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Media Plan

Create a paid media plan.

15 minutes
By communitySource
#media#plan

Marketing teams lose hours to ad-hoc, inconsistent media plan work — Create a paid media plan. Use when: building media buy schedules, cross-channel budget allocation, or creative rotation calendars. This playbook turns the process into a repeatable, brand-aware workflow.

Who it's for: paid media managers, performance marketers, media buyers, growth marketers

Example

"Run /media-plan for our brand" → Media Plan workflow output with brand context, structured inputs captured, process steps executed, and a complete deliverable ready for review.

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# Media Plan

# /dm:media-plan

## Purpose

Generate a holistic paid media plan that coordinates budget, channels, audiences, creative, and timing across all advertising platforms. Balances reach and efficiency objectives with practical execution constraints to produce a ready-to-implement plan with clear pacing targets and contingency protocols.

## Input Required

The user must provide (or will be prompted for):

- **Campaign dates**: Start date, end date, and any blackout periods or mandatory flight windows
- **Total paid media budget**: Aggregate budget for the campaign period with any channel-specific floors or caps
- **Channels available**: Platforms in consideration — Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, programmatic display, connected TV, native, audio, out-of-home, etc.
- **Campaign objectives**: Primary and secondary objectives — awareness (reach/impressions), consideration (traffic/engagement), conversion (leads/sales/ROAS)
- **Target audiences with segments**: Audience definitions including demographics, interests, behaviors, custom audiences, lookalikes, and retargeting pools
- **Creative assets available**: Existing ad formats and sizes, video lengths, static variants, and any creative production timelines for new assets
- **Geographic targeting**: Markets, regions, DMAs, or countries to target with any geo-specific budget weighting
- **Competitive spending intelligence**: Known or estimated competitor ad spend, share of voice benchmarks, and auction pressure indicators
- **Historical performance by channel**: Past campaign data — CPC, CPM, CPA, ROAS, conversion rates — by channel and audience segment
- **Seasonality factors**: Demand fluctuations, industry events, holidays, promotional periods, or competitive surges that affect costs or performance

## Process

1. **Load brand context**: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. **Also check for guidelines** at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions and relevant category files. Check for custom templates at `~/.claude-marketing/brands/{slug}/templates/`. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.
2. **Assess channel-objective fit**: Evaluate each available channel against campaign objectives using reach capability, targeting precision, cost benchmarks, creative format support, and measurement reliability
3. **Allocate budget across channels**: Distribute budget using efficiency-weighted allocation — factor in historical performance, diminishing returns curves, minimum effective spend thresholds, and strategic importance per channel
4. **Design flight schedule**: Structure campaign timing as continuous, pulsing, or flighting based on objectives, seasonality, and budget — define weekly spend levels and heavy-up periods
5. **Build audience targeting matrix**: Map each audience segment to its optimal channel(s) with targeting parameters, expected reach, estimated frequency, and overlap management between platforms
6. **Plan creative rotation**: Schedule creative variants across channels with rotation frequency, fatigue thresholds (impressions or frequency caps), A/B test windows, and refresh dates for new assets
7. **Define measurement framework**: Establish KPIs per channel, tracking requirements (pixels, UTMs, offline conversion imports), attribution model, and reporting cadence
8. **Set contingency holdback**: Reserve 10-15% of budget as contingency for opportunistic scaling, underperformance reallocation, or emerging platform opportunities — define trigger criteria for deployment
9. **Create platform setup checklists**: Build channel-specific setup checklists covering account structure, campaign naming conventions, tracking implementation, audience uploads, and creative specs
10. **Model reach and frequency estimates**: Project total reach, average frequency, and effective frequency per channel and in aggregate — flag oversaturation or underspend risks
11. **Compile unified media plan calendar**: Assemble all components into a single calendar view showing budget pacing, creative rotation, audience activation, and measurement milestones week by week

## Output

A structured paid media plan containing:

- **Channel allocation table**: Budget amount, percentage share, and strategic rationale for each channel with minimum and maximum spend guardrails
- **Flight schedule with weekly budget waves**: Week-by-week spend plan showing ramp-up, steady state, heavy-up, and wind-down phases per channel
- **Audience targeting matrix**: Segment-by-channel-by-creative mapping showing targeting parameters, expected reach, frequency caps, and overlap management
- **Creative rotation calendar**: Asset schedule per channel with rotation dates, fatigue thresholds, A/B test windows, and refresh milestones for new creative
- **Reach and frequency estimates**: Projected reach, average frequency, and effective frequency per channel and in aggregate with confidence ranges
- **Measurement framework**: KPIs per channel, tracking requirements, attribution model, reporting cadence, and data integration points
- **Platform setup checklists**: Channel-specific implementation checklists covering account structure, naming conventions, tracking, audiences, and creative specs
- **Contingency budget plan**: Reserve amount, deployment trigger criteria (over/underperformance thresholds), and reallocation decision framework
- **Competitive spending comparison**: Estimated share of voice, auction overlap indicators, and competitive pressure assessment by channel
- **Daily/weekly pacing targets**: Spend and performance pacing benchmarks for in-flight monitoring with acceptable variance thresholds
- **Cross-channel synergy map**: Retargeting flows between channels, sequential messaging paths, and audience progression logic from awareness to conversion
- **Risk scenarios with budget reallocation triggers**: Defined scenarios (platform outage, CPM spikes, underperformance, budget cuts) with pre-approved reallocation responses

## Agents Used

- **media-buyer** — Channel allocation, budget pacing, auction dynamics, platform setup, reach/frequency modeling, competitive spending analysis, and creative rotation planning
- **marketing-strategist** — Objective-channel alignment, audience strategy, cross-channel synergy design, contingency planning, and measurement framework architecture
README.md

What This Does

Generate a holistic paid media plan that coordinates budget, channels, audiences, creative, and timing across all advertising platforms. Balances reach and efficiency objectives with practical execution constraints to produce a ready-to-implement plan with clear pacing targets and contingency protocols.


