SOP: Handing an ad account to another buyer

SOP: Handing an ad account to another buyer

Run this whenever a campaign owner changes, including vacation cover.

Stage 1 — Document state
☐ Write the current scale/hold/kill status per campaign (Owner: outgoing buyer)
☐ List active offers, caps, and AM contacts
☐ Note any pending disputes or platform flags

Stage 2 — Transfer access
☐ Add the new buyer to the ad account and tracker with their own login
☐ Hand over spy-tool and creative folders, not personal logins
☐ Confirm the new buyer can fire a test conversion themselves

Stage 3 — Confirm understanding
☐ Walk through the stop-loss rules live
☐ Agree who covers a weekend incident
☐ Set a 48-hour check-in

Owner: outgoing buyer leads, incoming buyer confirms. Trigger: ownership change. Done-when: the new buyer fires a test conversion on their own login and the status doc is signed off.

Save this. Run it every time.