Technology Telecom, Media & Entertainment Advertising & Monetization

Premium Advertising Inventory (Media Owner)

Complex platform, content, and network decisions where revenue, rights, and customer experience intersect.

Google Meta FreeWheel (Comcast) NBCUniversal
Inside this journey
  1. Customer Discovery

    Align on target demos, current linear-to-streaming gaps, brand-safety vetoes, measurement needs, and stakeholder roles for the upfront decision cycle.

    Discovery Questions

    The Shift You're Feeling

    • How would you describe where your target adults 25–54 are spending their video time today? Options: Mostly streaming, More streaming than linear, Split evenly, More linear than streaming, Unsure
    • Which specific apps, shows, or channels do you actually see this audience using most right now? List examples if you can.
    • When did your team first notice a meaningful shift from linear to streaming for this demo? Options: Within the last 3 months, 3–6 months, 6–12 months, More than a year, Unsure
    • How urgent is it for your brand to recover any reach lost from linear this upfront cycle? Options: Critical — immediate reallocation needed, High — a priority this upfront, Moderate — plan next quarter, Exploratory — not urgent, Unsure
    • Who on your side raised this shift as a problem—who’s pushing the streaming conversation internally? Options: Agency Media Director, Agency Investment Lead, Brand Marketing Lead, Brand Safety Officer, Measurement/Analytics Lead, Procurement, Other
    • Tell us about a recent planning moment or insight that made streaming feel unavoidable for your campaign.

    Are You Quietly Losing Scale?

    • What makes you confident that programmatic/open-exchange CTV is delivering the same deduplicated scale as your linear plan? Options: Very confident, Somewhat confident, Skeptical, Not confident, We don't use programmatic
    • Roughly how large do you estimate the audience reach gap is between your linear plan and current streaming buys (percentage or gross impressions)?
    • Which streaming vendors, platforms, or exchanges have you tested, and what were the biggest shortfalls you encountered?
    • How are you currently deduplicating across linear and streaming in planning: deterministic household match, probabilistic modeling, publisher-level dedupe, or not at all? Options: Deterministic (household ID), Probabilistic modeling, Publisher-first deduplication, We don't dedupe, Other
    • What level of deduplicated reach (e.g., percent of target demo) would you need to see before shifting more TV budget to streaming?
    • When reach falls short in your mixes, how does that land emotionally or politically inside the org—who feels the heat and why?

    Red Lines: Where Brand Safety Pulls The Plug

    • If you could ban an entire adjacency or genre from your buys today, which would it be and why? Options: Extremist/political content, Adult/explicit, Crime/violence-heavy shows, Clickbait/low-trust news, User-generated content, Other
    • Who on your team has final veto authority over inventory or adjacency decisions? Options: Brand Safety Officer, Legal, Agency Media Director, CMO/Brand Lead, Procurement, Other
    • Tell us about a placement incident that caused concern—what happened and what was the organizational impact?
    • How granular must transparency be for you to approve buys: episode-level, show-level, genre-level, or is network-level enough? Options: Episode-level, Show-level, Genre-level, Network-level, Unsure
    • Is pre-flight adjacency blocking mandatory for approval, or would you accept post-flight show-level reporting and remediation? Options: Pre-flight blocking required, Post-flight reporting sufficient, Depends on risk level, Unsure
    • How much tolerance (as a percentage of impressions) would you accept for impressions adjacent to higher-risk content in exchange for increased reach? Options: Zero tolerance, Very low (<1%), Moderate (1–5%), Flexible (>5%), Unsure

