Technology Telecom, Media & Entertainment Advertising & Monetization

Programmatic Advertising

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

The Trade Desk Google DV360 Magnite PubMatic
Inside this journey
  1. Pre-Discovery

    Align the room on outcomes, decision process, and constraints before deeper discovery.

    1. Stakeholder Alignment

      Confirm decision roles, brand-safety tolerance, budget for a 30‑day test, and target timeline for evaluation.

      Alignment Questions

      Quick Introductions: Who's In The Room?

      • Who on your team is leading this evaluation and what title should we use when we speak about decision influence? Options: Head of Programmatic, VP Digital Media, Head of Performance/Acquisition, CMO, Agency Lead, Procurement, Other
      • Please list the primary contact(s) (name, role, email) who will own logistical coordination for the test campaign.
      • Which stakeholders need to be looped into weekly status updates during the 30‑day test? Options: Media Ops, Brand/Marketing, Legal/Privacy, Finance/Procurement, Agency Execs, Creative/Comms, Other
      • How have these stakeholders worked together on programmatic buys in the past—smoothly, with friction, or rarely? Options: Smooth collaboration, Occasional friction, Frequent conflicts, Rarely collaborated before

      Who Actually Signs the Check (and Who Slows It Down)?

      • If I told you our proposal could be live in 10 business days, what would surprise you about that claim? Options: Nothing—we're nimble, Procurement would slow us, Legal approvals required, Technical integrations cause delay, Other
      • Who holds formal budget approval authority for a $50,000 test and who needs to be notified if the spend changes? Options: CMO, Head of Programmatic, Finance/Procurement, Agency CFO, Other
      • What typical approval steps have historically added the most time when launching a new vendor test? Options: Contract/legal review, Security/privacy review, Tagging/tech QA, Budget reallocation, Executive signoff, Other
      • How long does each of those steps usually take in your organization (in business days)?

      If This Becomes Public Tomorrow—What's the Damage?

      • How tolerant is your team and your C-suite of an open-web placement that sparks social media screenshots? Options: Zero tolerance—immediate pull, Low tolerance—major escalation, Moderate—depends on context, High—accept occasional misplacements
      • Tell us about the last brand-safety incident you experienced: what happened, what channels were affected, and how long did it take to resolve?
      • Which types of adjacent content would trigger an automatic campaign pause for you? Options: Hate/Supremacy, Graphic violence, Sexual content, Illicit activity, Misinformation, Other
      • What remediation cadence do you expect if an issue arises—immediate pause, 2–4 hour response, 24 hours, or other? Options: Immediate pause, 2–4 hours, Within 24 hours, 48+ hours
      • How would a brand-safety incident make you feel about continuing the test (confidence lost, cautious, indifferent, more scrutiny)? Options: Confidence lost, Cautious but continuing, Indifferent, Increase scrutiny

      What Will Make the CFO Sleep Better About This $50K Test?

      • Do you have $50,000 earmarked for an independent DSP test, or would this require reallocation from other line items? Options: Already earmarked, Requires reallocation, Needs new approval, Unsure
      • If the test requires more budget mid-flight to reach statistical significance, how open is finance to a controlled top-up? Options: Open to top-up, Requires new approval, Prefer no top-up, Unsure
      • What ROI or CPA improvement would justify scaling beyond the test to a multi-million-dollar program?
      • Who in finance or procurement should we include in commercial discussions to accelerate contracting?

      Define 'Winning'—What Metrics Actually Matter?

      • If you could only pick one primary success metric for the 30‑day test, which would it be and why? Options: Cost per Acquisition (CPA), Viewability rate, Fraud‑filtered impressions, Incremental conversions, Return on Ad Spend (ROAS), Other
      • What minimum thresholds or acceptance criteria must be met for you to consider the test successful (e.g., CPA ≤ X, viewability ≥ Y%)?
      • How important is log‑level transparency for your analysis (must-have, nice-to-have, optional)? Options: Must-have, Nice-to-have, Optional
      • Which data fields do you require in the logs to validate supply-path and performance (impression_id, publisher_domain, intermediaries, bid_price, creative_id, device_id, timestamp, other)? Options: impression_id, publisher_domain, intermediaries, bid_price, creative_id, device_id, timestamp, other
      • Who on your analytics team will be responsible for running the post-test comparison against your current DSP?

      Who's Handling The Day‑to‑Day Ops If We Go Live?

      • If the test campaign needs immediate optimization, who has authority to request pacing, creative swaps, or targeting changes? Options: Agency Media Ops, In‑house Buyer/Trader, Joint Ops, No one—requires approvals
      • What access can you provide for logs and reporting during the test (S3, BigQuery, API, dashboard only, other)? Options: S3, BigQuery, API, Dashboard only, Other
      • Are there technical constraints we should know about for tag deployment, audience onboarding, or server‑to‑server integrations?
      • How comfortable is your ops team with troubleshooting supply‑path attribution issues—do they have established playbooks or will we need to co-own? Options: Have playbooks and ops
      • Who will handle legal/privacy gating for data sharing and what timelines do they require to approve a standard DSP data processing addendum?

      Timeline or Destiny: When Do You Need Answers?

      • If performance meets your acceptance criteria, what target date would you want a scaled rollout to begin? Options: Immediately after test, Within 1 month, Within 3 months, Longer-term
      • What internal milestones must we hit before the test can start (legal signoff, tag QA, finance approval, creative readiness)? Options: Legal signoff, Tag QA, Finance approval, Creative readiness, Other
      • How quickly can your team turn around creative or targeting changes if optimization requires it mid‑test? Options: Same day, 1–2 days, 3–5 days, Longer
      • What is the realistic earliest go‑live date based on current commitments and approvals?

      What Will Make You Nervous Mid‑Test (and How Should We Respond)?

      • If a spike in fraudulent impressions or a supply‑path anomaly appears, what immediate actions do you expect the vendor to take? Options: Immediate pause, Filter and continue, Notify and propose fix, Escalate to legal
      • What SLA or response time do you require from a vendor when you raise a severity‑1 brand safety or fraud incident? Options: 15 minutes, 1 hour, 4 hours, 24 hours
      • Who is the escalation contact on your side (name, role, preferred contact method) for incidents that could become public?
      • If the test underdelivers on primary metric but shows learnings in transparency or reach, what outcomes would still be valuable to you? Options: Supply-path insights, Log-level attribution, Audience expansion, CTV household dedupe learnings, Other

      Clear Next Steps: What Would Commit You Today?

      • What is the smallest, non‑risky commitment that would change momentum—signing an NDA, a tech trial, a 2‑week pilot, or a full 30‑day $50K test? Options: Sign NDA, Tech trial (no spend), 2‑week pilot, 30‑day $50K test
      • Who needs to sign the test agreement and who will review the final SOW/SLAs on your side?
      • What materials or assurances would you need from us to get that sign‑off (SLA language, security certifications, brand‑safety playbook, reference customers)? Options: SLA language, Security certifications, Brand‑safety playbook, Reference customers, Other
      • When would you like us to schedule a short internal kickoff (15–30 minutes) to align stakeholders and confirm the earliest start date? Options: This week, Next week, In two weeks, Later—need internal alignment
    2. Current State Mapping

      Document the existing programmatic stack, intermediaries, fraud rates, targeting methods, and any recent brand-safety incidents.

