Name the intended setup
Explain whether you need an agency configuration, the accounts involved, and the market you plan to advertise in. Ask ADFBM to confirm the current available option.
Review team responsibilities
List the people managing campaigns, creative, and billing. Ask the authorized account owner to confirm the access each person needs for their actual work.
Agree on the handover
Confirm the included account count, current configuration, access, and support steps. Keep campaign preparation separate from the account delivery checklist.
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.
