Case: A daily-review SOP that caught budget overspend within hours, not days
A team reviewed campaigns only weekly, so overspends ran for days. A tight 10-minute morning runbook moved detection to same-day.
Run this every morning before launching anything new.
Stage 1 — Spend (Owner: each buyer)
☐ Check yesterday's spend vs daily cap per campaign
☐ Flag any campaign over cap by 15%+
Stage 2 — Performance (Owner: each buyer)
☐ Mark each campaign green/yellow/red on ROI
☐ Pull any red into the action list
Stage 3 — Act (Owner: each buyer)
☐ Assign one action per red campaign
☐ Post the green/yellow/red board in team chat
Trigger: start of each workday.
Done-when: board posted, every red has an owner and action.
Result: average overspend-detection time fell from 3 days to under 4 hours; a $600/day runaway was caught the same morning.
Save this. Run it every time.
The Ops Playbook
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Case: A daily-review SOP that caught budget overspend within hours, not days
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