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✓Context load DoneClinical materials, FDA constraints, comparables, Seattle geography, intake-v3 answers
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✓Account Spec v0 DoneMeta BM structure, ad account, pixel plan, CAPI architecture, geo config, budget structure
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✓Client setup handoff doc DoneStep-by-step Meta BM + ad account + pixel + domain verification instructions for Gareth's team
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Test Matrix v05–7 messaging-by-creative hypothesis tracks. Efficiency-led (pre-FDA). Maps patient fears → approved claims → creative format. Due Friday.
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Inherit Jasmine's Claims Guardrails v0 ChaseRequired before creative ideation in Week 2. Jasmine ships this week — pull when ready.
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Pull Rafid's keyword research ChaseFeeds hook angles + audience phrasing for Hooks Library v1. Rafid ships Week 1.
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Thursday surgeon call — Drs. Milone + AndrewCapture: patient verbatim language, anesthesia clarification (local/general/none), 2–3 persona sketches, surgeon objections.
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Friday copilot sync (30 min)Present Test Matrix + Account Spec. Surface open dependencies. Pre-flight Week 2 needs.
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Pixel + Conversions API live on staging BlockedNeeds: partner access granted + Figma staging URL from Shangqi/Hong with installable tags
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Audience hypotheses5 tiers: symptom-aware, condition-aware, procedure-comparison, geo-Seattle, lookalikes. Lookalikes blocked until 348-patient data (~May 18).
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Hooks Library v1 (30+ angles)Sourced from brand voice (intake-v3), keyword research (Rafid), and surgeon call insights. Needs Brand Brain v0.1 from Jasmine.
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TikTok account spec + organic warm-up outlineSeparate from Meta. Healthcare advertiser cert required on TikTok too — longer lead time. Confirm TikTok is in scope at $5K budget.
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Creative v1 — 5–7 messaging frameworks × 3 visual treatmentsRoute through legal review by Friday. Brand QA with Jasmine before legal.
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Landing page wireframesAligned to Figma design system + brand guidelines v1. Map to consultation request conversion.
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Test Plan v1Daily budgets, learning windows, kill criteria, CPL benchmark targets.
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Queued campaigns (Meta)Built and queued — waiting on legal sign-off + go-live date confirmation.
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Staged landing pagesProduction-swap ready on launch day.
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Locked measurement planCPL benchmarks, CAC methodology, weekly reporting cadence with Sam.
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Foundation retrospectiveCarry-over items for 30·60·90 execution phase.
This is the central hub that owns all ad accounts, pixels, and page access.
- Go to business.facebook.com/overview
- Click Create Account
- Fill in:
Business name Meribel Health (or FAST Clinical — whichever entity owns billing) Your name Person creating the account (becomes first admin) Business email Company email, not personal - Complete email verification
- Note your Business Manager ID (Settings → Business Info → number like
123456789012345) - Add at least one other admin (Settings → People → Add People → Full Control) — don't be single-keyed
- In Business Manager → Settings → Accounts → Ad Accounts
- Click Add → Create a New Ad Account
- Fill in:
Account name Thermora | Seattle | PaidTime zone Pacific Time (US & Canada) Currency USD - Go to Settings → Payment Settings in the new ad account
- Add Meribel's payment method (credit card or bank account)
- Set monthly spending limit: $5,500 (10% buffer above $5K monthly plan)
All Meta ads must run from a Facebook Page. Instagram is required for placements across Reels, Stories, and the Instagram feed. Neither exists yet for Meribel / FAST / Thermora.
Option A — Your team creates them (recommended if you want to own the credentials from day one):
- In Business Manager → Settings → Accounts → Pages
- Click Add → Create a New Page
- Fill in:
Page name Thermora by FAST Clinical Category Medical Device Company (or Medical Procedure) Description Keep short and factual — MH-1 will optimize later - Add a profile image (Thermora logo from brand library) and a cover photo — placeholders are fine
- For Instagram: download the Instagram app → create account (
@thermoraor@thermorahealth— check availability) → convert to Business Account (Settings → Account → Switch to Professional → Business) → connect to the Facebook Page you just created - In Business Manager: Settings → Accounts → Instagram Accounts → Add → connect the new account
Option B — MH-1 creates them for you:
If you'd prefer, let Sam know and we'll create the Page and Instagram account under your Business Manager once partner access is granted. You retain full ownership — we just handle the setup. Just confirm the preferred handle (@thermora vs @thermorahealth vs something else).
