🚀 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)
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