Client Ops Pipeline

• Capture service areas, job types, lead delivery format, and creative assets
• Log to client info sheet and CRM custom fields

Done when: All client info documented, ad copy drafted, service area defined for both bot and targeting.

• Create page under agency BM — naming: [Brand] [Niche] [Service]

Done when: Page live with photo, team access confirmed.

• Create subaccount from niche snapshot — connect FB, lead delivery, and Sheets
• Configure bot with service area, job types, and transfer rules

Done when: Subaccount live, all integrations connected, workflows active, test lead fires and logs correctly.

• Duplicate existing niche campaign — swap targeting, copy, page, and dataset
• Create CAPI messaging dataset and link to all ad sets

Done when: Campaign in draft, all ads point to the correct page, dataset linked, copy updated for this market.

• Budget, targeting, copy, Adv+ OFF, naming, dataset — all must pass

Done when: All items verified and campaign published.

• Confirm Active status — notify client and log in team channel
• 24/48/72h checks: delivery → leads flowing → CPL + first client update

Done when: 72-hour check complete, client updated, no critical issues open.