# B2B Meta campaign brief

Use this before opening Ads Manager. The filled column is ClearLedger's invented campaign; the blank column is for your team.

| Field | Filled example | Your campaign |
|---|---|---|
| Buyer and company | Finance lead at B2B company with 100+ invoices/month | [Role, company, sign of fit] |
| Problem | Overdue invoices have no next owner; buyers report an unclear handoff or late follow-up | [One specific need you can confirm] |
| Offer and deliverable | 30-minute review; stuck-stage map, next-action sheet and sample follow-up sequence | [What happens; what they leave with] |
| Audience route | Test eligible customer-based lookalike, subject to match and account checks | [Route and why] |
| Exclusions/controls | Existing customers; serviceable locations | [Check actual controls] |
| Ad concept A | Messy invoice queue to assigned owner | [What appears and first line] |
| Ad concept B | Preview of the review sheet | [Different explanation, not color change] |
| Objective, location and goal | Leads objective; Instant forms; start with lead submissions while CRM quality events are unproven | [Choose actual available settings; say what will be counted] |
| Destination | Instant form asking for role, volume, handoff problem and timing | [Form or page and reason] |
| Qualification | B2B company with 100+ invoices/month; finance owner/influencer; unclear owner or late follow-up | [Observable fit and need rules] |
| Follow-up | ClearLedger sales lead emails within one business day with three review times and agenda | [Owner, reliable timing, message] |
| Outcome | Held review with a qualified company and a live handoff problem | [CRM status and definition] |
| Test economics | $4,000 fictional media spend; $600 media ceiling per held meeting after non-media costs | [Your spend, cost allowances, threshold and source of assumptions] |
| Decision date and follow-up window | Weekly operational review; stop new spend at $4,000 or day 30; follow the same leads for 14 more days | [Spend cap, buying window, normal booking delay and review date] |

Replace ClearLedger's spend, non-media cost allowance and close-rate assumption with your own numbers before setting a threshold.