Profile Review

Profile Review — Meta Ads

Periodic cleanup of the account profile to keep it lean and actionable. Run after a few weeks of automated profile updates, or whenever the watch list or decision log feels cluttered.

Workflow

1. Load Profile

Read ${CLAUDE_PLUGIN_ROOT}/profile/account-profile.md.

If the file does not exist, inform the user and suggest running platform-setup to generate an initial profile. Stop here.

2. Audit Watch List

Scan all entries under ## Watch List. Each entry follows the format - [YYYY-MM-DD] description.

• Stale items: Flag any entry older than 14 days from today.
• Pay special attention to creative fatigue and audience exhaustion entries — these often resolve themselves but should be confirmed.
• For each stale item, ask whether to:
  • Resolve — remove it (issue addressed)
  • Promote — move it to Active Tests (needs formal investigation)
  • Keep — reset the date to today (still relevant)

Present stale items in a table:

3. Audit Active Tests

Scan all entries under ## Active Tests.

• Stale tests: Flag tests with a start date older than 30 days that have no end date or results noted.
• Check for creative tests, audience tests, placement tests, and CBO tests specifically — each has different typical durations.
• For each stale test, ask whether to:
  • Complete — record results and move to Decision Log
  • Extend — reset start date (still running)
  • Abandon — remove (no longer relevant)

4. Audit Decision Log

Scan all entries under ## Decision Log.

• Bloated log: If there are more than 20 entries, suggest archiving older entries to ${CLAUDE_PLUGIN_ROOT}/profile/decision-archive.md.
• Archive proposal: move all entries older than 30 days to the archive file, keeping the 10 most recent in the active log.
• Create the archive file if it doesn't exist. Prepend a header: # Decision Archive — Meta Ads

5. Validate Accounts

Check the ## Accounts section.

• If there is a "Last verified" or "Last updated" date older than 30 days, suggest re-running platform-setup to refresh account discovery and verify active accounts.
• Check that pixel IDs are still listed and valid — suggest re-verification if the pixel section is empty or outdated.

6. Validate Targets

Check the ## Targets section.

• Ask whether KPI targets (CPA, ROAS, budget) are still current.
• Specifically check CPM ceiling and frequency cap — these shift more often than conversion targets on Meta.
• If any target has a note or date older than 30 days, flag it for review.

7. Apply Changes

Present all proposed changes as a summary before writing:

• Items to remove from Watch List
• Tests to complete/archive/remove
• Decision Log entries to archive
• Target updates

Apply only after explicit user approval. Write the updated profile back to ${CLAUDE_PLUGIN_ROOT}/profile/account-profile.md. Update the "Last updated" date.