The free Meta Ad Account Setup Playbook

Your ads won't work if this isn't right.

Most Meta ad problems start before the first ad is ever run.

If you're about to run ads to your freebie, this playbook walks you through the setup step by step, in plain English, so you're not paying to find out something was broken from the beginning.

Sound familiar?

Most people set up their ads before they set up their account.

Most coaches and course creators do one of two things.

They boost posts without any real direction.

Or they jump straight into Ads Manager, pick an audience, write some copy, set a budget… and then something goes wrong.

Ads Manager says nobody signed up when three people did.

Warnings pop up they don't understand.

A setting they need is nowhere to be found.

Or three hours go on something that should have taken ten minutes.

That's usually the moment the laptop closes and the ads get put off for another month. (Understandable. Meta doesn't make it easy.)

And a boosted post isn't a campaign. It's a donation to Meta's ad revenue.

So start with the account.

The playbook covers your Business Manager and ad account setup, in the right order, so every sign-up from your ads gets tracked from day one.

(And Future You doesn't inherit a mess.)

One thing from inside

Two settings Meta won't let you change later.

When you create your ad account, Meta asks for a time zone and a currency.

Most people click straight through.

Both are locked the moment you hit create.

Get either one wrong and your reporting is off, your scheduled ads run at the wrong times, and the only fix is a brand new ad account.

It takes ten seconds to get right… if you know to check.

The playbook flags these as you go, so you catch them before they cost you.

What's inside

Ten sections, in the order you'll actually do them.

Start to finish. Each step builds on the last.

00Before you start
01Create Business Manager
02Set up ad account
03Connect Facebook page
04Connect Instagram
05Add payment method
06Set up your pixel
07Verify your domain
08Set up events
09Add team access

+ a final checklist so nothing gets missed before you go live.

Is this for you?

This is for you if…

  • You're ready to start running Meta ads and want everything set up correctly before you spend anything
  • You've tried to run ads before and hit technical problems you couldn't work out
  • The tech side of Meta makes you want to close the laptop, and you'd rather have it written down, one step at a time
  • You want leads coming into your list from ads, not just likes on a boosted post
The Meta Ad Account Setup Playbook

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No spam. I hate it too.

10 years in Meta ads. Zero tolerance for wasted budgets.

Jenna Elizabeth