budget-optimization
Use when reallocating spend across channels/ad sets or setting guardrails to stay on plan.
What this skill does
# Budget Optimization & Pacing Skill ## When to Use - Weekly/monthly budget reviews. - Mid-flight adjustments after performance shifts. - Preparing reforecast scenarios for finance. ## Framework 1. **Reference Plan** – planned vs actual spend, CPA/CPL, pipeline, ROAS. 2. **Efficiency Bands** – thresholds for pulling back or scaling (e.g., ±20% vs target CPA). 3. **Scenario Modeling** – reallocate budget to best-performing ad sets while respecting learning phase minimums. 4. **Guardrails** – set daily caps, alerts, and auto rules for overspend or underdelivery. ## Checklist - Align reporting windows with attribution (24h, 7d click, 28d view if available). - Confirm finance approvals before large shifts. - Document rationale for every reallocation. - Update forecast + capacity plans (e.g., SDR follow-up) when pipeline mix changes. ## Templates - Budget tracker spreadsheet (plan vs actual vs forecast). - Scenario calculator (impact of shifting X% spend). - Alert configuration guide (platform and BI tools). ## Tips - Reserve 5–10% of spend for rapid experiments. - Keep retargeting budgets proportional to audience size to avoid fatigue. - Sync with lifecycle team so automation throughput can handle new volume. ---
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