This gives the MH-1 team the ability to build campaigns, install tracking, create pages (if Option B above), and optimize — without owning your assets. Revocable at any time.
- In Business Manager → Settings → Partners
- Click Add → Give a Partner Access to Your Assets
- Enter the MarketerHire Business Manager ID (Sam will provide this)
- Assign access:
Ad account Manage Campaigns (full) Facebook Page Manage Page (full) Instagram Account Manage Instagram Account (full) Pixel Manage Pixel (full) - Click Submit — MH-1 accepts on our end
Full access is needed to create campaigns, configure pixel events, manage audiences, and install Conversions API. Meribel retains ownership of all assets.
The pixel tracks website activity (page views, form submissions, quiz completions). Create it now — MH-1 configures it once the website staging environment is ready.
- In Business Manager → Events Manager (compass icon, left nav)
- Click Connect Data Sources → Web → Meta Pixel
- Name it:
Thermora | Primary - Skip the installation step (MH-1 handles this via server-side Google Tag Manager)
MH-1 will configure these events — no action needed from your side:
| PageView | Every page load |
| ViewContent | Thermora procedure pages |
| Lead | Consultation request submitted |
| CompleteRegistration | Eligibility quiz completed |
| Schedule | Appointment booked |
Meta requires verification before running health-related ads. This takes 1–2 weeks — start as soon as the Business Manager exists.
- In Business Manager → Settings → Brand Safety → Verifications
- Look for Healthcare Advertiser or check if Meta prompts verification when a health ad is submitted
- If prompted: provide business registration, website URL (
fastclinical.com), and a description of the medical device / procedure
If you hit friction here, flag to Sam immediately — healthcare verification can vary by region and category.
Required for conversion tracking and ad optimization.
- In Business Manager → Settings → Brand Safety → Domains
- Click Add → enter:
fastclinical.com - Choose DNS TXT record verification (easiest if you have registrar access)
- Meta provides a TXT record value — add it at your domain registrar
- Click Verify (can take up to 72 hours, usually faster)
If DNS access is with Shangqi/Hong's team, forward the TXT record value to them.
Send back to Sam when complete
Thermora | Primary)@thermora / @thermorahealth / other)- Pixel configuration + Conversions API via GTM server-side container
- Consent banner integration (pixel won't fire before patient consent)
- Audience build and campaign staging
- Page + Instagram optimization (profile, bio, initial content)
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!Meta Business Manager created + access granted BlockerFrom: Gareth / Amanda · Blocks: everything in Week 2
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!Seattle clinic address (Dr. Billing's clinic) BlockerFrom: Gareth · Blocks: geo configuration
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!$5K monthly budget confirmed + billing method decided BlockerFrom: Sam ↔ Gareth · Blocks: ad account billing setup
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MarketerHire Business Manager ID ChaseFrom: Sam · Needed for client partner access step
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Jasmine's Claims Guardrails v0 ChaseFrom: Jasmine · Needed before any creative ideation (Week 2+)
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Rafid's keyword research output ChaseFrom: Rafid · Feeds hook angles + audience phrasing
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Anesthesia clarification (local / general / none) ChaseFrom: Drs. Andrew + Luca (Thursday call) · Gates procedure-experience messaging
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Figma staging URL with pixel-installable tags BlockerFrom: Shangqi / Hong · Blocks: pixel + CAPI deployment
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Jasmine's Brand Brain v0.1 ChaseFrom: Jasmine · Voice for Hooks Library v1
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348-patient anonymized dataset BlockerFrom: Gareth · ETA ~May 18 · Blocks: lookalike audiences + ICP refinement
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Consent banner / HIPAA language ChaseFrom: Snell & Wilmer · Pixel cannot fire before patient consent
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Jasmine's Brand Guidelines v1 ChaseFrom: Jasmine · Visual system for creative concepts
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Legal review SLA in writing BlockerFrom: Gareth + Snell & Wilmer · Creative v1 goes to legal Friday Week 3
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Rafid's 30 long-form content pieces ChaseFrom: Rafid · Source material for ad copy variants