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.
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SOP: Handing an ad account to another buyer
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