How to Launch Facebook Ads with CoachIQ

Follow these 10 quick steps to set up, launch, and optimize Facebook ads through CoachIQ—covering Business Manager, pixel + CAPI, Stape.io, funnel integration, and weekly reporting.

Introduction

Running paid ads shouldn’t feel overwhelming. This guide walks you—step by step—through everything you need before CoachIQ can launch and manage high‑performing Facebook campaigns for your coaching business. Complete each item once, and you’ll never have to touch the plumbing again; we’ll handle the rest.

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Steps to Launch Facebook Ads

1. Confirm Business Manager Basics

   • Log in to Meta Business Manager.

   • Ensure your Facebook Page (and Instagram account, if used) is added.

   • Add a valid payment method in Ad Account Settings.

   • Tip: Use the same Business Manager for all locations to keep reporting in one place.

2. Verify Your Website Domain

   • Navigate to Business Settings → Brand Safety → Domains.

   • Choose DNS (TXT record), HTML file, or meta‑tag verification.

   • Verification unlocks Aggregated Event Measurement.

3. Create a Stape.io Account

   • Go to Stape.io and create a free account.

   • Invite [e-mail] as Admin so our ad engineers can finish the server‑side container.

4. Grant CoachIQ Partner Access (More info here)

   • Business Settings → Users → Partners → Give a partner access.

   • Enter partner ID 1660144381172263 or invite [e-mail].

   • Toggle Full Control for your Ad Account, Pixel, Page, Instagram Account, and Custom Conversions.

5. Record Your Ad Video

   • We’ll email a <30‑second script.

   • Film vertically (1080×1920), good lighting, energetic delivery.

   • Upload to Drive or Dropbox and share the link.

6. Book the Funnel & CRM Kick‑Off Call

   • Schedule a 30‑min Video Call (link provided after Step 7).

   • We’ll:

     1. Walk through your funnel sketch.

     2. Map lead stages in CoachIQ CRM (e.g., New Lead → Booked Call → Closed Won).

     3. Review auto‑texts/emails and your booking rules.

7. CoachIQ Builds & Quality‑Assures Everything

   • Our growth team wires up ads, landing pages, SMS/email automations, and Stape server container.

   • We test events with Meta Pixel Helper and send you a quick Loom for sign‑off.

8. Go Live

   • Campaigns launch.

   • We monitor the first 72 hours for CPM/CPC anomalies and make lightning‑fast tweaks.

9. Weekly Review & Optimization

   • We will be generating a mini‑report: Spend, Cost‑per‑Lead, Booked Calls, Closed‑Won Revenue.

10. Close the Loop & Track ROI

    • Use CoachIQ’s Analytics tab to see how ad‑sourced leads convert to paid sessions or memberships.

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How to Add a Partner Agency to Meta Business Suite

If you’ve never granted partner access before—or need to walk a client through it—follow these quick steps:

1. Open Meta Business Suite

   • From your regular Facebook feed, click Meta Business Suite in the left‑hand menu.

   • (If you manage multiple businesses, choose the correct one from the dropdown.)

2. Access Business Suite Settings

   • Scroll to the bottom of the sidebar and click the cog icon (⚙︎).

   • This opens Business Suite Settings.

3. Select “Partners”

   • At the top of the left‑hand settings panel you’ll see user categories (People, Partners, System Users, etc.).

   • Click Partners.

4. Add a New Partner

   • Click the blue Add button.

   • Choose Give a partner access to your assets.

5. Enter the Partner’s Business ID

   • In the pop‑up, paste your partner’s Business Manager ID.

   • If you’re adding CoachIQ, use 1660144381172263 or simply invite [e-mail].

   • (You can find your own Business ID under Business Info at the bottom of the settings panel.)

6. Set Permissions

   • Toggle the required asset permissions (Ad Account, Pixel, Page, Instagram, Custom Conversions).

   • We recommend Full Control so CoachIQ can manage and optimize without bottlenecks—agree on the scope with your partner first.

That’s it! Your partner now appears in the Partners list, and you can modify permissions any time.

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Conclusion

Finish the checklist once, and Facebook ads become a plug‑and‑play growth channel—while CoachIQ handles the heavy lifting. Need help? Jump into our live Customer Success calls (3×/week) or email [e-mail] anytime.