Use this checklist to make sure you’re ready to start tracking your ad performance with AdLab.

• [ ] Set Up Your Notion Template
  • Duplicate the AdLab template into your Notion workspace.
  • Rename the page to match your business or campaign.
• [ ] Customize Key Fields
  • Review the Ad Types and add/remove categories to match your business needs (e.g., Social Media, Search Ads, Video).
  • Customize the Platform field with the channels you use (e.g., Facebook, Google, LinkedIn).
• [ ] Input Your First Campaign Data
  • Click Record New Ad Campaign.
  • Fill in:
    • Campaign Name
    • Ad Type and Platform
    • Total Spend, Clicks, Impressions, Leads/Conversions
    • Notes or observations
  • Let the template calculate metrics automatically.
• [ ] Review the Performance Summary
  • Check the Campaign Overview to see calculated ROI, CPC, and performance.
  • Use filters to compare ad types and time periods.
• [ ] Optional: Share Access
  • If you’re working with a marketing team or advisor, use Share in Notion to provide them with view-only access.
• [ ] Ready to Track?
  • Update campaign data regularly to keep your performance summary accurate.
  • Use the system to spot trends, adjust budgets, and improve future campaigns.