Your Complete Blueprint for a $30K/Month Local Lead Gen Agency
This guide provides the complete, step-by-step system used to build a successful local lead generation agency, helping contractors get more customers through social media ads and AI. You'll learn everything from running Meta ads and converting leads to scaling your business. For more foundational strategies, check out Start a Marketing Agency: Sell This High-Demand Service to Plumbers & Home Services.
Why This Business Works
This model solves a critical problem for local businesses (like home improvement contractors): they need a predictable flow of high-quality appointments and jobs. Instead of charging a monthly retainer, you charge per shown appointment, aligning your incentives with the client's desire for results.
- Client's ROI: A contractor paying a few hundred dollars for an appointment that can turn into a $10k-$30k job is an easy decision.
- Your Advantage: You bridge the gap between a business owner who knows they need more customers and doesn't know how to get them.
- AI-Powered Efficiency: AI handles the heavy lifting, creating ads, lead qualification, follow-ups, and appointment booking. For deeper insights on AI applications, see Agentic AI for Real Estate Agents: 15 Practical Use Cases and Tools.
The Core Service: How It Works
- Run Meta Ads: You run Facebook and Instagram ads for the contractor.
- Capture & Qualify Leads: Ads send leads to a funnel (built in GoHighLevel) that qualifies them.
- Convert Leads to Appointments: AI and automated systems convert qualified leads into booked appointments.
- Client Pays: You charge only for shown appointments, creating a low-risk, high-value offer for the contractor.
Module 1: Meta Ads Mastery
This is the all-encompassing guide to running successful Meta ads. A single winning ad can completely change your business.
Core Mindset: More, Better, New
This decision-making framework is from Alex Hormozi's $100M Leads. When you want growth, there are three levers to pull:
- More: Do more of what's already working (e.g., increase ad spend). This is the lever you should pull 90% of the time.
- Better: Improve what you're currently doing (e.g., increase conversion rate).
- New: Launch an entirely new channel or offer. This is the rarest lever.
Action: When you find a winning campaign, double down. Do more of what worked to create that success. Don't chase new, shiny objects.
The General Ad Flow
- Audience: Your specific niche (e.g., deck builders, not all home improvement).
- Ad Components: Offer, Creative, Copy, Destination.
- Conversion: The lead takes action (books a call, fills a form).
Understanding Your Audience
Before you create an ad, complete one page of questions about your target customer. Knowing their identity, desire, problem, and belief system is crucial.
- Awareness Levels: Determine how aware your audience is of their problem and your solution. Your ad's message must meet them where they are.
- Completely Unaware: Lead with curiosity.
- Problem Aware: Agitate the pain.
- Solution Aware: Position your method as the breakthrough.
- Product Aware: Differentiate your offer.
Ad Components
1. The Offer: The promise or exchange in the ad. Its sole job is to get someone to take the next immediate step (e.g., book a call, opt-in). A good ad offer clearly communicates the dream outcome, likelihood of achievement, and time delay in a simple sentence.
- Example: "We help contractors add $50K a month and book jobs, or you don't pay."
2. The Creative (Highest Leverage): The image or video. If your creative doesn't stop the scroll, nothing else matters.
- Creative Research: Use the Facebook Ads Library to find winning ads for inspiration. Look for ads that have been running for 4+ months.
3. Video Creatives: Focus 80% of your effort on the hook (first 1-3 seconds). The hook is the main determinant of success. Its only goal is to get them to watch the next few seconds.
- Hook Psychology: Use curiosity, relevance, emotion, proof, and novelty.
- Body: Sells logic, proof, and possibility. Identify the pain, introduce the solution, prove it's real.
- CTA: Tell them what to do next (e.g., "Tap below to see if your area is available").
4. Picture Creatives: The most scalable and simple method for beginners. Use AI tools like Hidesfield to create ads that mimic winning concepts (e.g., a grid of job photos with a price anchor).
Conversion: Funnels vs. Lead Forms
- Lead Forms (Meta Native): Low friction, high volume, lowest quality. Best for small budgets or small target markets.
- Funnels (Optimal): More flexibility, higher quality, better tracking. You control the friction.
- Friction: Use qualifying questions to filter out bad leads. Start with minimal friction; add more if you have too many low-quality leads.
Targeting & Launch
- Targeting in 2026: The creative does the targeting. Just set age range and gender. Use detailed targeting to help Meta find your audience faster.
- Placements: Only choose Facebook and Instagram to keep CPMs low.
- Budgeting: Every ad needs roughly $10-$20/day to test fairly. Work backwards from your budget. A $100/day budget can test 5-6 hooks.
- Launch Timing: Launch your campaign at midnight for best results.
Scaling with Data
Do not make decisions based on feelings. Use a tracking sheet to log key metrics daily.
Key Performance Indicators (KPIs):
| Metric | Target | Description | | :--- | :--- | :--- | | CPM | $40 - $100 | Cost per thousand impressions. High CPM often means bad ads. | | CTR (Link) | > 1.5% | Percentage of people who see your ad and click the link. | | Landing Page CVR | 5% - 10% | Percentage of visitors who become a qualified lead. | | Booking Rate | 90% | Percentage of qualified leads who book an appointment. | | Show Rate | 40% - 60% | Percentage of booked appointments that happen. | | Close Rate | 20% - 25% | Percentage of shown appointments that result in a closed job. | | Speed to Lead | < 5 minutes | Time to respond to an inbound inquiry. Crucial for conversion. | | ROAS (Return on Ad Spend) | > 1x front-end | The goal is to have the front-end ROAS cover costs, with back-end recurring revenue providing profit. |
Scaling Rules:
- ROAS < 1x: Pull back spend 20% and analyze the bottleneck.
- ROAS 1-2x: Run a bottleneck analysis but keep spend the same.
- ROAS 2-3x: Increase spend by 15-20% every 2-3 days.
- ROAS > 3x: Increase spend by 20-30% every 2-3 days.
How to Make Changes:
- Don't edit a live ad or ad set. This resets the learning phase and destroys performance.
- If you need to make a change, duplicate the ad set and make the change in the new one.
- Change one thing at a time. This ensures you know what caused the improvement.
Module 2: The Software (GoHighLevel)
This software is the hub for managing leads, automating follow-ups, and converting them into appointments. It's arguably the most valuable part of the system.
Setup Guide
- Create a Sub-Account: Use the "$30,000 a Month Agency Snapshot" to populate a new sub-account for your agency.
- Business Setup: Get a domain, a business email, and a logo.
- Connect Google Calendar: Connect your new business email's Google Calendar to GoHighLevel to sync availability and avoid double bookings.
- Custom Values: Fill in your agency's information (name, email, phone, etc.) so they auto-populate in emails and pages.
- Phone System: Get AT&T or Twilio verification to send SMS messages and buy a local phone number for your area.
Key Features within GoHighLevel
- Funnels/Websites: Build your landing pages and booking forms.
- Automations: Set up workflows to automatically send SMS and email reminders, nurture leads, and update information.
- Calendars: Create a "Strategy Call" calendar for booking sales calls with prospects.
- Opportunities (Pipelines): Manage your leads and track them through the sales process.
- AI Agents: Set up a conversational AI bot to book appointments for your clients.
- Documents & Contracts: Upload and send service agreements for clients to sign digitally.
- Payments: Set up payment links for clients to pay (with options for financing).
Module 3: Client Fulfillment (Service Delivery)
This module covers how to build and deliver the service you're selling. Native service delivery is the biggest unlock.
Native Service Delivery
The fastest way to onboard a client is to run ads on your own ad accounts and pages, not the client's. This provides:
- Instant Onboarding: No waiting for permissions or warming up their accounts.
- Seasoned Pixel: You use a pixel that already works, leading to faster results for the new client.
- Total Control: You can scale ad spend without asking for permission.
The Client Journey
- Onboarding: After payment, an onboarding call sets up the client's GoHighLevel sub-account, connects their calendar, and sets expectations.
- Build (Behind the Scenes): In 30-60 minutes, you build out the client's campaign, funnel, and automations.
- Launch: Ads go live. The first week is the slowest, so set expectations clearly.
- Optimize & Retain: Read the data, scale winners, and communicate consistently with the client to prevent churn.
The Service Cycle
Your goal is to push leads through this cycle: Attention -> Leads -> Booked Appointments -> Shown Appointments -> Closed Jobs.
- Speed to Lead is Everything: 78% of customers buy from the company that responds first. The client must call leads within 5 minutes.
- Client Communication is Key: Your client cannot see your work. Make it visible through regular updates, voice notes, and pictures. This single habit prevents churn.
Module 4: Getting Clients (Outbound)
Your primary task is to sell. Until you have 10-20 clients, your daily workflow should be focused on booking and closing appointments.
Building Your Offer
Your offer is the single highest leverage point in your business.
The Performance Ladder (Choose Your Pricing Model):
- Pay Per Lead: Low perceived value. Not recommended.
- Pay Per Qualified Lead: Better.
- Pay Per Appointment: A meeting lands on the calendar.
- Pay Per Shown Appointment (The Sweet Spot): The client only pays when a homeowner shows up. This is recommended for its balance of simplicity and high perceived value.
- Pay Per Close: Maximum alignment, but risky for you as a beginner.
Should You Cover Ad Spend?
- Client Pays Ad Spend: Requires no working capital from you, but creates more sales resistance.
- You Pay Ad Spend: A simpler offer (one clean price), less sales resistance, and you get credit card points. Recommended if you have at least $5K in reserves.
Pricing Math (Reverse Engineer from Client's ROI):
- Find the average profit per closed job for a client in your niche.
- Divide that profit by 5 (to ensure the client gets a 5x return on their total investment with you).
- Subtract the estimated ad cost per closed job (your spend on Meta).
- The result is your maximum agency fee per closed job.
How to Start: Picking a Niche
Pick a micro-niche inside a large industry (like home improvement). Avoid saturated niches like roofing. Choose smaller ones like fence, concrete, garage doors, or artificial turf. For additional niche ideas, see How to Use AI's Gold Mining Framework to Find Million-Dollar Business Ideas.
Scaling to $10k+/Month
Scaling is an increase in volume. The process is:
- Proof of Concept: Service 20 clients to prove your system works.
- Conditions for Scale: You have a predictable appointment system, solid sales process, and a healthy 3:1 LTV to CAC ratio.
- Scale: Increase the volume of inputs (ad spend). This will cause things to break, and you must build infrastructure (hire people, better systems) to handle the new volume.
- Optimize & Manage: Your main job shifts to managing teams to handle the growth. Consider exploring How to Create a Profitable Local Business Directory Website and How to Build a $10K/Month AI-Powered Digital Product Business for complementary revenue streams.
Conclusion
You now have the complete blueprint. The single most important thing you can do is execute. Book appointments and close deals. This video contains all the information you need to build a life-changing business. Go and use it to help local businesses grow.
My name is Owen Rensland and I currently run a business that makes me just under half a million dollars a year helping
local businesses get more customers with social media ads and AI. And since I started that business, I've helped more
than 30 strangers build the exact same thing. Some of them are even at 20 or $30,000 a month.
>> In less than 2 months, I've went from making $0 in 7 months to now making thousands of dollars. I've signed
multiple clients. This is the best program in the market. >> And every single one of them learned it
from the exact series of videos that you are about to watch. There are a lot of people that have paid over $7,000 for
this stuff, but today you're getting it all completely for free. And here's the reason why. I quit charging money to
teach this because this industry is full of of people renting lifestyles, selling a dream about a business that
they don't even run. And honestly, I'd rather just put this entire thing on YouTube than share a category with that.
For full transparency, I make all of my money from my agency where I help local businesses. I make a little bit of money
from a software that I use as an affiliate, but I make nothing from you. There is no course link below or
coaching below. Like this is the course. My promise from me to you is that this will undeniably be the most valuable
video that you have probably ever watched on the entire internet. And if you actually execute this, I mean not
just in like an hour or two, like the entire thing from start to finish, you will have everything that the people
that paid $7,000 had. What they did with it was on them, and what you do with it is on you. I just ask one thing. Please
use this information to actually help businesses. This can completely change your life. It can replace your job. It
can change your life like it did for me and all the others that I've helped. But only if you show up with good
intentions. And just so you understand the scope of this, this information alone allowed me to go from a broke car
wash employee making minimum wage to making just under half a million a year at 20. And I'm currently living my dream
life. Like I literally this is everything I've wanted ever since I was a kid. And honestly, this video would
have saved me years of constant failures. So please enjoy it. In this video, we're going to cover a ton of
stuff. First, we're going to go through a couple minutes of just background stuff, and then quickly jump into
exactly how to run meta ads and all of those fundamental skills. Shortly after, we'll do an in-depth breakdown of how
the software works to convert their leads into more jobs and customers. And just to give you an example, one of my
clients has over $4 million in pipeline value of scheduled appointments right here in this singular sub account. And
during that, I'll have you build out your business, literally split screen on the side with me. Then we'll go through
your niche, your offer, and then some fundamentals. And we'll go straight into the actual service. Because before we
actually can understand how to sell this service and get clients, you need to first understand what you're selling.
Shortly after that, I'm going to teach you everything that I know about getting clients, and then you will have
basically everything you need to get this business off the ground. How to get clients, how to offer the service, and
an in-depth breakdown of me doing it live in front of you. and most importantly, how to also scale and get
to the next level, make 10, 20, even $30,000 a month by helping businesses in this way. So, before anything else, let
me just explain exactly what this business actually is. Local businesses such as home improvement contractors
make a ton of money, like 10 to 50K every time that someone hires them for a job. Literally, one job. And their
biggest problem is not doing the work. Okay? It's getting more work. To keep it simple, that's exactly what I sell. I
sell sitdown appointments with homeowners that are actually looking for a contractor's service. I'll run the
company's ads on social media like Facebook and Instagram. And with the main software we use, we convert a lot
of those leads that come in from the ads to appointments and more importantly close jobs for these companies. With
this business, I don't charge some kind of monthly fee for companies to work with me. I charge for every shown
appointment that I get a company. So, a sitdown appointment. So, our incentives are exactly aligned. And think about
what that means for the business owner's side. He pays a couple hundred bucks for an appointment with a homeowner that's
actually looking for his services. That appointment might turn into a $10 to $30,000 job. I mean, he would do that
trade every single day for the rest of his life. And that's why I've had companies pay me for this service for
years straight. I mean, I've had individual companies pay me over $50,000 in profit for the time that we've worked
together. And it's because instead of them having to rely on referrals and just getting calls, we can get them
predictable jobs booked onto their calendars and make them more money and charge a percentage of it. Most
companies I sign on pay anywhere between $2 and $4,000 every single month just for these results. Now, here's why this
works so stupidly well right now. Think about the everyday business owner, right? Think about some decking company
that relies completely on referrals, yard signs, doortodoor, just getting calls, hoping that people are going to
call. Like my system that runs primarily on AI can get them predictable jobs month over month and every local
business in your area has that same problem or at least some version of it. Like they're just not making enough
money utilizing social media and AI and they know it too. They just have no idea on how to fix it. That gap between I
know I need this and I don't know how is the business. By running this business, you are the bridge. And the version of
the bridge that I run, the one in this video, is running ads for them on social media using AI to help them get more
appointments because appointments are the one thing these guys will pay for forever. What's insane though is that AI
does most of the heavy lifting for this business. I mean, it creates the ads, the qualifying, the follow-up, the
appointment booking. Like, all of that gets handled by AI. Now, zoom out for a second because timing here matters. In
1998, the internet blew up and most people looked at it and thought it was some kind of fad. It's a toy. I'll pass.
it doesn't really mean anything. And they watched from the sidelines as the people who took it seriously made a crap
ton of money. And not because those people were smarter, just because they were bouncing on the right opportunity
at the right time. I know it, you know it. That is where AI is right now. And if you look on YouTube or anywhere to
start some kind of business and make some kind of money online, whatever it is, it's like see trading, drop
shipping, Tik Tok shop, but like what actually makes sense? Trying to trade and essentially gamble your way to
success or selling products that aren't even yours. And with this, you learned valuable skills, running ads, marketing,
sales, client fulfillment, utilizing AI, and you'll genuinely build something real by solving an actual problem. And
you have the advantage that these people don't, right? Most contractors are 35, 45, 55, whatever it is. Like, they
didn't grow up online. Unfortunately, most of them can't tell AI from autocorrect, but you likely did grow up
online. Like, they don't understand this stuff like me and you do. With this, there's no product to buy like drop
shipping. There's no spending a ton of money to try to deliver the service and for shipping, whatever it is. The client
funds just about everything here. And your customers are not broke. They already make millions of dollars. They
just need someone to help them amplify that. So, that's the model. That's why I bet everything on it over the last 2
years. Now, here's exactly how it actually works. So, we run meta ads on Facebook and Instagram for companies
that look just like this. I'll show this in a second. convert all of those leads that come through on that ad into booked
appointments using a software called HighLevel using the AI systems that they offer and then you get crazy results.
You'll get hundreds or even thousands of leads for these companies and it'll result in recurring revenue month over
month. And here's a clip of the actual impact that this can have on the contracting business.
>> Sweet. So, just to recap again, just to kind of summarize things, we launched ads one week ago. We've gotten four
booked appointments, two shown, one closed. It'll click around 37,000 and then maybe another one comes through at
around like 40ome as well in a week. >> Yeah. Yeah. The other one I'm not I can't really pinpoint when they're going
to when they would pull the trigger. When they move forward and going to go with us because it's so complex and I I
was able to pump their problem out um what they need done. We got two more appointments we got to see. So
>> great. That's awesome. >> If we can continue to get leads of this quality, then we'll be just fine because
I know at least one of every four of these type of leads I'm going to sell regard uh there's no doubt
>> you'll get no leads that aren't this quality because we have the qualifications so so perfectly set.
>> Right. Right. Yeah. Listen, as long as the customer can afford what we're doing, that's that's all we asked for.
So, uh it's a little bit of a luxury product. These two points I saw now uh there was no doubt that uh they can
afford what we're offering. That's that's all you can ask for. As long as they can afford it, we have the
opportunity to sell it. >> So, that right there is an example of one of the clients that I recently just
started working with, which is a decking company. And the thing is is that I've worked with companies for the last like
2 to three years making them literally millions of dollars in contract to job value. And it's like all from ads that
look exactly like this. >> Getting debt quotes near Hampton Roads. Before you sign anything, check three
things. One, are they a class A contractor? Two, are they A+ rated with the BBB? Three, are they actually
certified by the manufacturer like Trex Pro Platinum? Miss Even one and you're gambling with your biggest outdoor
investment. We check all three and few builders in Virginia can say that. Our decks are built to last decades, not a
few years. With backed materials, backed workmanship, and a company that will still answer the phone in 10 years. We
cover every deck project from the Outer Banks to Richmond. And every military family gets a discount as a thank you.
Click learn more below and get your free no pressure estimate today. >> Not only are you going to learn how to
make ads like that, you are going to learn how to convert their leads into more customers, how to get clients, how
to get companies to pay you money for this, and ultimately how to scale one of these businesses to make anywhere
between$ 10 and $30,000 a month, just like the people that I've already helped. So, I'm just recording this
quick video to explain that you have everything that you need to win. Please understand that the videos are insane.