      Current State

      Getting Comfortable — Quick Snapshot of Your Programmatic Setup

      • Who owns daily programmatic buying for your brand right now? Options: In-house team, External agency, Hybrid (in-house + agency), Trading desk, Other
      • Which DSP(s), ad servers, and PMP platforms are you actively using today? (list names and versions if known)
      • What is your approximate monthly programmatic media budget across open web, CTV, and audio? Options: Under $50k, $50k–$250k, $250k–$1M, $1M–$5M, Over $5M
      • Which channels are in scope for evaluation (select all that apply)? Options: Display/banner, Native, Video (in-stream), Connected TV (CTV), Streaming audio/podcast, Digital out-of-home (DOOH)
      • How long has your current programmatic stack and partner roster been in production? Options: Less than 6 months, 6–12 months, 1–2 years, 2–5 years, 5+ years

      If You Followed the Money — Supply Path Visibility

      • If we asked you to trace one dollar of spend end-to-end, could you name every intermediary and fee applied? Options: Yes — we can map it, Partially — some gaps, No — we cannot map it
      • List the top intermediaries, resellers, or exchanges you believe your spend flows through (names and known % of spend if available).
      • What portion of your programmatic spend do you estimate goes to walled gardens or black‑box resellers? Options: 0–10%, 10–30%, 30–50%, 50–70%, 70%+
      • When you request impression-level source details today, what specifically is missing most often? Options: Publisher/app ID, Bid path/intermediary IDs, Line-item or deal ID, Intermediary fee breakdown, Timestamp/geo
      • How often do transparency gaps create internal escalations (legal/finance/CMO)? Options: Very often, Occasionally, Rarely, Never

      Why Your Bids Lose — Latency, Two-Hop Resales, and Leakage

      • How confident are you that intermediary latency or multi-hop reselling is costing you auction wins? Options: Highly confident — we've seen evidence, Somewhat confident — suspect issues, Not confident — no evidence
      • Which publishers, SSPs, or app integrations do you suspect have the most resold/reseller inventory?
      • Have you measured time-to-bid or auction latency impacts across your current supply paths? Options: Yes — we have metrics, No — but we want to, No — not interested
      • How often do you see significant price or win-rate differences when comparing direct header-bid integrations vs. resold inventory? Options: Frequently, Sometimes, Seldom, Never
      • If you could remove one intermediary tomorrow, which consequence would matter most to you (cost, latency, visibility, or relationships)? Options: Lower cost, Lower latency / higher win-rate, Full visibility, Maintain publisher relationships

      How Clean Is the Inventory You’re Buying?

      • How would you describe your current exposure to ad fraud: acceptable, concerning, or unacceptable? Options: Acceptable, Concerning, Unacceptable
      • Which fraud-detection solutions do you currently use or rely on? Options: Third-party verification (e.g., IAS, DoubleVerify), DSP-native filters, Custom heuristics, Post-bid reconciliation, None
      • What percent of impressions do you typically filter or block for fraud before counting as valid? Options: 0–0.5%, 0.5–1%, 1–3%, 3–7%, 7%+
      • Can you currently access the raw signal-level data (request IDs, bidder IDs, user signals) needed to independently validate fraud decisions? Options: Yes — full logs, Partial logs — missing fields, No — cannot access
      • Tell us about a recent fraud event (what happened, how discovered, business impact, and remediation steps).

      Targeting When Cookies Fall — Identity & Context

      • If third-party cookies and stable IDs degraded tomorrow, how confident are you in keeping your CPA and reach targets? Options: Very confident, Somewhat confident, Uncertain, Not confident
      • Which targeting methods currently drive performance for your campaigns (select all that apply)? Options: Third-party cookies, Device IDs (mobile), Deterministic first-party CRM matching, Probabilistic modeling, Contextual targeting, Household graphs / DMP
      • What percent of your audience targeting relies primarily on third-party cookies (best estimate)? Options: 0–10%, 10–30%, 30–60%, 60–90%, 90%+
      • Do you have first-party data (CRM, logged-in data) that can be onboarded currently? If so, describe readiness or barriers.
      • Which contextual signals or category taxonomies have you tested or are open to testing? Options: IAB categories, Custom semantic categories, Publisher-curated segments, Audio & visual context, None tested yet

      When Screenshots Hurt — Brand Safety & Reputation

      • Have you experienced a public brand-safety incident in the past 24 months that triggered executive attention? Options: Yes — required executive response, Yes — internal mitigation only, No
      • Describe the most recent brand‑safety incident, root cause, and what channels or partners were involved.
      • Which brand-safety controls are enforced before and during campaign delivery (select all that apply)? Options: Pre-bid contextual blocking, Publisher allowlists, Blocklists/blacklists, Third-party verification, Manual QA / human review, Realtime pausability
      • How quickly can your team pause placements or pull spend across your current stack? Options: Seconds/minutes, Hours, Within a day, Multiple days
      • What is your C-suite tolerance for brand-safety exceptions (choose the closest policy)? Options: Zero tolerance — any incident unacceptable, Very low — <0.01% risk, Moderate — <0.1% risk with remediation, Flexible — case-by-case

      Measurement, Logs, and the Evidence You Need

      • If asked for a full log of every impression from your last campaign, including publisher ID, SSP, bid path, and timestamps, could you provide it? Options: Yes — full logs available, Partial logs — missing fields, No — cannot provide
      • What level of log detail do your current vendors supply (select all that apply)? Options: Impression request logs, Bid response logs, Winner notifications / creative IDs, Intermediary IDs / supply path, No logs provided
      • How frequently do you encounter reporting discrepancies between vendor logs and your own analytics? Options: Weekly, Monthly, Occasionally, Rarely, Never
      • Which metrics must be included in any log-level export for your test to be valid? Options: CPA / conversion events, Viewability per impression, Bid price and clearing price, Intermediary IDs, Device/household IDs
      • Are there legal, contractual, or data‑privacy restrictions (e.g., data residency, vendor NDAs) that would limit log sharing? Options: Yes — significant restrictions, Some restrictions — can be negotiated, No restrictions

      Operational Reality — People, Processes, and Timelines

      • How many FTEs (or agency hours) are typically required to plan, QA, and run a 30‑day programmatic test? Options: <1 FTE, 1–2 FTEs, 3–5 FTEs, 5+ FTEs
      • Which internal teams are essential for running a test (select all that apply)? Options: Programmatic ops, Measurement/Analytics, Legal/Privacy, Brand/Comms, IT/Engineering, Procurement
      • Typical lead time to launch a cross-channel $50k test (days) Options: <7 days, 7–14 days, 15–30 days, 30+ days
      • What's the single biggest operational blocker you face when integrating a new DSP or supply partner?
      • How comfortable is your ops team with troubleshooting ad-ops issues in header-bid or CTV integrations? Options: Very comfortable, Somewhat comfortable, Learning curve, Not comfortable

      What Proof Would Make You Move Budget?

