SPEND 30D
$841K
matches prior audit
| PRI | STATUS | TASK | OWNER | WK | DUE | $ IMPACT | DEPS |
|---|---|---|---|---|---|---|---|
| ▎ TODAY · FRI JUN 5 · ZERO-COST CLEANUP + VERIFICATION (DO BEFORE WEEKEND) | |||||||
| P0 | PEND | A01EVENTS MGR DIAGNOSTICS · DATASET 332555186604235 · PURCHASE VALUE PARAM CHECK → events_manager_walkthrough.md · screenshot the malformation flag |
MO | FRI | 2026-06-05 | GATES $1.6M/YR | — |
WHY THIS MATTERS Root-cause finding from the audit. Meta returns purchase_roas: "Not available" at every level — account, campaign, ad set, ad. This means Auto Max Val (which optimizes for RETURN_ON_AD_SPEND) is paying a 67% CPL premium ($36.44 vs $21.84 BAU) against a signal that doesn't compute. Confirming this in Events Manager is the gate for everything else. Without screenshot evidence, every downstream decision (especially the Max Val pause call) is on inference, not evidence.HOW TO FIX
SUCCESS CRITERIA A screenshot proving (or disproving) the value malformation claim. This becomes the artifact you walk into the dev conversation with. If confirmed: Auto Max Val decision becomes data-supported, not inference-supported. DO NOT CLICK The Diagnostics tab sometimes shows "Apply Recommendation" / "Fix" buttons. Don't click these without dev review — Meta's auto-fixes sometimes restructure the event schema and break downstream QW/Delty postbacks. EFFORT 5 minutes. Do this before the weekend so Mon Jun 8 starts with the evidence in hand. |
|||||||
| P0 | PEND | A02EVENTS MGR DIAGNOSTICS · FBC/FBCLID PARAM TRUNCATION CHECK → note affected ad set count |
MO | FRI | 2026-06-05 | VALIDATES $67K BLEED | — |
WHY THIS MATTERS Prior audit flagged 15 ad sets, $67,174 spend, 27% of CompleteRegistration events affected by fbc truncation. API confirms fbc is PRESENT (87% coverage on Purchase, 100% on CompleteRegistration) but cannot validate value integrity. Truncation degrades attribution and trains Meta's algorithm on partial signal. HOW TO FIX
SUCCESS CRITERIA Screenshot of fbc truncation flag OR confirmation it's resolved. If confirmed: hand to dev as a URL-parameter-handling fix (typically a 1-2 day engineering task). DEPS Doing A01 first means you're already in the right dataset — saves clicks. EFFORT 3 minutes while you're already in Diagnostics. |
|||||||
| P1 | PEND | A03ADS LIBRARY · CONFIRM "SAVE UP TO 60%" CREATIVES ZERO LIVE → search page 6179724269 for "60%" |
MO | FRI | 2026-06-05 | COMPLIANCE | — |
WHY THIS MATTERS May 13 audit flagged 3 active ads running "Save up to 60%" claim (4× the published carrier band, no qualifier, no disclosure). Jun 4 audit didn't see them in top 50 spenders. Sweep the full library to confirm zero live before the meeting — Hassan will ask. HOW TO FIX
SUCCESS CRITERIA Zero active ads with "60%" claim language. Or list of any active with pause action queued for Monday. EFFORT 5 minutes. |
|||||||
| P2 | PEND | A04BUSINESS SETTINGS · ARCHIVE STATUS "MIL FB CUSTOMER MATCH 4.12.21" → confirm replacement by Custom_Recruiting-Leads_08-05-2025 |
MO | FRI | 2026-06-05 | — | — |
WHY THIS MATTERS Prior audit referenced this audience by name; Jun 4 audit didn't find it in active inventory. Confirming archive status closes the loop on the customer-match list question and prevents Lauren saying "that's the one we use" later. HOW TO FIX