Okay? You do have all of the tools and resources in these videos. Okay? It's just simply about working, working
harder, working more, doing more, being faster, failing fast, being relentless in pursuit of this goal. Because like
I've accomplished a lot by my age. I'm just turned 20, not as much as I'd want to, but whatever the point is, it's like
it's mostly because of my speed and work ethic. I can't force you to work hard, but if you implement fast and you fail
fast, so you know, you find out something doesn't work, you immediately change it and don't look back. And don't
make the same mistake twice. Please, if you learn something, do not make the same mistake twice. That's the
definition of learning. You have to be very careful about that. Oh, something didn't work. Learn from it and never it
should should never be an issue ever again. But the idea is like you need to do way more than what's required. Okay?
Like you might think you know what's required but you don't. Okay, there is a reason why it took me so long in the
beginning to sign my first couple of clients to make any money. It literally took me like almost about two years to
make any money online and I had access to really good courses but like I wasn't fast enough. I wasn't working hard
enough. I wasn't doing near enough. So do way more than what you think is required. So that's this video. See you
the next one. So, in this short video, I want to explain to you signal versus noise. When you're trying to start one
of these businesses or, you know, even trying to make money online, most people are reading books or like watching a
bunch of short form content, watching, you know, a bunch of reels, watching a bunch of YouTube videos, just trying to
figure out like what business model they want to go with, what they want to, you know, make work, trying to find the
perfect thing. And that right there is a lot of noise, right? That's a ton of noise. And by buying this program, by
being a part of this group, you now have a set signal, right? And it's your responsibility to put blinders on as if
you were a horse racing and remove all of that noise as you get more firstparty data. And what I mean by that is as you
go grow the business, as you know what's working, know what's not, you just have more experience by doing it. That's
first party data. You know, experience through doing. The noise should almost go to zero. You're not consuming
business videos online. You're not consuming Instagram reels about business. You're not doing any of that
because you're doing the thing, right? And the only time that you should be experiencing noise is if you need to
solve a specific problem. But even then, you come to me and we solve it. I need you to be very careful about this from
now on. Okay? Because there's infinite amounts of noise in so many distractions. But from now on, you will
now focus on the signal and focus on building the business and failing by doing it and learning based on your
experience. If you need outside help to solve some kind of specific problem, you're going to reach out to me or
you're going to go to the videos in the program first and then reach out to me after if you can't find it. As you make
more money, as you, you know, further advance your skills of being a business owner, the signal goes stronger and the
noise grows quieter. You know, eventually you don't really consume content. You don't really listen to
content. You don't really do anything other than what's right next in front of you for the business. And that's how it
should be. So many people continue to consume noise. It distracts them. It causes them to have shiny object
syndrome. When the truth is is you need to focus on that signal, right? You need that first party data. You need to learn
more by failing. And that's the only way that you'll make this work. And another thing I want to explain is like how when
horses are racing, they have blinders on, right? For the next 12 weeks, I want you to put the blinders on. Okay? You
know, they the reason why they have these blinders on is because like they only can see the finish line in the
race, right? It's the same thing with this. Do the same thing with this program specifically. For the next 12
weeks, the only source of non-fiction material that you should consume is in this program. Okay? No other YouTube
videos, no Instagram videos, nothing. Okay? Let go of everything that you think you know already about business,
you know, unless you're already successful. Unsubscribe from all the email lists. Close all of the books
you've been reading. It's just a waste of time right now. Remove all the videos, podcasts, any other educational
material from your life. I'm asking you to do this. And you know, I truly mean it when I say this though, but like
everything that you need to start your business and get your first couple clients, scale, get, you know, good
fulfillment in the door, do all of it is in this program, okay? You don't need anything else. So, why would you go to
anything else right now? The way that I made a bunch of money is by picking one singular mentor, listening to only them
until I was making that much money. You do you truly don't need anything else. You don't need anyone else. It doesn't
mean that like everyone else is wrong by any means. There's so many people out there with amazing information. I'm just
saying that like this will work if you listen to it, okay? So, don't cross your wires with the thousand other opinions
of other people right now. Just focus, okay? Because the signal will get stronger with time. You will get less
urges to doom scroll and figure out, you know, find other solutions to things and like watch more businessy content of,
you know, shiny objects. It's like that will go away. All of that noise will suppress as the signal grows stronger.
And the only way the single can grow stronger is if you get more first-party data by doing more, learning more,
failing more, experiencing more by doing it. That's it. So many people never understand this because they, you know,
fail to build in the first place, but that's what you're doing by being in this program. So, hope you enjoyed and
I'll see you in the next one. Hey everyone, welcome to this short video. And today I'm going to break down the
more better new decision-making framework and ultimately like way of looking at growth because this has
completely changed my entire life. I mean, my entire way of looking at the world is honestly different from this
framework, which is crazy to say because it sounds so simple, but so many people forget to understand it. Now, this is
from Alexi. I can't take credit for this, from his $100 million leads book, and it's that there's three ways to pull
the lever of growth, right? If you want more customers, if you want to get better client results, if you want to
make more money, these are all different forms of growth. Now, to get that growth, there's three things you can do.
You could either do more of something, you could do something better, or you could do something completely new.
Something weird about your brain just fails to see the simple solution of just doing either more or doing something
better. If you're booking a good amount of calls and you're profitable on your ads for client acquisition for the
agency, so many people look to do something new. It' be like, "Oh, let me do cold email,
too. Let me do cold calling, too." Or like, "Let me do like outbound as well." It's like, no, just do more of what
you're doing or do it better. For companies that are at zero to $1 million a year, yes, and I fall in that category
right now as well. It's like you will always either do more or better. Very rarely will you do something completely
new. Okay? And honestly, you need to really think about this when you want to pull any kind of lever for growth. The
first question you should be asking yourself if you're trying to improve results of something or fix some kind of
constraint which at the end of the day as entrepreneurs all we do is solve problems right so when you look to solve
a problem ask yourself will doing more help and solve this problem and if the answer is yes then forget every thought
about changing your landing page and changing your things and changing the way you book appointments and doing a
new niche. It's like forget it. Just do more of what you've already been doing that's working. So many people see some
success and start to panic because they're seeing success. A good example is say someone signs their first client
for an agency or maybe their first couple of clients. Now what they'll do is because they're panicking in their
head, they're like, "Oh my god, I want to make sure that these guys get good results, so I'm going to stop doing what
I did to get these customers and just focus on client results and do something different." Don't do that. Do more of
what you did to get those customers. It's like every time that you're looking to grow
something or looking to fix something or looking to fix an ad or any kind of thing like that, just do more of what
works or do it better. Very, very rarely do something new. Okay? Every time you should be asking yourself, why can't I
do more? Because volume is 90% of the issue. You want to scale. You want to make more money. Let's say you're
running ads and they're profitable. Don't do something new. Don't change your landing page to get a higher
conversion rate and a better qualification rate. No, if it's working, just do more. Literally just double and
like I wouldn't double it at once obviously, but like increase your ad spend. Scale your ad spend. If your
client results are working well, don't do something completely new. dude like oh my gosh the amount of times I've seen
someone that's gotten like pretty solid client results for one of their clients running ads for them and they're like
primarily on like met ads or whatever say like that and they will basically think like oh my gosh okay these ads are
doing great that's great that's handled now let me go ahead and do like a Google review campaign and like do Google for
them as well it's like dude why don't you just increase the ad spend I mean you could literally spend thousands of
dollars a day in a singular ad sp ads set and scale their company up truly so many entrepreneurs fail to understand
more better, new. If you're looking to pull a lever for growth and make someone more money, make yourself more money,
whatever it is, solve some kind of constraint problem, always ask yourself, will just doing more volume or doing
more solve it? The answer is almost 100% of the time, yes. If it's not, then do whatever you're doing better. And almost
never go to new, okay? Just more or better. If you're running ads and they're working, do more spend. You
know, if they're not working, do them better and then do more spend. Don't completely change how you offer things,
okay? Like more or better. Don't focus on new. Use this thinking philosophy for making decisions about growth and
ultimately just making more money and becoming more successful. Okay? Once you find signal, double down on it. Do more
of what you did to find success. And that's all you have to do as an entrepreneur. It's it's simple. It
sounds simple, but it's like people will look for these shiny little objects and shiny things and be like, "Oh my god,
this niche is really good right now. Oh, let me jump into this niche." But it's like, dude, you're profitable. just do
more. Like what? So, I hope you enjoyed. I'll see you in the next one. So, I want to
record this quick video to explain the common pitfalls as to what happens, why people fail. Now, here's the thing. It's
almost never the case that the model doesn't work. That's almost never the case. It's always because of some
avoidable mistake. And in this video, I'm just going to go over a couple of them. First things first is they manage
ads emotionally. Now, obviously, we are running an ad agency. You know, there's AI and they're incorporated as well and
will use AI for pretty much everything. But mostly this business is built on running ads for yourself, for your
clients, whatever it is, right? A lot of people will sit in Ads Manager and will constantly refresh it 10 times a day and
they'll kill campaigns before they've even had time to spend out of emotion. You need to let the ads breathe. You
need to give them time. You need to let them run. Okay. Number two, they ignore the data. Okay? Instead of following the
metrics and making decisions off of data as you know what's going on, they do it based off of feelings, instincts,
emotions, all that stuff. Like you can't act on feelings. You have to act on metrics. Otherwise, you're just
guessing. And if you just guess, you're never going to get there. So that's two pretty big ones right there. Another one
is that a lot of people try to stay in whatever niche that they're working in. So some people have come into the
program in, you know, roofing for example, because that's what I succeeded in when I started. Now, the state of the
market is very different now. You know, if you go into roofing right now, it's going to be very hard for you to
succeed. Not because the niche is hard necessarily, but because it's so competitive. Results are great. You're
going to get great results over a long period of time. It's fine. But if you want fast results, then you need to
niche down. You need to work with some kind of micro niche. You need to work with a small subset of people inside a
general larger industry. Like, for example, I would say if you're in this program, be in home improvement because
I've been in home improvement for two plus years. I've made all my money in home improvement, but pick a smaller
subniche inside of home improvement, whether that's landscaping or garage doors or home security systems or like
these small little subniches. If you can just take control of one of those small industries, you will dominate it so much
faster and you'll make so much more money sooner. Number three, I think that's number three, maybe four. They
overcomplicate delivery. Now, believe it or not, it's pretty simple to get good client results for your clients. Okay?
Beginners will try to do everything at once and they will completely drown in it. So, just follow the basic
step-by-step delivery process that I have in this program. Okay, simple wins here. Now, by far the biggest reason as
to why most people fail is because they quit too early. Now, meta ads in the beginning are not easy. Getting clients
isn't easy. None of this is easy because honestly, you need to learn marketing, sales, fulfillment, client success,
potential, like all of these different skills. And that's a lot especially from coming from someone that maybe doesn't
have as like all of them you know so it's just the reality though you know the people that you know work at it and
you know hand off the work too early don't succeed so be comfortable going through the ugly phase you know collect
enough data to win and don't quit okay because if you quit you'll never get there you'll never even get close to
getting there you know another thing is technical failures so making sure that the pages are loading properly funnels
are loading properly inconsistency within your ads and funnels as well. Like that's a big issue I've seen a lot
as well. Um service delivery areas. So like rushing client results too quickly, making mistakes in target areas and all
this good stuff. Running from sales, that's a huge one. It's like if you want to grow, you have to get really good at
sales. You have to build your own sales process based on your selling style because everyone sells differently and
you have to call leads consistently, no excuses. Make sure you're really adamant with follow-up. It's like you can't run
from these things, okay? You can't run also from confrontation on sales calls. That's a big one. That's about it. And
honestly, like this model works well, okay? And most failure comes down to commitment and just individual drive and
how much you're willing to do discipline with data and understanding like that things take time to see real data and
not cutting corners and really just going through the ugly phase. So, I hope you enjoyed and I'll see you the next
one. Now, just a couple things before we really dive in here. Please share this video with other people that you think
it would benefit. Of course, only if you find it valuable. Also, if you find it valuable, leave a like down below,
subscribe, and maybe even comment your thoughts. And also follow me on Instagram, which will be in the
description of this video. And number three, please understand that I'm releasing this video because I quit
coaching and I have nowhere else to put this information. So, instead of keeping this course secret, I'd rather have it
reach as many people as possible and help as many people as it can. Once again, I personally make all of my money
from the agency and not you. Once again, is not a link to buy a course in the description or coaching or anything like
this is the course. But keep in mind, I do however have an affiliation with the software I use. So I will be giving you
some bonuses if you decide to become my affiliate for that. But I don't really make that much money from this. It's
mostly from the actual agency itself. I'm just being fully transparent here. Hey everyone, it's Onland and welcome to
Meta Admy. This video is the all-encompassing guide to running successful meta ads. You
definitely will watch this video multiple times. I would be shocked if you didn't. Now running ads is a
lifetime skill that will pay you millions of dollars. Thankfully, I have tons of information, years of
experience, and hundreds of thousands of dollars worth of ad metrics to help you learn as fast as humanly possible. Now,
remember that one ad, literally just one winning ad, can completely change your life. All it takes is one winning ad for
your clients to pay you 3K a month for two plus years. All it takes is one ad to make a ton of money and succeed
massively and completely solve client acquisition and get tons of clients. This will be the most valuable video you
have ever seen for running metads. Even if you think that you are an absolute legend at running metads, that you've
have, you know, tons of spend, more spend than me, still watch this video because I guarantee you that this video
has things that you don't know about that could make you way more money. Now, for context, this one resource and video
has taken me more than six months to put together. It is 26 pages and that does not include any of the resources that it
includes which are often times 10 pages plus. Now you need to understand that this video alone is likely worth more
than the cost of the program altogether. This is the combined information from everything that I've ever learned from
to masterminds that I've privately attended to specific ad campaigns to just like other programs that I've paid
tens of thousands of dollars for that like some 5k a month plus. Like this has everything and it's all updated and it's
all new and all of the information is based on the market right now. So in this video we will cover ad philosophy
and mindset, general flow, audience, ad components, offer creative, video creatives, picture creatives,
copywriting, destination, funnel/ lead form, targeting, live campaign buildouts. Yes, we will build a live
campaign for you. Scaling with data. This is going to be the most valuable section. All of this stuff is important
and crucial. Yes, obviously the creative section as well. But if you take anything from this video, take away
scaling with data so you understand how to track, how to make decisions off of data, how to scale campaigns in the
effective way without breaking things, media buying and testing cadence, ad math and budgeting, and then winning ad
examples. Like I said, this will be insanely thorough, insanely valuable. So, I hope you enjoy and um yeah, let's
get into it. Ad philosophy and mindset, more better new. This is a framework from Alex Herozi and it's a philosophy
that you need to adopt for general business and more importantly though running ads. It's more better new. So at
the end of the day there's three levers that you can pull for growth. The first lever is more. I won't lie 90% of
business owners fail to realize that sometimes there isn't any magical change that they need to make to improve things
but literally just doing more of what you're already doing. You know, so many people fail to realize that if you have
a winning campaign and you're signing clients, a lot of people add more creatives and change things. It's like
no, just scale. So, a good example is let's say you're in KPI and you're, you know, which is key performance
indicators. So, your metrics are good. Like, for example, let's say you book, you know, three appointments every 100
messages that you send for something, you know, they're doing like outbound or something. Now, mo most people do,
believe it or not, is just change the system and be like, "Oh, what if I get 5%? I get more bang for my buck." But
the first lever that you want to pull is just doing more. If it's already in KPI, just do more. Now, whether that's
spending more on ads, hiring more people, whatever it is. Now, the second lever you can pull is doing something
better. So, doing what you're currently doing, but making improvements to make it better. And the goal here is to get
more output from the same input before you increase the input by doing more. So, the idea here is like let's say
you're running an ad campaign, okay? and you're getting a result, but you're not getting a good enough result in
accordance to the metrics that you set, right? Because before we run an ad campaign, it's important that we set
metrics and benchmarks of what we should be going for. Because without this, then we're we're pretty much just running a
campaign blind. So, if your data is worse than the target metrics that we set, then the goal, we don't do
something new. We don't change niches. We don't change, you know, all this stuff. We make
specific changes though to improve the metrics that are bad you know because oftentimes there's one or two things
that we can pull a thread on and two to 3x our entire output and that is doing better you know making you know pulling
that lever of doing something better before um you know doing more because after you pull it and you know it's
better and your magics are better and they're KPI whatever it is and you're seeing what you want to see then you
scale ad spend and then you make more money very rarely will you do something you. That is the third and the most rare
lever to pull. This is launching an entirely new offer, a new niche, a new traffic source. The only time you will
pull this lever to grow your business is if you've completely exhausted more and better, which 99% of time isn't done.
I'll give you a good example. Now, when you're running a system, for example, like paid ads or I guess like um a good
example is like YouTube, you know, like I currently, you know, record YouTube videos to get more clients. Now, for me,
YouTube has worked tremendously well. If you're watching this video, maybe you've came from YouTube, maybe you've come for
something else. And the truth is is a lot of people will start to do well on a platform and their brain for some reason
shifts them and be like, "Uh, you should probably start focused on Instagram, too. You're already taking advantage of
YouTube. Might as well do Instagram, too." It's like, no, do not do something new completely separate and add more
complexity. Just do more of what you're currently doing that's working. I don't understand why more entrepreneurs can't
take this approach and actually think for themselves with things. When you're running an ad campaign and you find
something that's working well, don't keep trying a bunch of crazy new formats. Double down on it and do more
of what you're doing. You know, you really need this mindset when it comes to business. Okay? When
you run ads, when you do any kind of marketing whatsoever, this has to be drilled into your head at all times.
There should never be a question of what else can I do to get more business. It should be what can I do? Like why can't
I do more? Okay, I have to do something better. Okay, why can't I make it better? and
then do more. It's always these two. It'll never be new. Okay? Only situation where it makes sense to do new is if
you're doing cold SMS or cold calling because you don't have the budget for ads and then you switch to new. Not
because you've exhausted cold, but because it's just literally it's a new system that's better and more scalable.
So, that's kind of the, you know, little caveat or whatever, but more better. Very rarely do new. Exhaust more. If you
if more doesn't work and it's not good enough the system, then do better and then do more. Okay, that's the
philosophy you need to do marketing in general. General flow. So the general flow for running ads is there's an
audience which is your target market or your niche, whatever it is. Then you have ad components and then you have
conversion. So super simple. Your audience is the starting part of the starting part of the entire advertising
process. Okay? Every component of your ad is aligned or affected by the audience. It has to be built around who
you're speaking to. And it's typically a niche, which the definition of a niche is literally just a specific subset of
people you need to buy a shared identity, desire, problem, and belief system. So, who they want to be, what
outcome they want, what's stopping them from getting there, how they interpret the world, otherwise known as like their
paradigm. Now, before you consider your offer or preparing creatives, why writing copy or anything else in the
process, you first need to understand your audience and who you're actually trying to reach out to and also
awareness levels. So it's very important. This is where everything comes from. This is the barrel. So the
better you understand this part of it, everything else gets you know gets much and much easier.