      • What single piece of evidence would convince your leadership to reallocate a meaningful share of programmatic budget away from a walled garden? Options: Lower CPA, Higher verified viewability, Lower fraud rates, Full supply-path fee transparency, Stronger cross-screen deduplication
      • Which KPIs will you rank as primary for the 30‑day test (select up to three)? Options: Cost per acquisition (CPA), Verified viewability, Fraud‑filtered impressions, Reach / unique households, Return on ad spend (ROAS), Frequency
      • What minimum performance delta or threshold would you need to consider the test successful? Options: >10% improvement, 5–10% improvement, Match current performance + transparency, Other (please specify)
      • Are there mandatory publishers, platforms, or inventory types that must be included or excluded from any test?
      • Do you require SLA terms for transparency, log delivery, or fraud remediation to be contractually enforced before running a test? Options: Yes — must be contractually enforced, Prefer but not mandatory, No

      Permission to Proceed — Practical Next Steps

      • Would you authorize a 7‑day sample audit of campaign logs (anonymized if needed) to baseline your stack? Options: Yes — authorize audit, Need internal approval, No — not at this time
      • Preferred method for sharing logs and access (select all that apply) Options: Secure SFTP, Shared cloud bucket (AWS/GCP/Azure), Vendor portal export, API/endpoint access, On-site secure review
      • Who are the key contacts and roles we should coordinate with (name, role, email) to run the audit and test?
      • Are there NDAs, data-processing agreements, or legal approvals needed before we can ingest logs? Options: Yes — NDA/PDA required, Some approvals required, No approvals needed
      • When would you be ready to pilot the 30‑day $50k test campaign? Options: Immediately, In 2–4 weeks, In 1–3 months, Later — needs planning
  2. Outcome Discovery

    Define measurable success signals (CPA, viewability, fraud‑filtered impressions), acceptance criteria, and log-level transparency requirements for the test.

    Discovery Questions

    Quick Snapshot — Where We Start Together

    • To get us moving, can you briefly summarize the single most important outcome this 30‑day test must deliver for your team?
    • Which inventory types will you include in the test? Options: Display (open web), Video (in-stream), Connected TV (CTV), Streaming audio, Digital out‑of‑home (DOOH)
    • What is your current month-to-month baseline for the key metrics we’ll compare against (CPA, viewability, fraud-filtered impressions)? Please list numeric baselines if available.
    • Who on your side will own the acceptance decision at the end of the test? Options: Head of Programmatic, VP/Director of Digital, Media Agency Lead, CMO/Brand Lead, Procurement, Other
    • Have you run similar DSP comparisons or $50k tests before? If yes, what surprised you most about the results? Options: Yes — surprising performance, Yes — surprising transparency issues, Yes — logistical problems, No, this is our first test, Other

    If One Screenshot Can Topple the Test, Tell Us Why

    • Imagine your CMO sees an ad next to objectionable content during the test — would that single incident be sufficient to stop the trial or fail the evaluation? Options: Yes, immediate stop, Depends on severity, No, we'd investigate first, Unsure
    • Who needs to be looped into incident triage (names/roles)? How fast must we notify them?
    • What brand-safety controls would be considered 'non‑negotiable' for the campaign to be allowed to run? Options: Pre-bid contextual blocking, Publisher-level allowlist only, Third-party verification (IAS/DoubleVerify), Immediate pause on incidents, Creative review pre-approval
    • How would you prefer we demonstrate mitigation in real time if an incident occurs? Options: Immediate pause + report, Real-time dashboard alert + follow-up audit, Daily executive summary, Ad hoc deep-dive
    • Reflecting on past incidents, how did they affect internal trust in programmatic channels and what would rebuild that trust?

    What ‘Win’ Actually Looks Like — Beyond a Single Metric

    • If cost-per-acquisition met target but viewability and supply-path transparency lagged, would you still call the test a success? Options: Yes — CPA is king, No — transparency required, Depends on magnitude, Unsure
    • Rank the following by importance for this test (1 = most important): CPA, viewability, fraud-filtered impressions, reach/unique households, supply-path transparency, log-level access. Options: CPA, Viewability, Fraud-filtered impressions, Reach/household dedupe, Supply-path transparency, Log-level access
    • What acceptable thresholds would you set for the top three priorities you selected? Please be specific (numbers or %s).
    • How much variance from your baseline are you willing to tolerate during a 30‑day test before you consider it inconclusive? Options: ±5%, ±10%, ±20%, No tolerance — must meet target
    • Are there qualitative signals that matter (brand-safe creative placements, executive perception, agency confidence)? Describe any that should influence the decision.

    If You Can’t Query Every Impression, Can You Trust the Results?

    • Which of these log-level fields do you require in order to validate performance and supply path? Options: Timestamp, Bidder ID, Exchange/SSP, Publisher domain & page URL, Placement/slot ID, Creative ID, Win price & bid price, Deal ID, User/household ID (hashed), Pre-bid decision reason
    • Do you need live streaming access to logs (S3/BigQuery/Databricks) or batched daily exports will suffice? Options: Live streaming (near real-time), Daily batched export, Weekly export, Only aggregated reports
    • Are there legal, privacy, or vendor constraints that would limit which log fields we can share? Options: No constraints, Need to redact PII (hashed IDs only), Restricted by publisher contracts, Restricted by internal legal, Other
    • Who on your side will run the log validation queries (role/team) and what tools will they use (SQL, Python, BI)? Options: In-house analytics (SQL/BI), Agency analytics team, Third-party measurement partner, We need vendor recommendations
    • How long do you need raw logs retained for auditability after the test concludes? Options: 30 days, 90 days, 6 months, 12 months, Other

    Can We Make This Test an Unmistakable Experiment?

    • If both DSPs run concurrently in-market, what guardrails are needed to keep audiences isolated and results attributable? Options: Geographic split, Time-sliced flights, Dedicated audience suppression, Placement-level separation, Other
    • How do you define a conversion for this test (last-touch, view-through, cross-device attributed)? Be specific about attribution windows and rules.
    • Will creative treatments be identical across platforms for a fair test, or do you allow platform-optimized variations? Options: Identical creative only, Allowed optimized variations, Hybrid approach (core creative identical)
    • What minimum sample size or spend allocation would you consider statistically meaningful for this $50k trial? Options: Full $50k, Minimum $30k, Minimum $20k, Unsure — want recommendations
    • What duration or cadence of reporting would make the experiment actionable (real-time alerts, daily dashboards, weekly reviews)? Options: Real-time alerts, Daily dashboards, Twice-weekly check-ins, Weekly executive summary

    What Keeps You Up at Night — Reputation, Risk, and Recovery

    • If a brand-safety incident happens during the test, what is your minimum acceptable remediation timeline? Options: Immediate pause and fix within hours, Same-day containment, 48 hours, Up to a week
    • Which verification and fraud vendors do you trust and expect to be part of the test? Options: Integral Ad Science (IAS), DoubleVerify, Moat, White Ops/Human Security, Other/We will specify
    • Do you require pre-bid blocking, post-bid filtering, or both for fraud and brand-safety? Please explain why. Options: Pre-bid only, Post-bid only, Both pre- and post-bid, Depends on inventory type
    • If an issue damages perception externally (e.g., social media screenshot), what recovery steps will restore internal confidence for you?
    • Are there publication-level allowlists or permanent blocklists you insist on using during and after the test? Options: Publisher allowlist required, Publisher blocklist required, Use our existing lists, Open but with verification

    Deciding What's Next — Scale, Stop, or Iterate

    • If the test meets some but not all acceptance criteria, how will you choose between scaling, iterating, or halting? Options: Scale cautiously, Iterate & retest, Halt and re-evaluate, Escalate to executive decision
    • What triggers would cause you to scale budget beyond the test (e.g., CPA improvement ≥ X%, viewability ≥ Y%, complete log access)?
    • Who must sign off to move from test to scaled activity and which teams will operationalize the ramp? Options: Media/Trading, Marketing/Brand, Procurement, Legal/Privacy, Agency
    • If the test fails due to transparency limitations rather than performance, would you consider a second test under stricter logging or vendor terms? Options: Yes, Maybe with conditions, No
    • What would an ideal post-test handoff look like (playbook items, dashboard, SOW, technical runbook)?