SUCCESS CRITERIA Confirmed status: archived / deleted / replaced. If found archived with recent date, confirm with Lauren which is the canonical live customer-match list. EFFORT 2 minutes. |
|||||||
| P1 | PEND | A05DELETE 28 DEAD PLACEHOLDER LOOKALIKES FREE CLEANUP → all sized 1,000 · INACTIVE · zero risk |
MO | FRI | 2026-06-05 | HYGIENE | — |
WHY THIS MATTERS 28 lookalikes all sized at exactly 1,000 people — Meta's signature for orphaned/broken lookalikes (seed audience deleted). Zero value as targeting, zero risk to delete. Reduces account audience list from 38 → 10 active. Mo's 30-day plan task B4. HOW TO FIX
SUCCESS CRITERIA 28 placeholders gone. Active audience inventory reduces to ~10 entries. DO NOT DELETE The active LAL ladder on Custom_Recruiting-Leads (1%/3%/5%) — those are properly sized (1.9M–10.1M) and powering the ALC + Max Val campaigns. Only delete the 1,000-size INACTIVE ones. EFFORT 10 minutes. |
|||||||
| ▎ MON JUN 8 · WEEK 1 KICKOFF · UNBLOCK MAX VAL DECISION + REQUEST INPUTS | |||||||
| P0 | BLKD | B01DEV TIMELINE FOR PURCHASE VALUE-PIPE FIX · BEST + WORST CASE WEEKS → unblocks B02 (Max Val decision) |
DEV | W1 | 2026-06-10 | GATES $137K/MO | A01 |
WHY THIS MATTERS This number gates the Auto Max Val decision (B02). Without an honest timeline (best + worst case weeks), the Max Val call is a guess. 2 weeks = cap. 6+ weeks = pause + reallocate. HOW TO FIX
SUCCESS CRITERIA Written timeline estimate (e.g., "2-4 weeks depending on QW API access"). With this you can make the Max Val call Tuesday. DEPS A01 — need the diagnostic screenshot to scope the fix concretely. EFFORT 30 min to send and follow up. Their response may take 1-2 business days. |
|||||||
| P0 | BLKD | B02DECIDE AUTO MAX VAL · PAUSE / CAP / KEEP BIGGEST DECISION → auto_max_val_decision.md |
HASSAN | W1 | 2026-06-10 | +$110K/MO | B01 |
WHY THIS MATTERS $341K/30d optimizing against a broken signal. 67% CPL premium = $137K/mo bleed. Largest single $$$ decision in the engagement. The deeper-dive doc walks through the three options with math. HOW TO FIX Three options:
SUCCESS CRITERIA Hassan-signed decision in writing (text / email / Slack). Action queued for Wed. DEPS B01 — without a dev timeline you're guessing. PUSHBACK PREP If Hassan says "Max Val has been running for months, must be working" → response is in the deep-dive doc. Short version: Meta returning purchase_roas: "Not available" at every level IS the algorithm telling us optimization isn't happening.EFFORT 30 min Hassan conversation Tuesday or Wednesday. |
|||||||
| P1 | PEND | B03REQUEST FRESH 180-DAY SOLD-LEADS EXPORT FROM QW/DELTY → rebuild customer-list seed (current is 10mo stale) |
LAUREN | W1 | 2026-06-10 | +5-10% LAL LIFT | — |
WHY THIS MATTERS Current customer-list seed ( Custom_Recruiting-Leads_08-05-2025) is 10 months old. All three active LALs (1%/3%/5%) — which power ALC + Max Val campaigns — are downstream of this stale seed. A 10-month-old seed underweights recent buying behavior; refreshing yields ~5–10% LAL performance lift across the LAL-driven campaigns.HOW TO FIX
SUCCESS CRITERIA CSV file from Lauren in your inbox by Wed. Triggers C02 (rebuild seed). EFFORT 5 min ask. Lauren's response may take 1-2 days. |
|||||||
| P1 | PEND | B04PULL MAR + APR 2026 DAILY REPORTS · SAME FORMAT AS MAY → baseline vetting input · required before mid-June Hassan 1:1 |
LAUREN | W1 | 2026-06-09 | $45-67K NEGO | — |
