Monthly Meta Ads Optimisation Checklist
A monthly operating checklist for accounts spending £750 to £5,000 that need stable booked-job performance.
Weekly and monthly rhythm
Great accounts run on rhythm, not reaction.
Week 1: signal cleanup
- Audit lead quality tags.
- Fix broken routing or missing fields.
- Check duplicate lead rate.
Week 2: budget allocation
- Move spend toward highest qualified CPL efficiency.
- Pause low-intent ad sets.
- Protect best campaign from unnecessary edits.
Week 3: creative iteration
- Review fatigue indicators.
- Launch one new test set.
- Update proof assets with fresh examples.
Week 4: pipeline alignment
- Compare leads, appointments, quotes, wins.
- Identify stage bottlenecks.
- Define next month priorities.
Mandatory monthly outputs
- One-page performance summary
- Three actions to implement next month
- One risk to monitor
Bottom line
Optimisation should be a process with a clock, not a random set of edits between meetings.
⚠ Important Disclaimer
This guide is for general informational and educational purposes only. It does not constitute professional advice of any kind.
Before making business decisions: Consult qualified professionals who can assess your specific circumstances.
ServiceLeads and the article authors accept no liability for decisions made based on this guide.
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