    Permissions, Legal, and Data Sharing — The Practical Gateways

    • If legal or privacy teams push back on sharing certain log fields, which fields are absolute non-negotiables for your analysts? Options: Publisher domain/URL, Exchange/SSP, Win & bid price, Timestamp, Hashed user/household ID
    • Which contractual or technical steps must be completed before we can start streaming logs (MOU, DPA, IP allowlist, S3 access)? Options: DPA signed, MOU/Statement of Work, Security assessment completed, Vendor access provisioning, Other
    • Do you require any particular encryption, tokenization, or secure transfer methods for log delivery? Options: S3 with IAM roles, Secure FTP, BigQuery service account, Encrypted streams (TLS), Other
    • Are there internal teams (security, legal, procurement) we should engage during onboarding? Please list roles and preferred contact cadence.
    • What timeline do you need between contract signature and test launch to complete all provisioning? Options: 1 week, 2 weeks, 3-4 weeks, Longer than a month
  3. Solution Experience

    Walk through outcome-based scenarios showing how supply-path transparency, fraud filtering, and contextual/first‑party targeting deliver the agreed signals.

    Experience Meetings

    • Pre-Work Alignment (Experience Preconditions)
    • Outcome Walkthrough — Supply‑Path Transparency
    • Outcome Walkthrough — Fraud Filtering & Viewability
    • Outcome Walkthrough — Contextual & First‑Party Targeting + CTV Dedup
    • Synthesis & Validation — Go/No‑Go for the $50k Test
    • Confirm CTV deduplication behavior and expected improvements in reach/frequency profile.
    • Customer to flag any intermediaries/publishers that must be blocked or prioritized for the test.
    • Finance/Procurement to review the fee model and confirm any billing implications.
    • Recap agreed consequences and acceptance thresholds
    • Customer accepts the fraud detection methodology and provides any additional rules/whitelists to incorporate.
    • Quantify the expected reduction in invalid traffic and its projected effect on CPA/viewability.
    • Agree on forensic logging, escalation path, and remediation SLA for invalid traffic discovered during the test.
    • Customer to supply any existing fraud/blacklist feeds, known bad publishers, or previous forensic reports.
    • Seller to deliver a 'filter rulebook' and a projected uplift model showing CPA/viewability after filtering.
    • Ops to configure real-time alerts and a dispute resolution workflow for flagged impressions.
    • One‑line recap of targeting problem and future state
    • Customer validates contextual taxonomy and accepts the mapping to their KPIs.
    • Agree expected first‑party match rates and the data sharing/privacy requirements for the test.
    • Introductions & Objectives
    • Customer to provide hashed first‑party audience file (schema and sample) and consent documentation.
    • Seller to deliver a reach/match forecast and a contextual target list mapped to CPA expectations.
    • Ops to configure household dedup settings for the test campaign and share expected reporting fields.
    • One‑line recap of current state, consequence, future state
    • Secure an explicit go/no‑go decision to run the $50,000, 30‑day test campaign.
    • Confirm that each acceptance criterion is either met or has a documented mitigation and owner.
    • Agree the immediate next steps, owners, and timeline to progress to Solution Scope and Mutual Commit.
    • Customer to provide final go/no‑go decision and list any remaining blockers with required resolution date.
    • Seller to prepare Solution Scope draft (modules, responsibilities, SLAs) and an initial commercial term sheet for the $50k test.
    • Ops to schedule pre-deployment readiness tasks and lock dates for test launch if approved.
    • Produce and record one-sentence current state that all participants validate.
    • Quantify the business consequence of the current state with at least one metric (dollars, percent reach loss, or CPA uplift).
    • Agree and document a one-sentence future state (desired operational outcome) to prove in the experience.
    • Secure all required baseline logs, access credentials, and sample datasets before scenario walkthroughs.
    • Customer to upload baseline campaign logs (impression, bid, win, creative, supply-path) to agreed storage and share access.
    • Customer to provide baseline CPA, viewability, fraud rates, and any known blacklists/allowlists.
    • Seller to prepare tailored scenario dataset and runbook for each walkthrough based on received logs.
    • Schedule the three scenario walkthrough meetings (Supply Path, Fraud & Viewability, Targeting/CTV Dedup).
    • One‑line recap: current state, consequence, future state
    • Customer validates that the queryable logs accurately map impressions to intermediaries.
    • Quantify expected intermediary fee reduction and its projected impact on CPA/eCPM.
    • Agree on SP transparency SLA and what data/reporting will be delivered during the test.
    • Seller to produce a full supply-path report for the proposed $50k test campaign, with per-impression fee breakdown.
    • Show pre‑filter vs post‑filter impression counts (log-level)
    • One‑Sentence Current State
    • Live trace of sample impressions
    • Summarize proofs: SP transparency, Fraud filtering, Targeting outcomes
    • Contextual taxonomy mapping to KPIs
    • Explain detection logic and evidence
    • First‑party onboarding demo & match rates
    • Quantify the Consequence
    • Gap analysis & mitigation plan
    • Cost Waterfall & Fee Attribution
    • Model impact on CPA, pacing, and viewability
    • Define One‑Sentence Future State
    • Simulated audience delivery and CPA comparison
    • Comparison: Current vs. Proposed Path
    • Formal validation & sign‑off checklist
    • Agree tuning, alerting, and forensics process
    • Success Signals & Acceptance Criteria
    • Next steps: Solution Scope & Mutual Commit schedule
    • Validation & Exceptions
    • CTV household dedup proof & frequency control
    • Data governance & legal checklist
    • Data & Access Checklist
    • Roles, Timeline & Next Steps
  4. Solution Scope

    Define solution modules (header-bid integrations, CTV household deduplication, fraud filters, contextual signals, data onboarding, and reporting logs) and responsibilities.

    Scope Configuration

    • Real-time Bidding Engine Activation
    • Impression-Level Supply-Path Transparency Logs
    • Header-Bid Integration for Top CTV Apps
    • Household Deduplication for Linear and Streaming
    • First-Party Data Ingestion and Target Activation
    • Contextual Targeting Taxonomy Deployment
    • Pre-bid Brand Safety and URL Filtering
    • Real-time Fraud Detection and Bid Blocking
    • Viewability Measurement and Active Optimization
    • Cross-Channel Frequency Capping Enforcement
    • Dynamic Creative Rendering and Ad Serving
    • Private Marketplace Deal Setup and Execution

    Scope Questions

    Real-time Bidding Engine Activation

    • Do you require activation of our real-time bidding engine for the 30-day test? Options: Yes, No, Undecided
    • Which inventory types should be enabled through RTB for the test? Options: Display, Video, Connected TV (CTV), Audio, Digital Out-of-Home (DOOH)
    • Which bid strategy should be applied during the test? Options: Lowest CPM, Target CPA, Target ROAS, Manual bidding, Other (describe)
    • What is the expected daily budget allocation to the RTB engine for the test? Options: Less than $1,000, $1,000 - $5,000, $5,000 - $20,000, More than $20,000, Custom (specify)
    • Do you need creative decisioning or dynamic selection at bid time (e.g., size/format fallbacks)? Options: Yes, No
    • Please list any custom bid rules, blacklists/allowlists, or special bidding constraints to implement.