WHY THIS MATTERS Hassan proposed $275K (May) as the baseline. May data shows the month ended at a $87K-exit-run-rate after Memorial Day collapse — meaning $275K is misleading. To argue baseline DOWN (worth $45-67K to Mo over the pilot), you need March + April for YoY-comparable context. HOW TO FIX
SUCCESS CRITERIA CSV files for at minimum Mar + Apr 2026 in your inbox by Wed. Triggers D06 (YoY analysis). EFFORT 5 min ask. Should be fast if pulled from internal tool. |
|||||||
| P1 | PEND | B05QW CONTRACT TERMS · EXCLUSIVITY · PING-POST PERMISSIONS → gates form migration Tier 2 viability |
ANTHONY | W1 | 2026-06-12 | GATES $1-3M | — |
WHY THIS MATTERS The form-migration play's big money is in multi-buyer ping-post (Tier 2) — posting each lead to QW + EverQuote + MediaAlpha simultaneously and taking the best bid. Potential 20-30% RPL lift. But if QW contract has exclusivity, ping-post is blocked and the migration value drops by half. Cannot scope the migration without reading the contract. HOW TO FIX
SUCCESS CRITERIA Contract reviewed, key terms documented in a one-page memo for the form-migration scoping conversation. EFFORT 30 min reading + ~1 hour summary memo. |
|||||||
| P2 | PEND | B06DECIDE MA MILITARY INSURANCE DATASET · 1536649764252698 → never fired server-side · activate or archive |
ANTHONY | W1 | 2026-06-12 | HYGIENE | — |
WHY THIS MATTERS "MA" likely = MediaAlpha. Dataset created Dec 1, 2025. Browser fires today; server has never fired. Either an unactivated MediaAlpha integration or a stale test dataset. Anthony's earlier framing was "ignore MediaAlpha, focus on Delty" — consistent with this dataset being intentionally dormant. Just confirm and decide. HOW TO FIX
SUCCESS CRITERIA Anthony-confirmed status. Either activated (with dev plan) or archived. EFFORT 5 min ask + ~10 min to archive if that's the decision. |
|||||||
| P2 | PEND | B07SCOPE SIGNALS GATEWAY / CAPI FOR DATASET 587241028099131 → content pixel · server silent since Mar 2023 · +23% lever |
DEV | W1 | 2026-06-12 | +23% COST/RESULT | — |
WHY THIS MATTERS "Military.com's Pixel" — the content pixel from 2016 — runs browser-only. Server hasn't fired since March 2023. Adding a Signals Gateway / CAPI here lets Meta see retargeting events from military.com's broader content footprint. Estimated impact: +23% cost/result. Engineering-only (no creative dependency). HOW TO FIX
SUCCESS CRITERIA Dev commits to a build window. Target landing: Week 2 (Jun 15-19). EFFORT 15 min scoping conversation. Build is dev-team estimated 24-48 hours of engineering. |
|||||||
| ▎ WEEK 1 EXECUTION · MON-FRI JUN 8-12 · SHIPPABLE | |||||||
| P1 | PEND | C01BUILD NEW AD SET · FB+IG ENGAGEMENT WARM LAYER FREE LEVER → page_engagement_audience_build.md · $1.5K/day · 2 creatives |
MO | W1 | 2026-06-10 | +5-10% QUAL LEADS | — |
WHY THIS MATTERS Under SAC, website-Pixel retargeting is essentially nonexistent (All Site Visitors / Visited Auto LP are at ~20 people each). BUT the page-engagement audiences (FB Page Likers 1M, FB Engagers 341K, IG Followers 30K, IG Engagers 93K) are healthy and SAC-compliant — and completely unused as ad-set targeting. Building one ad set against them = the only warm layer the account has access to. Free lever. HOW TO FIX Full spec in page_engagement_audience_build.html. Quick version:
SUCCESS CRITERIA Ad set live by Wed EOD. Monitor first 72 hours for CPL trajectory. Expected CPL: $15–17 (20-30% below cold). DECISION RULE AFTER 72H CPL < $20 → scale to $3K/day. $20-28 → hold. $28-36 → investigate. > $36 → pause. EFFORT 30 min to build in Ads Manager. Set-and-monitor after. |
