commitment.
Look at competitors without pretending to know their results
Compare publicly visible offers, proof, delivery terms, pricing explanations and calls to action. Note what your business can credibly offer and where it is less competitive. An advertised discount is observable; its profitability is not.
A useful competitor note might read: “Three reviewed pages explain installation costs before requesting contact details; ours does not.” That gives the team something to investigate. “They must spend thousands because their ad appeared” does not.
Do not copy claims or creative. Research should clarify your own offer and the questions a buyer still needs answered.
Gather the inputs each campaign type needs
| Campaign type | Research to complete | Deliverable for setup |
|---|---|---|
| Search | Search intent, relevant terms, exclusions and destination fit | Keyword groups with matching pages and draft messages |
| Shopping | Product eligibility, availability, margins and feed accuracy | Selected inventory and a checked Merchant Center data source |
| Display | Audience context, exclusions and image concepts | Audience rationale and a creative brief, with current campaign availability checked |
| Video | Viewer context, message, demonstration and intended response | A storyboard, video assets and a measurement plan |
| Performance Max | Business goals, asset themes, customer knowledge and retail inventory if used | Asset-group plan, values, signals and product selection where applicable |
| Demand Gen | Audience hypotheses, creative formats and intended channels | Ad-group plan, compatible assets and downstream success measures |
For retail, check the Merchant Center product specification against the actual products. A website description does not settle whether price, availability, identifiers and variants are correctly supplied to the feed.
For Performance Max, audience signals are suggestions; they do not restrict delivery to the people described. Record useful customer knowledge without promising exclusive audience targeting.
Google is moving Display into Demand Gen in phases. Check what the connected account currently supports when turning the research into a campaign. The six-type table describes the planning work, not a guarantee that every Google account shows the same creation screen.
Make the landing page part of the research
Read the ad promise and the destination together. Can the visitor confirm the offer, understand relevant costs and take the intended action? Test the form or checkout on a phone, including error messages and what happens after completion.
Choose the conversion outcome before launch and verify its trigger. If the business wants booked appointments, a click on a booking button is only an earlier step. Google's conversion-goal guidance explains how campaign goals guide measurement and bidding.
Assign responsibility for enquiries after they arrive. A campaign can deliver suitable prospects to a team that does not respond. Research is incomplete if nobody owns that part of the journey.
Hand over a brief that can be reviewed
The final brief should let another person explain the proposed campaign without filling gaps from imagination. Include the offer, audience, geography, budget rationale, landing pages, assets, measurement and unresolved questions. Add the first review date and the evidence needed to decide whether to continue.
AdPilot can help turn website information into campaign drafts, as shown in the campaign-structure guide. Review those drafts against the brief. Your website may omit margins, capacity constraints or the reasons sales were lost; those still need input from the business.
Once the campaign is running, use the audit checklist to keep the assumptions under review. Research has done its job when it improves a decision, not when it produces a large document.
Common questions
Do I need keyword research for every campaign type?
You need to understand demand, but the inputs differ. Search uses keyword planning directly; Shopping depends on product data, while visual campaigns also need audience and creative research. Do not paste the same keyword list into six different plans.
Can AI do all the research from my website?
It can help organize and draft from the information available. Verify its claims and supply facts the site does not contain, especially economics, capacity and actual customer outcomes.
How much research is enough to launch?
Enough to justify a bounded test with a working destination, useful measurement and affordable exposure. Uncertainty can remain, but it should be named and attached to a specific question the test can answer.
Download the campaign worksheet
Citations (6)showhide
- 1Keyword PlannerGoogle Ads Help
- 2forecast documentationGoogle Ads Help
- 3Merchant Center product specificationGoogle Merchant Center Help
- 4audience signalsGoogle Ads Help
- 5moving Display into Demand Gen in phasesGoogle Ads Help
- 6conversion-goal guidanceGoogle Ads Help