    Impression-Level Supply-Path Transparency Logs

    • Do you require impression-level supply-path transparency logs for the test campaign? Options: Yes, No
    • Which fields must be present in each log line (select all required)? Options: Publisher ID/domain, Exchange/SSP, Intermediary chain, Bid price/floor, Timestamp, Geo (country/region), Placement URL, Other (specify)
    • What delivery format do you prefer for logs? Options: JSON Lines, Parquet, CSV, BigQuery export, S3/Cloud storage, Other (specify)
    • How frequently do you need log exports or streaming? Options: Real-time stream, Hourly batch, Daily batch, Weekly batch
    • What retention period is required for these logs? Options: 30 days, 90 days, 1 year, Custom (specify)
    • Are there any PII or redaction/compliance rules we should apply to logs?

    Header-Bid Integration for Top CTV Apps

    • Which CTV apps or publisher partners are priority targets for header-bid integrations during the test?
    • Do you prefer client-side header-bid, server-to-server, or a hybrid integration? Options: Client-side header-bid, Server-to-server (S2S), Hybrid (both), Not sure - need recommendation
    • Do you have existing commercial agreements or whitelists with these CTV apps? Options: Yes - agreements in place, No - need introductions, In negotiation
    • What latency or throughput SLA is acceptable for header-bid responses? Options: <50ms, 50-100ms, 100-300ms, Custom (specify)
    • Which creative and ad spec formats must be supported (e.g., VAST version, VMAP)? Options: VAST, VMAP, IMA, Companion banners, Other (specify)
    • Are there device or OS restrictions we should enforce for CTV integrations?

    Household Deduplication for Linear and Streaming

    • Is household-level deduplication required to de-duplicate linear and streaming impressions? Options: Yes, No, Partial (streaming only)
    • Which identifiers will you provide or expect us to use for deduplication? Options: Household IDs from publishers, CTV device IDs, MAID/advertising IDs, Probabilistic signals, Other (specify)
    • What is your acceptable tolerance for false positives vs false negatives in deduplication? Options: Minimize false positives (strict), Balanced, Minimize false negatives (recall)
    • Do you require deduplication reports and match-rate diagnostics? Options: Yes - detailed logs, Yes - summary only, No
    • What time-window should deduplication cover (e.g., 24-hour, 7-day)? Options: 24 hours, 7 days, 30 days, Custom (specify)
    • Are there privacy or consent constraints that affect sharing of identifiers for deduplication?

    First-Party Data Ingestion and Target Activation

    • Do you plan to onboard first-party data for targeting during the test? Options: Yes, No, Maybe - need guidance
    • What types of first-party data will you onboard? Options: CRM emails, User IDs/UUIDs, Segment lists, Event-level logs (web/app), Offline transaction data, Other (specify)
    • Which ingestion method do you prefer for onboarding? Options: SFTP batch, API push, Cloud storage export (S3/GCS), Live match/stream, Other (specify)
    • Do you require hashing or specific match-key formatting and provenance documentation? Options: Yes - hashing and docs required, No - we will conform to spec, Need your guidance
    • How should opt-outs and consent signals be enforced during activation? Options: Platform-managed opt-out, Customer provides suppression list, Hybrid, Not applicable / need guidance
    • What is the expected audience size or segment cardinality for onboarded lists?

    Contextual Targeting Taxonomy Deployment

    • Which contextual taxonomy should we deploy for this campaign? Options: IAB taxonomy (v2/v3), Our proprietary taxonomy, Custom taxonomy (you define), Need recommendation
    • What level of granularity do you require (broad categories vs highly granular topics)? Options: Broad (10-20 categories), Moderate (50-100), Granular (100+ categories)
    • Do you require real-time keyword/context scoring or batch category mapping? Options: Real-time scoring, Batch mapping, Both
    • Are there specific brand-sensitive categories that must be excluded or flagged?
    • Should contextual taxonomy be mapped to publisher content labels for reporting? Options: Yes - per-impression mapping, Yes - aggregated by category, No
    • What reporting granularity do you need for contextual performance? Options: Category-level, Subcategory, URL-level, Custom (specify)

    Pre-bid Brand Safety and URL Filtering

    • Is pre-bid brand safety filtering required for the test? Options: Yes, No
    • Which vendor lists or approaches should we use for pre-bid filtering? Options: IAB category lists, Third-party vendor list (specify), Internal allowlist/blocklist, Custom rules
    • What blocking strictness do you prefer? Options: Aggressive (high block rate), Moderate, Permissive (low block rate)
    • Do you require URL-level allowlist or blocklist management and approvals? Options: Yes - URL-level required, No - category-level only, Partial (both)
    • How frequently should lists and filters be updated? Options: Real-time, Daily, Weekly, Manual on request
    • Please list any known sensitive keywords, domains, or exclusions we must enforce.

    Real-time Fraud Detection and Bid Blocking

    • Do you require real-time fraud scoring and automatic bid blocking? Options: Yes, No, Partial - monitoring only
    • Which fraud signal categories are highest priority? Options: Invalid traffic (IVT), Bot detection, Geo spoofing, Device spoofing, Click injection, Other (specify)
    • What threshold should trigger automatic bid blocking? Options: Strict (block >30% fraud score), Moderate (block >50%), Permissive (block >70%), Custom (specify)
    • Do you require integration with third-party fraud vendors or will platform signals suffice? Options: Integrate third-party vendor, Use platform-native signals, Both
    • Do you want forensic-level logs for impressions flagged as fraudulent? Options: Yes - full forensic logs, Yes - summary only, No
    • Do you need post-bid remediation (e.g., credits/refunds) for detected fraud? Options: Yes, No, Undecided

    Viewability Measurement and Active Optimization

    • Do you require viewability measurement for the campaign? Options: Yes, No
    • Which measurement vendor or method do you prefer? Options: Moat, IAS, DoubleVerify (DV), Platform-native, Other (specify)
    • What minimum viewability threshold do you require for acceptance? Options: 25%, 50%, 70%, Custom (specify)
    • Should we run active optimization to improve viewability during the test? Options: Yes - actively optimize, No - measure only, Monitor and advise
    • What reporting cadence and granularity do you need for viewability (real-time, daily, creative-level)? Options: Real-time, Daily, Campaign-level, Creative-level, Placement-level
    • Is MRC accreditation or a certified vendor required for viewability measurements? Options: Yes, No, Unsure - please advise

    Cross-Channel Frequency Capping Enforcement

    • Do you require cross-channel frequency capping across display, video, and CTV? Options: Yes, No, Partial (channels to specify)
    • Which unit should frequency caps apply to? Options: Per user (ID-based), Per household, Per device, Per campaign
    • What cap values and time windows should be enforced (e.g., 3 impressions per 24 hours)? Options: Daily, Weekly, Monthly, Custom (specify)
    • Are there exemptions for premium inventory or high-value impressions? Options: Yes - allow exemptions, No - strict enforcement, Conditional - specify
    • Do you require reporting on frequency capping effectiveness and overlap metrics? Options: Yes - detailed reporting, Yes - summary only, No
    • What data sharing or identifier exchange is allowed to support cross-channel enforcement?
  5. Mutual Commit

    Finalize commercial terms, the $50,000 test campaign agreement, SLAs for transparency, and legal/data obligations.