    How You Know It Worked

    • What concrete proof would convince your CFO or investment lead that streaming delivered true incremental reach versus simply shifting the same viewers? Options: Third‑party attribution showing incremental reach, Deterministic household-level incremental reach, Significant brand-lift or sales lift, Hard to convince, Unsure
    • Which third-party measurement partners do you trust or require for verification? Options: Nielsen, Comscore, IAS/Integral Ad Science, MOAT, Kantar, Other
    • Which primary KPI will determine whether you expand from a test to a full commitment (reach, incremental reach vs linear, frequency control, CPM parity, brand lift)? Options: Deduplicated reach, Incremental reach vs linear, Average frequency control, CPM/CPM parity vs linear, Brand lift/sales impact
    • What reporting cadence and format do you need to feel operationally safe (daily dashboard, weekly highlights, monthly reconciled report)? Options: Daily dashboard, Weekly highlights, Bi-weekly, Monthly reconciled report, Milestone-based
    • What attribution/view-through window do you consider valid when counting delivery or incremental reach? Options: 1 day, 7 days, 14 days, 28 days, Custom — please specify
    • Would you require pre-agreed make-good formulas for shortfall, and if so, what form of remediation do you find acceptable (impressions, extended flight, financial)?

    Who's Driving This Train?

    • If this deal goes well, whose name will be on the success memo — and whose vote could sink it if they object? Options: Agency Media Director, Agency Investment Lead, Brand Marketing Head/CMO, Brand Safety Officer, Measurement Lead, Procurement, Legal, Other
    • Who will be the contract signer and commercial owner for the buy on the buyer side? Options: Agency (media) signs, Brand (marketing/ops) signs, Procurement signs, Legal signs, AdOps signs, Other
    • How do your budget approvals work—centralized via procurement, agency-led, or distributed across business units? Options: Centralized procurement, Agency-controlled approval, Distributed by brand teams, Depends on spend level, Unsure
    • What minimum spend or contract threshold triggers a formal procurement review or RFP for you? Options: <$100k, $100k–$500k, $500k–$1M, >$1M, Other
    • Which stakeholders do you want in the pilot kickoff (list roles or names)? Options: Media Director, Investment Lead, Brand Safety, Measurement/Analytics, Creative/Ad Ops, Legal/Procurement, Other
    • How do internal politics between agency teams and brand stakeholders typically influence which media partners get chosen?

    If Streaming Could Do It All

    • Imagine streaming matched linear on reach, frequency, and safety—what would you stop buying, start buying, or buy differently next cycle?
    • What CPM delta versus linear would you accept for the benefits of deduplicated reach and show-level transparency? Options: > +20% acceptable, Up to +10% premium, Parity (same CPM), Streaming must be cheaper, Depends on guarantees
    • What average frequency cap across properties aligns with your creative strategy (and what is the maximum tolerable frequency)? Options: 1–2 avg frequency, 2–3, 3–4, 4+, Depends on campaign
    • If forced to choose, would you prioritize deduplicated reach or guaranteed impression delivery? Options: Deduplicated reach, Guaranteed impressions, Both equally, Depends on campaign
    • How important is show-level adjacency control compared to total reach in your decision to move TV budget? Options: Critical — non-negotiable, Very important, Moderately important, Nice-to-have, Not important
    • If we proposed a seasonal pilot at 5–10% of your TV budget, what specific cost or delivery thresholds would trigger expansion next year?

    What Could Make You Say Yes — Or No

    • What's the single non-negotiable that would make you walk away from a streaming deal right now?
    • Which commercial elements matter most when you evaluate a partner: CPM parity, audience delivery guarantees, make-goods, reporting SLAs, or contract duration? Options: CPM vs linear, Audience delivery guarantees, Make-good provisions, Reporting SLAs, Contract flexibility/duration, Other
    • For under-delivery, what level of make-good are you willing to accept as a default (percent of buy or equivalent remediation)? Options: 0% (no tolerance), Up to 10%, 10–20%, 20–40%, Flexible depending on reason
    • Would you accept a seasonal pilot before committing to an upfront, and under what conditions would a pilot be unacceptable? Options: Yes — prefer seasonal pilot, Maybe — depends on terms, No — need full upfront, Unsure
    • What realistic timeline do you need from proposal to flight start for a pilot to be operationally feasible? Options: Under 2 weeks, 2–4 weeks, 1–2 months, More than 2 months, Unsure
    • What technical or creative constraints from publishers have previously caused pilots to fail (e.g., tagging delays, incompatible creative specs)?