|||||||
| P1 | PEND | C02REBUILD CUSTOM-LIST SEED FROM FRESH 180D SOLD-LEADS EXPORT → then rebuild 1%/3%/5% LALs |
MO | W1 | 2026-06-11 | +5-10% LAL LIFT | B03 |
WHY THIS MATTERS Once you have Lauren's fresh 180-day sold-leads CSV (B03), the rebuild is mechanical. Fresh seed → fresh LALs → 5-10% LAL performance lift on the campaigns currently using them. HOW TO FIX
SUCCESS CRITERIA New LAL ladder live; old LALs swapped out of ad sets; performance comparison ready for Friday readout. DEPS B03 — Lauren's CSV. EFFORT 1 hour total (15 min upload, wait for processing, 15 min create LALs, 30 min swap into ad sets). |
|||||||
| P1 | PEND | C03SHIP 8-10 NET-NEW CREATIVE CONCEPTS → Home Inside_Icon + Drive-On + spouse-angle |
MO | W1 | 2026-06-12 | FATIGUE OFFSET | — |
WHY THIS MATTERS Concept concentration is 76% of spend on 2 families. Odometer 05/15 single ad at frequency 3.27 — ~14 days from fatigue cliff. New creative isn't optional; it's the only way to slow the fatigue clock. HOW TO FIX Priority concept directions (from audit):
SUCCESS CRITERIA 8-10 new concept ads live by Friday. Frequency on Odometer 05/15 starts declining as new variants absorb impressions. EFFORT ~3-4 hours across the week (concept briefs, generation, QA, upload). |
|||||||
| P1 | PEND | C04REALLOCATE AUTO BAU PACING GAP · $8.5K/DAY UNDEPLOYED → shift to Drive-On + Lower-Your-Auto BAU winners |
MO | W1 | 2026-06-10 | +$255K/MO SPEND | — |
WHY THIS MATTERS Auto BAU campaign cap is $19,800/day. Actual spend is $11,296/day (57% utilization). $8,500/day of approved budget is sitting unused. At BAU's $21.84 CPL that's ~390 additional leads/day if filled smartly. HOW TO FIX
SUCCESS CRITERIA Spend pacing closer to $16-18K/day by Friday without CPL inflation > 10%. WATCH FOR If CPL climbs above $25 while filling, throttle back. The gap exists for a reason; don't force. EFFORT 30 min + daily monitor. |
|||||||
| P1 | PEND | C05SCALE HOME SPEND SHARE 8% → 15% (WK1) → 20% (WK2) → Home CPL 39% lower than Auto |
MO | W1 | 2026-06-12 | +8-12% NET REV | — |
WHY THIS MATTERS Home blended CPL is $16.34 vs Auto $26.77 — Home is 39% cheaper. Currently Home is 9.5% of spend, Auto is 90.5%. Both have similar ROAS (1.36 vs 1.33). Pure arbitrage: shifting spend from Auto to Home at constant total budget improves blended CPL. HOW TO FIX
SUCCESS CRITERIA Home daily spend ~$5K (was $2.7K) by Friday. Watch CPL — if it stays under $18 the scale is healthy. EFFORT 20 min budget adjustments + daily monitor. |
|||||||
| P2 | PEND | C06NARROW CUSTOM AD SETS · CONFIRM SOURCE SIZE OR REMOVE → IDs 120240808864440498 / 120227142278180498 |
MO | W1 | 2026-06-12 | HYGIENE | — |
WHY THIS MATTERS Prior audit flagged 2 Custom ad sets as targeting ~1,000-person audiences. Live data shows reach of 716K and 52K respectively (delivery is fine) — but the underlying source audience may still be the narrow ~1K. Confirm and either fix the source or remove. HOW TO FIX
SUCCESS CRITERIA Both ad sets either confirmed healthy or repaired with fresh audience. EFFORT 15 min. |
|||||||
| P3 | PEND | C07VERIFY CUSTOMER-LIST LAL ELIGIBILITY UNDER SAC IN-PRODUCT → 30-sec sanity check (likely confirmed by live state) |
MO | W1 | 2026-06-12 | VALIDATE | — |
