What this application is
WBI Consulting Group is a marketing and technology consultancy serving a small
portfolio of retained clients, primarily independent schools and professional
services firms. WBI plans and operates paid search and paid social campaigns for
those clients under a standard agency engagement.
Modular Casebook (the “Application”) is the internal platform WBI uses
to do that work. It has two components behind a single Google sign-in:
- Advertising operations. Reports on and manages the Google Ads
accounts of WBI's clients through the Google Ads API, built on the AdLoop framework.
This component uses the Google Ads API and Google Analytics.
- Content planning. Organizes client content, such as modular school
casebooks, into individually updatable sections whose working files live in Google
Drive. This component uses Google Drive and Google Docs.
The Application is not a product. It is not distributed, licensed,
resold, or offered to the public, and there is no public sign-up. Clients do not
receive access to the advertising operations component; they receive the reports
it produces.
What the Application does with the Google Ads API
The advertising operations component of Modular Casebook (described in WBI's Google
Ads API documentation as the WBI Advertising Operations Tool) is how WBI runs its
clients' paid search programmatically. It reduces repetitive manual work in the
Google Ads interface and connects ad performance to real downstream client outcomes:
inquiries, applications, enrollments, qualified leads, and closed engagements.
Automated reporting
Pulls campaign, ad group, keyword, and search-term performance to generate recurring monthly reports for each client and cross-channel ROI summaries for WBI's own account review.
Performance diagnostics
Cross-references Google Ads metrics with GA4 sessions and conversion events to find tracking gaps, misattributed conversions, and underperforming landing pages before they consume budget.
Campaign management
Creates and adjusts campaigns, ad groups, budgets, and negative keywords within client accounts, subject to human approval and configured safety limits.
Portfolio consistency
Applies the same naming conventions, negative keyword baselines, and reporting definitions across every managed account so client reporting is comparable and auditable.
What the Application does with Google Drive
The content-planning component helps WBI and its clients maintain content, such as a
school's modular casebook, as focused sections that can be updated and printed
independently instead of reprinting a full handbook. Each section's working files are
kept in Google Drive, and staff can comment on sections and vote on their priority.
The component creates and edits only the files and folders it creates itself or that a
user explicitly opens through it. It cannot see or access any other files in a user's
Google Drive.
Who uses it, and on which accounts
Users. WBI Consulting Group's authorized personnel. WBI operates with
contracted staff rather than W-2 employees; access is granted individually to named
personnel who are under contract and bound by confidentiality terms. The advertising
operations component is used by WBI personnel only.
Client staff. Named staff of a client organization WBI is engaged with
may use the content-planning component to work on their own organization's content.
They sign in with a Google account on an approved organizational domain; sign-in from
any other account is rejected.
Accounts. Only Google Ads accounts belonging to WBI clients that have
been linked to the WBI manager (MCC) account. Each link is established through the
standard Google Ads manager-account invitation and acceptance flow, which requires the
client's own administrator to approve it. No account is accessed without that approval,
and access is removed when an engagement ends.
Authorization. Every managed account is covered by a signed services
agreement that authorizes WBI to operate the client's advertising on their behalf.
Clients retain full ownership of their accounts and data at all times.
Google data the Application uses
Users sign in to Modular Casebook with Google. For advertising operations, an authorized
WBI staff member signs in with a Google account that has access to the WBI manager
account. The Application requests only the scopes it needs:
Data retrieved from Google APIs is used solely to provide the Application's features
for the client it came from: reporting and campaign management for advertising data,
and content planning for Drive files. It is never sold, never used for
advertising to consumers, and data belonging to one client is never surfaced to,
benchmarked against, or used to optimize another client's campaigns. See the
Privacy Policy for the full Limited Use disclosure.
Advertising operations safety controls
- Dry-run by default. All write operations default to validate-only and require explicit human confirmation before being applied.
- Budget cap. A configurable maximum daily budget, set per client account, rejects any campaign or budget change above the limit.
- Account allowlist. The tool operates only against customer IDs on an explicit allowlist of currently engaged clients, preventing writes to an unintended account.
- Audit log. Every operation, including dry-runs, is written to an audit log with timestamp, operator, account ID, and payload.
- Human review. No automated bidding or account changes are applied without human oversight, and every report is reviewed by WBI staff before delivery.
Contact
Questions about Modular Casebook, its use of Google APIs, or its handling of data can be
sent to bbell@wbicg.com.
WBI Consulting Group · a Nevada S Corporation registered as a foreign entity in
Florida · principal place of business Oviedo, Florida, USA.