    A First Step We Can Try Together

    • If you could lock in one test parameter right now that would move you from curiosity to commitment, which would it be? Options: Deduplicated reach guarantee, Show-level adjacency blocking, Third-party measurement integration, Frequency cap across properties, Make-good commitment
    • What pilot size (% of your TV budget) would feel comfortable and defensible to your stakeholders? Options: 1–3%, 5%, 5–10%, 10–20%, >20%
    • Who should be on the joint success team for this pilot (roles or names) and what will each person own?
    • What are the three non‑negotiable acceptance criteria that must be met for you to expand after the pilot?
    • How would you like inventory and show adjacency exports delivered for review (interactive dashboard, CSV, PDF, API)? Options: Interactive dashboard, CSV download, PDF report, API access, Other
    • What realistic start date window should we target for the pilot? Options: Within 2 weeks, 2–4 weeks, 1–2 months, Next quarter, Other
  2. Solution Experience

    Use the customer’s viewership maps and real scenarios to confirm how deduplicated reach, frequency controls, and show-level adjacency reproduce linear outcomes on streaming.

    Experience Meetings

    • Pre-Work Alignment — Current State, Consequences, Future State
    • Live Reach & Deduplication Simulation — Diagnosis and Proof
    • Show-Level Adjacency & Brand Safety Controls — Proof and Validation
    • Proof-of-Outcomes & Test-Flight Commitment — Decision & Measurement
    • Schedule the Deployment kickoff meeting and assign milestone owners for trafficking, creative specs, and tagging.
    • Gain customer agreement on any modeling assumptions and next iterations required.
    • Document options to eliminate identified gaps and estimate their impact on reach and cost.
    • Seller to deliver the simulation export (CSV + visuals) with versioned assumptions and share within 24 hours.
    • Customer to confirm or adjust deduplication rules and frequency windows; reply with changes within 48 hours.
    • If shortfall remains, seller to run two remediation scenarios (inventory expansion vs frequency relaxation) and return results.
    • State Adjacency Requirements
    • Prove that show-level adjacency blocks can be applied while quantifying the reach impact.
    • Confirm that reporting provides a verifiable audit trail matching linear placement transparency requirements.
    • Obtain explicit customer acceptance of adjacency vs reach tradeoffs or a decision to iterate.
    • Agree on the final adjacency rule-set to be used in the test-flight contract.
    • Seller to produce a show-level adjacency impact report listing blocked shows, lost impressions, and alternative placements.
    • Customer to sign off on the final adjacency rule-set or supply an approved exception list within 72 hours.
    • Seller to incorporate approved adjacency rules into trafficking spec and share creative-safe placement plan.
    • Consolidated Proof Summary
    • Obtain explicit agreement to proceed with a defined test-flight scope and success criteria or a list of actionable changes.
    • Lock measurement approach and attribution vendor details so results will be comparable to linear benchmarks.
    • Agree commercial guardrails including CPM benchmarks, make-goods, and reporting SLAs for the test flight.
    • Assign owners and timelines for contract finalization and Deployment handoff.
    • Seller to draft IO and test-flight SOW with the agreed KPIs, make-good language, and reporting cadence within 48 hours.
    • Customer/Agency to confirm measurement vendor onboarding and share any required credentials or pixel/tagging instructions.
    • Introductions & Meeting Objectives
    • Customer and seller share a single, crisp current-state sentence describing where audience delivery is failing today.
    • Quantitatively surface the cost/impact of the current gaps (reach shortfall, wasted spend, brand-risk exposure).
    • Agree one operational future-state sentence that the Solution Experience must prove.
    • Confirm all required data and assign owners for simulation prep.
    • Customer to upload canonical viewership maps, impression logs, and brand-safety veto list into shared workspace (48 hours before simulation).
    • Seller to normalize datasets and share the modeling assumptions document and deduplication method to be used.
    • Schedule the live simulation walkthrough and confirm attendees including agency measurement lead and brand safety officer.
    • Recap Preconditions
    • Prove with the customer's data that our deduplication approach achieves the stated future-state or explicitly surface the remaining shortfall.
    • Validate frequency exposure across properties and identify where caps must be tightened to mimic linear frequency distribution.
    • One-Sentence Current State
    • Measurement & Attribution Plan
    • Baseline Linear Reach (Customer Data)
    • Inventory Adjacency Mapping
    • Commercial Impact Modeling
    • Quantify Consequence
    • Simulated Trafficking with Adjacency Blocks
    • Raw Streaming Overlap Map
    • Frequency Controls Across Blocked Inventory
    • Define Future-State Outcome (one sentence)
    • Apply Deduplication Rules & Model
    • Test-Flight Parameters & Acceptance Criteria
    • Decision & Sign-Off
    • Confirm Pre-Work Data & Success Metrics
    • Reporting & Audit Trail
    • Frequency Distribution & Capping Preview
    • Next Steps: Contracting & Deployment Handoff
    • Validation Checkpoint
    • Customer Validation & Tradeoffs
    • Next Steps & Roles
    • Gap Analysis & Quick Remediation Options
  3. Solution Scope