WHY THIS MATTERS Mo's W4-T3 task. Customer-list LALs under SAC for Financial Products are technically allowed but vary by account history. Live state shows the LAL ladder IS active and properly sized — likely confirmed already, but verify in-product. HOW TO FIX
EFFORT 2 min. |
|||||||
| P1 | PEND | C08FRIDAY READOUT TO HASSAN · $-IMPACT FORMAT → first weekly readout · sets cadence |
MO | W1 | 2026-06-12 | REPORTING | — |
WHY THIS MATTERS First Friday readout sets the cadence Hassan trusts. Format matters: lead with $-impact, end with what's coming. Avoid agency-speak. HOW TO FIX — STRUCTURE Three bullets:
EFFORT 20 min Friday afternoon. |
|||||||
| ▎ WEEK 2 · MON-FRI JUN 15-19 · CAPI BUILD + AUDIENCE OPTIMIZE | |||||||
| P0 | HOLD | D01PURCHASE VALUE-PIPE FIX · SERVER-SIDE BUILD START → enables Max Val re-light |
DEV | W2 | 2026-06-19 | +7% ROAS | B01 |
WHY THIS MATTERS The root-cause fix. Pass real QW per-lead payout into the Purchase event's value field. Meta estimates +7% ROAS account-wide from fixing this alone. Multi-week dev work — must start W2 to land by W4 measurement window.HOW TO FIX (DEV)
SUCCESS CRITERIA Purchase event value parameter shows real payout amounts. purchase_roas starts populating in Ads Manager. Diagnostics tab clears the malformation flag.EFFORT Dev-estimated 2-4 weeks (depends on QW API access). Started W2, lands by W4. |
|||||||
| P1 | HOLD | D02CAPI GATEWAY · CONTENT PIXEL 587241028099131 BUILD → +23% cost/result · 24-48hr sprint |
DEV | W2 | 2026-06-17 | +23% CPR | B07 |
WHY THIS MATTERS The content pixel for military.com root has no CAPI since March 2023. Adding it = +23% cost/result lever. Faster build than the value-pipe fix; can land in W2. HOW TO FIX (DEV)
SUCCESS CRITERIA Dataset shows server events firing within 24h of go-live. EMQ improves. EFFORT 24-48 hours of dev time. Scope set W1 (B07), build W2. |
|||||||
| P1 | HOLD | D03SCALE WARM AD SET · $1.5K → $3K/DAY IF CPL < $20 → decision after 72hr observation |
MO | W2 | 2026-06-15 | +$50-100K/MO | C01 |
WHY THIS MATTERS If the warm-layer ad set hits target CPL (<$20), scaling 2× extracts more from the unique unused audience. HOW TO FIX Decision rule by Monday Jun 15:
EFFORT 10 min. |
|||||||
| P1 | HOLD | D04SHIP 10-12 NET-NEW CREATIVE · WK2 → variants of W1 winners + new tests |
MO | W2 | 2026-06-19 | FATIGUE OFFSET | — |
HOW TO FIX Iterate on Week 1 winners. Generate 3-4 variants of best-performing concept. Add 2-3 new tests in directions Week 1 data suggests. |
|||||||
| P1 | HOLD | D05FORM MIGRATION PHASE 0 · QW CONTRACT REVIEW + DEV SCOPE → no code touching live · discovery only |
MO | W2 | 2026-06-19 | SCOPE $200K/MO | B05 |
WHY THIS MATTERS Phase 0 = paper review + dev capacity scoping. No live code touched. Sets up Phase 1 (staging build) for W3-W4 if Phase 2 (live A/B) is going to land cleanly in Q3. HOW TO FIX Use the QW contract review from B05. Map current form architecture (iframe / redirect / Iron Corp own page posting to QW API). Document the migration plan: Phase 1 build in staging W3-W4-Jul, Phase 2 A/B test 10-20% traffic late Jul, Phase 3 full cutover post-Aug measurement window. |
|||||||
| P2 | HOLD | D06RUN YOY ANALYSIS · PREP BASELINE CASE FOR HASSAN → uses March + April data from B04 |
MO | W2 | 2026-06-19 | $45-67K NEGO | B04 |
WHY THIS MATTERS The data-backed argument for arguing the baseline DOWN from Hassan's $275K. Use the four candidate baseline methods (exit run rate / trailing avg / April / YoY-adjusted) and pressure-test his +64% Jun→Dec growth assumption. |