Quick Start

Step 1: Create a Project Folder

Create a dedicated folder for this workflow (e.g. ~/marketing/media-plan).

Step 2: Download the Template

Click Download above and save the file as CLAUDE.md in that folder.

Step 3: Run the Workflow

Open the folder in Claude Code and describe your goal. Claude will prompt you for any missing inputs, follow the structured process, and produce a complete deliverable.


Inputs You'll Need

The user must provide (or will be prompted for):

  • Campaign dates: Start date, end date, and any blackout periods or mandatory flight windows
  • Total paid media budget: Aggregate budget for the campaign period with any channel-specific floors or caps
  • Channels available: Platforms in consideration — Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads, programmatic display, connected TV, native, audio, out-of-home, etc.
  • Campaign objectives: Primary and secondary objectives — awareness (reach/impressions), consideration (traffic/engagement), conversion (leads/sales/ROAS)
  • Target audiences with segments: Audience definitions including demographics, interests, behaviors, custom audiences, lookalikes, and retargeting pools
  • Creative assets available: Existing ad formats and sizes, video lengths, static variants, and any creative production timelines for new assets
  • Geographic targeting: Markets, regions, DMAs, or countries to target with any geo-specific budget weighting
  • Competitive spending intelligence: Known or estimated competitor ad spend, share of voice benchmarks, and auction pressure indicators
  • Historical performance by channel: Past campaign data — CPC, CPM, CPA, ROAS, conversion rates — by channel and audience segment
  • Seasonality factors: Demand fluctuations, industry events, holidays, promotional periods, or competitive surges that affect costs or performance

How It Works

  1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. Also check for guidelines at ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json — if present, load restrictions and relevant category files. Check for custom templates at ~/.claude-marketing/brands/{slug}/templates/. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.
  2. Assess channel-objective fit: Evaluate each available channel against campaign objectives using reach capability, targeting precision, cost benchmarks, creative format support, and measurement reliability
  3. Allocate budget across channels: Distribute budget using efficiency-weighted allocation — factor in historical performance, diminishing returns curves, minimum effective spend thresholds, and strategic importance per channel
  4. Design flight schedule: Structure campaign timing as continuous, pulsing, or flighting based on objectives, seasonality, and budget — define weekly spend levels and heavy-up periods
  5. Build audience targeting matrix: Map each audience segment to its optimal channel(s) with targeting parameters, expected reach, estimated frequency, and overlap management between platforms
  6. Plan creative rotation: Schedule creative variants across channels with rotation frequency, fatigue thresholds (impressions or frequency caps), A/B test windows, and refresh dates for new assets
  7. Define measurement framework: Establish KPIs per channel, tracking requirements (pixels, UTMs, offline conversion imports), attribution model, and reporting cadence
  8. Set contingency holdback: Reserve 10-15% of budget as contingency for opportunistic scaling, underperformance reallocation, or emerging platform opportunities — define trigger criteria for deployment
  9. Create platform setup checklists: Build channel-specific setup checklists covering account structure, campaign naming conventions, tracking implementation, audience uploads, and creative specs
  10. Model reach and frequency estimates: Project total reach, average frequency, and effective frequency per channel and in aggregate — flag oversaturation or underspend risks
  11. Compile unified media plan calendar: Assemble all components into a single calendar view showing budget pacing, creative rotation, audience activation, and measurement milestones week by week

What You Get

A structured paid media plan containing:

  • Channel allocation table: Budget amount, percentage share, and strategic rationale for each channel with minimum and maximum spend guardrails
  • Flight schedule with weekly budget waves: Week-by-week spend plan showing ramp-up, steady state, heavy-up, and wind-down phases per channel
  • Audience targeting matrix: Segment-by-channel-by-creative mapping showing targeting parameters, expected reach, frequency caps, and overlap management
  • Creative rotation calendar: Asset schedule per channel with rotation dates, fatigue thresholds, A/B test windows, and refresh milestones for new creative
  • Reach and frequency estimates: Projected reach, average frequency, and effective frequency per channel and in aggregate with confidence ranges
  • Measurement framework: KPIs per channel, tracking requirements, attribution model, reporting cadence, and data integration points
  • Platform setup checklists: Channel-specific implementation checklists covering account structure, naming conventions, tracking, audiences, and creative specs
  • Contingency budget plan: Reserve amount, deployment trigger criteria (over/underperformance thresholds), and reallocation decision framework
  • Competitive spending comparison: Estimated share of voice, auction overlap indicators, and competitive pressure assessment by channel
  • Daily/weekly pacing targets: Spend and performance pacing benchmarks for in-flight monitoring with acceptable variance thresholds
  • Cross-channel synergy map: Retargeting flows between channels, sequential messaging paths, and audience progression logic from awareness to conversion
  • Risk scenarios with budget reallocation triggers: Defined scenarios (platform outage, CPM spikes, underperformance, budget cuts) with pre-approved reallocation responses

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