    Define the package boundaries: target reach and deduplication method, frequency caps across properties, content adjacency controls, reporting cadence, measurement integrations, and test-flight parameters.

    Scope Configuration

    • Provision First-Party Audience Segments for Targeting
    • Activate Private Marketplace Guaranteed Deals
    • Deploy Server-Side Ad Insertion (SSAI) for Campaigns
    • Transcode and QC Creative to CTV Specifications
    • Traffick Audience-Targeted Spots Across Streaming Properties
    • Apply Household-Level Deduplication Across Portfolio
    • Enforce Cross-Property Frequency Capping by Household
    • Implement Show and Genre Blocklists for Brand Safety
    • Deliver Show-Level Placement Adjacency Reports
    • Provide Real-Time Campaign Delivery Monitoring Dashboard
    • Issue Make-Good Credits and Supplemental Delivery
    • Integrate Third-Party Measurement Tags and SDKs
    • Deliver Post-Campaign Incremental Reach and Attribution Report

    Scope Questions

    Provision First-Party Audience Segments for Targeting

    • Do you want us to provision first-party audience segments for this campaign? Options: Yes, No
    • Which target demographics or audience definitions should we provision (e.g., Adults 25-54, Frequent Buyers, Category Buyers)? List primary and secondary targets.
    • What data sources should be used to build segments? Options: CRM / hashed PII, Subscription / login data, Device graph / deterministic IDs, In-house behavioral signals, Third-party modeled segments, Other
    • Estimated audience size needed for flight (select range) Options: Less than 100k, 100k–500k, 500k–2M, 2M–10M, More than 10M
    • Do you have any privacy or compliance constraints for segment provisioning (e.g., GDPR/CCPA exclusions, no PII export)? If yes, describe. Options: No constraints, GDPR/Opt-in required, CCPA/Do Not Sell restrictions, No hashed PII allowed, Other
    • What lookback or recency window should segments use (e.g., 30 days, 90 days, 365 days)? Options: 7 days, 30 days, 90 days, 180 days, 365 days, Custom
    • Do you require hashed keys or household identifiers to be supplied to the buyer (format details)?

    Activate Private Marketplace Guaranteed Deals

    • Do you want to activate Private Marketplace (PMP) guaranteed deals for this scope? Options: Yes, No
    • Which deal type do you intend to use? Options: Programmatic Guaranteed (PG), Preferred Deal, Private Auction, Direct Guaranteed via IO
    • Which properties or inventory pools should be included in the deal? Options: All streaming properties, Specific channels/shows (will list separately), Only CTV apps, Custom list
    • What are the planned flight dates and impression goals for the deal?
    • What pricing model and CPM target do you expect for the PMP? Options: Fixed CPM, Dynamic CPM, CPM vs linear benchmark (specify), Hybrid
    • Who will own setup of the deal ID and DFP/ad server trafficking (buyer, seller, or shared)? Options: Seller, Buyer/Agency, Shared
    • Preferred reporting cadence for deal performance? Options: Real-time dashboard, Daily CSV, Weekly summary, Post-flight only

