Download leads from ads

Download leads from ads in Facebook — with the four heights of help laid out: do it now, make it easier for the next person to accept, work out the right move when you are stuck, and learn the pattern so it stops coming back.

4prompt heights
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The four heights

The same task, four distances: today's deadline, the next reviewer, the stuck moment, the pattern.

Execute — do the immediate task

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I need the leads from the three active lead-gen ads for Coastal Bloom Landscaping pulled into a CSV…
I need the leads from the three active lead-gen ads for Coastal Bloom Landscaping pulled into a CSV and checked before I hand them to sales. Export the leads from the last 7 days for Ad Set A (garden maintenance), Ad Set B (hardscaping), and Ad Set C (seasonal clean-up); remove duplicates by email and phone, verify there are contact emails for at least 90% of rows, flag any with missing phone and mark whether they came from mobile or desktop. Deliver the file to Nadia in Sales and me by 3pm Friday after you confirm counts match the ad insights.

Improve — make it easier to accept

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Before I send these lead exports to Sales, make it quick for them to prioritize. Put a summary row…
Before I send these lead exports to Sales, make it quick for them to prioritize. Put a summary row at the top with total leads per ad set and percent with email and phone, move leads with estimated project value over $5,000 into a separate sheet, highlight rows missing both phone and email, and add one column that shows which creative drove the lead. Call out any discrepancy greater than 5% between the export count and the ad insights.

Decide — diagnose the stuck moment

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I downloaded leads for Coastal Bloom from the last 7 days and the CSV shows 248 rows while the ad…

Downloaded the lead file but totals don't match the ad insights

I downloaded leads for Coastal Bloom from the last 7 days and the CSV shows 248 rows while the ad insights panel shows 270. I gave the file to Nadia and she’s waiting to prioritize outreach. I’m not sure if I missed a privacy-filtered set or if duplicates were removed incorrectly. What is the most likely cause and the fastest way to reconcile counts, so I can give Nadia a corrected file within an hour?

Become — change the pattern

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Every week I spend two hours reconciling lead downloads to the ad insights and Sales complains…

We keep reconciling exports and losing time every week

Every week I spend two hours reconciling lead downloads to the ad insights and Sales complains about missing contacts. Where am I wasting time—export settings, duplicate handling, or the way we tag creatives—and what one change would cut the reconciliation work in half starting next week?

Next to this one

Other social platform work people do in Facebook.

Every task here came from the work, not from a feature list — which is why the prompts name what you want done and never the button that does it. The tool changes; the work does not.
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The rest of the map

Same library, five ways in.