Editing Meta Ads Management Process

# '''Analysis of the current state:'''

'''Actions:'''
* Request business details, all initial information and necessary accesses.

'''Responsible for:''' PM

* Audit the client's ad account and existing campaigns. And audit the website upon client's request to define what on the website is affecting the outcome.

'''Responsible for:''' Meta specialist

* Identify what can be improved in the account and how existing campaigns can be optimised.

'''Responsible for:''' Meta specialist

'''Deliverable:''' Obtained access and initial information.

# '''Campaign planning:'''

'''Actions:'''
* Develop a plan for new campaigns.
* Allocate the budget.
* Identify the stuff needed to launch campaigns.

'''Deliverable:''' Campaign plan with the allocated budget and next steps.

'''Responsible for:''' Meta specialist

# '''Preparing for launching and/or optimising campaigns:'''

'''Actions:'''
* Set up and/or test conversion tracking if needed

'''Responsible for:''' Meta specialist / PPC specialist / Developer

* Create and configure a catalogue if needed
* Add and configure app if needed
* Set up store locations if needed
* Creating custom and lookalike audiences required for ads
* Create Instant Experiences or Instant Forms if needed

'''Responsible for:''' Meta specialist

* Design ad creatives

'''Responsible for:''' Meta specialist or designer

* Write ad copy

'''Responsible for:''' Copywriter

'''Deliverable:''' Prepared stuff for launching campaigns.

* '''Optimizing existing campaigns and launching new ones:'''

'''Actions:'''
* Launch the initial/new campaigns.
* Optimize existing campaign settings (targeting, bidding, audience segmentation, new banners and copies).
* Conduct A/B testing if needed.

'''Deliverable:''' Running campaigns

'''Responsible for:''' Meta specialist

# '''Ongoing monitoring:'''

'''Actions:'''
* Ongoing monitoring and adjusting campaigns for the optimal performance.
* Analyze key campaign metrics (Results and its cost, CPC, CTR, Frequency, Purchases conversion value, ROAS) to optimize results.
* Optimize campaign based on the results.

'''Responsible for:''' Meta specialist

* Create new banners / copies / audiences if necessary.

'''Responsible for:''' Meta specialist / designer / copywriter

'''Deliverable:''' Ongoing optimized campaigns

# '''Monthly Reporting:'''

'''Actions:'''
* Generate a monthly report.

'''Responsible for:''' Analyst

* Provide recommendations on future ad strategies.

'''Responsible for:''' Meta specialist

* Deliver final reports to the client with insights and next steps.

'''Responsible for:''' PM

'''Deliverable:''' Monthly report document sent to the client