|||||||
| P2 | HOLD | D07VETERAN UGC SOURCING · MICRO-CREATOR OUTREACH → first 3-5 pieces target end of June |
MO | W2 | 2026-06-22 | MOAT | — |
WHY THIS MATTERS Zero veteran UGC in the account. Zero across the entire competitor scan. Defensible creative moat unbuilt — and Military.com is uniquely positioned to ship it credibly. HOW TO FIX Outreach plan in creative engine plan. Target micro-creators ($300-600/piece). Casting brief: real veterans in current civilian roles, not actors. Aim for 3-5 pieces in market by Jun 22. |
|||||||
| ▎ WEEK 3 · MON-FRI JUN 22-26 · BASELINE LOCK + STRATEGIC CONVERSATIONS | |||||||
| P0 | HOLD | E01MID-JUNE 1:1 WITH HASSAN · BASELINE LOCK → 30-min slot · use case file from D06 |
HASSAN | W3 | 2026-06-22 | $45-67K | D06 |
WHY THIS MATTERS Single highest-leverage admin task in June for Mo's comp. Arguing baseline from $275K to ~$155-185K is worth $45-67K to Mo over the pilot. Wait until Week 3 — after Week 1 wins are banked, Mo negotiates from strength. HOW TO FIX
DEPS D06 — the case file. EFFORT 30 min conversation + 30 min prep. |
|||||||
| P1 | HOLD | E02RPL−CPL METRIC REFRAME PITCH · POST-BASELINE-WIN → "you only pay me to grow real net rev" |
HASSAN | W3 | 2026-06-25 | METRIC ALIGN | E01 |
WHY THIS MATTERS Mo's "most important strategic ask" per Master Plan W5-T1. Under SAC the standard CPL levers are blocked; CPL alone is a misleading metric. RPL−CPL spread captures both sides of the equation. Operator framing Hassan respects. HOW TO FIX Pitch only AFTER baseline conversation (E01) goes well. Open: "Now that we have a fair baseline, want to propose one more refinement to how we measure this. Right now we're optimizing for CPL only — but under SAC that misses half the equation. Switching to RPL−CPL spread or net rev per lead means you only pay me more when you actually make more." |
|||||||
| P1 | HOLD | E03CAPI · ACCEPTEDLEAD EVENT BACKFILLED FROM QW HISTORICALS → enables Meta optimization switch from form-fill to accepted-lead |
DEV | W3 | 2026-06-26 | +15% CPQL | D01 |
WHY THIS MATTERS Once D01 (value-pipe fix) lands, the AcceptedLead event can be backfilled with real per-lead acceptance + payout data. Meta then trains on revenue-quality leads, not form-fills. Meta's published benchmark: 15% lower CPQL. HOW TO FIX Dev work continues from D01. Add AcceptedLead as named event in CAPI taxonomy. Upload 7-14 days of historical QW accepted-lead data as offline events. Verify in Events Manager that AcceptedLead is firing at expected volume. |
|||||||
| P1 | HOLD | E04SHIP 12-15 NET-NEW CREATIVE · CONCENTRATE WINNERS → deeper variants on validated winners · kill losers |
MO | W3 | 2026-06-26 | SCALE PREP | — |
HOW TO FIX By W3 you have W1 + W2 performance data. Triple down on validated winners with 4-5 variants each. Kill bottom-decile losers. Net add 12-15 new ads while removing under-performers — keeps ad count healthy. |
|||||||
| P2 | HOLD | E05FORM MIGRATION PHASE 1 · BUILD IN STAGING (NO LIVE) → wire consent + certs · server-side CAPI · demo-ready |
DEV | W3 | 2026-06-26 | SCOPE Q3 | D05 |
HOW TO FIX (DEV) Build the own-form in staging. Wire Jornaya + TrustedForm certs properly. Set up seller-specific consent. Stand up server-side CAPI on the new form path. Do not touch live traffic. Get to "demo-ready" by end of W3 so A/B test can launch in July. |
|||||||