    Agreement Modules

    • Non-Disclosure Agreement (NDA)
    • Master Services Agreement (MSA)
    • Statement of Work (SOW) — Test Campaign
    • Commercial Terms & Pricing Schedule
    • Purchase Order / Invoicing & Payment Schedule
    • Transparency & Log-Level Access SLA
    • Data Processing Agreement (DPA) & Privacy Compliance
    • Service Level Agreement (SLA) — Operational & Support
    • Fraud & Brand-Safety Remediation Addendum
    • Reporting, Audit & Attribution Rights
    • IP, Audience & Data Ownership / Portability
    • Termination, Renewal & Scale-Up Option
  6. Deployment

    Operationalize rollout with readiness checks, enablement, and outcome validation.

    1. Pre-Deployment Readiness

      Verify data access, tracking tags, allowlists/blocklists, publisher integrations, and brand-safety controls are in place.

      Readiness Questions

      Before We Dive In: Quick Readiness Pulse

      • On a scale from “We could flip the switch today” to “Not remotely ready,” where does your team land right now? Options: Flip the switch today, Mostly ready — a few items, Halfway there, Need substantial work, Not ready at all
      • What’s the primary objective for this 30‑day test campaign (pick one)? Options: Lower CPA vs current DSP, Improve viewability, Reduce fraud and waste, Validate contextual targeting, Household deduplication in CTV, Other
      • Who is the day‑to‑day ops owner we’ll coordinate with (name, role, preferred contact)?
      • What is your target go‑live date for the test? Options: Within 1 week, 1–2 weeks, 2–4 weeks, More than 4 weeks, TBD

      What’s Really Stopping Launch Day?

      • If we attempted to launch tomorrow, what single thing would most likely cause you to pause the campaign?
      • Which of these has caused the most surprises on past launches? Options: Missing data access, Broken tags, Publisher integration failure, Legal/privacy hold-ups, Measurement mismatch, Other
      • How long do last‑minute technical issues usually take your team to resolve? Options: Same day, 1–2 days, 3–5 days, More than a week
      • Describe a recent launch that went sideways — what happened and how did it affect trust with your stakeholders?

      Who Holds the Keys: Data Access and Permissions

      • Who currently holds the credentials or permissions we’ll need to access audience lists, CRM segments, or analytics logs? Options: Client-side data team, Agency data team, Third‑party data vendor, Vendor-managed, Not sure
      • Which data sources do you expect us to ingest or query for the test? Options: CRM/first‑party, CDP, Measurement vendor logs, Ad server logs, Third‑party segments, Other
      • What is the current status of data‑sharing agreements and DPA/TOU approvals required for data onboarding? Options: All signed, In progress, Not yet started, Legal review flagged issues
      • If we need a sample of log files or an API key to validate schema, where would we retrieve those from and who can provide them?

      Tagging, Events, and Measurement Contracts — Are They Aligned?

      • How confident are you that your existing tags and pixels accurately capture conversions and events across web and CTV? Options: Very confident, Somewhat confident, Not confident, Unknown
      • Which tags/pixels need to be present and validated before launch? Options: Conversion pixel, Viewability tag, Impression logger, CTV SDK events, Analytics pageview tag, Other
      • Have you previously experienced discrepancies between server‑side logs and client‑side tags? If yes, how were they diagnosed? Options: Yes — resolved, Yes — unresolved, No, Not sure
      • Please paste or describe the event contract for the primary conversion (event name, parameters, success criteria).
      • Do you prefer a smoke test (small audience, minimal budget) or a full QA run prior to the 30‑day live test? Options: Smoke test, Full QA run, Both, No preference

      Where Your Budget Could Go — Supply Path & Publisher Controls

      • How certain are you that current campaigns avoid reseller chains or multi‑hop inventory that inflate fees? Options: Completely certain, Mostly certain, Not certain, I don’t know
      • Which publisher controls do you require for the test? Options: Explicit publisher allowlist, Publisher blocklist, Category-level allow/block, No preference
      • Do you have a documented allowlist of domains/apps for this campaign? If so, how many entries and who maintains it?
      • Which header‑bid or exchange integrations are mandatory to reach your target inventory (list vendors/apps)?
      • Would you accept impressions that come via a reseller if the supply path and fees are fully disclosed in logs? Options: Yes, with full disclosure, No, Maybe—case by case

      Brand Safety: The Red Lines and Gray Areas

      • If a single creative showed next to objectionable content during the test, what is your immediate reaction threshold (pull creative, pause campaign, escalate to legal)? Options: Pull creative immediately, Pause campaign, Escalate but continue running, Depends on severity
      • Which content categories must be blocked at all costs for this brand? Options: Violence, Hate speech, Adult/Sexual content, Illicit drugs, Self‑harm/suicide, Other
      • What level of contextual matching do you require (exact semantic, topical, high‑level category) for safe placements? Options: Exact semantic, Topic-level, Category-level only, No contextual requirement
      • Which verification vendors or signals do you trust for brand safety (e.g., IAS, DoubleVerify, in-house classifiers)? Options: Integral Ad Science, DoubleVerify, Moat, Proprietary/contextual partners, None/other
      • How fast do you expect an incident response when a brand‑safety violation is detected (SLA)? Options: Immediate (within 1 hour), Same business day, 24–48 hours, Longer

      Fraud, Viewability, and the Logs You’ll Need

      • Would you run this test without full queryable impression logs that show bid chain, publisher, and creative placement? Options: Never, Only with strong assurances, Maybe—if logs are provided post‑test, Not sure
      • Which log fields are non‑negotiable for your post‑campaign audit? Options: Timestamp, Bid request ID, Publisher/domain, Supply path chain, Creative ID, Bid price, Device/app ID, Viewability metric
      • What fraud threshold (e.g., % invalid traffic removed) would trigger a pause or renegotiation of acceptance criteria? Options: >0.5%, >1%, >2%, Depends on channel (CTV vs web), No fixed threshold
      • Which viewability standard do you require for counting an impression (e.g., MRC 50%/1s, 100%/1s, custom)? Options: MRC 50%/1s, MRC 100%/1s, Custom (please specify), Not required

      Operational Ownership — Who’s On Call When Things Go Off Script?

