Project Background
You are an Account Executive at Meta supporting a portfolio of 8 mid-market and enterprise advertisers across Instagram, Facebook, and Reels. It is the final 6 weeks of Q4, and four of your largest clients are simultaneously asking for urgent, custom go-to-market support tied to holiday campaigns. You have one solutions engineer shared across the region, one Meta Creative Shop partner available part-time, and no ability to add headcount before quarter end.
Key Stakeholders
The stakeholders include the four client marketing leads, your Regional Sales Manager, a solutions engineer, Meta Creative Shop, and Ads Product Specialists. Their priorities conflict: clients want white-glove support and custom solutions immediately, your manager wants you to protect Q4 revenue and renewals, and internal partners want tighter scope because they are already over capacity.
Constraints
- Time remaining in quarter: 6 weeks
- Portfolio at risk: $9.2M in booked Q4 revenue, with $3.8M tied to the four urgent accounts
- Internal support: 0.5 FTE solutions engineer, 10 hours/week Creative Shop support
- Budget for make-goods or incentives: $120K total
- Two requested solutions require Ads Product Specialist review with a 10-business-day turnaround
- One client contract renews in 21 days
Complications
- A top retail advertiser is threatening to shift $1.1M of spend to TikTok unless Meta delivers a custom Reels measurement plan before Black Friday.
- A gaming client wants a bespoke Advantage+ Shopping Campaign setup, but the product specialist says the request is partially outside standard support scope.
- Your Regional Sales Manager has asked you to increase attention on two smaller accounts that could still help close the quarter.
Your Task
- Build a prioritization framework for the four urgent client requests and explain the trade-offs.
- Create a 6-week execution plan showing how you would allocate your time and shared internal resources.
- Define what you would standardize vs. customize across Instagram, Facebook, and Reels campaign support.
- Propose a stakeholder communication plan, including how you would reset expectations where needed.
- Identify the top risks to delivery and your mitigation plan if one or more requests slip.
