Standardized Documents

Meta Ad Checklist

This a a dummy short discription.

TECHNICAL SETUP

Impact Area

Problem

Description

How to Fix

Overall Ad Performance

Pixel not installed

No tracking of form leads ("Start Project" / "Request Quote"), loss of retargeting and lookalike data.

Meta Ads Manager > Events Manager > Pixel. Add Base Code to <head> of Leafcut.studio. Test with Pixel Helper.

Flow Performance

Events not firing

Form fills ("Start Project") not firing Lead or SubmitApplication → Meta can’t optimize conversions.

Trigger form > Go to Events Manager > Test Events tab. Confirm Lead event is firing. Track both buttons: “View Packages” + “Start Project.”

Deliverability

Business Manager not verified

Unverified account could get blocked after ~$500 spend; team access restricted.

Business Settings > Business Info > Verify Business. Upload brand info (Leafcut), EIN (if applicable), and enable 2FA.

Flow Performance

Conversions API missing

iOS users disabled pixel tracking; ~50% signal loss → lower-quality retargeting/lookalike audiences.

Use Meta’s CAPI Gateway or paired integration (Zapier, Segment). Hash emails from forms.

Deliverability

Ad disapproval from copy violations

Copy with “guaranteed delivery” or direct agency comparisons violates Meta ad policies.

Avoid phrases like “guaranteed,” “best,” or “better than agencies.” Use soft comparison: “See how Leafcut stacks up.”

Overall Performance

No audience exclusions

Showing conversion ads to existing clients or Custom-tier buyers → burns budget, confuses clients.

Upload customer emails > Audiences > Exclude list from conversion campaigns.

COMPLIANCE & ACCOUNT HEALTH

Impact Area

Problem

Description

How to Fix

Deliverability

Ad frequency high (>4)

Retargeting ad shown too often → viewer fatigue, high negative feedback.

Ads Manager > Breakdown > Frequency. Rotate creatives; pause ads with frequency >4. Use 10–15 creative variations.

Overall Performance

No spend limit

Accidental $1,000 budget during testing.

Billing > Payments > Spend Limit ($50–$100 initial). Adjust once stable.

Compliance

Pixel firing without policy

GDPR/CCPA requires disclosure on tracking for intake forms.

Update footer policy: “We use Meta Pixel to improve project inquiries. Opt out via browser settings.”

Deliverability

Domain not verified

leafcut.studio not verified → low trust score.

Business Settings > Brand Safety > Domains > Add & Verify leafcut.studio.

AUDIENCE & TARGETING SETUP

Impact Area

Problem

Description

How to Fix

Performance

Weak lookalikes

LAL based on old lists or low-quality signals.

Build LAL from high-quality “Start Project” submissions only (min. 500). Import CSV as Custom Audience.

Performance

Audience overlap

Cold and warm users see same ads → fatigue and higher costs.

Use Overlap Tool. Exclude site visitors (30d) and video viewers (50%) from cold campaigns.

Offer Fit

Intent mismatch

Showing Custom-tier pricing to cold users seeking $149 entry.

Segment campaigns by price tier. Cold: $149 Starter. Warm: Custom upgrade messaging.

CREATIVE & COPY RULES

Impact Area

Problem

Description

How to Fix

Attribution

Missing UTMs

Can’t attribute conversions properly.

Add UTMs to all links: ?utm_source=facebook&utm_medium=cpc&utm_campaign=leafcut_brandvideo_{adset.name}

Performance

No mobile optimization

Landscape videos hurt engagement.

Use 4:5 or 9:16 formats. Test in dark mode.

Visibility

Too much text overlay

Ads deprioritized by Meta.

Keep text under 20%. Push story into primary copy.

Testing

No A/B structure

No clear learnings.

Test hooks, visuals, CTAs. Pause ads under 1% CTR after 500–1K impressions.

Message Quality

Generic headlines

Weak differentiation.

Use formula: Pain + Solution + Time/Pricing. Example: “Sick of freelancer delays? Get your next promo in 5 days. Fixed price.”

CAMPAIGN & AD SET STRUCTURE

Impact Area

Problem

Description

How to Fix

Flow Performance

No retargeting

Losing high-intent visitors.

Retarget /packages visitors or 50%+ video viewers (14–30d). Allocate 25–30% budget.

Optimization

Wrong objective

Traffic instead of leads.

Use Leads or Conversions. Optimize for Lead event.

Budget Control

No bid cap

CPM spikes early.

Use Lowest Cost with Cap ($30–40 per conversion). Adjust to CPL.

Learning Phase

Duplicated campaigns

Resets learning.

Scale with rules instead: “If CPA < $25 → increase budget 20%.”

SEGMENTATION & EXCLUSIONS

Impact Area

Problem

Description

How to Fix

Accuracy

Ads shown to clients

Waste spend and confuse users.

Exclude recent converters (past 14d) and uploaded client lists.

Message Confusion

Repeated CTAs

Same CTA across all stages.

Cold: “View Packages”. Warm: “Upgrade to Custom” or “See Advanced Packages”.

OTHER ESSENTIALS

Impact Area

Problem

Description

How to Fix

Finance

No tax ID

Withholding on ad spend.

Business Manager > Billing > Preferences. Add tax ID or VAT.

Scaling

Ad limit reached

Account restrictions.

After $1k lifetime spend, request limit increase via Meta Support.

Viewability

Dark mode issues

CTA blends into background.

Add contrast outlines. Test in preview and dark mode.

Landing Page

Not mobile-ready

High bounce from form issues.

Max 3 fields, CTA above fold, load <3s. Test with PageSpeed Insights.

CREATIVE THEMES OVERVIEW

Campaign Goal

Hook Theme

CTA

Brand Promos (Category A)

Agency output. Without the agency.

View Packages

Short-Form Ads (Category B)

Stop testing slow.

View Ad Packages

SaaS UI Videos (Category C)

Your UI deserves better.

Book Demo / View UI Packages

AI Visuals / Launch (Category E)

What you can’t shoot, we visualize.

See Launch Kits

Spokesperson / VSL (Category F)

Don’t settle for avatar templates.

View VSL Packages

RECOMMENDED STARTER CAMPAIGN STRUCTURE (Leafcut)

Campaign Type

Objective

Audience

Ad Type

Budget

Prospecting

Conversions

1% LAL from past “Start Project” leads

Video carousel or single-frame

$40/day

Retargeting

Conversions

/packages visitors + Ad Engaged 30d

Dynamic creatives

$25/day

Upsell / Custom Tier

Conversions

Past buyers or leads

Testimonials + pricing anchors

$15/day