# B2B Meta readiness worksheet

Score each section as Ready, Needs work or Unknown. Unknown is useful. It tells you what has to be fixed before a serious test.

## 1. ICP and list

- Target accounts or customer list exists:
- Buyer roles are clear:
- Exclusions are clear:
- Source-list size:
- Meta match status: verified / estimated / unknown
- Matched-audience size or planning assumption:
- How and when we will verify delivery is large enough to test:
- Notes:

Decision: Ready / Needs work / Unknown

## 2. Offer

- The next step is specific:
- The buyer can understand it from a feed ad:
- It does not ask for too much trust too early:
- The page or form matches the ad promise:
- Notes:

Decision: Ready / Needs work / Unknown

## 3. Creative inputs

- Founder, expert or customer point of view:
- Product screenshots or workflow proof:
- Useful resource, audit or guide:
- Clear claims we are allowed to make:
- Claims we must not make:

Decision: Ready / Needs work / Unknown

## 4. Landing path

- Landing page, instant form or calendar path chosen:
- Qualification questions protect sales time:
- Mobile experience is usable:
- Follow-up expectation is clear:
- Notes:

Decision: Ready / Needs work / Unknown

## 5. CRM and sales feedback

- CRM receives the source/campaign:
- Sales follow-up owner is named:
- Offer or audit delivery owner is named:
- Qualified meeting definition exists:
- Feedback returns to marketing:
- Expected first response time:
- Date and owner for the first lead-quality review:
- Notes:

Decision: Ready / Needs work / Unknown

## 6. First test decision

- Monthly test budget or approved range:
- Test window:
- Minimum evidence needed for the first continue / revise / stop decision:

Choose one.

- Launch now: the main inputs are ready.
- Fix first: the channel might work, but one blocker would distort the test.
- Hold: Meta is likely the wrong next move until the market, offer or follow-up is clearer.

Why:

Next action: