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Diagnostic · New Account Audit

Five layers. The sequence that makes creative decisions trustworthy.

Taking over a Meta account, whether it's a rebuild or a cold start, requires a specific sequence of questions answered before any brief is written or any campaign is touched. The sequence matters because the findings at each layer change what you do at the next one. This is the audit document.

When to use Account takeover or launch
Time required 3–5 days pre-launch
Applies to Lead Gen · DTC
Output Layer findings + 90-day plan

Under Andromeda, creative is the targeting. The audit determines what to brief.

Since Meta's Andromeda rollout completed in late 2025, creative is no longer the last step in account setup. It's the primary signal the algorithm uses to decide who sees your ads. Audience settings are increasingly just suggestions. The creative itself does the matching. Which means a new account takeover isn't just a structure problem or a data problem. Getting to the right creative brief, fast, is the actual goal.

That said, new creative launched into a broken structure learns from the wrong signals. A CBO where testing and scaling share budget will starve new concepts before they gather enough data to be judged fairly. Duplicate leads corrupt the metrics used to call winners. The audit doesn't deprioritize creative. It clears the conditions that make creative performance readable. The basement renovation case shows why this matters: a financing-angle concept had a competitive CPL but the worst set rate in the batch. The pre-launch research identified that financing belonged in the offer stack, not the hook — without that framing, it would have been the first concept scaled.

Six questions before opening Ads Manager

01
What does success look like, and at what level of the funnel?
CPL is not the business metric. For lead gen the business metric is cost-per-closed-job or CoM%. For DTC it's ROAS or LTV:CAC. If the client defines success as CPL, the first conversation is reframing that before any campaign is evaluated.
02
What has been tried before and what was the conclusion drawn?
Prior creative decisions tell you what the account thinks it knows. The conclusions drawn from past tests are often the most valuable data. Not because they're right, but because understanding the prior logic tells you what assumptions are baked into the current structure.
03
Is there CRM data available, and does it connect to ad performance?
Without CRM linkage, every creative decision is being made on the cost of the lead, not the value of it. Before the first brief, confirm whether CRM data exists and whether it's matchable to ad-level performance. This determines whether set rate and close rate are observable metrics.
04
What is the sales team's actual experience of the leads coming in?
The sales team sees quality before the data does. In the bath remodeling and windows cases, the set rate data confirmed what the sales team already knew: some markets were producing leads that never answered the phone. Talk to the team before reading the account.
05
What is the serviceable geography and what are the hard constraints?
In home services, every out-of-area lead is a real cost to the sales team with zero revenue potential. The geographic parameters need to be defined before any campaign is evaluated, not after. This determines which campaigns have a structural flaw built in from the start.
06
What content assets exist, and who produced them?
The answer to this question determines the creative brief strategy. An account with a rich content library (UGC, video, photography) can brief variants immediately. An account with only stock assets needs a production plan before it needs a media plan. Creative coverage cannot be built without knowing what raw material exists.

Five layers. In this order.

