03-performance-eval-global

# Performance Evaluation (Global)

Diagnose marketing performance — paid ads, organic, funnel — find root cause, propose optimization with 48h action plan and weekly checklist. Region variants (US/EU/SEA/LATAM) provide localized benchmarks.

---

## For newbies — Read this first

If you've never done a performance review:

1. **Performance evaluation = a structured health check** of your marketing. You collect numbers, compare against benchmarks, find the gap, and propose fixes.
2. **You don't need everything perfect to start.** Even rough data (last 30 days spend + leads + revenue) is enough for a first pass.
3. **The order matters:** measure first, diagnose second, fix third. Don't jump to "let's redo creative" before checking why CTR dropped.
4. **Benchmarks are regional.** A $10 CPM in the US is normal; in SEA it's expensive. Always pick the right region variant.
5. **One metric at a time.** Don't try to fix CPM, CTR, CPL, ROAS simultaneously — pick the bottleneck and fix that first.
6. **The 5-Whys method works.** Ask "why?" five times until you hit a root cause that's actionable (process, system, or skill gap — not a symptom).
7. **Health Score 0-100** gives you a single number to track. Below 60 = stop scaling, fix first. Above 75 = safe to optimize and grow.

---

## Step 0 — Read context + select region variant

Before diagnosis:

1. **Read `.agents/product-marketing-context-global.md`** — get product, audience, region, currency, current channels.
2. **Pick the region variant:**
   - `variants/01-us.md` — North America (USD)
   - `variants/02-eu.md` — Europe (EUR/GBP, GDPR-aware)
   - `variants/03-sea.md` — Southeast Asia (USD/local, low CPM)
   - `variants/04-latam.md` — Latin America (USD/BRL/MXN, WhatsApp-first)
3. **Auto-pull data** if MCP integrations are connected (Meta Official MCP, Google Ads MCP, TikTok Ads MCP, Pipeboard).

### Information gathering

Ask user up to 4 questions:

1. **Which channel(s) to audit?** Meta / Google / TikTok / LinkedIn / email / organic / all?
2. **Current numbers?** Spend, impressions, clicks, CTR, CPM, CPC, leads, CPL, conversions, CPA, ROAS, time period.
3. **What's the issue?** CPM rising / ROAS dropping / lead quality poor / no orders / creative fatigue?
4. **Original target KPI?** What was the goal — CPL, CPA, ROAS, monthly leads/orders?

### Auto-pull via MCP (if connected)

| Platform | MCP recommended | Data pulled |
|----------|----------------|-------------|
| Meta Ads | Meta Official MCP (`mcp.facebook.com/ads`) | 29 tools — performance, anomalies, benchmarks |
| Meta Ads (alt) | Pipeboard, brijr/meta-mcp | Targeting research, ad library |
| Google Ads | Google Official MCP | GAQL — cost, clicks, conv, impression share |
| TikTok Ads | AdsMCP/tiktok-ads-mcp-server | Campaign performance reports |
| Cross-platform | Adspirer ads-mcp | 175+ tools, unified metrics |

**Quick MCP diagnostic flow:**

```
1. ads_insights_performance_trend → trending down?
2. ads_insights_anomaly_signal → which KPI is abnormal?
3. ads_insights_industry_benchmark → vs. industry?
4. ads_get_opportunity_score → what does Meta suggest?
→ Feed into Benchmark Table + Diagnostic Tree
```

---

## Universal diagnosis framework

### Part 0 — Ads Health Score (0-100)

```
Health Score = Σ(Check_pass × W_severity × W_category) / Σ(Check_total × W_severity × W_category) × 100
```

| Severity | Weight | Example checkpoints |
|----------|--------|--------------------|
| Critical | 5× | Pixel not firing, CAPI not setup, CPA > 3× target |
| High | 3× | Creative similarity > 60%, budget < 5× CPA/day |
| Medium | 1.5× | No retargeting audience, headline > 40 chars |
| Low | 0.5× | Naming convention not followed |

| Score | Grade | Action |
|-------|-------|--------|
| 90–100 | A | Excellent — focus on scaling |
| 75–89 | B | Good — fix Medium, scale gently |
| 60–74 | C | Average — fix High before scaling |
| 40–59 | D | Poor — fix Critical + High first |
| <40 | F | Danger — pause, full audit, rebuild |

### Part 1 — Diagnostic decision tree

```
[CPM HIGH]
  |-- CTR low (<1%)?
  |     |-- Weak hook → rewrite first 3s
  |     |-- Wrong targeting → narrow/expand audience
  |     |-- Stale creative (>7d) → make new creative
  |
  |-- CTR normal (1–3%) but CPM still high?
  |     |-- Auction peak → reduce budget, shift schedule
  |     |-- Audience too small → expand, test new LAL
  |     |-- Bid too high → switch to lowest cost
  |
  |-- CTR high (>3%) but CPM high?
        |-- Landing page/inbox not converting → fix LP
        |-- Unclear CTA → rewrite CTA
```

```
[ROAS LOW (<2x)]
  |-- CPM ok but few conversions?
  |     |-- Funnel leak → check each step
  |     |-- Slow sales response → improve speed, script
  |     |-- Wrong offer/price → review offer
  |
  |-- High CPM + few conversions?
  |     |-- Loop back to CPM tree
  |
  |-- Many orders but low AOV?
        |-- Weak cross-sell/upsell → bundles, larger packages
        |-- Bargain hunters → tighten targeting
```

```
[POOR LEAD QUALITY]
  |-- Many messages but few qualified leads?
  |     |-- Targeting too broad → narrow with LAL of best customers
  |     |-- Wrong-fit content → adjust hook + CTA
  |     |-- Value prop unclear → educate before CTA
  |
  |-- Qualified leads but no booking?
  |     |-- Slow follow-up (>2h) → respond within 15 min
  |     |-- Weak close script → rewrite, train sales
  |     |-- Price too high → bundle, financing, trial
  |
  |-- Booking but no-show?
        |-- No reminder → auto-remind 24h + 2h before
        |-- Trust gap → nurture more before booking
        |-- Decision fatigue → simplify booking flow
```

### Part 2 — Root Cause Analysis (5 Whys)

Ask "Why?" 5 times until you reach a process/system/skill root cause:

| Round | Why? | Answer |
|-------|------|--------|
| 1 | Why did CPM rise? | CTR dropped from 2.5% → 1.1% |
| 2 | Why did CTR drop? | Creative ran 12 days, audience saturation |
| 3 | Why did creative run so long? | No creative refresh schedule |
| 4 | Why no s