MODULE 1 – INTRODUCTION Welcome Platform Navigation Mindset Practice Clients What To Say When Looking For Practice Clients MODULE 2 – STRATEGY Strategy Overview & The 3 Principles of Lead Generation What is a Funnel? What is a Lead Magnet? What is a Landing Page? Understanding Awareness – The UPSYD Formula Week 1 Assignment MODULE 3 – FACEBOOK BUSINESS PORTFOLIO SETUP Business Suite vs Business Manager Check If You Have Business Portfolio Account Logging In As The Client Create Business Portfolio (2025 update) Security Center and 2 Factor Authentication Create Ad Account Disconnecting Facebook and Instagram Add A Facebook Page Add An Instagram Account Add Yourself As A Partner Add A “People” Making A “People” Access Permanent Verify Your Domain Verify Your Domain With Meta Tag in WordPress Verify Your Domain via DNS Settings Create A Pixel (Dataset) Installing Your Pixel (2021) Install Pixel via Meta for WP Plugin Install Pixel Code Manually Install Pixel Helper Pixel Settings & Generate Token For Conversions API Week 2 Assignment MODULE 4 – FIND & TARGET Avatar Creation Create Custom Audiences Create Lookalike Audiences Create Saved Audiences Update to Audience Section 2026 Narrowing an Audience Excluding A Custom Audience Prepare Client List For Upload To Facebook Upload Client List To Facebook Week 3 Assignment MODULE 5 – EDUCATE & ENGAGE Overview of Facebook Engagement Campaigns Create a Winning Ad The “Buckets” Create an Engagement Campaign Create a Traffic Campaign Create a Likes Campaign Create a Messenger Campaign Creating a Carousel Ad Estimating Your Budget Introduction To Canva MODULE 6 – TESTING Copy Testing Image Testing Headline Testing Audience Testing Understanding The Numbers When Testing Customizing Columns in Ads Manager Week 4 Assignment MODULE 7 – CONVERT & ASCEND Install Event Pixel Using Facebook Event Setup Tool Install Event Pixel Manually Creating a Conversion Campaign Create A Lead Form Ad Update to Creating Lead Forms Downloading Leads from a Lead Form Ad Retargeting Setting Up Client Reports Week 5 Assignment MODULE 8 – OPTIMIZING Making Informed Changes MODULE 9 – SOP TEMPLATES, CLIENTS SOURCING & MOREÂ Optimizing Your Own Social Pages For Lead Generation Different Ways To Find Clients Onboarding A New Client Templates GUEST EXPERT TRAINING Brand Essentials by Danielle Garber Copywriting For Your Ad by Este Pretorius Social Media Tips by Magriet Groenewald GUEST EXPERT LEANNE LOVE – PINTEREST TRAINING Leanne Love – Pinterest Training Intro Leanne Love – Pinterest Training Mod 1 Leanne Love – Pinterest Training Mod 2 Leanne Love – Pinterest Training Mod 3 GUEST EXPERT KILEY BAKER – INSTAGRAM TRAINING #1 Business vs. Personal. vs. Creator #2 Optimizing Bio #3 Following Followers #4 Content Strategy IG Starter Pack #5 Must Have Components #6 Insights that Matter Recap Q&A ZOOM SESSIONS Q&A 12 August 2025 Q&A 29 July 2025 Q&A 22 July 2025 Q&A 15 July 2025 Q&A 8 July 2025 Q&A 1 July 2025 Q&A 24 June 2025 Q&A 17 June 2025 Q&A 10 June 2025 Q&A 13 December 2024 Q&A 5 December 2024 Q&A 27 November 2024 Q&A 21 November 2024 Q&A 12 November 2024 Q&A 7 November 2024 Q&A 22 October 2024 Q&A 16 October 2024 Q&A 8 October 2024 Q&A 27 August 2024 Q&A 20 August 2024 Q&A 13 August 2024 Q&A 6 August 2024 Q&A 10 February 2026 Q&A 24 February 2026 Q&A 03 March 2026 Q&A 10 March 2026 Q&A 17 March 2026 Launch Call 5 May 2026 Q&A 11 May 2026 Q&A 19 May 2026
