Planning brief intake
Capture target market, platform history, offer notes, landing page context, budget posture, and review timing.
Client workspace
Partner desk for campaign briefs, advisory memos, and launch checkpoints.
The client desk frames how active partners review paid media intake requests, campaign notes, launch checkpoints, reporting expectations, and material comments with Vista Building LLC.
Brief intakeMemo reviewCheckpoint notesReporting rhythm
Workspace blocks
What the client desk organizes.
These blocks mirror the operating notes used during a paid media advisory relationship.
Advisory memo review
Keep launch decisions, channel reasoning, creative notes, and risk comments in a memo-style workspace.
Launch checkpoint notes
Track what changed after spend opened, which signals are useful, and where budget should pause or move.
Reporting expectations
Separate operator-level detail from manager-level summary so every report supports a decision.
Material and policy comments
Review copy, creative, destination page concerns, and platform delivery comments before escalation.
Planning memo refresh
Update target markets, monthly budget posture, platform shortlist, and campaign blockers.
Launch checkpoint
Review early spend, creative signal, conversion event behavior, and budget shift logic.
Reporting expectation
Prepare the weekly summary so operators and managers read the same decision record.