      • If an alarm fires at 02:00 AM (fraud spike, tag failure, creative serving to blocked publisher), who gets paged and what is their expected response time?
      • Which escalation path do you prefer for technical vs commercial issues? Options: Technical → Ops lead → Engineering, Commercial → Agency lead → Legal, Parallel escalation, Other
      • Do you have a change‑control policy that requires pre‑approval for mid‑campaign optimizations? If yes, how are changes authorized? Options: Pre‑approved playbook, Formal written sign‑off, Email approval, Ad‑hoc
      • How would you like real‑time monitoring delivered during the test (dashboard, Slack alerts, email digests, direct API)? Options: Live dashboard, Slack alerts, Email digest, API push, Combination

      Sign‑offs, Legal, and Privacy — The Things We Can’t Ignore

      • Which legal/privacy items must be completed before we can send live bids (DPA, CCPA/GDPR risk assessment, data pseudonymization confirmation)? Options: DPA signed, Privacy assessment complete, Data pseudonymization in place, Vendor security review passed, None required
      • Are there specific audience segments or PII rules that prohibit certain types of log exports or third‑party sharing? Options: Yes — strict PII restrictions, Yes — limited sharing allowed, No special restrictions, Unsure
      • Who in your legal/privacy team must be included on release notes or incident reports during the test?
      • If we discover a privacy or data leakage risk during QA, what is your required remediation timeframe? Options: Immediate (stop traffic), 24 hours, 48–72 hours, Case by case

      Clear Acceptance Criteria — What Passes, What Fails

      • What are the top three metrics that will decide whether this test is a success?
      • Which of these acceptance gates must be met before we declare the test successful? Options: CPA within target, Viewability above threshold, Fraud below threshold, Full log availability, Supply path transparency confirmed
      • If one critical gate fails but others succeed (e.g., CPA good but logs incomplete), what is your preferred path forward? Options: Pause and fix, Accept with caveats, Extend test period, Renegotiate terms
      • Who has final sign‑off authority to move from test to scaled adoption? Options: Head of Programmatic, VP of Digital, CMO, Agency Lead, Other

      Final Practicalities — Handover, Runbook and First 72 Hours

      • If we handed you a single launch runbook, what three sections must be included to make it useful?
      • What reporting cadence do you want in the first 72 hours (real‑time alerts, hourly checks, twice daily, daily summary)? Options: Real‑time alerts, Hourly checks, Twice daily, Daily summary, Every other day
      • Who should be on the initial post‑launch 24‑hour debrief call? Options: Ops owner, Media lead, Data/measurement, Legal/Privacy, Vendor/tech lead
      • What would make you feel confident that the first 72 hours were a success (practical signs, not just numbers)?
    2. Deployment Enablement

      Schedule and run the test campaign with assigned ops owners, real‑time monitoring, and optimization playbooks.

    3. Validation Checklist

      Audit log-level impressions, compare CPA/viewability/fraud-filtered impressions against baseline, and confirm acceptance criteria.

      Validation Questions

      Start With the Moment That Triggered This

      • What specific event or realization made you decide to evaluate a new programmatic partner today? Options: Brand-safety incident surfaced publicly, Cookie deprecation impacted targeting, Internal audit revealed opaque fees, Performance decline vs. goals, Vendor consolidation initiative, Other
      • Tell us the brief story of that event—who saw it, what happened, and what the internal reaction was?
      • Who is the executive sponsor or final approver for this evaluation (name and role)?
      • What budget have you preliminarily carved out for a 30-day proof-of-performance test? Options: $25k–$50k, $50k (target), $50k–$100k, No fixed amount yet, Depends on scope
      • How would you describe the urgency—is this a fire-drill, a strategic pivot, or exploratory? Options: Immediate (within 2 weeks), Near-term (1 month), Quarterly planning, Exploratory/No fixed timeline

      Is “Transparency” Really What You’re Getting Today?

      • How confident are you that every dollar in your current programmatic stack is traceable to a single publisher or SSP? Options: Very confident, Somewhat confident, Not confident, We don't track this
      • List the DSPs, exchanges, and major intermediaries you currently run through (include reseller relationships if known).
      • Approximately how many intermediaries (resellers, sub-SSPs, ad networks) typically touch a given impression for your campaigns? Options: None / direct, 1 intermediary, 2 intermediaries, 3+ intermediaries, Unknown
      • Have you ever been able to reconcile impression-level supply-path logs end-to-end? If yes, how often? Options: Always, Occasionally, Rarely, Never
      • Describe an example where supply-path opacity harmed either performance, attribution, or brand safety for you.

      Where Is Your Media Budget Quietly Leaking Value?

      • Do you have a sense of what percentage of your programmatic spend ends up in walled gardens or reseller margins? Options: <10%, 10–30%, 31–50%, >50%, Don't know
      • Have you identified specific partners that add material margin or latency (e.g., two-hop reseller chains)? If so, name them and estimate the impact.
      • Which reporting style would make fee leakage and intermediary costs easiest for your finance team to consume? Options: Per-impression line item with fees, Aggregated fee summary by partner, Daily reconciled P&L, Other
      • How would uncovering hidden intermediary fees change your ongoing buying strategy or vendor relationships?
      • Which internal stakeholder cares most about reducing these leaks (e.g., CFO, Head of Programmatic, Procurement)? Options: CFO, Head of Programmatic/VP Digital, Procurement, CMO/Brand, Other

      Which Parts of Your Stack Keep You Up at Night?

      • When was the last time you experienced a brand-safety incident on open exchange inventory and what was the fallout?
      • What are your current measured fraud rates (e.g., invalid traffic, spoofing) and which vendor(s) provide those metrics?
      • How are you currently targeting audiences post-cookie—select all that apply. Options: First-party data onboarding, Contextual signals, Deterministic IDs (logged-in), Clean-room cohorts, Third-party cookies, Other
      • Which of these problems costs you the most time or budget: cleaning fraudulent traffic, fixing viewability, or re-targeting lost audiences? Options: Fraud remediation, Viewability fixes, Audience retargeting, Supply-path troubleshooting, Other
      • Tell us about a time an optimization or vendor switch backfired—what went wrong and how long did it take to recover?

      If We Could Measure Only Three Things, Which Ones Would Convince You?

      • Which single performance metric would cause you to say the test 'won' (pick one). Options: Lower CPA, Higher viewability, Increase in fraud-filtered impressions, Improved reach/deduplication, Better attribution clarity
      • Select the full set of KPIs you want measured during the 30-day test (you can pick multiple). Options: CPA / cost per action, Viewability rate, Fraud-filtered impressions, Reach & frequency deduplication, Click-through rate, Engagement time, ROAS / revenue attributed
      • For each KPI you selected, list the numerical acceptance threshold or improvement target you consider a pass (e.g., CPA <= $X or viewability >= Y%).
      • How do your baseline metrics (current DSP) compare to the targets you just set? Please provide numbers or estimates.
      • Which KPI would you accept trading off slightly to achieve a bigger win in another area (for example, slightly higher CPA for substantially better supply-path clarity)?

      How Much Visibility Is Truly ‘Enough’ For You?

      • If you saw a per-impression log, which fields are non-negotiable for your team? (select all that apply) Options: Publisher domain / app, Supply-path chain (each intermediary), Bid price & clearing price, Timestamp & auction id, Device/household id (hashed), Creative id, Geo/region
      • How soon after an impression must logs be available for your analysts to act (latency requirement)? Options: Real-time / streaming, Within 1 hour, Within 24 hours, 48+ hours
      • Which delivery format is preferred for log ingestion into your systems? Options: S3 (parquet), BigQuery, Kafka/streaming, Raw JSON via API, Other
      • Are there legal, privacy or contractual constraints (e.g., GDPR, CCPA, publisher NDAs) that limit fields you can accept in logs? If so, explain.
      • How would you like fee and intermediary data surfaced in your dashboards—aggregated summaries, drill-to-impression, or both? Options: Aggregated summaries, Drill-to-impression logs, Both, Undecided

      What Would a 30-Day Test Have to Prove to Win Your Trust?

