Facebook Ads Account Audit: The 30-Minute Checklist I Run Before Touching Anything
When I take over an account, here's exactly what I check first โ and the patterns that almost always reveal where the money is being wasted.
Audits exist because most accounts have 2-3 obvious problems that, once fixed, free up 20-40% of wasted spend. Finding them doesn't require fancy tools โ just a checklist and an hour.
This is the audit I run on every new account before making changes. The whole thing takes 30-45 minutes and almost always uncovers the biggest wins.
Phase 1: Setup health (10 min)
Before anything else, verify the foundation isn't broken:
- Pixel firing correctly? Use Pixel Helper. Confirm Purchase, Add to Cart, View Content all fire on the right pages with correct values.
- CAPI implemented? Check Events Manager. If only browser pixel, you're losing 15-30% of conversion signal post-iOS 14.
- Conversion API match quality? Aim for 6.5+ in Events Manager. Below 5 means weak signal even if events fire.
- Domain verified? Required for iOS 14+ tracking and ad limit increases.
- Aggregated Event Measurement set up? All conversion events you care about should be in the priority order.
- Pages and BM permissions clean? Multiple admins, no ex-employees still listed as admin.
Most accounts I audit fail at least 2 of these. The pixel issues alone explain 30%+ of attribution discrepancies.
Phase 2: Spend distribution (10 min)
Pull last 30 days, group by campaign. Look for:
- One campaign over 60% of total spend? Single point of failure. If it gets disapproved, you lose most of your account.
- Active campaigns with under 2% of spend? Why are they on? They're either unsung heroes (rare) or waste (common).
- Retargeting over 25% of spend? Probably under-investing in cold acquisition.
- Retargeting under 5% of spend? Leaving cheap conversions on the table.
- Campaigns with no activity in 14+ days? Archive them. Clutter compounds.
Phase 3: Audience hygiene (10 min)
Use the Audience Overlap tool. Check every cold-tier ad set against the others. Overlap above 30% means they're competing in the same auction โ Facebook's bidder will artificially inflate your CPM.
Other audience checks:
- Custom Audiences older than 180 days? Refresh or pause. Stale audiences degrade.
- Lookalikes built off Add to Cart not Purchase? Higher volume but lower-quality seed. Worth knowing.
- Audience size under 500k? Probably too narrow for cold tier.
- Excluding past purchasers? Should be โ but check it's actually applied.
Phase 4: Creative analysis (10 min)
Pull last 30 days, group by ad. Look for:
- Single ad doing >50% of conversions? Concentration risk. Need a backup pipeline.
- Ads with high CTR but low conversion rate? Clickbait misalignment between ad and LP.
- Ads running 60+ days with no refresh? Probably fatigued; check frequency and CTR trend.
- Creative format diversity? Healthy mix of UGC, branded, demo. If 80% is one format, you're vulnerable to format-level fatigue.
Phase 5: Reporting reality check (5 min)
If account >$10k/month, run a quick attribution check:
- Pull Facebook conversions, 1-day click, last 7 days.
- Pull source-of-truth (Shopify, Stripe, CRM) same period.
- Calculate the gap. Anything >30% drift means attribution issues need addressing.
What to do with the findings
Prioritize by ROI of fix:
- Setup fixes (CAPI, pixel) โ highest ROI, lowest effort.
- Spend reallocation (kill zero-converter campaigns, rebalance retargeting) โ easy wins.
- Audience overlap fixes โ moderate effort, real CPM improvement.
- Creative refresh โ most ongoing effort, but compounding returns.
Do them in order. Don't try to fix everything at once.
FAQ
How often should I audit?
Comprehensive audit: quarterly. Mini-audit (spend distribution + creative fatigue): monthly.
Should I audit the account before scaling?
Always. Scaling broken setups just multiplies the broken parts.
What tools do I need?
Facebook Pixel Helper, Audience Overlap tool (in Ads Manager), Events Manager. That's it. Third-party tools are nice but not required.
Bottom line
Most accounts have 3-5 fixable issues hiding 20-40% of their efficiency. The audit isn't hard โ it's a checklist. Run it before you optimize anything else.