Agency enablement
Discovery cheat sheet
Call-pad questions: restriction depth, failed resets, and who feels the wasted spend.
Before pitching product on the call
Before you pitch
Name restriction depth, failed resets, and who pays. Bridge each answer to blind spend, retainer risk, or learning limited.
Enemy: Meta data sharing restrictions (Core Setup / standard events / full domain). List: Recovery $297/mo · Growth $597 · Scale $1,497.
A. Broken feedback loop
| Ask | Often means | Bridge |
|---|---|---|
| Ads Manager / Events Manager ~0 leads while phone/forms move? | Restriction or suppressed standard events — not “bad offer” | Name it: data sharing restriction |
| Empty suddenly or after a category review? | Domain / category lag | Ads stayed approved; conversions disappeared |
| Which events matter — Lead, Schedule, CompleteRegistration? | Standard-event depth | Recover the events used for optimization |
| Notice: “Data sharing restrictions applied” / suppressed restricted event? | UI-confirmed restriction | Use their words; don’t invent quotes |
Meta is still charging. The dashboard went blind. Optimization starves without usable conversions.
B. Failed resets
| Ask | Often means | Bridge |
|---|---|---|
| New pixel on the same domain? | Wrong surgery if restriction rides domain | Stop reset #4; recover events |
| New ad account that flagged again? | Account ≠ escape hatch | Flagged again within weeks is common market language |
| New domain underway or already burned? | Expensive parallel bet | Can run; don’t pause Plan A recovery |
| Basic CAPI / SST already installed? | Checkbox ≠ restriction fix | Same toolbox words, different job |
C. Appeals lottery
| Ask | Often means | Bridge |
|---|---|---|
| Requested a review / waiting 30 days? | Plan B in progress | Appeal in parallel; Plan A = counting again while you wait |
| Review rejected before? | Lottery belief weakened | Health appeals feel like a lottery most people never win |
D. Who pays / roster
| Ask | Often means | Bridge |
|---|---|---|
| Agency paying SaaS out of pocket? | Cash-flow friction, not price | Client pay link — clinic pays; agency operates |
| How many restricted sites on the roster? | Capacity / tier | Close Recovery on site one; Growth/Scale later |
| Who feels the wasted ad spend? | Economic buyer | Price against the clinic’s blind week |
E. Stack / risk
| Ask | Often means | Bridge |
|---|---|---|
| Google / GA4 still working? | Fear of breaking stack | Scope Meta recovery; GA4 / Google Ads are live connections |
| Developer on staff? | Effort objection | Common stacks in-app; call walks messy cases |
| Vertical (dental / health / finance / coaching)? | Niche fit | Lead-gen restriction wedge — no ecommerce / cannabis |
Quick path after discovery
- Confirm symptom + depth (Core Setup / standard events / full domain)
- Inventory failed resets + appeal status
- Who pays → send client pay link when clinic funds
- Clear path → trial /signup or Recovery at list; fuzzy depth → Book a Call
- Optional pre-frame: Tracking Audit on the domain — bridge to call, not “you’re fixed”
- Expand roster only after site one has usable Lead / Schedule
Outcome = Meta counting leads and bookings again after a data sharing restriction. Recovery $297/mo list.
Do not say
- Ad Spend Calculator — not live
- Gateway / bypass / Hyros / cannabis / invented quotes — wrong battlefield or policy
- Formal guarantee theater — not live
- Pause Plan A for appeal wait alone — appeals are Plan B
Next step
Start Recovery when the path is clear. Book a Call when restriction depth is messy. Agencies: send the client pay link so the clinic funds Stripe while you keep the org.