If you understand your audience properly, you will never fail to write winning ads. You will never fail to
write winning copy or you know winning landing pages, funnels, anything, sales even. Like if you try truly understand
your audience like you're pretty much unstoppable. So, when considering to run any kind of paid ads, take some time and
complete this resource. Please trust me, when you understand your audience better with as much detail as possible. It is
so much easier to run successful campaigns, okay? If you know your audience, you will never struggle to run
successful ad campaigns ever again. Now, this resource looks like this. It's simply one page of questions and you
want to answer this in full and this will also help you build out your ad offer and script out your ads later that
we have you do in this video if you decide to run video ads. But even if you're running picture ads, whatever it
is, like please go into the resource section of this video and complete this now. Pause the video, come back to it
after, finish this now. You need to understand your audience as best as possible if you want any chance at
getting a good cost per result with running ads. The better you understand your audience, the better everything is
from then onwards. Audience awareness. So once you understand who your audience is and who
they want to be, the outcome that they want, what's stopping them from getting there, how they interpret the world, now
we need to plan out their level of awareness so we can kind of decide how we're going to offer what we're going to
offer inside of the ad. So awareness determines how you communicate because someone who doesn't even realize they
have a problem will not respond to the same message as someone who's ready to buy. In other words, your ad should meet
them where they are in their thinking to best get them to make the decision that you need them to. So if they're
completely unaware, right, they have no clue that they have a problem or that a solution exists. So which is very rarely
the case with contractors, lead with curiosity, story or pattern interrupt. focus on getting attention and not
selling. Okay, this is kind of how you want to communicate it if their awareness level is completely unaware.
Now, if they're problem aware, otherwise known as if they feel the pain but don't know how to fix it, which this is the
situation that most home improvement contractors are in, agitate the pain. Show that you understand it better than
they do. So, you need to hint that a solution exists. Okay, solution aware. They know
solutions exist, but don't know which vehicle or method is best. Okay, this is if they're solution aware. Position your
method as the breakthrough or you the unique mechanism or framework that can get them what they want. Product aware.
They know the type of solution. You know, for example, an agency, a course, software, but they don't know you're the
one. So, differentiate here. Show why your approach or your offer is superior. Use proof, comparison, results. Be
authentic in your marketing. Be different. Differentiate. This is important. Most they know you and just
need the deal or reason to act now. So use urgency, scarcity, bonuses, and guarantees to close. Um or just results.
Focus on reducing friction, not education. So this completely determines how you market to them. Everyone will be
inside of one of these awareness levels. For most of you, it's probably going to be in the problem aware, solution aware,
or product aware. Definitely probably not most aware. The reason why, you know, personal brands are so
good is because everyone is most aware. They know who you are. They just need a reason to act now, right? And that's why
in the ads we'll start here in terms of profitability. It is harder to get someone to buy if
they're completely unaware because you have to leave with curiosity, story, if the pattern interrupt like the goal is
to get attention and through that sell. But it's hard. ads will end here and be less profitable. So the goal is to be as
close to this pinnacle at the bottom as possible given our market. Now we can't really do most aware unless you build
some kind of big home improvement personal brand which will take a long time. It's doable but will take a long
time. Product aware they know that the solution is out there. Now this actually is very few to be honest. But typically
what happens is the bigger companies that we want to be working with. So the companies that are making millions a
year are typically somewhere in between solution aware and product aware. Okay? They know that solutions exist but don't
know which vehicle or method is the best. They might be already looking for some kind of agency. So they know the
type of solution that they're looking for but don't know that you're the pick. They are typically between these two.
Now the companies that are doing a little bit less in revenue typically are problem aware where they feel the pain
but they don't know how to fix it. You know they don't know how that they need to do paid marketing for example. This
is typically with the older contractors and people that don't have you know bigger companies. Bigger companies will
know that the solution is out there and also know what they need you know to get to the next level. So what I would
recommend you do in your advertising and when you run ads, especially B2B, is think in between these two, okay? You
want to position your method as a breakthrough, you know, and unique by also differentiating yourself and
showing why you're better, more proof, you know, differentiating yourself by showing you're authentic, whatever it
is, right? So you can use this chart for any kind of ads that you run. Okay? I'm just giving an example about B2B ads,
but you can also run the same example for B TOC. Right? If someone needs a roof replacement,
they are going to be solution aware. Actually, no, they're going to be product aware, right? Because they need
a roofer. They know they need a roofer to come, but they don't know that you're the pick. So, when you're running B2C
ads for your clients, differentiate. Show why your offer is superior. Most people do this through price, which is
fine. It works. It's proven. But you could use proof. You could use comparison. You could use results.
outcomes like there are ways to differentiate yourself and we'll show you how to do that throughout this video
as well. So understand how ads start and end here from profitable to unprofitable based on awareness levels of the
audience. Okay, ad components. So what is an ad? An ad is just a form of package
communication designed to influence a specific audience to take a certain action. It's based on psychology, latent
conditioning, pain points, emotional triggers of the target audience. The actual components of an ad are an offer,
a creative, a copy, and destination. Offer is just the exchange that you propose in the ad. So, it's like what
you're offering to them basically. Creative is the actual image or video of the ad, like what the ad actually is.
Copy is the text associated with the creative, right? There's usually a primary text that goes along with the ad
telling them to do to do something in addition to the actual video or image that the ad is. And then finally, a
destination, which is where you send the traffic, you know, to convert them from cold to leads, appointments, clients,
whatever it is. So, an ad offer, like I said, is the promise or exchange proposed in an ad that captures
attention, sparks desires, and motivates a c a motivates a potential customer to take action. In Agency Genesis, we
learned how to build a winning offer, you know, to sell your services. The difference between that offer and an ad
offer is that an ad offer, you're not trying to sell them as clients in your services, but you are trying to sell the
next immediate step. I'm going to add immediate here. Whether that be booking a call, opting
in, you know, providing their information, applying, whatever it is, that is the sole goal of an ad offer.
Okay? The goal is not to sell the total dream and have them become clients off of ads. The goal is to have them go to
the next step. Think about it like this. Your business offer is what you deliver and your ad offer is how you get people
excited enough to learn more about it. So a good ad consists of a dream outcome, likelihood of achievement, time
delay, and then optionally effort and sacrifice. Now obviously this is just what value is, right? So this is what a
good ad offer consists of. It's the same thing as a normal offer. Um but again the only job of a successful
ad offer is to make someone stop scrolling and think, "Oh, I want that. How do I get it?" Add offer examples. So
each offer clearly communicates all the aspects of value in one simple sentence. We help contractors add 50K a month and
book jobs or you don't pay. Chiropractors fill your calendar with 20 new patients in 30 days guaranteed.
Roofers get six new installs in 30 days. Only pay per result. Solar companies 40 60 qualified leads in 45 etc. Like an ad
offer is literally just like a mini version of like what you do in a simplified way to display your value to
the public to show what you do. Creative. Creative is everything. Okay? This is the bridge between your offer
and your audience. This is the highest leverage thing when it comes to running ads. If you have a good creative, then
you are going to crush it. Your target, your targeting, your landing page, your copy, literally not none of it matters
if your creative doesn't make someone stop scrolling and, you know, get someone to be interested in your
services. The best media buyers are not ad expert. A media buyer is just someone who tests
creative and improves ad performance. They work in the ad manager. They're not ad experts, okay? They're just
scientists. They're good at testing and they're good at numbers and good at analyzing metrics and analytics. Your
creative determines whether people notice you, whether they believe you, and whether they take action, which is
the most pivotal things to running ads. So, to get a better CTR or a click-through rate or the percentage of
how many people see your ad versus click on it, you will use this resource. Now, I will break down this resource later on
in the video when we go about metrics, but this is a very in-depth guide to increasing your CTR or just overall
improving the strength of your ad. So, creative research to find examples of what creatives to use for your ad
campaigns, whether it's for your clients or you or anything else, use the Facebook ads library. So to do this, go
to facebook.com/ads library. And what you can do is on this ad library, you can simply look up ads. So if you know a
good example is like if I want to find roofing ads, you know, to get inspiration, I can look up roofers and,
you know, see service delivery ads, you know, see people doing I I can basically just see ads. And as you'll see, these
were all launched like February 4th, February 4th, March 7th at random times. So, what we can actually do is sort this
and, you know, work with this a little bit. And we can go ahead and change the filters to be
active ads from a long time ago to a couple months back because if an act, you know, an ad has been running for
four plus months, chances are it's probably going to be some kind of winner. Okay, so we can see lots of
examples here that have been add, you know, been running for a long time. So, we have some, you know, good good
ads here for clients. We have some ads here for client acquisition as well. And the point is is like you can do tons and
tons of research, get tons of information about like what kind of ads people are running and what's been
working for people. It's quite easy to find winning ads because all you have to do is scroll back, right? And that is
what I mean by creative research is like if you are looking to run ads for something, whether it's your clients or
yourself, the easiest way by far to get even just a glimpse of an idea about what you should be running is just to
find something that's working. To do that, find ones that have been
running for a long enough time. For example, this example right here. I know this is a winner. This isn't one of my
clients exactly, but I 1,000% know that this is a winning ad because one of my best ads for roofing is literally just a
guy, a bunch of Mexican guys on a roof, right, with a price related offer that's similar to this one. And in the landing
page, you know, we can find the winning survey. Like this this is good service delivery. Like this is what works. I
mean, it's not as high converting obviously because this doesn't have much detail, but it does have the same exact
survey that I use. So it's like an agency is running this and it's been running for a while, so it's been
getting a good cost per lead. So, I have an idea about like, okay, so this has been working. I could probably just make
a creative similar to this and test it out. Same with this one. I've been 20 years as a roofer. It's been running for
a while. It's been working well. It's just a picture of the the owner. Similar looking, you know, landing page. So, the
idea this is a roofer. >> Attention roofers who have been screwed over by marketers. You have a list of
crappy leads that some marketer or Angie's list rep sold you that never made you any money. me and my highly
trained USA based call center. We're going to call through your old lead list and set inperson appointment.
>> Yeah. So, it's like this is a nice looking ad. Landing page is not loading, which is a red flag. But we can see that
the ad is running. So, there has to be something working about it. And um yeah, like this is what I mean by creative
research. You can do this for any niche, any any kind of ad, you know. I mean, I did this for my ATP verification niche
um because I'm doing a little side offer right now to do it, you know, just testing it out. And I looked up ATP
verification, found some examples on like what some people are kind of running for that process and gave me
some inspiration and ideas into what I should run, you know, like and to give you guys an example about what I'm
running on my personal account, which this is not my B2B account, which you know, I have that this one. I've got
some other ones as well, but this account right here for ATP verification, I'm running, you know, these ads, some
basic static video ads. I'm running some profile visit ads as well. And this is all just personal stuff. This is the
side of the agency, a side of my clients, side of all of that stuff. That is what I mean by creative research.
More often than not, ads that have been active for more than 6 months are winners. If they're not winners, then
the marketer that has kept them up is stupid. Um, proof capturing SOP. So, proof is extremely important when it
comes to marketing and overall growth. Okay, I want to quickly break down how to collect as much proof as humanly
possible. I have a simple SOP here for you and basically it breaks down how to collect as much proof as possible. the
rules as to what makes proof stronger. Proof that's raw over polished is better. Proof that's live over recorded
is better. Showing instead of telling, showing lots of mini testimonials is better than one huge one like me or
generic, you know, people trust people that look like them. Third party versus self-proclaimed reviews. So, you know,
brand push or whatever you use. Um, and if it's real, raw or recent, you know, it wins. So, proof capture system, you
need a system that can basically automatically collect proof. I recommend, you know, creating some kind
of Google Drive folder to collect your proof because this is really strong in ads, you know, to use proof. Um, it will
always give you new creative ideas and differentiate yourself from competitors. So, what I would do every single week is
set a 30-minute block, harvest all video testimonials, ask for them, chat, you know, messages or Slack wins, so text
like, "I got my first lead, whatever." Five star reviews on Trustpilot. You can even set up a go high level automation
to send Trust Pilot review invites. Um, all you got to do is create a Trustpilot account, click on the invite, um, you
know, people to review and then you can simply just add that to your automations inside of Go High Level. Ask Claude if
you have any questions, screenshots of leads, appointments, book jobs, all of that. You want to just continuously add
to your proof vault. Uh, another thing that a lot of people don't do is at the start of a client relationship, record
where they're at, how many jobs they're getting right now, what their average revenue looks like, what's not working
for them right now. A lot of this will be in the sales call as well, but I would actually have you recommend them,
you know, to do record it separately in some kind of selfie form video just that you have that access. So whenever they
hit a milestone, ask right away now because when they hit a milestone, they're going to be at, you know, some
kind of emotional high. What a lot of people do is they think that only, you know, they can only get testimonials
from clients once they've completely changed their life and done like 150k a month to a million a month or, you know,
some crazy crazy results. And the truth is is that whenever they get some small milestone, their first appointment,
their first job, their first profitable month, whatever it is, hey, can you grab your phone? Just record a quick 30
second win. Just record what's happened. You know, like if you do this often for each and every one of your clients, you
will have a pool of proof about the entire client journey. You'll have videos about when they started the
relationship, when they get their first wins, when they actually scale as sitdown ones. And then like that is the
most heavy, you know, most powerful marketing that you have because you can turn that into ads. And for
testimonials, here are some questions that you can ask them. What happened before you joined? What made you join?
What happened after? What results did you see? How do you feel now? And what would you recommend this to or who? Use
this for ads, emails, processes, pre-all videos, landing pages, automations, show up processes, like everything. You can
use this proof everywhere. Okay, just front it everywhere. Okay, so video creatives. Now, creative
consists of three pillars. Hook, body, CTA. All right. Now, to demonstrate the importance of these three pillars, here
is the time distribution and importance distribution. Now, most ads and we're starting with video ads right here,
right? Are around 2 minutes long. You know, that's the typical amount. Some of them are longer, some can be shorter,
whatever it is, right? But that's the average. Now, the first 0 to 5 seconds should most likely always be the hook.
Okay, that's always the first thing. After that, it's the body. Then it's, you know, the CTA. You can even sprinkle
CTAs throughout. Now, importance distribution, 80% on the hook, 20% in the body, and basically nothing. 0% on
the CTA. Okay? Now, when you make ads, especially video ads, this needs to be what you think
about this importance distribution. You should spend 80% of your time on hooks, 20% in the body. The hook is by far the
most important part of any ad, whether it's B2B, B T B T B T B T B T B T B T B T B T B TOC, whatever it is, right?
Especially video ads. The hook is the main determining factor of success. 95% of people who look at an ad or video on
social media. It takes literally 0.1 seconds to decide whether or not they're going to watch it. Think about when you
scroll if you do or if you're not, whatever it is, like people do, right? And when they do, they scroll fast. No,
they constantly go from video to video to video. Attention span now is at an all-time low, especially because of
social media culture. So that is why the hook is by far the most important part of any ad. you the only goal of the hook
is just to get them to watch the next couple seconds. Like convince them to watch the next couple of seconds.
Realistically, all you get is one to three seconds to completely earn attention. So, just please do not
understand the importance of not only having a good hook, but more importantly, testing a bunch of hooks. I
mean, that's probably the most common problem people face when attempting to run successful like video ads. They just
don't test enough hooks. And yes, in this video we will talk about how to test hooks, how how to budget each one,
how to structure it out in the campaign, everything. Making decisions like how to actually determine which one is a
winning hook, how to double down on it, how to make ad changes, how to scale that, everything in this video. Hook
psychology. So hooks work because they trigger one of these, you know, one or more of these psychological levers.
Curiosity, so there's a gap between what they know now and what they, you know, want to know. Relevance, it feels
personal. If you're a roofer, roofers, you know, whatever it is, got like flashbacks and saying roofers. Emotion,
desire, fear, pain, anger, pride, surprise, proof, immediate credibility. We added X amount to, you know, in 30
days to a company. Novelty. It feels new or different, not like everyone else. Everything, you know, everyone in this
space, everyone that runs some kind of agency or, you know, run ads, like, you know, oftentimes there's a lot of
competitors, right? They're usually promising the same thing. Your hook should repackage the familiar in a
fresh, emotionally charged way. Okay? If you ever need a hook idea, try one of these. I will talk, you know, through
specific examples based on awareness levels, but stick to novelty with hooks. Okay? All of these are great and
amazing, but novelty is by far the highest lever, highest performing lever that you can pull here. Okay? people
just go crazy about the emotion, but with home improvement contractors, you know, that's what this is tailored
for. Obviously, you can change depending on what who you're working with, but oftent times proof and novelty is where
you want to stick in for, you know, have your hook be for ads. So, hook examples and awareness. Like I
said above with the offer awareness, it's the same thing with hooks. You know, I want to break through and break
down every single one of these. The same goes for body, the same goes for everything. Um, it's important that you
understand that it should change depending on like your awareness level. So hopefully for your ads, for your
niche, you've determined an awareness level. Oftent times it's usually between solution aware and product aware. So
that's where we'll stick to for the hooks as well. But once again, if they have no clue that a problem or solution
exists, good examples of how you can use this in ads. One of our contractors went from being knocking 10 hours knocking
doors 10 hours a day to being booked out six weeks in advance using X system. Problem aware. They feel the pain but
don't know how to fix it. If you're still relying on referrals, that's why your schedule's empty. If you're buying
leads from Home Adviser and Angie, you're being robbed. Here's why. Now, the thing is is like these aren't that
strong. They just aren't that strong. And it goes back to that pyramid of strength
here. It doesn't make hopefully this can give you clarity on like how to make your ads
and structure your hooks and script these out if you're doing video ads. Because you know if you're doing hooks
that are completely aware or problem aware it's like you won't get as good a performance if you're doing solution
aware and product aware. And this is why it's so important to understand your audience. So solution aware and they
know the solution exists but don't know which vehicle or method is best. Forget chasing shared leads. Forget relying on
word of mouth. Our ad system will bring you book jobs directly to your phone. They understand paid ads probably for
the most part especially bigger companies. So you'd probably more be in the product aware section. Okay. Okay.
And this is where you stick to proof and novelty, you know. And a good example of this is
we help roofers add $50,000 a month just like Tim and book jobs or we literally work for free until we do. Most
contractors rely solely on referral, but our clients get book jobs directly from ads and we guarantee it. You know,
whatever it is, right? Product aware hooks, novelty, and proof is what you want to stick with for home improvement.
Most aware oftentimes they don't know who you are. So, this probably won't work. Um, but if you have a personal
brand, this would work well like last call to claim your area. Once we onboard a roof in your city, we won't accept
anyone else. Um, this is more typically used when people are most aware when they know who you are. Um, you know,
right here, they know who you are. They just need to know a deal, reason to act. Now, this is why what you want to stick
with for personal brands already know you have a product solution, you know. Okay. Body. So, the body is the meat of
your ad. It's the part that connects your viewers's pain to your solution. And if the hook sells attention, the
body sells logic, proof, and possibility. Like obviously the hook is to sell the attention to get them to
watch more, right? But the body sells the logic, proof, and possibility actually, you know, showing interest in
this. So for the, you know, the entire goal for the body is to identify the pain clearly, name their situation
better than they can. So you understand them. This is why understanding your market and your audience and your niche
is important. Two, introduce the mechanism or system. You know, show how it works simply. you know, keep it
outcome oriented and then prove it's real. Use data, stories, case studies, examples that make it believable.
