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Programmatic Client Dashboard

Used during client onboarding + beyond to outline roles and responsibilities, campaign and creative planning, and testing

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Written by Adrian Livengood
Updated over a month ago

Process Owner: Adrian Livengood

Last Updated: March 2025

SOP Linked: HERE

Make a Copy of Client Dashboard before editing

All Clients should have a copy of the Dashboard

  • Onboarding + Management

  • Media Plan

  • DSP Campaign Structure

  • DV Calculator

  • Creative Tracker

  • Campaign Forecasting

  • RACI Matrix

  • Testing Roadmap

  • Seasonality Calendar

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