SOP PipelineHub / Meta ads and lead gen
Module

📣 Meta ads and lead gen

Lead campaigns for venues, from creative to Instant Form to the client dashboard, with a weekly review loop.

0 writtenof 4 planned
4 stagesin the data flow
10 toolsin the stack

SOPs

Open a finished SOP for its full steps and prompts.

Planned
Venue lead ads launch

A live lead campaign with a baseline

Not written yet
Planned
Instant Form setup

A form that qualifies event type and date

Not written yet
Planned
Weekly performance review

Cost per lead and three next actions

Not written yet
Planned
Client lead report

Leads Center view a client can read

Not written yet

Data flow

Hover or tap any tool for what it does, its cost and status.

1

Creative

Make the video and image creatives.

Output: Creatives and copy
2

Build

Create campaign, ad set, form and ads.

Output: Campaign live
3

Collect

Leads land in sheets and the dashboard.

Output: Leads in one view
4

Review

Weekly check of cost per lead and next actions.

Output: Weekly actions
In useConnectedAdoptingDiscussedCandidateUnconfirmed

Stack by job

The main pick for each job and the alternatives discussed.

JobMain pickOptionsCostStatus
Campaign management
None yet
Ad spendConnected
Creative
CreditsConnected
Copy and targeting
None yet
Your planIn use
Lead storage
None yet
FreeIn use
Client dashboard
None yet
FreeIn use
Review reminders
FreeConnected

Watch-outs

Lessons from our own work and the rules that apply here.

Some settings are UI-onlyThe Instant Form conversion location can't be set through the API. Set it in Ads Manager, then verify.
Verify before calling it doneCheck targeting and creative against Ads Manager screenshots after every API build.
One baseline dateLeads Center counts Meta data from the first lead recorded in the sheet.