Understand that you don't need to explain how your system works. You just need to show what it does and why it
works for people like them. Okay? I think people fall into the trap often times where they explain so much about
the process and it doesn't do any good for them. You know, that could do well for the technical audience, but if
you're selling to 60-year-old home improvement contractors that have been business for ages, they don't care about
your AI caller. They care about how many jobs am I going to be able to get? Has someone gotten
jobs before that's been like me in my market and will it work for me? You know, you really need to make ads in the
eyes of your audience. Body structure. Not everybody is built the same way, but everybody will have
these four aspects in some order way. One, pain or a problem. Relation. Talk about the struggles your ideal customer
faces. Reframing. solution. Explain what's actually wrong and what fixes it. Revealing or proof. Show a specific
example, stat, or story that makes it believable. And then remind or action. Tell them what to do next and what
happens when they do. Now, here are some body examples. I'll read through a couple. Relate. If you own a decking
company, you know the worst part isn't the work. It's the feast or famine cycle. It's being slammed all summer,
then dead quiet the second that weather turns around. Scraping for jobs off referrals and the occasional Angie lead
that 10 other builders already called. Okay, that's the relation. They feel heard. They feel like you understand
their situation better than they even do. Reframe. This right here is the solution. Now, here's what's actually
wrong. You're relying on leads instead of booked appointments. A lead is just a name. We run the ads, qualify the
homeowners on project size and budget, and you and only drop them on your calendar once they've agreed to sit down
for an estimate. So, you're not chasing anyone. You're showing up to people ready to build. Okay, that's the
reframe. After that is reveal or the proof. This is a calendar of a deck builder we work with. 11 qualified
estimates booked in two weeks. Everyone is a homeowner that's serious about a new project and literally in the middle
of the slow season. So this is when you show your proof and show that it's actually possible for
them. And then action. So what's going to happen when they you know book a call or you know you know what to do next. So
instead of praying for referrals, you've got a steady stream of real estimates on the books year round and you only pay
when the homeowners actually show up. tap below to see if your area is still available. That is a great example of a
body. So you would basically lay the hook behind this right, you know, before it and then the CTA after which um this
is the CTA right here. So super simple. That is how to make a winning body. If you want another example, you can see
the roofing example there just like this. So CTA is just the call to action. You know, obviously it's not important,
so we're not going to take time on it. Book a call, apply down below, get an estimate, etc.
So, now that you understand everything that you need to know about creating successful video ads, it's now time to
write your first batch of ads if that's what you're looking to do. Let's get past this part if you don't want to
worry about video ads and you can go through creating your ads. But, um, similar to most things in business, you
learn and improve by doing it. My first ever video ads are terrible comparison to what they are now. Writing your ads
resource. Okay, honestly, I would recommend scripting out your ads. That's the first step to any successful ad
campaign. So, the purpose of this document is to provide you with copy and paste systems that you can use to
basically write your ad script. The goal is to get a 5x ROI on these ads in 60 minutes or less.
So, this worksheet will require some deep thinking, but it will give you the framework that you need to speak
directly to your most ideal clients. You could use this in accommodation to chat or claude. That's what I would
recommend. So, all you have to do is use the audience resource that you might have already filled out. Just copy and
paste it here. Two, worry about the offer resource. So, this is your specific offer. But the truth is is that
like it's probably quite easy to make your offer, it's probably pretty one-sizefits-all. And what I mean by
that is if you go to the awareness levels aspect of the offer, we're between solution aware and pro product
aware. So, you can just make something along those lines similar to there based on the examples that we already have in
the offer section, which look just like this. Super simple. And then once that's done, then you can basically do the hook
creation, which gives you examples of like hook awareness levels and stuff, which you're probably in between
solution aware and product aware for the most part. With hook creation, you can use the hook examples resource. So I
have six hooks or six ideas of winning hooks. One, two, three, four, five. Okay, five. Ask a question. Make a big
promise bold, you know, claim. Call out your ideal customer or profile. Qualify, disqualify, act on the problem. You can
use this resource to help you craft out a winning hook and then write I would write hooks for your specific audience
awareness level whatever that is. Most of you guys will be in the solution aware um problem aware area um product
aware whatever it is. So I would write out your winning hooks here. Don't be lazy about this because like I said
hooks are 80% of the effort here. Step four is to craft your body/cta. So once again we have all the four aspects that
you should cover and we have the body examples resource. So you can use this to you know create your body with two
examples of mine. So you can copy and paste them here and then once it's done basic CTAs and then you have your bodies
too one and two and then you could write your copy which honestly I'd recommend using chatbt and yes we will cover copy
soon. You could use AI to make that. Then you have your ad script. So you can put all of the hooks that you have, as
many hooks as you want, the body CTAs, because in the beginning, if you're running video ads, I would recommend
testing 20 or so hooks and two or so bodies. And a lot of them will stand out to you specifically, and we will explain
how to actually test this, how to budget it properly, how to set your budget based on like what your goals are. We're
going to cover everything. Creating your ads. By now, you have your ads scripted out and ready to record if you're doing
video ads. If not, don't worry, just wait because we're going to talk about picture ads and different kinds soon. If
you're just watching to learn, then keep watching. Anyways, here are a couple recommendations for filming and stuff.
So, I personally have an Aperture Light Dome 3 with a Sony FX3 and a E1.1 um 11 millimeter Sony lens. Probably about
3ish K total for this setup. 3.6K, whatever it is, um with a Sure SM7B for my mic. So, that's what I have. Um it's
kind of the guru setup, if you will. But if you're bootstrapping it, just get a simple tripod for your phone. Okay? It
could be simple just like this. Make sure, by the way, when you're running ads, you're running them native to the
platform. So, you'd probably record, you know, upright videos. In addition to that, you can get a simple tripod, a
teleprompter app. On the iPhone, you can get this one or the other one, I believe, is just called teleprompter.
And this is overpowered because you can Yeah, this is the one that I use personally that's on my phone is that
you can record videos with 4K just like as you would normally with text that goes on the screen so you can read it.
So you can really script record ads. This is really good for handheld stuff and also stuff that's on a tripod. Okay,
audio as well. This links directly to your phone because having good audio is very important when you record ads.
Okay, you don't want just the basic audio. I personally use my mic. And then I also have a Digi Pocket microphone
which I believe is what is that? Digi. Yeah, I have these ones right here. Um, so you can get those as well. Those are
the better ones. And then this is like a solid setup if you're pretty if you're more serious about this. This is the
best entry camera for, you know, content. It's the one that has the most like basic colors that work really well
for calls and everything. And this is the typical camera that most people get. If you look at think about a guru, they
probably have this camera. I like filming and, you know, cinematography, so I have a little bit of a better
camera, but it's not required. So, just some tips for recording. Look your best. People judge you in a split second. So,
if you're recording ads, shower, shave, hair, makeup, brush teeth, clean your [snorts] background, feel good about
yourself. Test filming at different times of the day as well, just to see when you're best. I find for some reason
that, you know, that's why I'm recording this video at night. I find that I'm better at recording at night. you know,
I just am not sure why. I just always have the most energy at night. I'm kind of a night owl. Um, comfort. Get very
comfortable with your setup. Commit to finishing every video. You will likely feel like it's total in the moment,
like recording, especially if it's your first couple times, you know, in front of the camera. This is completely normal
feeling. Okay, now you have the final cut and you are in charge of what you post at the end of the day. Okay, so if
you're not happy with it, that's fine. You can just re-record the next day. Always test before you film. Take an
extra 15 minutes, save yourself, test the audio, test the camera, test the recording. Because like, for example,
I've been recording this video for almost an hour, and if it didn't go well, I would not be a happy person.
Focus on giving. Okay? Make this about them. If your goal is service, don't be selfish when it comes to making ads.
Lighten up. If you focus on getting it right, it will make you look pissed, stressed out, stressful, all the bad
things. Have some fun and smile. Okay? It's really not that high of a pressure thing to do. It's pretty easy to make a
successful ad campaign. Number one, pick a location to film. Ideally, in a setting that's comfortable, you're
comfortable with that has natural lighting with minimal background noise. And keep in mind that this is very
important where you actually record your ads. Okay? If you're working with a home improvement contractor, you need to
record in a place that's familiar with them. Whether that's your home or on the job site or outside, walking, whatever
it is. Do not take some extremely expensive high-end studio and expect business owner like or expect
contractors to resonate with that. Okay? You're going to get a lower cost. You're going to get a lower clickthrough rate.
And I did explain that, you know, in the clickthrough rate doc that we'll go through. If you're doing complete B2B
ads and reaching out to founders doing a million plus a year, it makes sense to have a high, you know, nice recorded
studio. If you're reaching out, if you're if you're doing client ads, like BTOC ads for, you know, your basically
your home improvement company's clients, then and you're having them record ads. If they're doing video ads, like have
them record it in a neighborhood or something, right? It's very important that it's in congruent to your goals.
Don't use a crazy high-end studio to try to reach contractors. You think it makes you look higher authority because it
looks good to you, but it looks good to you because that's what you know. It they don't know it. It don't doesn't
look good to them. Set up your equipment and do a dry run. Watch the footage. Listen back to make sure everything
looks good and sounds good. And it's time to record. So, keep your energy high, smile, and breathe. Now, in terms
of post-prouction, I recommend hiring a professional editor. I do edit most of my stuff myself, to be honest, because
I've always grown up doing it, and I like having that level of control. Maybe it's just limiting belief on my end, but
my best ads have captions, subtitles, B-roll, motion graphics, to keep people engaged, background music, sound
effects. Please don't over complicate this stuff. They don't have to be perfect. They just have to be engaging
and they have to make sense. Display your offer right and um do all the other things right. Good script matters more.
U visuals are also really important. So picture creatives, picture creatives are by far the most
scalable and simple method in my opinion to run successful meta campaigns. Okay, if you're new to running meta ads, just
start with pictures, okay? They're so easy, high performing, and these two ads are some of the most profitable
creatives that I have ever used for service delivery and for client acquisition. I have gotten 100 plus
booked appointments, $20,000 a month in cash collected from this singular ad. Just this ad. And I should change this
because this is 900 plus leads from this one ad. It has 600 impressions,
500 comments. Like, like people don't understand how much this is true, that one ad can change your life. This one ad
that I found by testing is literally the sole reason why I make, you know,
around 20 to $30,000 a month in this agency. One ad. until you find that winner. It's hard,
but once you do, man, it's crazy. Picture ads are awesome. They are really good. You get a cheaper everything takes
it's faster to learn for meta because they want to push it out. It's native to the platform having pictures on there
and there's much less room for error. And that's why I recommend beginners start with picture creatives. So, to
create picture creatives, I'm going to do this with you as well. um use Higsfield or Claude or some kind of AI
image gen. Okay? Don't do them yourself. It's not worth it. What you want to do in this current state of the market, and
this could change with time, and if it does change with time and we use a different platform, whatever it is, go
into the resource section of this video in the PDF for this video and just see which one that we have in here listed
because that'll stay updated. Create a new account, go to images, tell it exactly what you're looking for. I'm
going to do it with you. Um, but yeah, I like to use Claude to make good Higsfield prompts. So, like, Claude,
make me a Higfield prompt that says roofers main text, whatever it is. So, I'm going to go ahead and do this with
you now and just show you like my typical process to make good winning picture ads.
Like I said, like I said, I'll go on Claude and Higsfield, go to image, and these are also super cheap to make. Um,
obviously I have lots of different images and ads that I've been cooking up here um on here, but I can go ahead and
just give you guys an example about like how I would typically go about making a picture ad. So, let's say I wanted to do
like 500 by 500 and like mimic this winning ad. Now, the reason why I know that this is winning is because one,
it's been running for two plus years. So, if I go on meta ad library and find, you know, similar ads and I know they're
winning and let's say I wanted to mimic them. I could either one literally go like this, send this to Higsfield and be
like, remake this picture but different people in a different location.
And that's it. Like that's that's literally all you have to do to make a winning ad. Okay. Another example, if
you want to be a little bit more creative with it, be like, "Write me a Higsfield prompt."
That is a winning ad for I don't know let's say um home let's go roofers
and have it be a basic white creative with the headline roofers. Let's go
ahead and like act like we were mimicking one of these and then a line under it
saying we will get you six to eight jobs on a pay per close or pay result basis.
Pay per result basis. only pay for shown appointments and then some benefits as well
associated with it which would be like yeah so let's just say that feel free to change this based on what
you think will perform better and make it look good and cohesive and high performing
but make the prompt okay so in the meantime look at that this ad would crush in a tropical area, especially
like a Florida or whatever. And the point is is like it's so easy. Um, what I would actually recommend doing is like
taking this, clicking the reference button, you know, because this is how you kind of work with it a little bit
and saying make this a normal suburban neighborhood. And the idea here is like obviously this
is our creative, right? And so, like I said about recording video ads in the location that makes the most sense for
your target audience. The same goes with picture creatives, right? Especially if you're doing real life picture
creatives. Um, so I just go ahead and remake that. And then I also have the prompt here.
And I can go ahead and pop this into here as well. And we can go ahead and do this with the auto size because it says
four to five. Generate. And this is why it's actually better to do four to five um like this aspect
ratio versus, you know, 1 one is because it's more native to the platform. That's kind of how you'll make that decision.
But, um, yeah, I'm going to go ahead and just show you like what I come up with here in this picture creative. And then,
um, you can see, yeah, so this one right here, this would crush in Florida, like this ad right here. And the point is is
like it's so easy to make fulfillment ads. You know, another winning fulfillment ad that I've seen a lot is
I'll go ahead and like plan it out so you can see how I go about generating it. Write me a prompt for a ad split in
four ways that shows four different pictures of a deck or no four pictures of houses
with new roofs. And one of the pictures is a picture of a small family holding a sign saying
roofs starting at, you know, 6997. Make it like a 4x4
grid with um
Yeah, let's just try that. So, this is a winning concept concept you use for any different fulfillment ads. Um, kind of
the just the like authenticity of having a small family holding a sign with the main offer. And you'll know like what
your winning offer is based on like what's working right now in the market. And it's obviously your job to figure
that out. But for the most part, I can just tell you right now, it's probably going to be price related. And you can
ask Claw to figure out exactly what that price is for your specific niche. Yeah. Like this is a simple ad and I would
honestly get rid of some of this stuff on the bottom and maybe add some proof on here to make it a little bit
stronger. But this is what I mean. It's like it's this easy to make simple ads. So let's try another one. Let's try the
B TOC ad or client fulfillment ad that we just created with Claude. Okay, so here's exactly what I mean. Like the
this ad will absolutely crush in just about any home improvement niche. Picture of a small family with a sign
like a yard sign type of thing. You can even add the brand of the company that you're working with on there as well as
pictures of fresh jobs and social proof. It's like these are the type of ads that will crush and it literally took less
than 5 minutes to make them. So that is how you make ads for fulfillment and that's just how you make picture ads in
general. Use some kind of generator like Higsfield and these are cheap creditwise. Like I didn't even put a
dent in my credits. Um so that's how I make picture creatives. Now when it comes to copywriting, copy is important
but creative is everything right? You should be focusing like 99% of your energy on creative, okay?
And never really test out copy. In my opinion, you should probably just use copy, like one copy for just about
everyone. So, a general framework for copy is having a call out. So, roofers or, you know, area homeowners with a
nice emoji. Keep it whatever your audience is, pain points, offer and benefits, and then CTA. So, call out.
This is right here. pain points, offer/benefits, and you know, learn more scarcity, etc.
If you want to just simply crank out some winning copy for whether it's you or your clients, whatever it is, for
service delivery, use this prompt here. And for client acquisition, use this prompt here. So, the way you'd actually
go about using this is super simple. You could literally just go ahead and say, you know, copy this in full,
send this to Claude, and it's going to basically tell you everything that you need to know to make winning copy. Once
you make a winning copy, like I recommend just keeping with it. And more importantly as well, like you can create
your own copy for client, you know, delivery, whatever. But I would also recommend looking at what other people
are running that have been running it for a year plus. And that's usually like the most proven tactics. So, if I go
back to Facebook ads library here and just look up like um neighbors or I guess like because
typically like the copy that I usually have people make has some kind of call out and that's what we're kind of
looking for with city area offer. Um so let's do like roof starting at roof starting. That'll probably give us
good example like what roofing ads are working based on the copy. Um yeah. So this is like the winning
winning copy for roofing that's always been around like this is the roofing ad that's been working really well for a
lot of people. So something similar to that. Now it's easy to find this type of stuff. You know another thing you can do
is write like homeowners and then go ahead and do way back. So like a year or more in terms of timeline
just see exactly what people have been running for a long period of time. So if we do, you know, a year back for example
with homeowners, we could find lots of winning examples of copy because if the ads been long like running for a year
plus, chances are that they're doing quite well,
right? So yeah, that's just kind of a good idea here. It it really doesn't matter to be
honest. Copy is usually just not that big of a needle mover in comparison to creative.
But this, like I said, yeah, like you could throw this in the cloud. You could tell the information that you need to
actually make the copy and just have AI do it for you. Like it's really not that complicated. You can lay it out similar
to how everyone else does it with like the spaces and everything. Just like this great example of copy. Okay, look
at this. Call out, painoint, benefits, CTA. It's exactly what I just told you and it's been running for, you know,
more than a year. So, that's how to make copy with AI. You can do one for the service delivery
prompt and one for the client acquisition prompt. Once again, the PDF for this resource is in the description
of this video. So, in terms of copy as well, there is a vault I have of winning copy that I've used over the years. Um,
mostly of this is for B2B client acquisition. So, this is copy that I've used and tried and also like had clients
use and different niches, different, you know, examples of what you could be running.
Um, so you can use that as well. Now, destination, funnel or lead form. The best destination by far for optimal
conversion is either a funnel or lead form. These are the two main options. The funnel or lead form needs to align
well with the ad creative and perform well. Otherwise, it won't matter how good your ads are. They will never
convert into anything. You could get a high click-through rate on your ads. Lots of people are clicking the ads and
being and interested, but have a bad or poor performing funnel or lead form and not convert literally anyone. So,
there's a couple things that you need to understand here. Number one is alignment. Once again, it's very
important that your ads align with your funnel. If you're running ads that look super high, professional, performing,
then you better have something to match it. And, you know, on the back end, a good example is this right here. This
one is for gravel on time. Okay, get your quote, whatever it is,
and then get quote. You click it, you go to some kind of survey. Looks exactly like the ad. Okay, and this is the
congruency I'm talking about. Now, this is a weak funnel because there's so many different things you can click on. so
many different ways you can get distracted and ultimately like it's not going to be that high converting but you
know obviously you can tell like this is probably a nice video ad probably performing quite well because it's been
running for so long and the congruency is there though which is very important that's the first step so alignment you
know same wording if you have bad wording that's different than your ad you might find a big drop off you know
people might click on the ad and go to the page and just click off because they don't think it's the same thing I've
dealt with this problem in the past Another thing is friction. So as a funnelmaker we have full creative
freedom to manipulate the lead quality through friction. So naturally as people move forward through the you know the
whole process of throughput right where they go from you know seeing the offer the audience the creative the funnel the
conversion there's going to be a natural drop off right because there's more steps that you know the process has to
go through. So with a working creative and an offer in the front and you know in front of the correct audience there
will be lots of clicks onto the funnel. And we can visualize this with a drop of water. With more qualifying questions
and details in the funnel, we add additional pipes or friction to the pipeline, which naturally makes, you
know, people who aren't as interested, they won't even bother with it, right? So, we'll just naturally get a higher
quality lead, but we'll get less leads. And this is how you want to view funnels or just the entire system in general.
You will only get a certain amount of clicks onto the website, onto the funnel or lead form, whatever it is. And as you
add more questions and more frictions and more friction and more things in the funnel, you know, for example, this page
has a lot of friction. There's lots of air like things that we can do, extra areas, you know, we enter a zip code.
