The Plan
Status: built and tested
Every workflow below is live. See the Results page for the test evidence.
Definition of Done
The build is only marked complete when every outcome below passes a live end-to-end test.
Lead Sources
Full Build Map
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MCC Pipeline
Sales Team Routine
Facebook only learns from what the team records. Two minutes per lead keeps the signal clean.
Full step-by-step SOP for the sales team
Daily routine, how to move a card with screenshots, and common mistakes: Open the Sales Team SOP →
| # | When | Do this in MCC Pipeline | Sent to Facebook? |
|---|---|---|---|
| 01 | New Facebook lead arrives | Nothing. The card appears in New Lead automatically. | Lead event (already in place) |
| 02 | Within 24 hours: the lead is spam, fake, a vendor pitch or not a fit | Move the card to Bad Lead. The bad lead tag is added automatically. | Never |
| 03 | The lead books a discovery call | Nothing. The booking lands in Booking Requested automatically. | No |
| 04 | The call happened and the lead is a real prospect | Move the card to Booking Completed. | Yes: Qualified Call |
| 05 | The lead did not show up | Move the card to Booking No Show. | No |
| 06 | The lead signs | Set the card status to Won. | Yes: Client Won |
| 07 | Not interested or went cold | Move the card to Lost. | No |
One rule
Only Booking Completed and Won are sent to Facebook. A lead tagged "bad lead" or "spam likely" is never sent, even if its card is moved by mistake.
Meta setup (Events Manager): prepared
Two custom conversions now count these events in Ads Manager: Qualified Call (MCC Pipeline) and Client Won (MCC Pipeline). Add them as columns to see which campaigns and ads produce real calls and clients.
Note: ad optimization on lead quality is not available yet
Meta only lets a campaign optimize for a CRM stage (its Conversion Leads feature) once the account sends about 250 leads a month, at least 60% of leads are matched to CRM events, and 1% to 40% of leads reach the chosen stage within 28 days. My Cloud Crew currently receives about 6 Facebook leads a month. Everything is set up so that when volume grows, Booking Completed can be chosen as the optimization stage with no changes in the CRM.
Workflows
Each card opens the trigger, the action sequence as a diagram, and the exact tags and custom fields it reads or writes.