As a Media Buyer, staying on top of your campaigns isn’t just important — it’s essential. That’s where the Flowchart comes in. Think of it as your weekly compass 🧭— guiding your next moves, helping you spot red flags 🚨, and making sure your campaigns are aligned with strategy and budget.
Let’s break it down 👇
🧩 What Is the Flowchart? #
The Flowchart is a weekly reporting tool used to monitor campaign performance across the board.
It includes:
- ✅ Campaign status
- 💸 Budget tracking
- 📈 Performance results
- 🛠️ Planned optimizations
It’s your go-to space for planning, reviewing, and acting — and it pulls data straight from Meta Ads Manager and Go High Level CRM to ensure accuracy.
📋 Campaign Info at a Glance #
Each row tells a story — and you’re the author. Here’s what you’ll be reporting:
- Basic Info: Campaign name, account, launch date, billing cycle
- Budget Tracking: Total budget, amount spent, percentage spent, and what’s left 💰
- Results: Number of leads, cost per lead (CPL), and week-over-week comparisons
🔴 Red = urgent
🟡 Yellow = needs review
🟢 Green = going strong!
Color coding helps everyone instantly understand how a campaign is performing.
✍️ Planning Optimizations Like a Pro #
The “Next Steps” column is where strategy comes alive. Here, you’ll outline the specific changes you plan to implement based on your analysis.
Examples:
- 🎨 Swap out low-performing creatives
- 🎯 Adjust audience targeting
- 💰 Reallocate or pause budget
Once you’ve made the changes in Meta, mark them as “Done” so the whole team stays in the loop.
The “Next Steps” column will be used on Monday and Thursday only, and other columns like TUE, WED, FRI will be used accordingly.
💡 Strategic Extras: More Than Just Numbers #
Want to go above and beyond? Use the Extra Strategic Info fields:
- Tested videos 🎥
- Gender targeting 🧑👩
- Specific interests or hooks 🪝
These fields are not required, but they fuel creative brainstorming and help when performance dips and you’re searching for answers.
🛠️ Workflow Tips & Best Practices #
Here’s how to make the most of your Flowchart:
- 🔥 Prioritize RED campaigns first
- 🧍♀️ Filter by your name to focus on your accounts
- ⏱️ Complete planned changes before team meetings
- 🗣️ Be ready to explain what’s happening and why
The Flowchart is not just a formality — it’s your playbook. The more thoughtfully you use it, the more confident and effective your campaign decisions will be.
🚀 Final Thoughts #
By consistently using the Flowchart, you’ll become a more strategic, proactive, and organized Media Buyer. It’s not about checking boxes — it’s about making every campaign count. ✅