| name | campaign-creation |
| description | End-to-end campaign-creation workflow: objective, structure, audience, creative, budget, launch verification. |
SKILL: Campaign Creation
End-to-end MCA campaign setup flow — from strategy to launch for SunBiz Funding.
The 8-Step Campaign Creation Process
Step 1: Define Objective & Angle
- Objective: Almost always Lead Generation for MCA
- Google:
LEAD_GENERATION or MAXIMIZE_CONVERSIONS
- Meta:
OUTCOME_LEADS
- Angle: Consolidation (primary, 70% of spend) or Growth Capital (secondary, 30%)
- Target CPQL: <$100
Step 2: Set Budget
- Recommended minimum: $30-50/day per platform for MCA
- Start conservative, scale winners based on CPQL (not just CPL)
- Budget split: Consolidation 70% / Growth Capital 30%
- Meta's algorithm needs 50+ conversions/week per ad set to optimize
Step 3: Define Audience (CREDIT Category Compliant)
- Google: MCA keywords + national targeting + in-market audiences
- Meta: National targeting + business owner interests (NO age/gender/zip)
- Use ad copy for self-qualification: "If your business does $15K+/month..."
- Create 2-3 audience segments for testing
- Custom conversions with "Other" event to avoid algorithmic bias
Step 4: Create Ad Copy
- Follow content-creator agent MCA language rules
- NEVER use "loan," "lender," "lending," "borrower," "interest rate"
- 3-5 headline variants for A/B testing
- 2-3 primary text variants
- Front-load message in first 125 characters (before "See More")
- Clear CTA: "See If You Qualify" / "Get Your Consolidation Plan" / "Check Your Options"
- Include MCA disclaimers
Step 5: Prepare Creative Assets
- Minimum: 10-15 conceptually distinct creatives (Andromeda optimization)
- Formats: Static images (1080x1080, 1200x628), Video (<30 sec), Carousel
- Creative concepts: before/after, roadmap, payment table, testimonial, educational
- Visual style: Navy blue (#001F54) primary, orange (#FF6B35) CTAs, green (#28A745) for savings
- NO cheesy stock photos — clean, analytical, financial advisor aesthetic
Step 6: Build Campaign Structure
- Google: Campaign → Ad Group → Keywords + RSA
- Meta: Campaign → Ad Set → Ad + Creative
- Create in PAUSED state first
- Meta:
special_ad_categories: ['CREDIT'] — MANDATORY
Step 7: Review & Compliance Check
Step 8: Launch
- Get user approval
- Set status to ACTIVE
- Monitor first 24-48 hours closely (spend pacing, ad approvals)
- Verify JotForm submissions are flowing
- Speed-to-lead: ensure call team is ready (call within 5-15 minutes)
- Log to CAMPAIGN_TRACKER.md
Quick Launch Template (MCA Consolidation)
Campaign Name: SunBiz - Consolidation - [Date]
Platform: Meta Ads
Objective: OUTCOME_LEADS
Special Ad Category: CREDIT
Budget: $50/day
Duration: Ongoing (optimize weekly)
Target CPQL: <$100
Angle: Consolidation
Audience: National US, broad (CREDIT restrictions)
Ad Copy: "Overleveraged? We build a multi-phase path to financial health."
Creative: Before/after consolidation (4 positions → 1), navy blue, orange CTA
CTA: "See If You Qualify" → JotForm [URL]
UTM: ?utm_source=meta&utm_medium=paid&utm_campaign=sunbiz_consolidation_q1
Disclaimers: "Merchant Cash Advance products are not loans. Subject to underwriting approval."
Compliance: CREDIT category, no restricted targeting, MCA language verified
Quick Launch Template (Growth Capital)
Campaign Name: SunBiz - Growth Capital - [Date]
Platform: Meta Ads
Objective: OUTCOME_LEADS
Special Ad Category: CREDIT
Budget: $25/day
Duration: Ongoing (optimize weekly)
Target CPQL: <$80
Angle: Growth Capital
Audience: National US, broad (CREDIT restrictions)
Ad Copy: "Smart capital for growing businesses. Funded in 24-48 hours."
Creative: Clean white/gray design, professional business imagery, green accents
CTA: "See If You Qualify" → JotForm [URL]
UTM: ?utm_source=meta&utm_medium=paid&utm_campaign=sunbiz_growth_q1
Disclaimers: "Merchant Cash Advance products are not loans. Subject to underwriting approval."
Compliance: CREDIT category, no restricted targeting, MCA language verified
