Reference file

audit-checklist.md

audit-checklist-md.md

LinkedIn Ads Account Audit Checklist

Use this when onboarding a new account, doing periodic health checks, or diagnosing underperformance.

How to Use

Go through each item. Mark as Pass/Fail/NA. For any Fail, document the action needed and expected impact. Priority: Essential items first, then Preferred, then Optional.

1. Tracking & Attribution

# Check Description Priority
1.1 LinkedIn Insight Tag installed and firing Verifies accurate visitor and conversion tracking Essential
1.2 Primary conversion events firing on actual completion Signup, demo, free trial - must fire on success, not button click Essential
1.3 Secondary conversion events set up Contact form, asset download - supplementary tracking Preferred
1.4 Conversions trigger on successful completion (not button click) Ensures conversions = real actions, not just intent Essential
1.5 Correct conversion event selected at campaign level Each campaign aligned with appropriate conversion action Essential
1.6 UTM parameters on all ad URLs Enables tracking in analytics tools (GA4, etc.) Essential

2. Campaign Setup

# Check Description Priority
2.1 Campaigns segmented into prospecting vs retargeting Different strategies, messaging, budgets for new vs returning Essential
2.2 Clear naming conventions Easy identification and management Essential
2.3 Retargeting using lead or conversion objectives Moves retargeted users down the funnel Preferred
2.4 Each campaign gets 10+ results/week (ideally 30) Algorithm needs enough data to optimize Preferred
2.5 Daily budgets sufficient for 10 results/week Adequate funding for positive results Preferred

3. Targeting

# Check Description Priority
3.1 Audience Expansion de-selected Avoids overly broad targeting Preferred
3.2 LinkedIn Audience Network de-selected Avoids irrelevant placements Essential
3.3 Not using age, gender, or language targeting LinkedIn has limited data on these - restricts delivery Essential
3.4 Audiences narrowed using AND (not OR) More specific targeting Preferred
3.5 Campaigns grouped by similar countries Better budget control - CPAs vary significantly by region Preferred
3.6 Lookalike audiences tested Expands reach based on successful audiences Preferred
3.7 Prospecting audiences have 100K+ users Wide enough reach while maintaining specificity Preferred
3.8 Website visitors excluded from prospecting campaigns Avoids wasted spend - visitors go to retargeting Essential
3.9 Converted audiences excluded from ALL campaigns Avoids re-targeting people who already converted Essential
3.10 Lookalikes not mixed with job title/skill audiences in same ad set Prevents overlap and dilution Essential
3.11 Campaign naming matches actual targeting in ad sets Clarity between names and settings Essential
3.12 Unpaid and entry-level seniority excluded Focus spend on qualified audiences (only applies when using seniority-based targeting, not job title targeting - these are mutually exclusive) Optional
3.13 Agency and business employees excluded Focus spend on qualified audiences Preferred

4. Creatives & Ads

# Check Description Priority
4.1 Correct forms selected for on-platform lead campaigns Accurate data collection Essential
4.2 Copy and creatives match each funnel stage Aligned messaging throughout journey Preferred
4.3 Landing pages relevant to ad copies and creatives Cohesive user experience Preferred
4.4 CTA on ad matches CTA on landing page Consistent message Preferred
4.5 Ad creatives high quality, images not blurred Professional presentation Preferred
4.6 No spelling or grammar errors in ad copy or creative Professionalism and clarity Preferred
4.7 At least 4 active ads per campaign Enables testing and optimization Preferred
4.8 Multiple ad formats being used (video, document, image, carousel) Enhanced engagement Preferred
4.9 Video ads under 2 minutes with subtitles Clarity and accessibility Preferred
4.10 Ad copies have clear CTA Drives engagement and action Essential
4.11 Ad sizes suited for platform (no cropping) Ads appear as intended Essential
4.12 Ads launched less than 3 months ago Content fresh, ad fatigue minimized Preferred

Audit Scoring

  • Count Essential items: Pass/Total
  • Count Preferred items: Pass/Total
  • Count Optional items: Pass/Total
  • Overall health: All Essential passing = healthy foundation. Any Essential failing = critical fix needed.

Common Audit Findings (ranked by frequency)

  1. Audience Expansion left ON (most common mistake)
  2. No retargeting audiences set up
  3. Conversion tracking firing on button click instead of completion
  4. UTM parameters missing
  5. Too few ads per campaign (1-2 instead of 4+)
  6. Naming conventions inconsistent
  7. No exclusions (competitors, customers, entry-level)
  8. Budget too spread across too many campaigns
  9. Creative not refreshed in 3+ months
  10. LinkedIn Audience Network left ON

By Ivan Falco - Frontal