Meta Ads Management Process

1. 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.

1. 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

1. 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

1. 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

1. 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