Let's say we actually do this. It's my old zip code. Um, get pricing. Okay, we have all these different questions and
different things. And again, we have to enter this. This is additional friction. But now they, you know, autofill this,
which is less friction. So the point is is like you want to make it as little friction as possible in the beginning
but if you over time once you get lead you know throughput and you get results out of the pipeline then you want to add
friction to find a healthy balance of getting a good cost per lead in addition to that getting a good quality lead.
So like I said, whether it's you or your client, start with minimal friction, make sure the prospect prospects, make
sure the process is actually working and getting conversions. Then only if you have too many leads and
appointments coming through and your quality isn't good enough, then you would add friction to decrease the lead
flow and improve the quality of each individual lead or appointment. This is how you want to think about a funnel.
Okay, so that's how friction works. Lead forms. Lead forms are Meta's native way to convert people from ads. Lead forms
are the lowest friction possible. And because of that, they are the worst, right? They're not great. Everybody just
seems to fill them out without much thought. And you know, and the reason why is because it's native on the
platform. Everyone uses lead forms. And because of that, they often don't even register that they did it. I mean, a
good example is like when's the last time that you filled out, you know, you fil like you went on, you were scrolling
and you like remember the last couple videos that you did. Like that's how people view lead forms because you don't
like go outside of the platform. You just fill out a native lead form, but I have used it very successfully in the
past. And here's how I've done that for service delivery and also for client acquisition as well, which let me just
quickly update this. So, basically, I've spent around $20,000 on this single lead form. And that lead form is this exact
setup right here with these two questions with conditional logic. Um, adding a little bit of friction just to
have it in there, but it is native to the platform. Um, you know, with how I set it up and the integration as well.
So, it's important that you understand that there's no perfect way to set up lead forms. In my experience, like lead
forms are good, but the quality is just so bad that if you're just you're better off doing a landing page unless you
don't have much budget to work with. The questions that you might ask that you'll ask in the lead form are also just like
the qualifications that you want to make sure your clients check before you potentially speak to them or prospects.
Um, this is the lowest friction method you could use, but keep in mind like you won't really be using much pixel and
stuff and so there isn't that much data. It's not as accurate. So, this is the actual lead form setup.
It's a more volume lead form that is set to optimize and you can basically go through all of this and use this
resource to build out your own lead form. Conditional logic in the top right set on all these set to Q2, which is
basically a question saying, would you be willing to spend 3.2K 2K a month to meet a minimum of 10 qualified home
owners each month. If they're not making that much money in revenue because these are DQs to us in the first place, but if
they're willing to spend enough, then it's fine. Some of them are just lower, you know, companies not doing as much
money in revenue, but ultimately like have a lot of money because they've made businesses in the past or whatever and
they could be still good clients. Um, yeah. So, we have basic logic that says, are you the owner and partner of the
company, which is question two, um, or three and basically that is the logic that I have set up. the contact
information in order to see if your market's still available. Please fill your info as well as the ending page,
which is step two to two. See if your area is available. Tap secure now with a go to website. And the link is a booking
page, which I'm going break down once we break down the landing page setup. So, that's an example of basically how to
set up this lead form. And if you want to see like the actual specific screenshots on this lead form, what it
actually looks like, the actual setup specifically, here are the exact screenshots and setup for this. So you
can use this in full to set up your lead form exactly like mine. Exact settings, exact everything just like that. Now to
integrate this with go high level to do it all you have to do is go to settings go to integrations connect whatever
Facebook account is associated to the lead form select tab on Facebook form fields mapping and then basically map
the name okay so map the name of the form and then you would go ahead and map the fields so you would add email is
email phone number is phone number full name is full name state is state city is city and you have often times you have
custom questions what you can do is go to settings and go highlight level and go to custom fields. Create single line
custom fields which oftentimes my snapshots usually already have them. You know I have for example Q1, Q2, Q3, then
you can apply those to um automations and things. So if you don't have anything like Q1, Q2, Q3, you can
literally go to settings and I could do this with you really fast. Like let's say you're inside of go high level right
here and you want to do this. You would go to settings. You would go to custom fields
and then all you would do is create a new field, a single line field contact and then the field name would be
something similar to the questions. Like let's say one of the questions in the lead form is what was your revenue last
year? You can make that the field name and then create it. Okay. Well, folder name as well, contact. Okay, create it.
Now you have that. When you integrate the lead form, you go to settings, like I said, integrations, and you would
basically integrate a lead form by doing form field mapping, and you would choose whatever lead form that you just made.
So, let's say it was this one. Then, this question would be mapped to what we just made, that custom field, which by
the way, it's not loading, but if we go and find it, which I believe it's like revenue, is it? What is your current?
What was your revenue last year? So if we go to custom fields and check on it really quickly,
what was your revenue last year? So this is what we want to find. Okay, we copy that. Then we go to settings and
integrations back to the Facebook form field mapping and then simply set that field and that question to what we
just mapped. Then we can use it inside of automations, send it to our clients. And that's how you basically map it. So
you press confirm and then what you can do is add this as an automation trigger. Then if you have a new lead automation,
you could sync that to the lead form. So like so let's say we had a new lead automation and we wanted to sync this.
You get them in the snapshot probably, but if you don't, then you can make one. Then you could just change the trigger
to Facebook form lead form submitted and then just choose the specific lead form by going add filters is form
or form is and then choose the specific form that you have mapped and they'll show up here once you have them mapped.
So, that's how to get it integrated with go high level. Um, which is basically all of this that we just walked through.
So, that is everything you need to know about lead forms. If I were you, I wouldn't recommend using them to be
honest because they aren't that good. I would recommend using landing pages. And when you build out this lead form and
actually go through these screenshots and do it, make sure to do it inside of the actual ads manager instead of the
business settings because you will get more options as to like how you can set it up because sometimes some people
don't see conditional logic. That's because they're not building it out inside of the proper place, which should
be the ad set. So, funnels, funnels are the optimal way to have a successful ad campaign. Funnels give you more
flexibility, how much friction you want to test, what headlines you want to test, more accurate tracking with data.
And funnels typically consist of a couple of things. A call out, a headline or subline or get out X outcome without
Y pain. either a VSSL or a resource of some kind to, you know, give them more information about what you do, call to
actions, information about you offer, so social proof, the process, etc. A way to
collect and qualify prospects to turn them into leads or a survey or form. And a way to book appointments, which is
just a booking calendar. A good example of a winning funnel is this. And this funnel by no means is perfect, okay? But
it has been working for me. Um, there are improvements I'll show you that I need to make to this based on this
document here. But here's a good example. We have a call out. Home improvement contractors. Yes, this might
be bigger. It should be bigger. And keep in mind, by the way, this should be native to the phone. Okay, so build it
out with niveness to the phone. Only pay when a homeowner sits down for an estimate. Exclusive pre-qualified
appointments that delivered straight to your calendar. You know, we have the CTA here with the form/servey. At the end of
this is a booking calendar. So, we have the form here. Let's say we were to fill this out with random information right
now that has the booking calendar right here. After the funnel, we have a
pre-all page which looks just like this with a pre-call how to join the call and proof. So, that is an example of a
winning funnel of mine. As you can see, this funnel has all of this information, but here are some common mistakes I've
seen. one is not mirroring the promise of the ad in the funnel. So if you're, you know, you need to make sure that the
funnel headline is something similar to this so that people see the congruency as well as this looks like the visual of
the actual ad. Two, not having, you know, a good fast loading time on the page. And you can actually check this
and I'll show you how to do this in this document when we go through it later on in the video when we talk about
analyzing metrics. Um, not optimizing the funnel for mobile phone usage. That's another problem I commonly see is
like this looks great on you know computer but has a look on the phone. That's the way you want to check. Asking
unnecessary questions. So you need to have as little friction as you can. Not having consistent visuals. So no like
jargon and BS and all you know random stuff. Just keeping it you know looking good. And then having ways for the lead
to go places outside of the funnel. So tabs about like my product and offer and proof and like all this BS that takes
people out of the closed funnel. So do not have them. You know, it's just a way to fail basically. So to improve this
funnel, you can use this resource. This is a resource to give you, you know, better loading speed, how to test it
out, branding and visual credibility, just like everything that you need to improve your landing page conversion
rate or the percentage of people that convert from the landing page. Um, mine isn't perfect. By no means is it
perfect, but these are all the improvements that you can make to make it as high converting as humanly
possible. And by the way, we will go over this later in this video. Now, to build a funnel, we do have a video in
the program called livefunnel buildout, which you probably have seen by now, but all you should do to be honest is go on
to lovable.com and literally take screenshots of a winning funnel that you want to emulate
>> or just ask it what you want. Ask it give it these instructions. Literally give it this document. Say what you
want. I want a funnel that looks like this. I want a funnel that looks like this. Go find competitors in ads library
that you think have a winning funnel based on these different aspects. Screenshot it by literally doing this.
Drag this screenshot, send it into lovable and say recreate this. That's it. Okay, building a funnel has
never been easier. And you can connect your domain to it as well. But if you need more help on live funnel buildout,
you can go ahead and see other areas of the past modules of how to build winning money funnels.
So speed to lead. Now, speed to lead is something that's very, very important that a lot of people don't take
seriously enough. Some industry data suggests that the time it takes your business to respond to an inbound
inquiry is crucial because lead interest is highly perishable. Industry data shows that up to 78% of customers buy
from the first, you know, company that responds, especially homeowners, right? So, waiting longer than five minutes
drops your chances at qualifying a lead by 80%. So if we look at leverage in ways we can improve our service you know
say for our clients for example one thing we can do is make sure whether it's them or someone else or whoever
calls them that they have a really fast speed to lead. This could quite literally improve your guys's ad results
by five to 10 times. That is a high leverage change that you could do to improve your results for
your clients immediately. Now targeting in 2026 targeting is an absolute joke. Okay. Targeting is solely
based on the creative nowadays. There is really no need to target anything yourself on Meta. The creative will do
the targeting. However, I do recommend changing the target age range if there is one and the gender. So, for example,
B2B contractors would be like 29 to 64 age and men specifically, not women. So, you would go ahead and change this
specifically on the targeting. And I also recommend setting up placements to only be Facebook and Instagram to lower
CPMs. Remember, we are going to be building a live campaign in front of you. So, I'm just explaining this stuff
now. You can always refer to it later and see it in action when we build it together, which will be quite soon here,
right after this, actually. Retargeting. Retargeting has changed quite a bit. The old way, which is just basically having
like a separate cold campaign um and a separate retargeting campaign, so two separate doesn't really work that well
anymore. So to give you the best possible understanding with the current market, use this video right here. I
have this video attached. If it changes and I find a better video, I will put it there. But this has a very good
information about how to run targeting and retargeting and set it up properly. I don't have that much experience in
retargeting, so it's not like I can teach it that often teach it in that much detail. But here's what you need in
place after watching this video. Conversion API setup. Um, you need basically warm custom audience built.
So, you need to build a couple warm audiences that you can use, even one that has an customer/lead list. Um,
and then audience segments defined as well. So, these are a couple things that you'll have set up through watching this
video. If you need to do retargeting, I recommend it. I think it's beneficial, but I honestly have not done it much and
achieved a lot. And I have achieved a lot, so it's not required. Hey everyone, welcome to building a campaign live.
We're going to keep this super super simple here and just start creating a campaign. So, you want to go with the
leads here. Um, basically campaign budget or adset budget. I would actually actually recommend doing adset budget.
Um, and then that's pretty much it for the campaign. You can have a naming scheme if you want, but it really
doesn't matter. Um, new leads, adsets. So, conversion location, we would do always single. Now, either website or
instant forms. These are the two options. I'm going to go ahead and set up a website um because it is the
highest converting and it's honestly the best. And then basically, we would use the pixel that we have set up in the
data set conversion location to show up in here. So, for just example, I'm going to go ahead and optimize for a schedule.
If you're doing a B2B campaign, like for client acquisition, you should do scheduling if you have enough budget. If
you don't have that much budget, like $50 to $100 a day, do lead. If you have more than $100 a day, I would use
schedule. Remember, don't edit one that's existing, but we'll explain how to make changes later in this video.
Basically, this would be the data set pixel that you've already set up when you set up the tracking systems um just
a minute ago. And then, diamond creative, we're going to keep that off. Daily budget, this is per adset. We are
just going to go with one adset for now, okay? because we're only testing out like one targeting method and we want to
keep the signal here. We're going to start off the ad campaign with no less than $50 a day. Um, that's the minimum,
but I'm going to go ahead and start off with $100 a day. So, there's that. Audience-wise, we're reaching home
improvement contractors. So, minimum age, we're going to select 25 here. And then go ahead and further the limit
reach of our ads so that we can specifically target an age range from 29 to 64, which is going to be home
improvement contractors, right? Most of them are in this age range. Location, we're just going to go general in the
US. And then gender, we're going to go with men. Now, optionally, you can use detailed targeting by typing in things
like home improvement, um, general contractor, roofing contractor, roofing material, um, I think I spelled that
wrong. Yeah, home improvement, home and gardens. You could do general
contractor. The point is is like you can add this and this will help it find its target audience faster. and just add a
couple of these. So, roofing contractor if you're doing roofing or whichever niche you could always do roofing
materials, which that would be like gaff and stuff. Um, you could do what else? Page Facebook page admins is a good one
as well. We go. So, this helps you kind of just figure out like telling meta like a little bit more about like what
you're going for. So, this is B2B ads. Um, I am going to go ahead and set a cost per result goal just to make sure
it knows like where I'm trying to bid. Um, the way that that looks is like this is B2B ads, right? We're spending $100 a
day. Our and we're optimizing for schedules. So, uh, cost per employment KPI for me would probably be like around
$100, $150. And you'll know this by like being in your niche for longer. Um, or you could do the reverse math towards
the end of this video. So, you could in the adset level add a cost per result goal right here and make that be like
$150ish dollars. Here we go. Then, diet creative off. Budget is fine. Audience now is set. We
have detailed targeting which is optional. You don't have to do that. And placements. Let's go ahead and show more
settings. And platforms only changes to Facebook and Instagram. Just to keep our CPMs lower. Perfect. Good to go. Now,
with that, we go into the ad level. We would choose our specific Facebook page and Instagram page that's in congruent
with our um you know, where we want to be running the ads essentially. So, we have them converting in website with
schedule as the event. And then if we go to the ad level, you would choose the Facebook pages here. So um for now, for
example, like I'm just going to choose um let's just go with this page for now. And then the Instagram profile with that
um branding blah blah blah. This is fine. Single image ad multi-car advertiser ads. I turn that off just
because you're going to be around so many competitors. Destination. This would be your landing page. So the one
that's hooked up to the pixel. So for example, it' be like this one or whatever. And the pixel should be set up
for this. And then the display link, doesn't matter. Browser add-ons, I turn this off. And then add creative. So when
you set up an image ad, you add image. When you add video ad, you press video. So let's say we're going to go ahead and
build off of a winning ad that I've built in the past for deck builders. So we're not going to do any of this and
deal with any of this. Primary text. Basically, we would just throw in our copy here. So copy goes here. Headline.
Make sure the headline is congruent with the top of the funnel. Um, and we'll break down more about like how to set
this up properly. And the description doesn't really matter. This doesn't really show up, but you can add like
stars for that. I like to do learn more. And obviously, you would actually put the values in here.
Basically, you skip and continue. Turn off add music. Make sure that's turned off. Everything else to be off as well.
Translation, you can keep off if you don't want any out of, you know, language people. Upload media. So, this
is how one ad would look. One ad instead of one ad. Okay, simple. Keep it simple. And then after that, you have the copy,
primary text, description, and the call to action. The um yeah, you want to keep these off if possible, but they really
don't have that big of an impact. Um tracking, you have the pixel setup, and that's it. So, that's how you set up an
ad. Um basically, if you're running a $100 a day ad campaign, obviously, like in the ads mastery settings,
in the ad mastery um document here, we can kind of see our testing volume. $100 a day, five to six hooks, which is
roughly five to six creatives. So, we could probably roll with um five or six creatives at once and just give that,
you know, duplicate all these. And then all you would do is duplicate. So, there's six of them and then add one
different creative in each one. Okay? You can put pictures inside of the same adset as videos or it really doesn't
matter that much. Some people like to separate it because they're not sure, but with Andromeda, it's pretty much the
same. So just put creatives, six creatives in here um based on how much you can spend. So five to six hooks,
five to six creatives, one, two, three, four, five. That'd be good. And then one creative in each one of these. And make
sure to launch it at midnight. That helps. So if you set it for the next day, midnight or the current midnight,
then that's probably the best thing you can do there. And um overall, that is pretty much how you build out a live
campaign. So it's quite simple. There's really nothing to it. Um you want to do the pre-checklist to make sure, but
yeah. So then after that, you can go ahead and use the pre-launch checklist to make sure everything is good to go.
So make sure Metapixel is firing, make sure the conversion events are working so you can test it out inside of the
pixel, which if you don't know how to do that, you can do it in this document here. So make sure that's set up as
well. Make sure the marketing tracker is also set up and ready to go. Looks just like this. Um, funnel desolation, make
sure all this is correct and it's mobile first. Headline mirrors the ad promise the headline. Book and kill instinct, no
dead ends, no ramp offs or no off ramps. Survey and application with minimal friction. Speed to lead is all ready to
go and you have automations set up for that. Offer and creative is all tight and ready to go. Batch of hooks or
creatives is ready to test. So with picture ads, it would be just a couple different ads, different pictures. So
one example could be something like this. Another example could be something like this. Um yeah, we have one media in
each one. And I have this related media. This should be off. And then we should just have one one per thing. So that's
what I would do. So yeah, your cost per result, target cost per result is set up if you want to use that, which is
optional. Your campaign setup, which can help CPMs if you are correct there. Um, campaign setup, you can improve CPM by
using this. Uh, for placements set to Instagram, face, Instagram only, Instagram, Facebook only, agent gender
set, targeting otherwise broad or detailed targeting is optional as well. Daily budget supports your hook count,
so $10 to $20 per ad. We're doing $100 a day, so we have five ads, so that's good. And then mindset. You've committed
to touching it for the first 5 to seven days just to see what happens. So fix everything that's anything that's broken
obviously, especially with the funnel and everything, but just do a test run to make sure that that's good to go. And
uh that's pretty much everything there is to building out a live ad campaign. So I appreciate you for watching this
and uh let's keep going. Scaling with data, okay, tracking and metrics. The biggest reason why most people fail to
run a successful ad campaign ever is because they make decisions with feelings instead of data.
Using this ad tracker daily is the best way to prevent making decisions from feelings. Okay, I have a company
tracking sheet for you. Basically, what you do is you log every day everything in white and you can basically set up
your Facebook columns to accommodate this and I'll show you what I mean by that. So to do that all you would do is
go to the ad set level roughly and then go to columns and then customize columns and set them up in this order. Right? So
if we go ahead and remove everything here we can go ahead and keep amount spent because that's the going to be the
next one after this. And then all we have to do is go amount spent sp spent frequency which is going to be this
right here. And then we have impressions. Okay impressions. And then we have
clicks all which is going to be clicks all. And then we have link clicks, which I do
unique link clicks. New leads. So we have leads if it's set up with pixel, which it should be. Total and cost per
lead. Then we have the demos booked or sales calls booked. Same thing. Appointments booked, whatever it is. I
can actually change this. Appointments booked should show up here. Total and cost. And then obviously everything else
here is up to you to know. Okay. And just for more information, all you have to do is press save.
