Agency pitch kit
Send the right leave-behind. Close Recovery.
Clinic explainers, agency enablement, and diagnose worksheets for Meta data sharing restriction recovery. Suggested send order plus the live toolkit to close.
The enemy
Meta data sharing restrictions — Core Setup, standard events, or full domain. Not bad creative. Not another pixel on the same domain.
How to use the kit
Suggested send order.
Two paths. Forward the clinic pack so the owner funds Recovery without Events Manager fluency. Use the agency pack to align sales before the call.
Agency → clinic
Forward to the brand owner after (or during) the pitch.
- 01
Restriction explainer
Name the enemy. Kill the failed-reset story.
- 02
Why new pixel resets fail
Same storefront, new register — why another pixel still shows zero.
- 03
What working looks like
Set the bar: usable Lead / Schedule, not a green GTM checkbox.
- 04
Pay-link story
After close: who operates vs who pays Stripe.
Internal sales
Enablement before partner or roster conversations.
Diagnose magnets
Score the wound before the pitch.
Use when they cannot name Core Setup. Soft path into Tracking Audit, then trial, pay link, or Book a Call.
LM path
Owner-safe worksheets. Agency can forward or run on the call.
Leave-behind inventory
Clinic and agency packs.
Owner dialect for the clinic. Events Manager and packaging language for the agency. Shared diagnose pieces appear in both lists. Print from the page until designed PDFs ship.
Clinic pack
Forward to the owner.
Plain language so the clinic funds Recovery without living in Events Manager.
01
Pay-link story
Who operates vs who pays — clinic funds Stripe via secure pay link; agency keeps the org.
After close, forward to the owner
02
Restriction explainer
Names the enemy: Meta data sharing restriction — not bad creative or another pixel reset.
When the owner needs plain-language proof
03
What working looks like
Before/after checklist: usable Lead / Schedule again — not a green GTM checkbox alone.
Set the success bar before verify
04
Why new pixel resets fail
Same storefront, new cash register — why another pixel or ad account still shows zero.
After a failed reset, before they try again
05
Who pays — trial, pay link, or call
Decision card: agency trial, clinic pay link, or Book a Call when depth is messy.
Close packaging
06
Restriction risk score
Quick worksheet: how likely Meta stops counting Lead / Schedule on this niche + setup.
First diagnose when they cannot name Core Setup
07
Data source category check
Plain-language map: Core Setup vs standard-event vs full-domain style limits.
After they see a restriction notice
08
Lead-capture continuity
Keep capturing leads while recovery ships — second form path, not a backup-domain bypass.
Spend is live and Events Manager is blind
09
Protection & recovery plan
One-pager that rolls risk, depth, audit, and next CTA into a single owner-safe plan.
Close the diagnose → decide loop
Agency pack
Enable the sales call.
Leadership align, discovery pad, objection bridges, and measure ritual. Pair with the pitch template.
01
Agency one-pager
Roster + Recovery + pay-link packaging for leadership and media buyers.
Internal alignment before partner pitch
02
Discovery cheat sheet
Call-pad questions: restriction depth, failed resets, and who feels the wasted spend.
Before pitching product on the call
03
Objection card
Live bridges for “new pixel,” appeals, CAPI already done, and who should pay.
Desk card during the pitch
04
Agency enablement FAQ
Ops answers after the pitch: what Crisper fixes, who pays, how to prove recovery.
Partner asks how it works day-to-day
05
Measure recovery checklist
Before/after ritual: baseline → audit → Events Manager → dollarize the blind period.
Every site go-live
06
Stack-check prep
What to bring to Book a Call: domain, BM, events, restriction notice screenshots.
Before a stack-check call
07
Who pays — trial, pay link, or call
Decision card: agency trial, clinic pay link, or Book a Call when depth is messy.
Close packaging
08
Restriction risk score
Quick worksheet: how likely Meta stops counting Lead / Schedule on this niche + setup.
First diagnose when they cannot name Core Setup
09
Data source category check
Plain-language map: Core Setup vs standard-event vs full-domain style limits.
After they see a restriction notice
10
Setup audit checklist
Domain, pixel, BM, Lead/Schedule events — what to capture before a stack-check.
Pre-call or Tracking Audit companion
11
Lead-capture continuity
Keep capturing leads while recovery ships — second form path, not a backup-domain bypass.
Spend is live and Events Manager is blind
12
Upper-funnel events plan
What to measure when lower-funnel Lead / Schedule is restricted — without fake ROAS theater.
Lower funnel blocked, spend still live
13
Appeals prep worksheet
Document the lottery honestly. Appeal in parallel; Plan A is getting events counting again.
They want to “just appeal”
14
Protection & recovery plan
One-pager that rolls risk, depth, audit, and next CTA into a single owner-safe plan.
Close the diagnose → decide loop
Live toolkit
Diagnose, prove, close.
Instruments that sit beside the leave-behinds.
- Agency pitch templateFull discovery, dual dialect, and close script
- Tracking AuditDiagnose when they cannot name Core Setup
- Case studiesLive recoveries, not invented quotes
- Start 7-day trialPrimary product CTA — Recovery trial live
- Stack-check + restriction depth readout
- Client pay link
/pay/{token}from agency Billing
Close Recovery. Send the leave-behind.
Start with trial or a stack-check call. Then forward the clinic pack and the pay link so the owner funds Stripe while you keep the org.