Workflow · Meta Ads Onboarding
The Meta Ads onboarding workflow. Ten phases across five internal owners, tracked against the same Planted / Ripening / Ready status the client sees in their portal.
The paid ads strategist, exec, and designer work in parallel. Phase 8 (campaign build) is locked until Phase 4 (tracking) is Ready.
Three internal owners, plus the client. The Paid Ads Strategist owns the technical Meta work. Exec owns client comms, competitor research, briefing, and project chasing. The Designer owns the style guide and creative. Rachel signs off on strategy and pre-launch. Use the role tabs below to filter to your items.
Every AI-assisted item has a verification field where the owner records what they cross-checked against source data. Cross-checking is required, not optional.
All shared logins live in the Creative Tools vault in Bitwarden. Open Bitwarden first, then open any tool below.
The 10 phases at a glance. Same Planted / Ripening / Ready status the client sees in their portal. Click any phase to jump to its detail.
Showing all items. Switch tabs to filter by owner.
Syncing with the team.