    Deploy Server-Side Ad Insertion (SSAI) for Campaigns

    • Do you require SSAI-based ad stitching for this campaign? Options: Yes, No, Not sure — advise
    • Which streaming platforms or players must be supported by SSAI (list platforms/apps)?
    • Which VAST / VAST wrapper versions, tracking macros or custom macros are required? Options: VAST 3.0, VAST 4.x, VAST with custom macros (specify), Server-to-server S2S
    • Do you require SSAI-level viewability or verification integration (e.g., measurement tags supported server-side)? Options: Yes — server-side tags, Yes — client-side SDK, No
    • Are there creative stitching requirements (pre-roll, mid-roll, post-roll, pod length)? Please specify max pod length and ad break rules.
    • Any platform-specific restrictions (e.g., Roku SSAI restrictions, Smart TV limitations)? List if known.

    Transcode and QC Creative to CTV Specifications

    • Do you want us to transcode and QC creative assets to CTV specs? Options: Yes, No
    • What creative lengths/formats will you deliver (select all that apply)? Options: 6s, 15s, 30s, 60s, Companion assets / banners, Custom
    • What file formats and codecs are acceptable/preferred for delivery? Options: MP4/H.264, HEVC, ProRes, Other
    • Do you require closed captions or multiple language tracks on ads? Options: Yes — captions required, Yes — multiple languages, No
    • How many QC rounds are allowed before final acceptance? Options: 1, 2, 3, Unlimited (within timeline)
    • Are there brand guidelines or creative policies we must validate against (e.g., logo size, adult content)? If yes, attach or describe.
    • Preferred delivery method for final creatives (SFTP, Asset Manager link, API upload)? Options: SFTP, Asset Manager / portal, API, Email (small files)

    Traffick Audience-Targeted Spots Across Streaming Properties

    • Should we traffic audience-targeted spots across all streaming properties in-scope? Options: Yes, No, Subset only (specify)
    • What are the campaign flight start/end dates and pacing constraints?
    • Which targeting layers should be applied (demographic, interest, contextual, geo, daypart)? Options: Demographic, Interest/Behavioral, Contextual, Geo-targeting, Daypart, Other
    • Do you require whitelist-only placement or allow broader inventory with blocks applied? Options: Whitelist only, Whitelist preferred, with exceptions, Allow all with blocklist
    • Who approves trafficking rules and line items (buyer agency contact or seller traffic team)? Options: Buyer/Agency, Seller Traffic, Joint approval
    • Any geo exclusions or priority markets to note for trafficking?

    Apply Household-Level Deduplication Across Portfolio

    • Do you require household-level deduplication across the publisher portfolio? Options: Yes, No, Partial — only specific properties
    • Which deduplication method do you prefer? Options: Deterministic household IDs (preferred), Probabilistic device graph, Hybrid (deterministic + probabilistic), Not sure — advise
    • Deduplication scope: across flight, daily, or custom window? Options: Per day, Per week, Entire flight, Custom (specify)
    • Do you require a pre-flight dedup estimate (projected unique reach) before activation? Options: Yes, No
    • Are there identifier formats we must support or cannot use (e.g., hashed emails, MAIDs, household IDs)?
    • Acceptable tolerance for dedup residual overlap (e.g., 0–2%, 2–5%)? Options: 0–1%, 1–2%, 2–5%, 5%+

    Enforce Cross-Property Frequency Capping by Household

    • Do you want cross-property frequency caps enforced at household level? Options: Yes, No, Only for specific segments
    • What frequency cap should be applied (impressions per household) and over what period? Options: 1–2 per day, 3–5 per day, 5–10 per week, Custom (specify)
    • Which enforcement method do you prefer? Options: Server-side (SSAI/ad server), Client-side enforcement, Hybrid
    • Are there audiences or creative types exempt from capping (e.g., retargeting, high-value audiences)? Options: No exemptions, Retargeting only, Whitelist exemptions, Other
    • How should capping resets be handled across time zones or campaign pauses? Options: Reset by UTC day, Reset local to household timezone, Custom rule
    • Do you require reporting on over-cap impressions and enforcement failures? Options: Yes — daily, Yes — post-flight, No