But yeah, basically let's say you have data. You would basically go about logging this um start to finish. So
let's just go ahead and set max because I don't remember when I ran this specific adset. Let's say yesterday's
data was this 50 like $570 spent in ads, which is kind of a lot to be in one day. You would basically track yesterday's
data today. So like actually this would be yesterday. Um and then you go from there and onwards. And then today is the
8th. So you would track yesterday's data just to make sure it has enough time to actually go through the spending. So
actually for this you would choose yesterday and you would fill in the data. So let's say it would be 570 you
know.44 44 whatever it is frequency 2.1 impressions you know 2557 clicks all 461
link clicks would be 231 new leads would be 25 and then I didn't actually set up the pixel for this one
so appointments booked would be separate from go high level and let's say you got six qualified leads um couple DQs from
that and a couple sales contracted revenue so this is how much revenue that's predicted over their lifetime.
Um, if it's paper results, I would just do the upfront whatever you did. So, let's say you collect 2K up front from
that client and your new MR is roughly $3,000 a month from like what they are expected to pay you or $2,000 a month,
whatever it is. You get your, you know, all of these information about your ROAZ, your cost per qualified lead, your
qualified percentage, your, you know, cost per acquisition or your CAC as well, which is your customer acquisition
cost. basically how much it cost for you to get a new client in ads. Obviously, it's not, you know, going to be this
low. And if honestly you were collecting this much money off of, you know, $500 in spend, 2K cash, actually that's
pretty realistic and that's pretty healthy. You know, 3.51 back rorowaz and obviously if rorowaz is positive, we
scale and I'll explain that in this section as well. But this is how you track your data. Daily checks. This is
an extra sheet that I have from a mentor of mine that it's not required. You can figure out how to use it to be honest. I
don't use it, so I don't even know. But it does have some basic information about like what your metrics could be,
you know, to know what to do. But I would just stay on this, make decisions off data, and go based on your seven
days, you know, last seven days or last 30 days. And what's nice is that it'll do that properly and propagate up there
for you to make bet good decisions. Um, so that's how you track your ads. um in ter in terms of pixel and conversions
API when meta tracks what's considered a lead right if you're using lead forms it'll automatically track leads right if
you're using a landing page though how is meta going to know what happens you know when a prospect fills out their
information or becomes a lead that is where pixel comes in pixel is something that you can install into a landing page
to basically set up and tell meta whereby if they click a certain you know button so for example and Homewise. Um,
on this landing page right here, when someone fills out this information, >> HVAC, painting, concrete,
>> when someone fills out this information and they click submit, Meta knows to consider that to be a lead or
furthermore, when they book a call, Meta will know that it's a schedule. And so, you'll see how many appointments you
have scheduled and your cost per appointment. Now the reason why this is important is
not only for this tracking like yes it helps it's helpful but more importantly so meta can learn properly
in the actual adset which we should have broken down a little bit when we built out the ad campaign the live campaign
buildout is you have a performance goal here right and if you're running you know specifically lead forms it will
probably just be maximize number of leads but if you're running pixel you want to do schedule or leads. If you're
doing lead genen, I would do for like your performance goal should be leads. If you're doing book a call funnel, so
you know, getting clients through paid ads basically by, you know, doing a book a call funnel similar to how I probably
got you to join the program, you would maximize number of schedules, right? So, it really depends on your goal, but that
will help Meta learn and get more of what you want. And after like 20 to 50 conversion events,
it will get much better. Your cost per result will go down a lot and ultimately you'll make way more money because Meta
has time to learn what you're looking for and it'll optimize for whatever you set it to, right? To actually set this
up, I have a live video of me setting it up in a pixel tutorial here. Hey everyone, it's Owen Rensland and welcome
to setting up Meta Pixel and this is also conversions API. Just everything that you need to track accurate data for
meta. So in ads manager when you're running ads for yourself right you basically if you're using a lead form
then obviously meta is going to know like when a lead becomes a lead. So you have your cost per lead in your data and
you have all that information. But if you use your own custom landing page and I can show you what that looks like. Um
>> if you run a >> you know this landing page just like this or something similar from ads. Then
the issue is that how would Meta know what elite is or a booking is? So, in this video, what I'm going to do is show
you how to set it up so Meta knows what a lead and a booking is so we can attract and look for more people that
booked or became leads. The way that this works is very, very simple. Lovable or whatever website provider you use. I
would recommend using Lovable because you don't have to do any of this work yourself manually. Like, you can pretty
much just have Lovable set it up immediately for you. So, Lovable will basically send the data to Meta and then
we'll also have Go Highle send the data to Meta 2. So we have the most accurate tracking possible without paying for an
outside pro provider. The first thing you need to do is go into your ads manager account in the ad account that
you're going to be running the ads. Next, click connect data under the data set section. So if you go to all tools
and you go to events manager, that's where you need to be. Then click connect data. Click web next. And then go ahead
and create a new data set. We can call this whatever we'd like. I would recommend calling it something along
like what you're offering. So, Homewise, B2B pixel. Now that that's done, make sure to select the ad account you're
going to be running the ads on and go ahead and press set up Metapixel. Other ways to set up add Metapixel to
the website yourself. Click next. Copy this code and be like add ask lovable. Add this Metapixel to the website.
have it fire a new lead when someone goes through the survey and is qualified.
So greater than 500k a year in revenue which we already set up in the form and a schedule fire
when they book an appointment with the go highle calendar and get sent to the preall page.
Looks like my screen froze froze. There we go. So we just tell it that and it's going to do pretty much
everything. So much so that that's like literally 50% of it done. Okay, so now we need to wait. So that's pretty much
all we need to do inside of the pixel for now. Now we just need to cool it and let lovable do its thing. Okay, it's
going to implement all the code and do everything into the website to fire the proper data when the proper things
happen. Now um we will also set up conversions API, but that was the pixel part of it. Let's go ahead and wait for
this to finish and then we'll press publish and update and then we'll test it out. Okay, so the pixel ID now is
updated and the lead events fire when the survey is completed and the revenue is more than 500K as well as the
schedule event which is when they go onto the pre-all page. So let's go ahead and test it out. So
let's go ahead and publish and update and let this publish a second. Great. So now it says up to date. We can go ahead
and refresh events manager. And what we need to do now is go on to the pixel that we made, home wise B2B
pixel. Click test events. Go to website. And now choose confirm that your events
are set up correctly. And then type in the URL that we are using for the page. Now while we open this page up, we
should go back and see page view. Let's see if it loads. Page view. Perfect. Now let's see if it processes a lead
properly. So we go through as if we were a company and we have more than 500k per year in revenue. So we would be
qualified as a lead. Yes. One to four reps. and you put in your information. So, let's just do Owen testgmail.com.
Now, that should count as a lead. Yep. Qualified lead and lead. Perfect. Next, we can go ahead and book an
appointment. Okay, go. I'm going to actually remove this
question as well, but schedule or check schedule. There we go. So, now home improvement
account. >> This should count as a schedule. Schedule. Okay, perfect.
I believe that's everything. Now, hopefully this didn't double, you know, double process. Um, I believe it
dduplicates it if it does double process like that. So, it should be just fine. Um, let's see. So, it has a value on
there. Okay. Okay, I don't want any value in there, but it looks like it says it just fixed it. Um,
perfect. So, it should be good to go. We can publish it and update now. And now it's
fixed. And that's pretty much it. So, what's going to happen now is an overview, you aren't going to see any
events for a little while down here. But if you wait around 30 minutes, 40 minutes or so, 45 minutes, see it says
it right here, you will see a page view event here, a lead event here, and a schedule event here. So, it's been like
24 hours. Um, it took like 30 or so minutes for the events to actually show up under here. Um, and I actually
started running the ads. So, it's kind of getting a grasp on like what's going on event wise. And if you could see in
the actual campaign as well, what I went ahead and did is in the ad set level, I set the conversion up to be the data set
and then the conversion event being the lead. Um, and in addition to that, at the bottom of the actual ads, if you go
all the way to the bottom, you'll see that I have the tracking events set on right here with the website events
checked. So, that's like the final steps once you wait that 30 minutes. Okay. So, now we are going to break down how to
set up copy as well or conversions API um to increase the quality of our data. Now to do this, go back to the events
manager and what we want to do is go to setup conversions API. So this should give you an option to do it here. If it
doesn't, you can go to settings and you can basically just scroll down. Okay, conversions API setup with data set
quality API. Okay, generate access token and make sure you're choosing the correct data set, which is this one
right here, I believe. Perfect. So now that that's done there, you generate the access token. You now have that. Copy it
immediately and save it somewhere safe. So if we go into Google Docs, we can just go ahead and copy our access token.
Okay, now that that's done, we can go to go high level and connect Meta to GHL, which we probably already have done at
this point. If you don't, go to settings, integrations, and go ahead and connect Facebook here. Okay, should be
good. We now want to add conversions API action to the workflow. So we have two workflows here. We have the new lead and
strategy call booked. We are now going to add it to the lead one first. Basically in the first step you want to
add meta conversions API. Okay. And we have this right here. Now for this we want to add the data set ID which is the
data set ID which is right here and copy at the top of the pixel. data set ID, the access token that I talked about
right here. Make sure that's good. Okay, so this is going to be a funnel event, and Facebook lead. Zero value, zero USD,
nothing there. Okay, that is pretty much all you need to do for that. So, we go ahead and press save.
It is now going to send the data um to Meta when you get a lead. Okay, next we are going to do that for
the strategy called booked automation as well. So we do meta conversions API here.
Funnel event access token is the same one. Data set ID is the same one.
Facebook event name is going to be schedule value nothing. And then save.
Okay, there you go. Now we need to test it. So to do that, let's go ahead and submit the survey with your real name
and phone number and go to events and just go to the test browser. So if we go to the test
um let's go ahead and make sure this is published and updated as well. Okay, so now that this is updated, let's go ahead
and do a test. So if we go to test events, we can go to the correct pixel, click website, and do one final test.
Let's go ahead and clear activity and go ahead and do the second one and put in our funnel link
test events and go through as if we were as if we are a lead. So let's do this one million year. Yes. One to four reps.
Let's say my name is Owen Jenkins and I'm submit. Okay. Let's go ahead and also book a
call. Okay. So let's see what data we have that's accurately tracked. >> We have page view lead schedule.
Boom. So that right there is everything that you need to know. Now like I said in you know the start of the video that
in overview you will see no events for like 30 to 45 minutes. Then you will see page view, lead and schedule here. Now,
once that's done and it's active here, all you have to do is add it to the, you know, to the adset and you're pretty
much done. So, that is how to set up pixel. I hope you enjoyed this video and um yeah, I'll see you next one. Scaling
philosophy. If your rorowaz is positive, so your return on ad spend, so like let's say
you spend $1 in ads and you return $3 back, that's your rorowaz, and it's positive, you want to scale your spend.
To scale your spend, scale spend by 20 to 30% every two to three days to avoid breaking it. If you're currently
spending $100 a day in ads and you jump it up to $200 a day in ads, you are going to completely break everything and
get back into the learning phase and it is not going to be it's going to break your campaign. Like you won't get good
results. So, there's three different levels of making decisions off of data here and
metrics when running ads. Now, I recommend using this philosophy to kind of help guide you. And it's kind of a
funny meme, I know, but basically it says to not really focus on these nerd level
three metrics. They honestly aren't that big of a deal. They don't matter. And the only reason they matter is if
there's a problem with the two because it's a hierarchal like hierarchy of a system. So like let's say rorowaz is
bad. Then often times there's a problem with one of these metrics. And this is kind of how you want to think about it.
If there's a problem one of these metrics like cost per call for example, there's a couple things that impact cost
per call. all of these, you know, a couple things here. So, the point is is like there's certain
things that impact these level two metrics. So, if your rorowaz is bad and you're not getting the return on ad
spend that you need to and you know your rorowaz from the tracker, it should be at the end of this. If your rorowaz is
not positive, then you have to change something. Okay? It's very very important. And the
way you would do that and think about this is starting with your level one metrics. If your os is bad, going to
level two, figuring out which ones impact level two with claude or whatever it is. You know, you can ask out of
these metrics claude, which one affects my cost per shot, cost per call, and it'll tell you exactly. And that's kind
of how you want to think about going through this. So, here are your actual benchmarks.
Now, in terms of CPM, you want your CPM to be anywhere between, you know, 30 and 40,
like around $40 to $100. It should be lower for B to see, but like I would honestly say anywhere
between 40 and $100. So I'm just going to like quickly change this be like 40 to, you know, roughly 100. That is a
healthy CPM. Anything above that, it's like you have a problem with your ads. And I do have, you know, a lot of
information on improving your CPM right here. This is basically how much it costs Meta
to push your your ad out to a,000 people, right? your cost per cost per millie, I guess it's called, which like
your cost per thousand impressions, how much it costs on Meta to push your ad out. Yes, I've seen people with $400
CPMs because their ads are bad. So, Meta just doesn't want to push it out. CTR, unique outbound link. This is the
click-through rate, right? This is what we mentioned below or before. Now, once again, I have a resource to
help you, you know, fix this. But your target is at least 1.5%. And the actual specific metric here, um, it should be
in your metric tracking, right? It should be right here. CTR and CTR link. Your CTR link should be 1.5% or better.
That is a healthy ad. So, I'm seeing this right now. Like, I'm looking at this and this is one of my ads. I'm I'm
seeing this right now that there is a problem with my CTR link. So, then I would go through and go to the document
that I have for you and I'm proving that CTR to get better performing ads, you know, to eventually improve my metrics
and make my rows better. But um that's CTR should be at least 1.5%. Hook rate is basically
whatever one you can get that's the highest in your batch. That's what you need to know. So it's just the first 3
seconds divided by the impressions. And then frequency you want um roughly anywhere between like 1 and 2.5ish
roughly. Frequency is just how many times one each person has seen your ad um that's been targeted by it. So, if
someone's seen your ad like six times, like, oh my gosh, like yes, you need to probably change something. Um, but this
isn't really that important to be honest. Like, it's not going to really impact the metrics as like much. The
biggest ones that are going to impact performance are these two CPMs and CTR in terms of conversion. So, this right
here is all about traffic. this conversion like or these metrics in terms of conversion. So basically
someone clicking on your ad to becoming a lead. Landing page clickthrough rate or landing page conversion rate is going
to be your highest leverage needle mover to basically improve um results. VSSL play rate also has a strong impact. Um
survey and form submission rate should be around 45%. Page load speed should be you know less than 2.5 seconds. And
obviously I do have a resource to help you improve all these things. But the landing page conversion rate, so
basically you know details on how to actually like how that metric works and what that is. It's basically like
however many unique landing page visitors, how many qualified leads came out of that. Okay, that percentage
should be 5 to 10%. A lot of people have a constraint here. So there's a lot of things that we can do to kind of pull
the needle and improve that metric, which we'll get into. But um just know that your KPI, your ideal target metric
for that is 5 to 10%. VSSL play target 20% survey/form submission rate which you could track by using some kind of
better form software. So for example, a lot of people inside of their funnels, they will use you know a different kind
of form like um type forms or you know lovable is what I use because it's just better. So
for example, my survey looks like this instead of the go high level one because we can get specific data on how many
people and what percentage of people are filling out that form to see whether or not it's in KPI to see how our friction
is. You see it's all numbers game here. Page load speed um 2.5 seconds or less on mobile. Test this out and time it.
And then booking and sales. So basically going from a lead to an appointment to a close. Here is your target KPIs or
target metrics for what you should be looking for or key performance indicators. So 4 to 6% um should be your
booking rate. Otherwise known as 90% of the people who apply should book. And what I mean by apply are people that go
through the survey that are qualified. 90% of those people should book. That is another reason why I decreased a little
bit of friction by putting my booking page for example at the end of this form. I'll show you submit. I have the
booking page right here. So there's not like an extra page. Load speed less than 2.5 seconds on this page as well, which
is good. And we have a booking page. I don't have that much availability. So, this is something that I could do to
improve. Well, actually kind of do to be honest. And then also it autofills the information from, you know, the the last
page. So, that's another thing. Actually, I'm not sure it does. It might just be because I've filled this out so
many times, but that's another thing you can do to improve um, you know, decrease friction and improve the metrics. Uh,
but the point is these are your KPIs. 5 to 10% should turn into, you know, of people that are qualified applicants
should turn into bookings. Um, and yeah, so that's your booking rate. Your show rate should be around 50%.
Anywhere between 40 and 60% is your target uh for B2B calls. For like my program, for example, the, you know, KPI
is 80%. So all these metrics depend heavily on like what you're actually selling and what you're doing. to find
out exactly what's accurate. You could either just be in, you know, have more experience or um ask Claude, you know,
situationally, but um your close rate should be ideally around 25%. So 20% is more realistic there, but ideally 25% or
better. Speed to lead under 5 minutes. So if you can hit all these targets, you'll be extremely profitable and
you'll make a lot of money. Now the keystone metrics which are the only metrics out of all these that actually
matter are the front-end rorowaz LTGP to CAC cost per result and the kill threshold. So frontend rorowaz is like I
mentioned in this tracking sheet is how much money we make up front off of our ads after having spent ad spend. Now KPI
if it's 2x time to scale it. Okay if it's 1x break even it could be even fine right? If we spend $1,000 in ads and
make $1,000 back up front, that's just fine because chances are we have backend cash to make up for it, right? We have
recurring revenue from every single client. Um, LTGPAC,
you want 3:1. I will explain everything about this soon. Basically, for every dollar we spend on acquiring a new
client, we need to make at least $3 back for that $1 over the lifetime value, lifetime profit of a client. That is the
health of our business and this is the floor. I'll explain this later as well. Cost per result. Um yeah, this depends
on your what you're offering basically and like your comp like completely depend on your offer, right? If you're
doing $100 upfront and pay per results like your target for your cost customer acquisition cost or your cost per
results is going to be like $100 $250, right? Um the point is like as long as your front end rorowes is good like this
is the only metric that matters here. kill threshold or otherwise like when to kill an ad. If it's too extra target,
then kill it. And I will explain all these more in detail. It's just it's important that you know that these are
your KPI benchmarks. Okay, these are what you're looking for ads. You have any question about what's going wrong
with your ad. You will perform a bottleneck analysis, which I'll explain to basically cross-check your ads and
your metrics with these KPIs and to see what you need to fix so you can make a decision off of data and not feelings.
So to use this table when your rorowaz is off walk through this from top to bottom.
Okay. And basically find what you can easily two to 5x to improve all everything else.
You know the thing is is like this game of testing and improving with data. A lot of it has to do with
experience. But what I recommend is giving Claude this entire PDF on how to run ads saying only refer to this
resource and help me make decisions on what I should do and then give it your metrics so that you can make the
decision yourself. Test it out yourself. Figure out like what decision you think you should make. You know, like let's
say you have all of your metrics in a similar looking graph and you're like, "Okay, my clickthrough rate is a little
bit low. My CPM is a little high. My landing page conversion rate is a little bit low." You can ask claw and be like,
"What is the highest leverage thing that will, you know, give me a two to threex results on that change to make me more
money and get you better cost per results?" Keep in mind these target metrics and
KPIs are not perfectly accurate because they are dependent solely on your niche. Okay? But these are in general healthy
numbers for most offers and you can use these kind of as a rule of thumb as a floor when making decisions. Scaling
rules. If my front-end rorowes is below break even or below 1x, I pull back my spend 20% and run a bottleneck analysis.
