META ADS PLAYBOOK

Sync with Meta.
Hit 100 accounts
per month.

Facebook and Instagram are where your prospects actually spend time. This playbook covers every campaign, audience, creative, and budget decision needed to turn Meta into your #1 acquisition channel.

$1,800/mo
Starting Budget
$12–$22
Est. Cost Per Lead
60–120
Est. Trials/Month
$8,000/mo
Scale Budget

Campaign Structure

Three-stage full-funnel architecture — awareness through conversion.

01
Awareness
Reach / Video Views
$450/mo
Contractors (Cold)
Accountants (Cold)
Consultants (Cold)

Introduce Hyfin to cold audiences. Optimize for reach and video views. No hard sell — just the invoice screenshot and the core message.

02
Consideration
Traffic / Lead Gen
$600/mo
Video viewers (50%+)
Website visitors (30 days)

Re-engage people who showed interest. Drive them to the pricing page or Keith's lead gen form. This is where most leads are generated.

03
Conversion
Conversions (Trial)
$750/mo
Pricing page visitors (14 days)
1% Lookalike from paid customers

Close the deal. Target the hottest prospects who visited the pricing or signup page. Lookalike audiences expand reach to high-intent new users.

Monthly Budget Allocation — $1,800 Starting

$0$200$400$600$800AwarenessConsiderationConversion

Audience Targeting

Click a segment to see exact targeting parameters and ad copy.

🔨
Contractors
Est. CPL: $12–$18
Job Titles
General ContractorHVAC TechnicianElectricianPlumberRooferPainter
Interests & Behaviors
Home DepotFastenalQuickBooksConstruction equipmentHome improvement
Geographic focus: TX, FL, GA, NC, AZ
Ad Copy Preview
Get Paid the Day You Finish the Job

Tired of waiting 30, 60, 90 days to get paid? Hyfin lets you send a professional invoice from your truck the moment you finish — and 85% of clients pay the same day.

Card & ACH payments
Dual pricing — client covers the fee
Syncs with QuickBooks Online
Setup in 5 minutes
Learn More → hyfin.app

Ad Creative Strategy

Four creative formats ranked by performance. Start with #1 and #2.

Video Ad#1 PerformerAvg CTR: 2.8%

15–30 second screen recording of sending a Hyfin invoice on mobile. Show the dual pricing toggle, the Pay button, and a 'Payment received' notification. No voiceover needed — bold text overlays do the work.

1:1 or 4:5 ratio
15–30 seconds
Captions required
Sound-off optimized

Scaling Path to 100 Accounts/Month

Combined with email + LinkedIn outreach, 100 accounts/month is achievable by Month 3–4.

Month 1Month 2Month 3Month 4075150225300
  • Paid Accounts
  • Trial Signups
Month 1
20 accounts
70 trials
$1,800/mo
Month 2
37 accounts
115 trials
$3,000/mo
Month 3
65 accounts
200 trials
$5,000/mo
Month 4
97 accounts
300 trials
$8,000/mo

Pixel & Tracking Setup

Do this first — before spending a single dollar on ads. Without the pixel, you're flying blind.

Event NameTriggerPriority
ViewContentHomepage visitRequired
LeadTrial signup startedRequired
CompleteRegistrationAccount createdRequired
PurchaseFirst paid subscriptionRequired
ViewPricingPricing page visitRecommended

Week-by-Week Launch Plan

Click each week to see the specific tasks.

1
Week 1
Setup & Pixel
Install Meta Pixel on hyfin.app
Create Business Manager & ad account
Upload customer list for seed audience
Create 3 segment custom audiences
Prepare static image ads (use segment flyers)
Set up conversion events (Lead, Trial, Paid)

Key Metrics to Track Weekly

If any metric misses its target for 2 consecutive weeks, pause and optimize before scaling.

< $1.50
Cost Per Click
> 1.5%
Click-Through Rate
< $20
Cost Per Lead
< $35
Cost Per Trial
< $90
Cost Per Account
> 25%
Trial → Paid Rate

Ready to Launch?

Start with the pixel, build your audiences, and launch your first $60/day test campaign this week.

📞 Contact Keith: 267-673-4013