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SaaS and software: Campaign setup and launch

A 54-item launch list from account access to the first 72 hours: tracking events, audience exclusions, creative, the budget formula, and the hand-off to sales.

54 items6 groups18 minOctober 15, 2026

  • campaign
  • pre-launch
  • tracking
  • saas

Preview

3 items open, 54 items in total. Members see the rest.

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Before you spend any budget, confirm that the account, the tracking, the audiences, and the sales team are ready. Assign every item to one person before launch; the last group covers the first three days live.

Account, access, and billing

8 items
  • At least two people are admins on the Meta business portfolio, and the ad account isn't tied to an agency's or freelancer's personal profile.
  • Outside teams got separate, partial access to the ad account and the Page, not full control, and the access list is written down.
  • The payment method is a company card or invoiced billing, and the card limit is at least twice the first month's planned spend.

5 items more in this group for members.

51 items more for members

This item has 54 items in total. With a membership you see all of it and copy any line in one click.

  1. Tracking and event setup9 items
  2. Audiences and exclusions9 items
  3. Creative, copy, and landing page10 items
  4. Budget, structure, and launch plan9 items
  5. Launch day and the first 72 hours9 items
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The same item for other industries

This item has a separately written version for 31 other industries. If you work with them too, open their version.

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