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name: budget-optimization description: Use when reallocating spend across channels/ad sets or setting guardrails to stay on plan.

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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