Facebook & Meta Ads Workflow

Meta Ads succeed or fail based on creative. This workflow prioritizes rapid creative testing and data-driven iteration.

Placeholder: Kanban Board - Meta Ads Template

Columns: Creative Brief, Ad Design, Copywriting, Setup, Client Approval, Launch, Learning Phase.

Workflow Stages

1. Creative Brief

Role: Performance Marketer

  • Action: Create task.
  • Details:
    • Angle: "Problem/Agitation/Solution" or "Social Proof".
    • Format: Image vs. Video.
    • Placement: Feeds vs. Stories/Reels.

2. Ad Design

Role: Graphic Designer / Video Editor

  • Action: Create 3 variations of the visual (Change color, headline, or hook).
  • Goal: Scroll-stopping power.

3. Copywriting

Role: Copywriter

  • Action: Write Primary Text, Headline, and Description.
  • Deliverable: A document with multiple hook options.

4. Setup

Role: Media Buyer

  • Action: Build the campaign in Ads Manager.
  • Audience: Define Lookalikes or Interest stacks.
  • Tracking: Verify Pixel/CAPI events fire correctly.

5. Client Approval

Role: Client

  • Action: Review "Ad Previews" (links provided by Media Buyer).
  • Check: Brand safety and tone.

6. Launch

Role: Media Buyer

  • Action: Hit Publish.
  • Monitoring: Watch CPMs closely for the first 48 hours.