This playbook is written so that someone who has never run a Facebook ad can follow it, click by click, and set up, launch, and manage a complete lead-generation system for a client. Every module is a procedure. You will not need to make st
This playbook is written so that someone who has never run a Facebook ad can follow it, click by click, and set up, launch, and manage a complete lead-generation system for a client. Every module is a procedure. You will not need to make strategic judgment calls — you will follow the steps in order, confirm each one worked using the checkpoint at the end of the lesson, and move on. Where a real decision is required, the playbook tells you exactly what to choose and why in one sentence, so you are never guessing.
The work happens in two tools. Meta Ads Manager (inside the client’s Meta Business Manager, also called Meta Business Suite) is where the ads live. GoHighLevel, abbreviated GHL, is where leads land, are automatically followed up with, and are tracked all the way to a booked appointment or sale. The two are connected so that GHL can send “this lead became a real customer” information back to Meta, which makes the ads more effective and cheaper over time. Do the modules in order, because each one builds on the last — you cannot run ads to a funnel that does not exist yet, and you cannot track conversions before the tracking is connected.
How to Use This Playbook A few conventions will make every lesson below easier to follow. When a step says “click something,” look for a button or menu item with that label. Meta and GoHighLevel both update their menus from time to time, so if an exact label has moved, look for the closest equivalent nearby — the location and purpose rarely change even when the wording does. When a step tells you to type something, type exactly what is shown unless it is clearly a placeholder like [client name], which you replace with the real value.
Every lesson follows the same shape, so you always know where you are: a short Why this matters so you understand the point of the task, a Before you start list of anything you need ready, the numbered Steps to perform, and a Checkpoint that tells you how to confirm it worked before moving on. Never skip the checkpoint. The single most common cause of a broken campaign is a setup step that silently failed three lessons ago, and the checkpoints are how you catch it immediately, rather than after the client has spent money.
If you ever get stuck on a step — a button is missing, a permission is denied, an error appears — stop and flag it to your account manager rather than guessing or clicking around. In paid advertising, a wrong setting can cost real money, so the rule is: when the playbook and the screen disagree, and you cannot resolve it from the lesson notes, pause and ask. That is the professional move, not a failure.
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