      • If the test delivered cleaner supply-paths but no change in CPA, would you consider that a partial win or a non-starter? Explain why. Options: Partial win, Non-starter, Depends on context
      • Which campaign elements are fixed for the test (creative, landing pages, attribution window) and which can be adjusted during optimization? Options: Creative fixed, Attribution window fixed, Landing pages fixed, All adjustable, Other
      • Who will be the day-to-day ops owner on your side for running and approving optimizations during the test?
      • What reporting cadence and format will let your team make go/no-go decisions (e.g., daily dashboard + weekly deep dive)? Options: Daily dashboard + weekly review, Twice-weekly updates, Weekly only, Ad-hoc
      • Which outcomes would you label a 'deal-breaker' that would cause you to stop the test early? Options: Severe brand-safety violations, Unexpected high fraud, Systemic pacing issues, No measurable impressions, Other

      Who's Driving the Decision—and What Keeps Them Up at Night?

      • Who are the essential decision-makers and approvers for this engagement? Please name role and whether they sign final approval.
      • Which internal team is most skeptical about moving budget off of existing vendors (e.g., brand, measurement, procurement)? Options: Brand/Creative, Measurement/Analytics, Procurement, Finance, Agency Trading Desk, Other
      • What emotional or political risks do stakeholders worry about (e.g., a social media backlash, CFO pushback, vendor relationship fallout)?
      • Have you run POCs like this before? If yes, name one prior POC that failed to convince stakeholders and the primary reason.
      • What proof points (documents, dashboards, third-party attestations) would your procurement or legal teams require to move forward? Options: SLA with transparency terms, Sample impression logs, Third-party verification report, Data processing addendum, Other

      Imagine Snapping Your Fingers—What’s Different Six Months Later?

      • Describe the ideal programmatic buy after you’ve adopted a transparent DSP—what does daily life look like for your team?
      • How would success in this partnership change your media allocation across open web, CTV, and walled gardens? Options: Shift significant budget to open web, Maintain current split, Gradual migration over quarters, Undecided
      • What capabilities would you want us to build or prioritize on the roadmap to keep scaling with you?
      • If you could guarantee one long-term outcome from a new DSP, which would it be? Options: Lower overall CPA, Full supply-path transparency, Reliable cross-platform deduplication, Stronger brand-safety controls, Other
      • How quickly would you aim to scale beyond the test if acceptance criteria are met? Options: Immediately after test, Within 1 quarter, Next 2–3 quarters, Longer term / reassess

      Next Steps — Small Bets That Prove Big Signals

      • Which of these readiness items can you confirm today to start the test: data access, tracking tags, allowlist, publisher integrations? Options: All confirmed, Some confirmed (specify), None confirmed yet
      • Choose preferred start window for the 30-day test. Options: Next 2 weeks, Within 1 month, Next quarter, Flexible / TBD
      • Who will be our main operational contact (name, role, email) and who is backup?
      • Which validation cadence do you prefer for log and KPI checks during the test? Options: Daily automated checks, Every 48 hours, Weekly manual review, Ad-hoc on demand
      • What would a realistic mutual deliverable look like at the end of the test to make a go/no-go decision? Options: Signed performance review + SLA tweaks, Expand to scaled campaign, Deeper technical audit, Terminate and debrief
  7. Success

    Review outcomes versus targets, capture learnings, and maintain a shared channel for issues and enhancement requests.

    Success Reviews

    • Campaign Results Review
    • Learnings & Optimization Workshop
    • Commercial & Scale Decision Meeting
    • Operational Retrospective & Technical Audit
    • Handover & Governance: Shared Channel and Enhancement Requests

    Issues & Enhancements

    • Prepare and circulate contract amendment or SOW reflecting new spend, SLAs, and reporting cadence.
    • Finance to issue internal approval and reallocate budget per agreed timeline.
    • Schedule kickoff for scaled rollout with ops and analytics once contract is signed.
    • Reproduce Reported Issues
    • Publish SLA table and escalation matrix to the channel and documentation site.
    • Assign a product owner and ops liaison for backlog triage and weekly prioritization meetings.
    • Platform to create shared channel and post pinned runbook, error reporting template, and enhancement request form.
    • Establish backlog governance and a regular cadence for roadmap/prioritization reviews.
    • Agree on triage rules, SLAs, and an enhancement request workflow that both sides commit to.
    • Create a shared, persistent communication channel with clear purpose and participants.
    • Validate test outcomes against acceptance criteria with log-level evidence.
    • Identify and agree on root causes for any metric variances.
    • Share filtered log extract (representative impressions) and analysis workbook to all participants.
    • Owner to produce a one-page acceptance decision memo summarizing vote and rationale.
    • If remediation required, create remediation ticket with scope, timeline, and owner.
    • Recap of Decisions from Results Review
    • Introduction & Objectives
    • Purpose & Participants
    • Schedule a re-audit one week after remediation completion to validate fixes.
    • Ops to publish updated runbooks and monitoring alert definitions.
    • Engineering to deploy fixes and provide a patch notes summary with timestamps.
    • Establish verification cadence to ensure fixes are effective before scaling.
    • Translate findings into a prioritized, time-bound experiment backlog with owners.
    • Ensure each experiment has clear success criteria tied to business impact.
    • Agree on immediate operational changes to reduce brand-safety and fraud exposure.
    • Publish prioritized experiment backlog with owners, hypotheses, metrics, and timelines.
    • Implement agreed brand-safety and fraud filter adjustments and log the change history.
    • Set up dashboards for the top experiment KPIs and schedule weekly monitoring check-ins.
    • Financial Summary & ROI
    • Ensure traceability from metric conclusions back to raw logs for auditability.
    • Document operational gaps and assign remediation owners with deadlines.
    • Confirm technical integrity of campaign instrumentation and logs.
    • Decide acceptance status and immediate next steps with owners and dates.
    • Obtain formal decision to scale or not, with commercial terms documented.
    • Ensure legal/compliance requirements for scaling are identified and assigned.
    • Agree on budget reallocation amounts and phased rollout timeline.
    • Log Integrity & Data Quality Findings
    • Current State Summary (one sentence)
    • Top Learnings (diagnosis)
    • Commercial Options & Pricing
    • Issue Triage Workflow
    • Operational Process Gaps
    • Contract Amendments & Legal Checklist
    • Hypotheses & Experiment Backlog
    • Results vs Targets
    • Enhancement Request Process
    • Compliance & Privacy Review
    • Supply-Path & Impression Provenance
    • Budget Reallocation & Timeline
    • Backlog Governance & Prioritization
    • Risk & Brand-Safety Controls
    • Escalation Matrix & SLA Commitments
    • Prioritization & Resourcing
    • Variance Analysis & Root Causes
    • Approval & Next Steps
    • Remediation Plan & Runbooks
    • Consequence Quantification
    • Success Criteria for Each Experiment
    • Verification & Re-audit Schedule
    • Access, Documentation & Knowledge Base
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