Gather the business requirements

Ask the campaign owner which markets, billing currency, and reporting schedule matter. Record those requirements before discussing a setup.

Confirm the available configuration

Send the complete brief in one message and ask which options are available. If a requested setting is unavailable, discuss its effect on the workflow before deciding.

Share the decision internally

Make sure the media buyer and the person reviewing invoices understand the agreed setup. Keep the account configuration alongside the campaign brief for reference.

Turn the brief into a useful next step

Bring these notes into the conversation with your team or ADFBM. Keep the selected configuration, the responsible contact, and any open question together. Before an order or change is confirmed, make sure the people doing the work share the same written understanding.

Use the checklist below as a starting point, then adapt it to the business and assets you are authorized to manage. Product details and platform requirements should always be confirmed for the specific setup involved.