Goal: To provide or hand off a checklist to execute the entire Facebook ad campaign.
Ideal Outcome: You or your staff will be able to execute a Facebook ad campaign from start to finish.
Prerequisites or Requirements: N/A
Why this is important: The master checklist provides an overview and serves as a reference point for business owner, account manager, and performance marketer while executing the ad campaign.
Where this is done: Email, Facebook Business and Ads Manager, Google Drive.
When this is done: This brief is to be referenced throughout the execution of the ad campaign.
Who does this: The business owner or account manager.
Onboarding Client
Use this document to onboard the client: Client Onboarding for Facebook Ads
Ideal outcome:
The client has completed the onboarding questionnaire.
Access granted to client’s Facebook Business Manager and website.
Set up a kickoff call with the client.
Fill in the Ad Campaign & Creative Brief
After the kickoff call, fill in the client brief template with details about the client’s business and customer persona.
Ideal outcome:
A completed brief to be used for campaign strategy.
Campaign Strategy
Set up a strategy call with the client.
Perform a Facebook Ads audit for the client.
Use this document to create a campaign proposal for the client.
Present campaign proposal to the client.
Ideal outcome:
Set up a meeting to propose campaign strategy to the client.
Strategy deck ready to present to the client.
Confirm project scope, timeline, and deliverables with the client.
Analytics Setup
Set up Facebook Pixel for the client’s website or Shopify store if it is not set up already.
Ideal outcome:
Facebook Pixel and Conversion Tracking set up on the client's site.
Request Marketing and Creative Resources
The onboarding email informs the client to share all creatives and marketing materials in the shared google drive folder. Make sure you have all necessary resources needed to start your ad campaigns:
Creatives checklist
Company Logos
Brand guidelines
Promotional media (images, videos, text)
Email list
Customer persona
Customer testimonials
Campaign Execution