So when you run ads, it's important that you set some scaling rules for yourself about rorowaz because obviously this is
the keystone metric. If my front end rorowaz is between break even, so it's between one and two, then you run a
bottleneck analysis to see where the bottleneck is. You know, you dive into those level two metrics like I mentioned
and you solve and you keep spending, you know, the same thing. So this is just the general rule of thumb what you
should do if your rorowise is one even break even um you could either pull back spend by 20% and run a bottleneck
analysis or if it's fine and you have enough backend cash to justify it then you could just keep it the same and you
know keep your spend the same. If your front end row is between 2 and 3x then increase your spend by 15 to 20% every 2
to 3 days depending on the aggression and sales velocity. Yes, I will explain how to actually do this. If your front
row is above 3x then scale 20 to 30% every two to three days. Um once again depending on aggression and sales
velocity and like what your sales team or who you know if you're running your sales team like what you can actually
manage with your calendar bottleneck analysis. So if you have an issue the goal is to figure out you know which
bottleneck is bottlenecking the overall performance because oftent times there is usually one or two things that
you can fix to like two to 3x your entire results. And keep in mind this is a hierarchy right? So, you want to start
by looking at the level two metrics, seeing what the biggest issue is, which for most people it's probably going to
be the cost per call, but sometimes it's something else. You know, if it's your qualified rate, it's how you're
positioning yourself and how you're running your ads and you not knowing your audience well enough, your target
audience. If it's your close rate, you know, it's your sales ability or your sales team ability. So, you want to
train them better, you know, you know, become better at closing. If it's your show rate, your pre-all processes need
to get better and you know your triaging whatever it is. If your cost per call is the problem, then we can handle some of
these ad metrics to improve your ad results. That's how we kind of want to think about these things. So if your row
isn't good, just initiate one of these analysis like a bottleneck analysis and compare your seven or 14 day stats with
your original KPIs to see what you can two to 5x. So the way that you do this is you go into your track ad tracking
compare your 7-day data, you know, to start with the ad tracking sheet and basically from there you would use that
and compare it to your KPIs or what you're going for. So let's say it's these data, this data points right here,
which honestly you should have your own KPI benchmarks for your own specific niche. But you go based off your target,
compare it to your current tracking. Let's say your unique link clickthrough rate is 1.12%. And your KPI is 1.5%.
Okay, that is room to, you know, flag that and keep that in mind. Let's say your CPM is a little bit high and mine's
28 here, so it's no problem there. Let's say your landing page conversion rate is a little bit low. Like, you need to
basically do an analysis and see where your constraints are. Okay, honestly, I don't really have any constraints here
because this is a healthy rorowaz. So, then I would just scale the spend. And that's kind of how you want to think
about these things, right? And what's good is that once you have a proven offer and ad structure and campaign and
landing page and you have all this stuff figured out, you don't have to individually track for each and every
one of your clients, you just kind of have a winning system that you could use for every single client that's
repeatable. But often times you will have to do this multiple times to figure out like what's working and what's not.
Can't we just copy and paste it? So yeah, just see what you can two to 5x. Believe it or not, like this is so fun
to me like looking at this data because like you know if you're looking at your data and you find that you have a clear
constraint like your clickthrough rate you your unique link clickthrough rate is like 0.8 like all you have to do is
change your ads using the sheet that I have to help you with it and like double your results and half your cost per
lead. Like it's literally that crazy how one one of these metrics can completely determine how much money you make. you
can make double the amount of money. And let me remind you again, all it takes is one winning ad to make a ton of money.
Like, I literally have made $50,000 plus off of individual clients from one picture ad that you can make in 5
seconds with Hicksfield. All it takes is one winning ad. So, that's if you know how to actually scale
the ad and not just, you know, get caught in the the loop that most people do. But yeah, if we find that one of the
level two metrics are the bottleneck, then we start messing with the level three nerd metrics and most of most of
the time like your cost per call is going to be the constraint because people are just like struggle with
running successful ads especially, you know, in the current state of the market. If you want to get a cheaper
traffic cost, CPM, CTR, like these things, I have documents to help with that. Better, you know, click to optin
rate, lead to appointment booking rate. These are all the metrics that you know have to do with, you know, getting
cheaper clicks from meta and getting more clicks on the ads, you know, clickthrough rate. And then these are
the metrics that are affected by like going from click to getting more leads, getting more leads per click. And then
these are the ones on getting more bookings per lead. I went ahead and grayed out the metrics that don't
actually have that big of an impact here and bolded and gave you resources to help you solve the more important ones,
the keystone ones. This is extremely valuable. You should bookmark this because you'll use this often to improve
CPM, which is basically like how much it cost to give your ads to a thousand people from meta.
It generally means that your ads suck. Like that's the highest leverage thing. So, what you could probably do to
improve your CPMs is just have better ads. But if you're dealing with high CPMs, use this checklist to lower it.
Number one is the bidding strategy. So, when you run ads on Meta, you're simply just competing against other
advertisers, right? So, this is what happens when you put no cost caps or cost per result goals. So, inside of
Meta, inside of an ad, you can basically set a cost per result goal. So, bidding strategy right here, you could do cost
per result goal and set an active cost per result goal of like what you're going for in terms of ads. Now, let's
say it's cost per result goal, which is the average cost per lead. For concrete, let's say it's, you know, it's B toC, so
let's say you're going for like a $30 cost per lead. You would set that as the goal. And basically what happens when
you do that is you kind of give Meta insights as to what it's what you're willing to auction in because all of
this is just a bidding auction, right? Without telling Meta this bidding auction will do whatever Meta chooses
and you know which includes being a part of more expensive auctions, right? So here's what I mean
by setting a cost per goal. So let's say $100 for cost per booked appointment or schedule event inside of Meta, which
would be the cost per result that we'd be targeting with, you know, B2B ads. Your if your CPM shoot up after doing
that, then it's likely meta telling you that given your current optimization event, your creative optimization, your
creative v visuals, like what your ad actually is, your account history, all this stuff, you just aren't possibly
able to hit that cost per result goal. So you'll have to change one of these things.
This will basically give you insight as to if your ad or your process is good enough given the state of the market and
what you're going for, what metrics you actually want. So, bidding strategy is something you can do to improve your
CPM. Um, it will improve your CPM if it's fit and this is just fine. Optimization event, you can simply, you
know, choose the event that you want at the adset level. I would recommend, you know, because like if you go from lead
optimizing for leads, like if I show you in the adset here and you optimize here for maximize number of leads and why
don't I go into another campaign that's like not doing a lead form so you can get a good example of this. If I go into
an typical ad set, you can maximize number of leads and use a conversion event that's either schedule or lead
here, right? If you switch from lead to schedule, your CPMs are going to go, you know, this will change them a lot. So
you should always optimize campaigns around the furthest bottom of the funnel event that you have enough volume for.
That is the key. So the bottom of the funnel event for lead genen would be probably a booked appointment for most
people, right? For call funnels, that's why you want to do schedule. Um for lead genen, I recommend you do lead actually
because all this really just matters. It's a matter of like how much volume you have. If you choose schedule and you
don't have that much volume, it's going to take Meta a long time to optimize and it's not going to ever really get out of
the learning stage. You know, if you're spending $50 a day and you're optimizing for schedules, that's going to happen
because you don't have enough budget to get enough schedules in to optimize. So, you want to lead in that situation with
a lower budget. That's why it says learning limited because my budget here is only like $150 a day or what is it
like$1 $135 a day. That's not enough given the ad creative and process I'm running to get enough
schedules. So the learning is limited. So here you'd want to go and do a lead. But my solution here is just to increase
the budget and not worry about it because um I want more accurate tracking and I'm actually collecting leads for
this offer. Whatever it is. So basically like I said this is how to know what schedule and optim what event you should
basically optimize for. Placements. So placements can give you very cheap CPMs but bad traffic. So what I would
recommend you do is in the adset level, choose only Facebook, Instagram, okay? By choosing Messenger, audience,
network, and threads. These three give you really cheap CPMs and get you in front of a lot of people, but it's not
good traffic. So just stick to Facebook and Instagram. That's something you can do to improve your CPMs. Time of year,
holidays, and things have an impact. And a good example is like my cost per lead for my roofing clients doubles in the
winter time. And that's literally just because most people don't get roofs done in the winter. Another thing is weak
creative visuals. This is the most high leverage thing. Meta wants to push good ads. So if your ad is visually appealing
and native to the platform, it will push it much more. If you use visual hooks, you know, and you use like wide like,
you know, a whiteboard in your ads or a ladder, you're holding a ladder, whatever it is. Like cool and fun ads
scale heavily. And if your visuals look bad, then you would just get higher CPMs. This is an example from a video I
watched at a mastermind. This guy was getting $300 to $500 CPMs because the ads looked so bad.
It truly has a big impact. If you literally have a bad looking ad versus a good-look ad, you get 10 times the
better results. Keep that in mind. So, make sure you look the part. If you're selling to
high-end business owners and founders doing like millions of millions of dollars a year, you should be in a
higherend studio. If you're selling to contractors, be out on a job site, be outside, be walking, be in a car,
whatever it is. Clean audio and video is very important as well. So, make sure to add in visual hooks. Props help. You
know, for example, if you're recording an ad for roofing, literally record it on a roof. If you're recording general
ads for contractors, hold a ladder, have a construction hat. Just like be fun with it. This is a, you know, an ad I
made when I started running paid ads of me literally recording on my roof for roofers. Weak messaging. If you have
weak messaging, Meta won't push it as well. This means that what you're saying isn't actually speaking to your ICP and
it's not resonating with them because right now in terms of the market, like for Meta, messaging is targeting. What
you say will put you in front of the right audience. So, make sure you say the right thing to the right ICP.
Non-native ad, make sure your ad is native to the platform. So, if you're running video ads, make sure that it's
not like a black screen, like a blank screen with a YouTube video format for the ad. Keep it native to the platform.
Um, so if you're running Instagram ads or meta ads, you want to have ads that look like they're just basic videos on
meta, just like this, formatted properly, handheld kind of vibe. Um, and honestly, this is a little high like
quality, but I am targeting business owners. That's the reason why. So, that's something. And by the way, I want
to just mention that the line between organic and paid ads is almost one to one nowadays. And what I mean by that is
like you can basically post content that's organic content and if it does well, post that as an ad and run it as a
paid ad and it's one to one. So like it'll work really well. So keep that in mind. Inactive Instagram and Facebook
page. If you haven't already, watch 1.35 in the program to learn how to warm up your Facebook and Instagram account.
It's very important if you're running any kind of ads for yourself or your clients or whatever it is. If you don't
have an active account and like an engaged with account, this can majorly affect your C your CPMs.
Obviously, like having proof on your account will help conversion, but the biggest thing is CPMs, right? If you
have an inactive fresh page that's just gotten created with no followers, no engagement, no posts, your CPMs could be
double of what they would normally be. And that would literally double your ad result, like your cost per result, which
is sometimes the difference between profitability and not. Create a format. Try new formats. Okay, here are just a
few formats that are crushing you right now. Static ads have always crushed it. You know, like one of my best performing
ads um is just that simple ad that I showed you earlier in the video. It's just a static ad. For example, this
one's crushing it as well for me right now as well. Just a picture of a red creative with white text. Uh split
screen videos with visuals on the bottom half. A lot of people are doing that. Um, so like going through a mirror
board, for example. Instagram style Q&A videos are crushing it right now. So, yep, I might rip some of these for
contractors. YouTube style educational videos have been working well. Whiteboard this or that. Viral hooks,
direct camera. So, you know, my messing with what a viral hook is, like a viral video, and then basically switching that
to a direct cam direct direct camera ad, which is basically you just talking to the camera. AI hooks, skit style ads,
selfie videos, driving or walking. These are all things that are crushing it. Um, try new formats if you want to increase
or, you know, decrease your CPMs and make them better. Another thing that people mess mess up on here is having no
creative divers diversification. You really want if you want healthy CPMs and you want meta to push out your
stuff, just test out more different kinds of creatives. So, if you want details on mastering the Andromeda
update, this is a resource from sell more online. And I can't give take any credit for this um from Evan Sichch
which is you know one of the founders of like how I look at ads basically. So here's a bunch of details a 54page
document about Andromeda ads. If you want to learn more about that you can do that here. If you have slow page load
speed so and by the way this is common with go high level sites. That's why I have most people use lovable. This can
negatively impact CPMs. So these are all the needle moving things that you can do if you have high CPMs. I know it's kind
of detailed, um, but it's very important that I cover this because that's one of the most important things, right? If
your meta is not pushing out your stuff and you're getting a $100 CPM, like you got to change something. Otherwise,
you're not going to be able to get any good ad results, regardless if your ad, regardless of your landing page,
regardless of your sales process. So, we'll start there. Number two, if your C your CTR is the issue and it's not 1.5%
your unique link clickthrough rate on meta, then here are things you can do to improve your CTR.
Once again, CTR is the, you know, the click-through rate of your ads. So, it's the amount of people that click onto
your landing page or destination from your ad. The actual accurate metric from Ads
Manager is unique outbound link CTR percentage. Okay. So, if you want to see what it is specifically there and I
actually have this auto calculate to make sure that it's completely correct in the gray here. So, then you also have
to fill in less data on your end. So, by just putting in your link clicks um your clicks all and your impressions, it will
give you the correct calculation which is just link clicks minus impressions or divided by impressions. So, that'll be
your clickthrough rate. Now, target is 1.5%. if it's less. This generally means that your ad offer or your messaging
just wasn't good enough. So the first thing that we can kind of pull here, the first thread that we can pull to improve
this is your messaging quality. So this is just how much your audience resonates with your message. Whether it's a
picture ad or video ad, it doesn't matter. Is what you're saying speaking to your audience's pain points, desires,
circumstances, results, um, or needs, or is it just weak and broad? The questions you want to ask yourself to improve your
messaging quality is, are you being direct enough in your CTA or your call to action? Is it clear what the prospect
needs to do next, is the offer clearly articulated and tangible enough? Is your hook strong enough? Did I use too much
jargon and BS? Is the ad too long? Is the ad too short and lacks context? Did I show any proof? If it's too broad or
something like they don't want it, okay, they won't click. it has to remove logistical
intensity. So, as a bonus, you can use this resource to help understand your audience better, which will help with
your messaging quality. Um, like I said earlier on in this video, now emotional urgency. Having more emot
emotional urgency can help your CCR by putting the prospect into a state of pain. The goal here is to get the
prospect out of scroll mode, to take them out of the mode that they're in. Because if they're on meta, they're on
Instagram or Facebook, they're likely scrolling. For example, ad one is if you own a local business, you should be
doing online marketing to get more leads and grow. We help we can help you get more customers, book a call with us
today. Ad, if you're a roofing contractor in city and you're tired of buying share leads that four other guys
already called, we help homeowners or we book homeowners onto your calendar for quotes and you only pay when they show
up. Ado is a billion times better because it resonates so much more with your target demographic. like you're
going through a painoint. It has life. It feels real. So like this is the the the importance
of having some emotional urgency and really knowing your audience. That can mostly like have the biggest impact on
your CTR. Good visuals and good messaging mean high CTR
offer. Even if your ad is great, if your offer is not good enough or not something people actually want, then the
ad won't perform and you will get a low CR. It could be something that people want but the way you articulate it is
the problem because remember like your offer is not you know theiding the deciding factor here. It's your
perceived offer. It's like what they actually hear from you. So again this is why you need to understand your audience
and your ICP. It's very important. Changing this will also influ influence every other metric. So like if CTR is
low like please don't just change your ad offer your complete offer like don't do that but this can be an impact and
something to look at. Resonation. Now, your ad must resonate with your target audience. So, this includes the ad
visuals such as what you wear, the environment, the actual ad itself, and also the message as well. So, how you
grab attention, how you articulate everything. This is really important. Like, if you're reaching out to a
high-end business owner, you know, million dollars a month plus, you need to be extremely articulate in your
words. You need to be concise. You need to understand like you have to talk a certain way to these types of people. If
you're reaching out to a local contractor, you're like, "Here's how we can get you guys some more jobs on, you
know, where you only pay with a homeowner if they sit down." Like the language difference between those two
things is sometimes, you know, the deciding factor into how much they resonate with you. Ad length. Some ICPs
resonate more with longer ads and some with shorter ads. So, test both and see how they perform in your specific niche.
Now, weak messaging is a big thing as well. If you have weak messaging, Meta won't really push it. And once again,
that's literally just that you aren't actually speaking to your ICP and it's not resonating with them. Messaging once
again is targeting. A non-native ad once, make sure it's native to the platform. It's very important. Like this
is all things that are in the CPM's part as well. Inactive Instagram, Facebook page. I won't really go through this
again. Creative format once again try new formats. No creative diversification as well as page load speed. So these are
all things that can improve CTR or, you know, hurt CTR as well. Um, but these are kind of the biggest things.
Honestly, the highest leverage thing you can do here is just your messaging, asking yourself these questions,
understanding your audience better, having more emotional urgency, and making sure that your offer is good,
that you're resonating with them, and you have good visuals. A lot of things to check, but this is what you can do to
improve your CTR. So, th that's pretty much what you can do to get a cheaper, you know, cheaper
to get the click or to get more people to click. Now, once they actually click, how do we make sure they turn into leads
or booked appointments? To figure this out, we need to learn about landing page conversion rate. This metric is the
amount of new qualified leads that come in divided by the unique landing page visitors. So, how many total visitors
there are on landing page. For example, let's say you have 500 landing page visitors and you get 40 qualified leads.
That is a good example. There's a couple things that we can do to improve our target landing page
conversion rate, which our target is 5 to 10%, but there's a lot of things we can do to improve these metrics and get
them to this point. Number one is the page load speed. This is a very, very important and not many people think
about it. Use a Google page speed test. You can literally look up like I can do it with you, Google page speed test, and
literally just see your actual page speed test. Okay, if your page is slow, host it on Cloudflare and turn on all
the speed optimization settings and compress images, etc. Number two, branding and visual
credibility. It is crucial that you have visual credibility. Now, I'm going to ask you this. Which one of these looks
more credible? Okay, now the thing is is like I would use AI
or you know lovable to do this for you or pay for it to be done professionally. Keep in mind it must be mobile first.
Okay, so you need to fix the mobile view on the funnel. Make sure that it's built for mobile you know and not the
computer. It's very important. Um, messaging congruency. The landing page must be congruent to what ad that they
clicked on. If the ad says one thing and the landing page says another, people will click off. So, in my opinion, the
best strategy to go about doing this is like test out ads, see what ad performs the best, then because you know that
it's resonating with your target ICP, then change the landing page headline to match the ad. So, we're not guessing
headlines. You can take it one step further, by the way. If you find a winning message on the ad and use it in
your confirmation emails, pre-all content, appointment reminders, all these things to improve your congruency
to be way more congruent and to get way better conversion rates across the board. Remember the more better new
framework page experience and information. It's important that your page is easy to use, that it looks good,
has important information above the fold, right? So like before people scroll, that's what above above the fold
means. It's not like unresponsive. When looking to optimize for page experience, do so by asking yourself what's stopping
someone from taking action on the page. You know, is the copy confusing? Do they have to scroll to click the CTA? Is the
application survey or form smooth and well integrated? You know, is there too much information on the page? There's
like an information overload. Your page must answer all these questions. What is this? What results can I get? Can I
trust these people? What do I have to do next? What problem does this solve? What do I need to do on my end to make this
work? What you can do once again is file download this as a PDF. It's in the resource section below and
send this to Lovable to make sure that it checks all the boxes. Sections must include social proof, FAQ, but no fluff.
