Meta Account Audit
Comprehensive audit of your Meta Ads account covering tracking setup, audience efficiency, creative saturation, and scaling blockers. Get a prioritized action plan to improve performance.
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About this template
Comprehensive audit of your Meta Ads account covering tracking setup, audience efficiency, creative saturation, and scaling blockers. Get a prioritized action plan to improve performance.
This template connects to your Meta Ads account and automatically analyzes your campaign data. The AI agent processes your metrics, identifies patterns, and generates actionable insights—all in a single thread. No manual data exports or spreadsheet work required.
Key Highlights
Features & Capabilities
Tracking Health
Verify Pixel installation, CAPI setup, and event match quality
Account Architecture
Evaluate campaign structure, naming, and consolidation opportunities
Audience Efficiency
Identify saturated audiences and targeting gaps
Creative Saturation
Detect ads with high frequency and declining performance
Placement Analysis
See which placements are working vs wasting budget
Scaling Blockers
Identify what's preventing your account from scaling profitably
Who This Is For
- Agencies onboarding new Meta Ads clients
- In-house teams doing quarterly reviews
- Marketers inheriting existing accounts
- Anyone struggling with Meta Ads performance
Best Use Cases
New Client Onboarding
Get a complete picture of account health before making changes.
Quarterly Health Check
Ensure account structure and tracking remain optimal.
Performance Recovery
Diagnose why account performance has declined and how to fix it.
Getting Started
Connect Your Platforms
Link your ad accounts (Meta Ads). Read-only access is used to analyze your data.
Start a Thread
Click "Start Thread" and the AI agent will begin generating your meta account audit. It pulls live data from your connected accounts.
Review & Take Action
Review the insights, ask follow-up questions, and implement recommendations. Save the report or share it with your team.