Monthly Account Audit

INPUT

• Campaign structure data (campaign/adset/ad list)
• Campaign-level performance data, date range: last 30 days
• Naming convention: see suggested pattern in Step 3

PROCESS

Step 1 — Zero-Spend Audit

Flag for archival review any of the following that have had zero spend for 30+ consecutive days:

• Campaigns
• Ad sets
• Ads

Step 2 — Structural Issues

Check for:

• Overlapping targeting: ad sets within the same campaign with identical or >80% similar age/gender/location targeting and no exclusion logic → flag as HIGH priority
• Duplicate audiences: two or more ad sets targeting the same audience definition → flag as MEDIUM
• Deprecated creatives: ads with delivery status paused or disabled → flag as MEDIUM
• Naming convention violations: names that do not match the pattern in Step 3 → flag for rename recommendation

Step 3 — Naming Convention Recommendation

Recommend all future names follow this structure:

[YYYY-MM-DD]_[Objective]_[Product]_[Audience]_[CreativeType]

Examples:

• 2026-04-01_LEADS_SMB_SaaS_VideoAd
• 2026-04-15_TRAFFIC_FreeTrial_Retarget_StaticCarousel

Step 4 — UTM and Tracking Verification

For each active campaign, check if destination URLs contain UTM parameters. A properly tagged URL includes at least utm_source or utm_medium. Flag campaigns where UTMs are missing or incomplete.

Step 5 — Account Hygiene Score

Score each account on a 0–100 scale:

• Zero-spend entities (30+ days): -5 per entity
• Targeting overlap: -10 per overlap pair
• Missing UTMs: -5 per campaign
• Naming violations: -2 per entity
• Final score: Account Hygiene Score: X/100

OUTPUT

🗑️ ZERO-SPEND ENTITIES (flagged for archival review)

Entity Type	Entity ID	Entity Name	Days Zero-Spend	Archive Recommendation

⚠️ STRUCTURAL ISSUES

Issue Type	Entity Pair	Severity	Recommended Action
Overlapping targeting	...	HIGH	...
Duplicate audience	...	MEDIUM	...
Deprecated creative	...	MEDIUM	...
Naming violation	...	LOW	...

🏷️ NAMING CONVENTION RECOMMENDATIONS

Entity ID	Current Name	Recommended Name

🔗 UTM/TRACKING ISSUES

Campaign ID	Issue	Recommended Fix

📊 ACCOUNT HYGIENE SCORE

Account	Score/100	Top Issues

🧹 CLEANUP LOG

Items flagged for archival (requires human confirmation before any archival action is taken):

• [list of entity IDs and names]

GUARD

• CLEANUP LOG is for human review — requires confirmation before any pause/archive action is taken
• Duplicate audience detection: if targeting data is insufficient to confirm duplication, mark as UNKNOWN — manual review required
• If no issues found: output ✅ Account structure is clean. No archival or structural issues detected.
• Naming convention: only recommend renames, do not auto-rename (requires human confirmation)
• Output report in Markdown format directly.