| P2 | HOLD | E06VETERAN UGC · 3-5 PIECES IN MARKET → defensible moat |
MO | W3 | 2026-06-26 | MOAT | D07 |
HOW TO FIX Sourcing started W2 (D07). By W3 first batch lands. Upload to Ads Manager, attach to BAU campaigns as test ad sets, monitor performance vs static creative baseline. |
|||||||
| ▎ WEEK 4 · MON-FRI JUN 29 - JUL 3 · CONSOLIDATE + END-OF-MONTH REVIEW | |||||||
| P0 | HOLD | F01VALUE-PIPE FIX · GO LIVE → unlocks Max Val re-light · +7% ROAS account-wide |
DEV | W4+ | 2026-07-03 | +$60K/MO | D01·E03 |
WHY THIS MATTERS The audit's #1 fix lands. Meta starts computing real Purchase ROAS. Auto Max Val (if it was paused) can be re-lit. Account-wide +7% ROAS lift per Meta's benchmark. HOW TO FIX Verify in Events Manager → Purchase event → value distribution shows real numeric range. purchase_roas starts populating in Ads Manager within 24-48h. Diagnostics flag clears.SUCCESS CRITERIA purchase_roas available at ad set level in Ads Manager. EMQ on Purchase holds or improves. |
|||||||
| P0 | HOLD | F02SWITCH META OPTIMIZATION TO ACCEPTEDLEAD · POST VALUE-FIX → algorithm trains on revenue · not form-fills |
MO | W4+ | 2026-07-03 | SCALE PREP | F01 |
HOW TO FIX After F01 ships and AcceptedLead has 50+ events/week, test switching one ad set's optimization from custom-conversion (current "click to quotes") to AcceptedLead. Run a holdout for 7 days. If CPQL improves: roll to all ad sets. |
|||||||
| P1 | HOLD | F03END-OF-JUNE REVIEW WITH HASSAN · MONTH 1 SUMMARY + JUL/AUG FCST → formal monthly cadence |
HASSAN | W4+ | 2026-06-30 | RELATIONSHIP | — |
HOW TO FIX 30-min slot end of June. Present: what shipped (creative count, audience builds, CAPI lands), what moved ($-impact vs locked baseline), goal-post forecast for Jul/Aug. Surface HELOC (F05) as a "later" item. Ask for end-of-July checkpoint slot. EFFORT 1 hour prep + 30 min meeting. |
|||||||
| P1 | HOLD | F04SHIP 10-12 NET-NEW CREATIVE · CONCENTRATION PHASE → prep Jul-Aug measurement window |
MO | W4+ | 2026-07-03 | MEAS WINDOW | — |
HOW TO FIX By end of June you have ~30-40 net-new ads in market. W4 is consolidation — concentrate spend on validated winners; ship 10-12 more variants on those winners for the measurement window. |
|||||||
| P2 | HOLD | F05HELOC EXPANSION THESIS · SURFACE TO HASSAN (Q3+) → mention in EOM review |
HASSAN | W4+ | 2026-06-30 | FUTURE | F03 |
HOW TO FIX In the EOM review, mention HELOC as Q3+ idea: "Adjacent revenue lane outside QW. Same audience. Worth scoping but not June work." Don't divert capacity. Just plant the flag. |
|||||||
| P2 | HOLD | F06PHASE 2 RETAINER SCOPING · THREE-THREAD POST-PILOT → media + comp + recruitment partnerships |
MO | W4+ | 2026-07-03 | $50-100K/MO | — |
HOW TO FIX Internal Mo prep doc. Outline Phase 2 (Stage 3 from original pitch): full media ownership + cross-portfolio expansion + recruitment partnership program. Targeted at end-of-pilot Hassan conversation. |
|||||||
| ▎ JUL · AUG · MEASUREMENT WINDOW · 60-DAY RUN RATE TEST | |||||||
| P1 | HOLD | G01FORM MIGRATION PHASE 2 · 10-20% TRAFFIC A/B TEST → ONLY after measurement window closes |
MO | W4+ | 2026-09-01 | +$200K/MO | E05 |
WHY THIS MATTERS The first live traffic test of the own-form. Phased to land AFTER the Aug 31 measurement window so cutover wobble doesn't cost Mo the goal-post bonus. HOW TO FIX Route 10-20% of traffic to the own-form via load balancer rule. Monitor accept rate hourly for 72h. If accept rate holds or improves: expand to 50% next week. If accept rate drops: investigate, fix, retry. |
