Meta EMQ & offline event worksheet — printable implementation pack
CAPI live is not the finish line. These worksheets are the EMQ + offline implementation pack we use after Pixel + CAPI dual-fire: prerequisites gate, weekly EMQ scorecards, sales-signed CRM stage dictionary, offline event map, identity/match fields, reconciliation bands, 30-day checklist, and go-live sign-off.
- Measurement prerequisites gate before you scale Advantage+
- Weekly EMQ scorecard per money event (coverage fields)
- CRM stage dictionary with sales sign-off
- Offline / CRM → Meta event map + identity worksheet
- Reconciliation bands and go-live sign-off
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Sample fields from the worksheets (full PDF has all templates)
- Money event, CAPI path, and Tracking Trust written before EMQ ops
- EMQ score + em/ph/fn/ln/fbp/fbc/external_id coverage this week
- Exact CRM labels for Accepted / Booked / Won — and what never uploads
- Offline event_name, action_source, idempotency, upload latency
- Meta ↔ CRM reconciliation band and lag window
- Named marketing + RevOps sign-off before optimization flip
Who this is for
SMB marketing and RevOps teams implementing Meta CAPI, raising Event Match Quality, or wiring CRM Booked/Won stages back to Meta — especially after phone, WhatsApp, or showroom closes that Pixel-only never sees.
How to use it
Complete Worksheet A once. Run Worksheet B weekly per money event. Sign Worksheet C with sales before any offline upload. Fill D–F when stages exist. Use G–H for the 30-day build and go-live. Pair with the EMQ guide, offline conversions guide, Meta ↔ GA4 ↔ CRM reconciliation, and the CAPI setup spec (compact scorecard lives there).
Related frameworks
Meta Event Match Quality guide, Meta offline conversions & CRM, Meta ↔ GA4 ↔ CRM reconciliation, event_id deduplication, iOS/ATT/consent US vs UK, Meta CAPI setup spec, Tracking Trust Score, and Advantage+ control checklist.
Want this run on your accounts?
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