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Playbooks

Hands-on playbooks for running client ad accounts when AI and platform automation are making the changes. Each one gives you a usable artifact — a template, a ledger, a checklist — before it sells you anything.

8 playbooks

Agency playbook

Turn “what did you change this month?” into a one-page answer.

Smart Bidding, Performance Max, and your own AI tools move budgets and bids between client calls. This is the client-ready ledger of every change — what moved, from what to what, who or what did it, and when — built from the ad platform’s own record, not your memory at month-end.

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Compliance playbook

There’s no special FTC rule for AI ads. Here’s what actually applies.

The “$53,088 per AI ad” headlines are misreading a general penalty number. No AI-specific advertising rule exists. The real obligations — don’t deceive, disclose paid connections, and never run AI-written fake reviews — already cover AI-assisted advertising under rules the FTC has had for years. This is the agency-side version, in plain English.

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Google Ads export playbook

Export Google Ads change history before the 30-day API window closes.

Google Ads gives you a native change-history view, a scriptable path into Sheets, and an API record you can capture on a schedule. The hard part is choosing the right path before the client asks, “who changed this?” Here is the operator’s export map — plus where SpendSignoff turns that raw history into the free client-presentable audit report a thin MCP pipe can’t produce.

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Governance playbook

Decide who can approve an ad change — before the AI proposes one.

The fastest way to lose a client account isn’t a bad change. It’s a change nobody signed off on. When AI is drafting moves across a dozen client accounts, you need a per-client answer to “who approves this, and where’s the record” — not a shared login and good intentions.

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Reporting playbook

Your client doesn’t want a dashboard. They want the answer.

Manual reporting eats 5–10 hours per client every month, and most of it is charts the client skims. What they actually pay for is interpretation — what changed, why it matters, and what you’ll do next. Here’s the 5-block monthly update that leads with that, plus how to stop writing it from scratch.

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Comparison

SpendSignoff vs. Adspirer: the honest comparison.

Adspirer proved agencies want to run ad accounts from an AI client — it’s the established, MCP-only option for Google, Meta, TikTok, and LinkedIn. SpendSignoff is built for the agency that needs the two things Adspirer chose not to build: more platforms, and a record. Here’s where each one fits, without the spin.

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Safety playbook

Is it safe to let AI manage your ad accounts? Only if you keep the switch.

The honest answer: AI is genuinely useful for reading accounts and drafting changes, and genuinely risky the moment it can spend on its own. The line between the two is a few controls. Here’s the checklist that keeps AI on the safe side of it — and the one pitch that should make you walk.

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Performance Max playbook

Explain a Performance Max spend swing before the client asks.

Performance Max is useful until a client sees spend jump mid-month, conversions stay flat, or budget move between campaign parts nobody touched. The weak answer is “Google’s algorithm did it.” The stronger answer is a client-presentable audit report: what they saw, what actually happened, and what you’re doing next, backed by the change log instead of vibes.

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    Playbooks — SpendSignoff · SpendSignoff