    Implement Show and Genre Blocklists for Brand Safety

    • Do you require show-level and genre blocklists for brand safety? Options: Yes — both show & genre, Genre-only, Show-only, No
    • Will you provide an initial blocklist/allowlist or should we propose one based on your brand guidelines? Options: Buyer provides, Seller proposes, Joint development
    • What granularity is required for blocks (show title, episode, season, genre, sub-genre)? Options: Show title, Episode, Season, Genre, Sub-genre
    • Who holds veto authority (brand safety officer, agency, legal)? Options: Brand safety officer, Agency media director, Legal team, Joint
    • How often should blocklists be refreshed or updated during flight? Options: Daily, Weekly, On-request only, Other
    • Do you require proof of enforcement (logs or tie-out reports) for blocked placements? Options: Yes — show-level logs, Yes — summary attestations, No

    Deliver Show-Level Placement Adjacency Reports

    • Do you require show-level placement adjacency reporting for this campaign? Options: Yes — daily/real-time, Yes — weekly, Post-flight only, No
    • Which fields must appear in adjacency reports (e.g., show title, genre, episode ID, impressions, spend, timestamps)? Options: Show title, Genre, Episode ID, Impressions, Spend, Time stamp, Creative ID
    • Preferred delivery format for adjacency reports? Options: CSV, API endpoint, Dashboard slice, PDF summary
    • Acceptable latency for report data (real-time, 1 hour, 24 hours)? Options: Real-time (<5 mins), 1 hour, 4 hours, 24 hours
    • Do you require show-level adjacency attestation signed by seller for compliance? Options: Yes, No
    • Should adjacency reports be delivered to any third parties (agency analytics, brand safety provider)? If yes, list recipients.

    Provide Real-Time Campaign Delivery Monitoring Dashboard

    • Do you want access to a real-time campaign monitoring dashboard? Options: Yes — full access, Yes — view-only, No
    • Which metrics are required on the dashboard (select top choices)? Options: Impressions, Pacing vs plan, Unique reach, Frequency distribution, Audience overlap, Spend, Fill rate
    • What user roles should have dashboard access (agency planners, brand, seller ops)? Options: Agency Planners, Brand Team, Seller Ops/Traffic, Measurement Partners
  4. Mutual Commit

    Finalize commercial and legal terms including CPM benchmarks vs linear, audience delivery guarantees, make-good provisions, SLAs for reporting, and contract duration (seasonal test vs upfront).

    Agreement Modules

    • Statement of Work (SOW)
    • Commercial Terms & CPM Benchmarks
    • Audience Delivery Guarantee & Make-Good
    • Brand Safety & Show-Adjacency Appendix
    • Frequency Management & Cross-Property Caps
    • Reporting SLA & Analytics Delivery
    • Measurement & Attribution Integration
    • Creative & Trafficking Specifications
    • Billing, Invoicing & Payment Schedule
    • Contract Duration, Conversion & Renewal Terms
    • Data Processing Agreement & Privacy Addendum
    • Termination, Liability & Remedies
    • Change Order & Amendment Process
    • Executive Sign-off / Final Agreement
  5. Deployment

    Execute trafficking and onboarding: creative specs, frequency-cap implementation across inventory, show-level adjacency blocks, measurement tagging, and milestone ownership for the flight.

  6. Success

    Validate delivery against guarantees, reconcile make-goods, verify incremental reach vs linear with third-party attribution, and capture learnings to scale into the next upfront.