1
Layer 01: Structure
Is the account architecture producing clean signal?
Count active campaigns, adsets, and ads. Flag any campaign where testing and scaling share the same budget. Identify audience overlap across adsets. Competing campaigns targeting the same people split signal and inflate CPL without anyone noticing. Check whether retargeting has its own budget or is competing inside a CBO with cold audiences. A CBO almost always starves the hotter audience.
Testing and scaling separated
No audience overlap across adsets
Retargeting on dedicated budget
Inactive campaigns fully paused
Geographic exclusions set
2
Layer 02: Data quality
Can the numbers in the account be trusted?
Check the duplicate lead rate using CRM data and phone-number deduplication. In the windows case, 23% of leads were duplicates, so every CPL and set rate metric was wrong. Check that the pixel is firing correctly on all conversion events. Confirm the attribution window matches the actual decision timeline for this vertical. A 1-day click window on a product with a 6-week sales cycle produces data that's technically accurate and practically useless.
Duplicate lead rate checked
Pixel firing on all events
Attribution window appropriate
CRM linkage confirmed
3
Layer 03: Creative performance
Which ads are earning their budget, and at what level of the funnel?
Pull lifetime data for every active ad. Evaluate against CPL, set rate, cost-per-demo, and close rate where available. Flag ads with strong CPL but weak close rate. These are the most dangerous because they look like winners at the top of the funnel and destroy the business at the bottom. In the bath remodeling case, several top-CPL ads were generating near-zero sales. They would have been scaled without sale-level analysis.
Lifetime data pulled per ad
Set rate and close rate mapped
Creative hierarchy ranked
Format types categorized
4
Layer 04: Coverage
How much creative territory is the account actually covering?
Map every active ad against concept type, persona, awareness level, and hook format. Most accounts with 30+ ads are covering two or three buyer segments with slight variations. Identify the gaps: which personas have no creative, which awareness levels have no entry point, which hook formats have never been tested. These gaps are not missing ads. They are market segments the algorithm cannot reach regardless of how much budget is running.
Concept map built
Persona coverage identified
Awareness level gaps noted
Hook format variety assessed
5
Layer 05: Buyer research
Who is actually buying, and why are they buying now?
For new accounts with no performance history, this layer replaces layer three. Pull category research: Reddit threads, review sites, sales call recordings if available, any CRM notes on why leads converted. The goal is to identify the specific trigger that moves someone from aware-of-the-problem to ready-to-act. In the basement renovation account, pre-launch research identified geo-identity paired with aspirational transformation as the right hook logic — not financing, not a generic space angle. The financing angle had a competitive CPL and the worst set rate in the batch. It belonged in the offer stack, not the hook.
Trigger moments identified
Objections documented
Language audit (reviews, forums)
Personas confirmed or built

How findings become a prioritized action list

Each audit layer produces findings. Findings are assigned a priority and an action. Nothing is addressed simultaneously. The sequence is: fix structure, verify data, then evaluate creative. Only once layers 1 and 2 are clean do creative decisions become trustworthy.

Audit Findings Template: New Account
Layer Finding Priority Action Blocks
Structure
Testing and scaling sharing one CBO. Algorithm has already chosen winners, so new creative gets no fair evaluation. Fix first Separate testing into ABO. Scaling stays in CBO with Post IDs only. All creative decisions
Structure
Retargeting competing inside cold traffic CBO. Warm audience being starved, budget going to cold. Fix first Move retargeting to dedicated ABO. Mid-funnel and bottom-funnel on separate daily budgets. Lead quality metrics
Data quality
Duplicate lead rate: estimate from CRM spot-check. Set rate reading is unreliable until fixed. Fix before reading metrics Rebuild exclusion lists using CRM export + phone number deduplication. Set rate, CPL reads
Creative
Three ads accounting for 80%+ of spend. No creative rotation plan. Frequency ceiling imminent. Brief within 2 weeks Deconstruct top performer. Brief 3 concept tests isolating one variable each — to confirm what's driving performance, not to scale all three. Use that confirmed insight to brief the next genuinely distinct concept. Scale ceiling
Coverage
All active creative speaks to solution-aware buyer. No problem-aware or unaware entry points. Brief in month 2 Build problem-aware concepts for each confirmed persona. Test as static before video. New audience reach
Buyer research
No confirmed trigger moment for the category. Creative is describing the product, not the situation that creates urgency. Research before briefing Pull review data and category forums. Identify the 2–3 specific situations that make someone act. Build hooks from those situations. Hook strategy

The first 90 days, built from the audit

Days 1–30
Fix and baseline
Restructure campaigns based on layer 1 findings
Rebuild exclusion lists and verify pixel
Apply creative scorecard to all live ads, cut what fails
Launch testing adset with 3 concept types from buyer research
Establish baseline CPL, set rate, and cost-per-demo from clean data
Days 31–60
Validate and expand
Read testing adset results, identify winning concept types
Brief script and footage variants from winning formula
Begin geographic concentration if multi-market account
Build creative hierarchy from confirmed winners
Confirm CRM linkage, begin evaluating creative by close rate
Days 61–90
Scale and systematize
Scale budget into validated performers, geography by geography
Monitor frequency, brief replacements before 4.0 threshold
Expand creative coverage into uncovered personas
Set recurring scorecard review cadence (14-day + 28-day)
Document creative hierarchy as ongoing brief template