Daily Meta Ads account check
A short routine to run on every account each morning so problems are caught the same day. Copy it or download it. Nothing is sent or saved.
DAILY ACCOUNT CHECK: [Client name] Date: [Date] Checked by: [Name] 1. SPEND AND PACING (1 minute) [ ] Yesterday's spend: [amount]. Expected: [amount] [ ] Month to date against budget: [on pace / ahead / behind] [ ] Payment method working, no billing warnings 2. DELIVERY (2 minutes) [ ] All intended campaigns and ad sets are active [ ] No ad rejected or limited [ ] Nothing stuck in the learning phase for longer than expected: [list] 3. RESULTS (3 minutes) [ ] Yesterday's results: [number] Cost per result: [amount] Target: [amount] [ ] Any ad set with spend and zero results: [list] [ ] Any ad set where cost per result is far above target: [list] 4. CREATIVE (2 minutes) [ ] Any ad with frequency rising fast and click-through falling: [list] [ ] Ads that need a replacement this week: [list] 5. DECISIONS (2 minutes) [ ] Nothing to do [ ] Investigate: [what and by when] [ ] Change made: [what, and why] (log it so the change can be reviewed) [ ] Tell the client: [what, and how] RULES OF THUMB - Do not edit an ad set in the learning phase unless something is clearly broken. - Judge cost per result over several days, not one day. - Write down every change you make.
Plain text, so it pastes into any document, email or project tool. Nothing you copy is sent or stored.
How to use it
- Run the same five steps on every account so nothing depends on memory.
- Spend a fixed few minutes. If a check needs more, log it under Investigate and move on.
- Log every change. A later review is only possible if you know what changed and when.
Copy one block per account per day, or turn the steps into a recurring task in your project tool. The time limits are a guide, not a rule.
Common questions
Is a daily check really needed?
For accounts with meaningful spend, yes. Problems such as a rejected ad or a payment issue cost money every day they go unnoticed.
Why not change things daily?
Daily results are noisy and edits can reset learning. Check daily, change only when there is a clear cause.
Can this be automated?
Parts of it can. Cofoundr runs a morning review across all connected accounts. The checklist works without any tool.
Related
Stop losing 12 days a month to manual work
Where the 12 days go, for an agency running 4 Meta ad accounts
Scenario: 15 minutes of checking and 30 minutes of diagnosing per account per day over 22 working days, plus 2 reports per account at 3.5 hours each. Your numbers may differ.
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