    Success Reviews

    • Campaign Delivery Reconciliation
    • Third-Party Attribution & Incremental Reach Review
    • Make-Good Resolution & Commercial Reconciliation
    • Learnings & Scale Workshop
    • Executive Results & Next-Upfront Decision

    Issues & Enhancements

    • Introductions & Meeting Objectives
    • If additional analysis required, define scope and timelines for sensitivity checks (owner: measurement lead) (priority: m).
    • Recap of Validated Shortfalls
    • Select and document the make-good remedy and obtain stakeholder sign-off to proceed with settlement.
    • Agree finance and contract steps to implement the remedy with owners and deadlines.
    • Ensure all commercial parties understand effects on KPIs when comparing to linear benchmarks going forward.
    • Finance to issue a credit note or amendment and circulate for signatures (owner: publisher finance).
    • Contracts/legal to prepare an SOW amendment documenting the make-good and any new SLAs (owner: legal).
    • Operations to schedule any supplemental impressions or extended flight and confirm creative and trafficking readiness (owner: trafficking).
    • One-sentence Current State & Consequence
    • Produce a prioritized optimization backlog and a concrete test-flight plan to validate scaling into next upfront.
    • Define measurement and acceptance criteria for the test-flight tied to linear benchmarks and incremental reach goals.
    • Assign clear owners and timelines for each optimization and the go/no-go decision gate.
    • Publish a prioritized plan with estimated budget, test size (e.g., 5–10% of TV budget), KPIs, and timeline for the next upfront (owner: strategy lead).
    • Create a measurement playbook for the test-flight specifying vendor roles, raw data handoffs, and reporting cadence (owner: measurement lead).
    • Ops to prepare trafficking and inventory reservation options for proposed scaled flight window (owner: operations).
    • Executive One-slide Summary
    • Obtain an explicit executive decision on next-upfront posture (stop, seasonal test, or scale to full upfront).
    • Secure budget and commercial commitment or a clear confirmation of the steps required to obtain it.
    • Align on communications and scheduling to operationalize the chosen path quickly.
    • Produce a one-page executive decision memo and circulate to signatories (owner: account lead).
    • If approved to scale, instruct finance and legal to prepare contractual amendments and budgets (owner: finance/legal).
    • Notify trading desks and measurement vendors of the chosen path and initiate the operational kickoff (owner: program manager).
    • Confirm exactly which contractual KPIs were met and which were not, with data evidence.
    • Agree an initial make-good quantification approach and assign owners to finalize it within a defined timeline.
    • Establish required evidence / datasets for deeper measurement review (third-party files, raw logs).
    • Deliver a reconciled delivery spreadsheet showing guaranteed vs delivered by audience and property (owner: publisher analytics).
    • Provide raw impression logs and deduplication methodology artifacts required by measurement vendor (owner: publisher operations).
    • Schedule the Attribution & Incremental Reach Review with measurement vendor and agency measurement lead within 5 business days (owner: project manager).
    • One-sentence Current State
    • Validate or refute the publisher's incremental reach claims with independent vendor evidence and agree the accepted numbers.
    • Agree on the statistical confidence and any additional analysis needed to finalize measurement.
    • Document measurement limitations and ensure measurement artifacts are stored for audit and future comparisons.
    • Vendor to produce a measurement packet including methodology, raw result tables, and significance tests within 3 business days (priority: h).
    • Agency to confirm acceptance or request follow-up tests within 5 business days after receiving the packet (priority: h).
    • Delivery Summary Review (Current State)
    • Key Metrics vs Linear & Cost Efficiency
    • Commercial Remedy Options
    • Data-driven Lessons Learned
    • One-sentence Consequence
    • Gap Identification (Where delivery missed or exceeded guarantees)
    • Root Causes & Hypotheses
    • Recommended Path & Tradeoffs
    • Measurement Methodology Overview
    • Financial Mechanics & Timeline
    • Data Review & Proof (Diagnosis -> Proof)
    • Root Cause Triage
    • Contractual & SLA Amendments
    • Design Next-Upfront Test & Scale Plan (Future State)
    • Decision & Commitments
    • Ownership, KPIs & Governance
    • Final Decision & Documentation Plan
    • Close & Communications Plan
    • Sensitivity, Confidence & Limitations
    • Preliminary Make-Good Options
    • Agreement on Next Steps & Owners
    • Validation & Sign-off
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