Approved media plan
- Line-item or campaign name
- Channel or platform
- Approved budget
- Flight start and end dates
Prepare one client month without oversharing.
The fastest pilot starts with one approved plan, matching platform spend and a few reporting details. Use aliases in place of real client and campaign names.
Platform spend
- Matching campaign or account name
- Spend amount
- Date or reporting period
- One to five exports
Reporting context
- Client alias
- Reporting currency
- Current or final spend
- Number and date format
SAFE TO INCLUDE
Client and campaign aliases
Budgets, dates and platform spend
Notes required to explain a correction
DO NOT INCLUDE
Passwords or platform credentials
API keys, access tokens or payment data
Audience lists, personal data or unrelated exports
XLSX OR GOOGLE SHEETS
Request transfer route Request the assisted transfer route.
Send the first email without attachments. We will confirm the secure route and whether the current file structure can be reviewed.