1
Client Info Capture & Verification
- Capture service areas — cities, counties, and radius limits
- Document job types the client can and cannot service
- Confirm lead delivery format: Slack notification or web form
- Gather any existing creative assets, brand guidelines, or past ad examples
- Draft ad copy for the client's niche and market
- Define service area logic for the qualification bot
All client info documented, ad copy drafted, service area defined for both bot and targeting
- Create Facebook page under the agency Business Manager — naming convention: [Brand] [Niche] [Service]
- Add profile photo and page details
- Grant team access with correct roles
Page live with photo, team access confirmed
- Create new CRM subaccount from the niche snapshot
- Create a private integration token and enter the Facebook page ID and dataset ID
- Connect Facebook integration
- Connect lead delivery method — Slack or web form (match client's preference)
- Connect Google Sheets sync for lead logging
- Set up client-specific lead transfer workflows and qualification triggers
Subaccount live, all integrations connected, workflows active, test lead fires and logs correctly
- Duplicate an existing campaign from the same niche in another market
- Rename campaign and ad sets to match the new market
- Swap targeting locations using the service area defined in Stage 1
- Update caption body copy to reflect the new service area — hook and headline stay the same
- Assign the new Facebook page to all ads
- Set up Messenger quick reply options for the niche
Campaign in draft, all ads point to the correct page, dataset linked, copy updated for this market
- Budget: correct amount per the client agreement
- Targeting: correct cities, no out-of-area locations
- Caption and headline: correct market, no copy carried over from source campaign
- Advantage+ audience: OFF. Advantage+ creative: OFF. Related media: OFF
- Naming conventions: correct format across campaign, ad set, and ad level
- Dataset: linked and pulling from the correct source
All items verified and campaign published
Branch
Review Failed
Returns to Campaign Review — not a terminal stage.
- Confirm ads are in "Active" status — not stuck in review
- Send launch confirmation to client
- Log in team channel: "[Client] is live"
- 24h check: ads delivering, no disapprovals
- 48h check: leads flowing, bot responding, data logging correctly
- 72h check: review CPL, lead quality, bot performance — send first update to client
72-hour check complete, client updated, no critical issues open