Simple checklist for success on Meta
Simple checklist for success on Meta
Oct 29, 2025
Oct 29, 2025
A simple checklist to see if you are working correctly with Meta
A simple checklist to see if you are working correctly with Meta


What you should have controll over
Build a clean ad account, test smart in ABO, move winners to ASC+/CBO, and scale in a controlled manner while following key metrics and solid attribution/financial management. Creatives and landing pages must be crystal clear (offer, scarcity, social proof), and CRM flows (email/SMS) must capture both before and after purchase to lift AOV, LTV and ROAS.
The document contains everything you need to become better at META ads, so that your business can scale faster.
Simple checklist (Do this)
Groundwork: The groundwork you must have control of before you scale
Attribution & finance: TripleWhale/Northbeam, KPIs and Accounting control
Account setup: The ideal setup for META
Validation rule: How long should ads have before changes?
Testing: The concrete framework you must have to scale profitably
Scaling: How to scale without killing progress
Creatives (ads): Exactly what you need to know to have enough content
Website & CRM: Why website optimization is just as important as ads
Tactics that work: Some tips and tricks I know work
TOF–MOF–BOF: Optimize your funnel to convert
Omnichannel priority: Which platforms should you prioritize
Prerequisites: What are your prerequisites, define where in the journey you are
What you should have controll over
Build a clean ad account, test smart in ABO, move winners to ASC+/CBO, and scale in a controlled manner while following key metrics and solid attribution/financial management. Creatives and landing pages must be crystal clear (offer, scarcity, social proof), and CRM flows (email/SMS) must capture both before and after purchase to lift AOV, LTV and ROAS.
The document contains everything you need to become better at META ads, so that your business can scale faster.
Simple checklist (Do this)
Groundwork: The groundwork you must have control of before you scale
Attribution & finance: TripleWhale/Northbeam, KPIs and Accounting control
Account setup: The ideal setup for META
Validation rule: How long should ads have before changes?
Testing: The concrete framework you must have to scale profitably
Scaling: How to scale without killing progress
Creatives (ads): Exactly what you need to know to have enough content
Website & CRM: Why website optimization is just as important as ads
Tactics that work: Some tips and tricks I know work
TOF–MOF–BOF: Optimize your funnel to convert
Omnichannel priority: Which platforms should you prioritize
Prerequisites: What are your prerequisites, define where in the journey you are
