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