
Setup is often hardest before a single ad exists. Saying “We want more customers” still forces the builder to choose which customers, for which offer, in which locations, and at what price. Without those answers, the campaign will rest on assumptions the business has never signed off on.
Start with the offer and its limits
Select the service or product set that the initial campaign will advertise. Note the price or quoting method, where delivery is possible, the capacity available, and the claims you can back up. Also list exclusions: services you do not offer, products you cannot provide, and enquiries you should not pursue.
For example, a repair business might take domestic boiler jobs in a specified region while refusing commercial installs. That separation influences search queries, ad text, location targeting, landing pages, and the qualification of enquiries. Put it in the brief before ads are generated.
Ask the staff who take calls or handle orders what customers tend to misunderstand. Their responses may uncover a missing explanation of price, an unrealistic delivery promise, or a repeated question that the landing page never answers. Capture the proof, not a made-up customer persona.
Work out what the campaign can afford
Set an early planning range using contribution and customer results. A rival’s budget is not your budget, and an estimated click price does not prove affordability.
Imagine a service that produces £240 of contribution per new customer before advertising. If 20% of appropriate enquiries turn into customers, the contribution available for each suitable enquiry is £48: £240 × 0.20. That is a simplified break-even number before fixed overhead and desired profit. It is not a target cost per raw form submission, because some submissions may be unsuitable.
Document the source of each input and how much uncertainty it carries. If the close rate is unknown, present a range and decide how much you are willing to spend to learn. Our guide to conversions without profit shows why a strong conversion total can conceal weak acquisition economics.
Research Search demand with intent in mind
Start from the customer’s job to be done. Distinguish a person trying to buy a service from someone learning how to do it, searching for work, or looking for a different product with the same name. Examine real search results for the target location and record the offers and page formats you encounter.
Keyword Planner may propose terms and estimate search volume and costs. Use those estimates to examine demand, then judge relevance for yourself. A high-volume term can reflect several intentions; volume by itself is a weak reason to use it.
Organize candidate terms by offer and destination page. Maintain an exclusion list and give a reason for every exclusion. Do not rely on a blanket list that could exclude genuine buyers: “free” may be irrelevant for a paid consultation, yet useful for a product with free delivery. See our guide to irrelevant clicks and negative keywords.
Google’s forecast documentation says estimates can shift based on inputs like spend and seasonality. Keep the date, geography, settings, and assumptions with each forecast. Use it as a planning scenario, not as a sales promise.
Look at competitors without pretending to know their results
Compare the offers, proof points, delivery terms, pricing explanations, and calls to action that are publicly visible. Identify what your business can honestly provide and where it is weaker. An advertised discount can be seen; whether it is profitable cannot.
A worthwhile competitor note could say: “Three reviewed pages explain installation costs before asking for contact details; ours does not.” That gives the team a concrete issue to examine. “They must spend thousands because their ad appeared” does not.
Avoid copying claims or creative. The purpose of research is to sharpen your own offer and identify 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 fit with the destination | Keyword clusters with matching pages and draft copy |
| Shopping | Product eligibility, stock, margins, and feed correctness | Chosen inventory plus a verified Merchant Center data source |
| Display | Audience context, exclusions, and image ideas | Audience reasoning and a creative brief, with current campaign availability checked |
| Video | Viewer context, message, demonstration, and desired response | Storyboard, video assets, and a measurement plan |
| Performance Max | Business objectives, asset themes, customer knowledge, and retail inventory if applicable | Asset-group plan, values, signals, and product selection where relevant |
| Demand Gen | Audience hypotheses, creative formats, and intended channels | Ad-group plan, suitable assets, and downstream success metrics |
For retail, compare the Merchant Center product specification with the actual products. A website description does not determine whether price, availability, identifiers, and variants are being sent correctly to the feed.
With Performance Max, audience signals are only suggestions; they do not limit delivery to the people described. Record helpful customer knowledge without claiming exclusive audience targeting.
Google is moving Display into Demand Gen in phases. When you turn the research into a campaign, verify what the linked account currently supports. The six-type table outlines planning work, not a guarantee that every Google account displays the same creation screen.
Make the landing page part of the research
Consider the ad promise and the destination as one. Can the visitor verify the offer, grasp the relevant costs, and complete the intended action? Test the form or checkout on a phone, including error messages and the post-completion experience.
Decide the conversion outcome before launch and confirm what triggers it. 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 shape measurement and bidding.
Set ownership for enquiries after they come in. A campaign may send suitable prospects to a team that fails to respond. If no one owns that stage of the journey, the research is incomplete.
Hand over a brief that can be reviewed
The completed brief should allow another person to describe the planned campaign without inventing missing pieces. Include the offer, audience, geography, budget logic, landing pages, assets, measurement, and unresolved questions. Add the first review date and the evidence required to decide whether to proceed.
As illustrated in the campaign-structure guide, AdPilot can convert website details into campaign drafts. Check those drafts against the brief. Sites often leave out margins, capacity limits, or the explanations for lost sales; the business still has to provide that information.
After the campaign goes live, consult the audit checklist so the assumptions remain under review. Research succeeds when it leads to a better decision, not when it generates a lengthy document.
Common questions
Do I need keyword research for every campaign type?
Demand must be understood, though the inputs are not the same. Search relies on keyword planning directly; Shopping is driven by product data; visual campaigns additionally require audience and creative research. Do not copy one keyword list into six separate plans.
Can AI do all the research from my website?
It may assist with organizing and drafting from the material that is available. Confirm its assertions and add the facts the site lacks, particularly economics, capacity, and real customer outcomes.
How much research is enough to launch?
Just enough to support a limited test with a functioning destination, meaningful measurement, and affordable exposure. Some uncertainty may still exist, but it should be identified and linked to a particular question that the test can resolve.
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


