Key Takeaways
- Week one is foundations: Business Manager with a backup admin, the Pixel and Conversions API installed and a verified domain.
- Week two is launch: a dedicated landing page, several real videos and images, and simple audiences built around your service area.
- Week three is optimisation: expect volatility during the learning phase, pause clear losers and put budget behind what works.
- Week four decides scale or pivot — and if leads aren't turning into jobs, the problem is usually follow-up or sales, not the ads.
- Judge the first month on cost per booked job against your target, then aim to improve it over months two and three.
The first 30 days of Meta ads determine whether you'll succeed or waste your spend. Here's the exact checklist we follow on every new client account.
Week 1: Foundation
- Business Manager set up with admin + backup admin
- Pixel installed on every page of your site
- Conversions API (CAPI) connected via Meta Gateway or native integration
- Domain verified in Business Manager
- Standard Events firing: PageView, Lead, Schedule (minimum)
- Pixel and Conversions API events deduplicated (shared event_id)
- Test event flow — submit a test form, confirm Lead fires in Test Events
Week 2: Assets + Launch
- Landing page built (not homepage) — offer above fold, one CTA
- Creative library: 3-5 videos (UGC style) + 2-3 static images
- Ad copy: hook, offer, social proof, CTA — in that order
- Declare the special ad category first: Housing covers housing repairs and Financial products covers financing offers; either one removes age, gender, ZIP and lookalike targeting and sets a 15-mile minimum radius
- Audience 1: broad (service-area radius only, no age limits if you're in a special ad category)
- Audience 2: a past-customer Custom Audience or a second broad test with different creative; Meta no longer offers homeowner targeting
- Lookalike audience of past customers, only if the campaign isn't in a special ad category (Meta needs at least 100 matched people; 1,000–50,000 is recommended)
- Daily budget calibrated to Cost Cap or Lowest Cost (recommend Lowest Cost first)
Week 3: Optimize
- Review daily CPL — expect volatility in first 7 days (learning phase)
- Pause any ad running at double your target CPL or more once it has had a fair test (our rule of thumb: at least 7 days and 5,000 impressions, or 3x target CPL spent with no lead; the same rules as our kill decision tree)
- Shift budget toward the winning creative if CPL is hitting target; raise the ad set budget gradually, since big jumps can restart learning
- Begin building retargeting audience from site visitors + video viewers
- First weekly client call — adjust offer or creative if needed
Week 4: Scale or Pivot
- If hitting target CPL consistently: increase budget 20%, launch 1-2 new creatives
- If the campaign as a whole is still well over target after the month (say 50%+, as a rule of thumb) even after pruning weak ads: pause it and rebuild the offer or creative
- If appointments aren't converting to jobs: problem isn't ads — fix follow-up or close process
- Launch retargeting campaign (Custom Audience: website visitors + video viewers)
End of month 1 goal (a rule of thumb): cost per booked job within about 30% of target. Month 2 target: stabilize at target. By month 3, aim to be at or below target as the account learns.
Sources
The public studies behind the figures on this page, with what each one was used for.
- 1Meta Business Help Center — About ads for housing
Current. Definition of housing ads, which includes housing repairs, and the targeting restrictions that apply.
- 2Jon Loomer Digital — Special Ad Categories: A Guide for Meta Ads
Independent summary of the Housing category rules: no ZIP-code, age or gender targeting, no lookalike or saved audiences, 15-mile minimum radius.
- 3Meta Business Help Center — About the learning phase
Current. An ad set exits the learning phase after about 50 optimisation events in a week.