Paid Media Tracker: ProofIQ

Client

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❓ FAQ 🌱 Strategist Guide ⚙ Tech Reference

ProofIQ / Paid Media Tracker

Paid Media Tracker

UTM tagging plan and budget-vs-actual tracking for this client.

Pre-launch plan for this client: every campaign, creative, and the exact UTM tagging it should carry once live.

Planned campaigns & creatives

Channel	Campaign	Creative	Linked Budget row	UTM tagging	Launch	Status
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Post-launch check

Confirms every non-planned item below is actually showing up in ad platform, GA4, and HubSpot data -- not just declared here.

Lookback window

Channel	Campaign	Creative	Ad platform	GA4	HubSpot

No media plan yet for this client.

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Select a client from the sidebar to view their paid media plan.

Add planned item

Linked Budget Plan row (optional)

Linking keeps this item's channel in sync with that row automatically.

Channel

Launch date

Campaign name

Creative / ad name

Landing page URL (for QA)

Fills the fields below from real traffic GA4 has already seen for this campaign.

utm_source

utm_medium

utm_campaign

utm_content

Notes

QA check

Checks the real ad platform, GA4, HubSpot, and (if set) the landing page URL against what was declared here.

History

Run	Ad platform	GA4	HubSpot	Landing page	Overall

Pull all from GA4

Real utm_source/medium/campaign/content GA4 has seen, matched by campaign name. Nothing is saved until you click Apply below. Items already carrying UTM values start unchecked so nothing gets overwritten by accident -- check them if you want the GA4 version instead.

Checking GA4 traffic for every item...

Create media plan

Plan name

Start month

# of months

Annual / total budget (optional)

Add channel row

Channel

Sub-label (optional)

Auto-fill actuals from

If this row tracks a channel Windsor already syncs for this client, pick it here and actual spend fills in automatically on every sync.

Log actual spend

Month

Channel	Planned	Actual

Upload a media plan file

Excel, CSV, Word, or PDF. Claude will read the budget grid and propose a plan for you to review before anything is saved.

Review parsed plan

Check this before saving; edit anything that looks wrong.

Plan name

Annual / total budget (optional)

Start month

# of months