|||||||
| P1 | HOLD | G02GOAL POST CHECK · JUL/AUG 60-DAY RUN RATE AVG → comp incentive paid Aug |
MO | W4+ | 2026-08-31 | 10-45K CAD | F02 |
WHY THIS MATTERS Mo's comp incentive (10K / 25K / 45K CAD goal-post tiers) measured on July + August 60-day net revenue avg vs locked baseline. HOW TO FIX Track weekly net revenue against baseline. End-of-Aug compute average vs each goal-post threshold. Document for invoice. |
|||||||
| P2 | HOLD | G03THREAD C · RECRUITMENT PARTNERSHIPS · POST-PILOT OUTREACH → Stage 2/3 conversation · NOT in June scope |
MO | W4+ | 2026-09-01 | $1-3M/YR | — |
HOW TO FIX Post-pilot conversation. Buyer table already built in recruitment_buyer_table.md. Outreach plan in pitch docs. 10 partners × $100K target. Hold until post-Aug. |
|||||||
| ▎ RECURRING · ONGOING CADENCE | |||||||
| P2 | WIP | R01DAILY EXEC BRIEF · $-MOVED-THIS-WEEK FORMAT → 15-min morning |
MO | DAILY | — | REPORTING | — |
HOW TO FIX Auto-generated daily brief format: "This week net rev: $X. WoW: ±Y%. Today's action: Z. Open question for you: W." 4 lines max. Sent to Hassan + Lauren via Slack. |
|||||||
| P2 | WIP | R02WEEKLY FRIDAY READOUT · 3-BULLET STRUCTURE → what shipped · what's coming · flags |
MO | FRI | — | REPORTING | — |
HOW TO FIX See C08 for first Friday template. Three bullets: what we did + what we moved + what's coming. Send by 4pm Friday weekly. |
|||||||
| P2 | WIP | R03WEEKLY COMPETITIVE AD LIBRARY SCAN → EverQuote · Zebra · Insurify · SmartFinancial · Mil Wallet |
MO | WEEKLY | — | INTEL | — |
HOW TO FIX Open facebook.com/ads/library. Search by page name for the 6 competitors. Note: format mix, top-running concept, hook style, anything new. 15 min weekly. Surface anything notable in Friday readout. |
|||||||
| P2 | WIP | R04FREQUENCY MONITORING · ODOMETER 05/15 · CAP TRIGGER 4.0 → currently 3.27 · ~14 days from fatigue |
MO | DAILY | — | RISK MONITOR | — |
HOW TO FIX Daily check in Ads Manager → Auto Max Val → Frequency. When Odometer 05/15 frequency hits 4.0: pause and let new variants absorb impressions. Track trigger threshold and act. |
|||||||
| P3 | WIP | R05EVENTS MANAGER DIAGNOSTICS WEEKLY CHECK → catch new parameter issues early |
MO | WEEKLY | — | HYGIENE | — |
HOW TO FIX 5-min weekly check of Events Manager → Diagnostics tab. Note any new flags. Surface in Friday readout if material. |
|||||||
| ▎ COMPLETED · DONE THIS SESSION | |||||||
| P0 | DONE | X01FULL META API AUDIT · ACCOUNT 1034037341617540 → master_audit.md + 5 appendices + delta |
MO | DONE | 2026-06-04 | FOUNDATIONAL | — |
OUTPUT audit/_audit_combined.html — 12 markdown files synthesized. Live API data validated against Mo's prior 20 audit iterations. |
|||||||
| P1 | DONE | X02CROSS-VALIDATION · 15/18 PRIOR CLAIMS MATCH WITHIN 5% → 3 corrections + 8 new findings |
MO | DONE | 2026-06-04 | VALIDATION | — |
| P1 | DONE | X03TUESDAY MEETING HANDOUT · PRINTABLE 2-PAGE BRIEF → tuesday_meeting_handout.md |
MO | DONE | 2026-06-04 | PREP | — |
| P1 | DONE | X04AUTO MAX VAL DECISION DEEP-DIVE → 3 options + math + framing |
MO | DONE | 2026-06-04 | PREP | — |
| P1 | DONE | X05EVENTS MANAGER WALKTHROUGH · STEP-BY-STEP → 15-min Tuesday AM |
MO | DONE | 2026-06-04 | PREP | — |
| P1 | DONE | X06PAGE ENGAGEMENT AUDIENCE BUILD SPEC → copy-paste into Ads Mgr |
MO | DONE | 2026-06-04 | PREP | — |