Agency enablement

Measure recovery checklist

Before/after ritual: baseline → audit → Events Manager → dollarize the blind period.

Every site go-live

Definition of done

Working is usable Lead / Schedule again — not a green GTM checkbox.

Ship this before/after ritual on every site. Agencies who skip the baseline screenshot end up arguing vibes with owners who still see empty charts.

Seven-step ritual

StepWhat to doPass signal
1. BaselineScreenshot Events Manager + note depth (Core Setup / standard events / full domain) before setupDocumented empty Lead / Schedule or suppressed restricted events
2. Tracking AuditRun /tools/tracking-audit before and afterBefore → after narrative for the client (not “fixed by audit alone”)
3. Stack-checkConfirm stack on Book a Call / in-app path when depth is messyClear path for that site; do not invent features
4. Events ManagerConfirm Lead and/or Schedule (and related) are usable for optimization againCounts move; not stuck at 0 while phone/forms still move
5. Match quality (if shown)Note Event Match Quality / advanced matching where Meta shows itDirectional only — do not invent EMQ % claims
6. Dollar frameDollarize the blind period (spend × days offline)Blind-week cost vs Recovery list — not fake ROAS theater
7. Case study (optional)Point at live /case-studyReal pages only; no invented quotes

Clinic dialect

Facebook was still charging ads but stopped counting leads and bookings. Working means those leads and bookings show up again in the ads reports so we can tell which ads to keep — not another empty screenshot while the front desk is busy.

Forward what working looks like so the owner shares the same bar.

What does not count

Not enoughWhy
Green GTM / “tags firing” aloneTools can look healthy while Meta cannot use Lead / Schedule
“CAPI installed” with Events Manager still at 0Same toolbox words, different job
New pixel / account / domain on the same restrictionResets often fail when the limit rides the domain
Vendor ROAS / CPA % chartsNot Crisper proof
In-product “tracking is live” badgeProposed P1 — not live; use Events Manager today

Suggested line after go-live

“Before: Events Manager empty / restricted while the business moved. After: Lead / Schedule usable again for optimization. Here’s the before/after audit and the Events Manager screenshot. Appeals can still run in parallel — this was Plan A so spend isn’t blind.”

Do not say

  • Invented EMQ lifts or testimonialstrust
  • Stape-style ROAS % as Crisper proofwrong proof
  • Formal guarantee theaternot live

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.

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