🚀 08 – Meta Ads & Email/SMS Full Setup & Scaling

This is your complete checklist for setting up Meta ads, tracking, and marketing flows — for both service businesses and ecom brands.

✅ Meta Setup Checklist (Universal)

Instagram + Facebook Setup

• [ ] Create Instagram Business Profile
• [ ] Create Facebook Page
• [ ] Link IG to Facebook Page

Meta Business Suite (Client Must Have/Do)

• [ ] Create Meta Business Manager: business.facebook.com
• [ ] Add Page + IG to BM
• [ ] Create Ad Account
• [ ] Add Payment Method
• [ ] Check Account Quality: Account Quality Center

Partner Access (Client Onboarding)

• [ ] Ask client to go to Business Settings
• [ ] Partners → Add Partner → Enter your BM ID
• [ ] Assign Full Access to:
  • Facebook Page
  • Instagram
  • Ad Account
  • Pixel

Pixel Setup

• [ ] Create Meta Pixel → Data Sources