And if it's cold traffic, just make sure they have enough information about like you and what you do to book a call or
apply. This is why I like using a VSSL for cold traffic, especially like B2B ads. And that's why I have one built out
here is just for the sole reason that like people don't have enough information about who I am, what I do
and proof. So I like to fill them in with this information here so they know more about me to, you know, apply or
book a call. Application questions. These questions will largely impact the friction. So don't start off with a lot
of questions. Like I said, start with minimal minimal questions. See the quality that comes through and then add
friction if needed. As agency owners, we need to know the revenue of our prospects as well. and to
do this in the most friction frictionless way possible. So if you ask for revenue, say something in the
description below the question like we ask for monthly revenue so we can tailor our best strate like our strategy to
your budget. So for example, what revenue range is your business currently at per month? We only ask this to make
sure we can offer you the right services for your specific business. Or if you want people to tell you their actual
revenue at higher rates, what is your target revenue in the next six months? Cool. X to X. Now, what is your current
monthly revenue? Okay, so for your application questions for your funnel structure to improve your landing page
conversion rate, always do some kind of non-revenue qualifier. So, for me, it's usually like what's your company size or
like are you the owner of the company, a revenue qualifier, you know, with a justification statement, like I said
earlier, to basically make sure that they make enough money to deem to be qualified to work with you and to
consider themselves as a lead to you. Contact details. If it's B2B, add a website so you can basically get their
website as well. And then partial submit, turn that on and make sure that whatever survey or form provider you
use, whether it's tight form or level, has an option to partially submit. So you can get their information even
though they don't fill out the form completely and submit it. Some people just forget. Additional questions used
to increase friction or aid in the sales process. Okay. So in the beginning with your ads, you want to get as much
throughput in as possible to feed the pixel without being too heavy on qualification. So, be a little loose
when you first launch your ads. Maybe don't have all of these qualifying questions in here and additional
questions. Um, literally just have the most important ones because the survey submission rate KPI is around 45%. And
anything lower than that, there's likely question causing major drop off. If that's the case, what I would recommend
you do is start using type form to track specific question drop off. And lovable can do this for you. you can just ask it
application user experience. So make sure that the application is full on screen, full screen on mobile when they
fill it out. This is another little thing just to improve the survey, you know, submission rate. Um, what I
recommend you do is have a pop-up form. That's what I have. So, I have a pop-up form that pops up and you just need to
make sure that this is full screen on mobile because it can be kind of a nightmare to fill out a small
application like this that it looks great on the computer, but on mobile, you know, if you have to type certain
stuff in and select these options, it's kind of a nightmare. Think about also your ICP if they're a little bit older.
The text field size also should be 14 to 16 pixels. Otherwise, it will make the phone zoom in when you put in the
information. So, like let's say you put in the information right here, when you start typing it in, it is going to zoom
in um on mobile. So, it's like very important um that it's the right size and people should not have to fill out
their information twice in order to book a call. Okay? So, like if you have a survey with full name, phone number, and
and email, this should carry over to the calendar. And if you need help doing that, contact use lovable, use custom
fields, UTM parameters whereby they fill this out, click submit, it adds us to the, you know, your URL of like a
question um eel equals it'll be something along these lines or slashquest eel or whatever equals and
then they'll be like the first name whatever and it'll take that information, put it onto the calendar
just so they don't have that added friction of filling out their information again. Um, as far as VSSL as
well, make sure the play rate and engagement levels are as at least six like 20%. And if you want to increase
this, use Vidalytics. You can add a video thumbnail to increase the play rate, rewrite the page headline as well
to increase the curiosity about the VSSL. Um, you can use some kind of visual aid in the VSSL to make it more
interesting as well, you know, to be clicked on. For example, I use a slideshow, so there's some visual
elements so people are more interested to click on it as well as these nice captions. So, these are just all
improvements that you can make to improve your landing page conversion rate to hit that target 5 to 10%. This
applies for B2B and B TOC. Okay. Now, if you want to get more bookings from your leads, here's exactly what you
can do to improve your booking rate. Okay. Obviously, this is the amount of new appointments that get booked from
the unique landing page visitors. So, if you have 500 unique landing page visitors and you get seven appointments
booked, then that is your booking rate. Target booking rate for you or your clients is 4 to 6%. That's a healthy
funnel. Your booking rate should be similar to the landing page conversion rate. But
two things that can impact this is call availability. So making sure that you have enough availability on the
calendar. So you know the more flexible you are with your calendar availability, the lower the cost per booking will be.
But keep in mind this will also impact show rate. You know you want to be more flexible so people have options as to
when they can book. Something that helps with this is using 15-inute increments so people can book at, you know, 10:15,
10:30, 10:45, etc. And then user experience as well. You know, make sure to pass the details from the application
to the calendar step. If you use lovable, they can do it for you. Um, another thing that impacts performance
here, your booking rate is having separate pages for your form and your calendar. Um, you want to combine the
two in the same funnel or survey. And that's why I put the booking calendar page at the end of the pop-up survey
instead of a separate page altogether. These are like more limiting factors of why you shouldn't use go high level for
stuff like this and for funnels. You should probably use lovable or something that's a little bit more native to the
actual platform. Okay, so now I'm going to go ahead and do a live bottleneck analysis to kind of like break down how
this actually goes on the day-to-day process. Let's go ahead and do a live bottleneck analysis. This is a real
campaign of mine and it is a bait and switch campaign. Um, and I can actually show you the creatives that this
campaign has. Majority of the spend, it's a lot of ads, um, but majority of the spend, I'll show you what it comes
from specifically, it's mostly from ads that look something like this. This account is disabled, so this is an old
account, but um, most of the ads look something like this. So, basic creatives, similar to ones that we
showed you earlier, and this is one month of data. Now, this is enough data to get some actual signal to know like
whether or not these ads are good and stuff. So, that's why I'm using this um data. I have new ads, obviously, newer
ads, but this one has a decent amount of data for the singular ads that are in here. Yeah, let's just go ahead and do a
bit of a bottleneck analysis. So, first thing I'm going to do is send my KPI benchmarks um to Claude. Now, keep in
mind these aren't like exact metrics, but I do want to give Claude at least something to go off of just kind of help
me make this decision. So it's not completely based off of my you know me basically. So let's go ahead and attach
these say attaching KPI benchmarks roughly not exact because that is for home improvement overall and this is ads
for roofing. Okay. run a bottleneck
analysis based on these metrics and what my constraint is.
Okay. And then basically what you do is just give it your data. So there's the first part of data there
and then the second part of data right here. Now we can basically give it our data
just like so. attach it all and just have it start running it. Okay, so that is what we're
going to do and while that happens, we're going to do it ourselves. Okay, so let's go ahead and take a look at it
ourselves while Claude is doing the work on the back end. So first things first, this is a real campaign obviously. So we
are going to go ahead and see the keystone metrics first because obviously like the keystone metrics is rorowaz,
LTGP to CAC, cost per result, kill threshold. So let's look at the rorowaz. That's the first thing. First things
first, the upfront rorowz is 2.49 and the revenue rorowes based on lifetime value is five. So, this is a healthy
campaign, okay? Not much needs to change to be honest. My CAC is $84 and my average upfront cash is around $2,000
because I have six sales, $12,000 total in upfront cash. Um, so right off the bat, this campaign is scalable. This is
a live campaign of mine. I'm just good at running ads, so like it's hard for me to find like a failing campaign to like
con show you the constraints and stuff. But I will say like we there's so many improvements we can make to increase
this upfront row as to be much higher and make it much better as well. Um so just to take a look at things in
perspective just like every single metric all of these are in normal CPMs are in KPI that's fine 20 to 80 is good.
Um CTR all and then C unique CTR is 0.69% for the whole campaign that's very low on average. So this is a huge
constraint like this should be double to be honest. Okay, landing page conversion rate is insanely high. So that's how we
kind of make up for it. And the reason why is because we're losing lead forms here. That's why it's so high. Gosh
bleeds good. Basically, the CTR on average is quite low. But if we take a look at all the ads individually, the
unique CTR for some of them is high and good and the rest of them it's lower. Um, so 1.22 is actually pretty good. So
we would basically double down on this ad specifically. This seems to be the winner here based on metrics and we do
have enough spend to kind of justify that. Um, and obviously we are running lead form for this. Um, so and the see
here now with the booking page at the end. So next up is qualified leads disqualified. I actually don't have this
data cuz this campaign was a little while ago, but I do have the no-show. I was getting I got 31 no-shows out of 71,
which means my show rate was roughly 44%. That is low. Okay, that is a constraint.
My close rate is good because I got six closes out of, you know, however many shows, 40-ish. Um, that's pretty good.
that's within KPI. So everything like is fine. My CAC is $84, but I collect an upfront cash of 2K. So it means I have
clients client finance acquisition. So I can scale pretty aggressively here. Um so what I would do if this was actually
my campaign is I would just scale it. I would literally wait, you know, I would scale it 20 30 20 to 30% every two to
three days until something breaks because my upfront row is good and my revenue res or my LGP to CAC is high as
well based on the contracted revenue. So, it's good. Like, it's healthy and it's scalable. Now, there are
improvements that we could could make. Like, we could increase the CTR link by doubling down on only that specific ad
and getting rid of all the losers. That, right, that alone would probably get me like way more leads and appointments.
Um, and then I would also prefer to actually use a landing page instead of a lead form just so this drop off isn't as
high. So basically, if you were to fix something here, just kind of like to give you an example about how you would
look at these constraints is you would duplicate the ad set and only use the winner, the best ad that had the best
unique CTR to improve that. And in addition to that, I would switch to a landing page to prevent this huge drop
off. And um yeah, and then also improve your show up rate as well. So there's obviously there's levers you could pull
for that in the sales module if you want to know. And but other than that, like you actually don't even need to do
anything with this scam because it's winning. So I would just scale it. But let's see what um let's see what Claude
says. Yeah. So, appointment booked to show um I actually gave it the date the wrong data. So, obviously my constraint
it's like 44% actually not 35.2 but still the constraints is basically show up rate like I said link click-through
rate is under and um yeah lead to appointment booked is okay. Yeah. Yeah. So, in my opinion,
this should be higher, but according to Claude, like our biggest constraints are our our show rate and our CTR. Um, I did
give it the wrong data for this, so it's a little bit low. It should be like 44%. So, it is still under. So, but these two
are by far the lowest things. But the thing is is like it explains that like I don't even need to fix it because it's
good. So, it's really no like there's not like any crazy changes or anything that we need to make here because like
we are already in KPI. But that's how you would typically go about like analyzing metrics is give it to AI, see
what AI thinks based on your data. Um, and then basically go into pulling the the thread. Now, what I would do to fix
this see like this link clickthrough rate because it's very low. Like, you know, if we're getting that many clicks
versus, you know, that many impressions and that many link clicks, like obviously that's quite low. It should be
about double that. The change I would make is take the winning creative and just double down on that because this
one has a 1.22%. and then I would just turn everything else off um if it has enough spend and it's not getting the
result I want it to. But the truth is like this ad is doing well. And if you wanted to get more high performing ads
with a similar CTR, like what we would do is basically take this ad and then double down on it and make some more ads
that are similar to this. Um maybe some different slightly different wording but same vibe. And that's how we would kind
of double down and test a new ad set. So we duplicate this ad set. Then we basically put that winning ad in there
and then made some variations like it and then scale up that ad. Um, and yeah, so like this is how we would kind of go
about analyzing constraints and bottlenecks based on the KPIs. This was just an example obviously like I'm not
like live doing it technically, but I am doing it kind of in front of you. But the truth is is that like if you do good
and if you make a good campaign with good ads and you do right the first time, then your revenue row as an
upfront like all these data points and numbers and yes, I might like change some of these to make them align more
with the the you know the document based on like these names and things, but the point is it's like if you do it right
the the first time like you might not even have a constraint and your constraint is not spending enough money.
So yeah, that was um kind of breaking down um a bottleneck in a way or just kind of showing you how I would go
about, you know, live doing this in front of you. So I hope you enjoyed and um yeah, let's keep going. Media buying
and testing cadence. So media buying in 2026 or just getting better ad results basically is about feeding it signal.
Okay, it's about testing creative at volume and getting out, you know, out of its way pretty much. The people who are
kind of, you know, who lose when it comes to ads are the people who change things too often. And the people who win
build a system and just let it do its thing. Let it run. Signal based buying. Meta's algorithm is
smarter than you. Okay? So, your only job is to give it a clean signal and enough budget to find the people that
actually convert. Every time that you make some kind of meaningful edit, you will scramble that
signal and send the adset back into the learning phase where performance is unstable and costs fluctuate. Things
change. So you have to consolidate, simplify, and stop touching things. To do this, consolidate by going with fewer
campaigns, fewer adsets, and more budget per adset or ad. Because if you split $100 a day across five different adsets,
like it doesn't give Meta much data. Like yes, the Andromeda update is good and we can test more ads at once and
it'll allocate it properly versus if you have one adset at $100 a day, there's so much more signal there.
So don't spread your ads so thin where they can never exit that learning phase and just give meta enough data to find
signal. In terms of testing volume, the number one people why people the number one reason why people fail at ads is not
necessarily because of a bad strategy. It's because they don't test enough creative, specifically not testing
enough hooks. See the hook section for that. Most people run three ads, watch them flop, and then conclude, "Oh, ads
don't work for my niche, so let me switch my niche." They tested three things, okay? Winners
come from volume. The mindset here is that like you're not trying to find one perfect ad. Yes, one ad can change your
life, but you are running a search for the winner. Okay? And the only way to find it faster is more attempts, right?
and just assume one in five to one in 10 creativesish will be a real winner. Okay,
so if you want two winners, you need to probably test around 10 to 20 ads. Hook testing. So ideally, you want to test 10
to 20 hooks if you're doing video ads. And the way that this looks at picture creatives is like you want to test 10 to
20 pictures, but how you test them decides whether you want to actually find a winner or kind of just like
starve a ton of ads because we want to make sure we give enough signal. So for hook testing volume, the constraint is
never like how many hooks you want to test. It's how much budget each one needs to give meta real signal and
enough data. An adset based off of meta's like actual T and like terms is that an adset needs around 50
optimization events before you know the numbers actually mean anything to exit the learning phase completely.
So if you split your budget across too many ads and none of them ever get enough to spend like enough spend to
properly test it's going to be hard right that's why we need to be careful about how we allocate our budget in the
beginning. Now this is one of the different ways or also like 5 to sevenish days um can also give us enough
signal there. Budgeting rule every ad that you run needs to have roughly $10 to $20 a day of its own spend to test
fairly. This is the rule of thumb. Now, remember this for your client's
ads, for your ads, for all of them. So, if you're running $60 a day, do not test 100 creatives. It won't work. You will
never find a winner. It will take you a year. So, work backwards from your budget and not forwards. And the way I
mean by that is like if you're doing $20 a day per adset, that's one to two hooks, okay? Not 15 or one to two
picture creators, whatever that is. $50 a day, three to four hooks, $100 a day, five to six hooks, $200 a day, the full,
you know, 10 hook batch. Run the test based on the above. Find the winner, remove the loser, and then feed the next
two in. So, when you have bad ads after a while, like if you find out you've been running it for a while, you have,
you know, thousandish dollars and spend much enough conversion events as well, enough leads, and you find out that the
unique outbound CTR is very low, you can kill it. Um, and once again, this is why picture creatives are great because
they're cheap to produce. They're easy to make them so you can keep conveying, keep the conveyor moving without burning
money or time on production and video ads. Um, I will also tell you on how to kill
ads sooner and to kind of spot a loser fast, but to launch, duplicate at the adset, the ad level, swap in the new
hook or new picture creative, keep everything else the same, and then launch the batch into one ad set and let
it spend. Do not judge until each ad has at least 5 to seven days or 50 events, 50 leads, 50 appointments, whatever you
have it scheduled to. And if you want to know how to make that work, see how to make changes, which is going to be um
later down in this document. It's very important that we keep everything else the same here that you know the same
body, same offer, same audience and the only difference is the actual picture creative or the hook because
then we can truly isolate the variable and actually see the impact and not change multiple things at once. So we
don't know like what's going on. So hook rate which is the 3 second video views divided by impressions. A low hook
rate means the first one to three seconds to earn attention. This is the first thing to check. Once you find out,
iterate. Once you find a winner, just iterate. Make five to 10 variations of the winning hook. So to figure this out,
go to 3se second video plays, which is this right here. You can even all see you can even check
out all three of these metrics and see the percentages and that's how you basically get the hook rate. Um but
yeah, once you find a winner, just make iterations off of the winning hook. remember more better new um you know new
opening line, new visual, new first frame basically but the same idea and test those next because winners make
more winners. Now the creative engine is something that I've gotten from an entrepreneur
that I look up to in the e-com space that does about more than hund00 million a year. And the
creative engine is kind of a method you can use to constantly make new creatives so you always have new things to test
and a bunch of winners or a bunch of winners to scale and it runs on a bit of a loop. So ideation pull hooks and angle
ideas from Facebook ads library and winners. So these are ads running six plus months or your own winning ads. The
hook psychology levers as well. So curiosity, relevance, emotion, proof, novelty and then batch produce. So don't
just make one ad. Okay, make a batch. same body, five to 10 different hooks is the highest leverage test that you can
do or five to 10 just picture creatives because they're easy to produce. Then test. So launch the batch, let it get
signal, and do not judge early. Okay? And you will see the cadence below. Now cut and scale, kill the clear
losers, keep the clear winners, and iterate. So just take what's working and make five to 10 variations of it. Just
do more. The goal is to just never run out of creative to test. Okay? That is when a campaign dies is when you don't
test new creatives. Obviously, not for a single bad ad. When to kill, keep, or scale. Kill the
losers, keep the winners useless advice when you have like don't have clarity. So, in the beginning, most people just
can't see clearly yet. So, here are the actual thresholds on when to keep or when to scale. Don't judge anything too
early. Okay? Before any of these thresholds apply, an ad needs enough data. Okay, the ad set that we were just
looking at did not have enough data to make decisions yet. So, we have to keep it going until it does. Enough data is
always 30 to 50 optimization events or 5 to 7 days, whichever comes first. Once again, see how to make changes, which is
a section coming up. Removing an ad at $15 in spend and three leads is not discipline, it's emotion. Let the ad do
its thing. Let it run. Let it spend. Kill threshold. Once an ad has real data, compare its cost per result, which
cost per lead or cost per schedule, depending on what you're optimizing for, against your target KPI, or the max cost
per shown call or per lead that you calculated in reverse budgeting earlier. If your cost per result is 2x your
target or worse, kill it. If your cost per result is at or under target, keep it. And if your cost per result is
between 1 and 2x of the target, the messy middle, don't remove it. Don't scale. Either let it gather more data or
run some kind of analysis. So like is it the hook, is it the funnel? Fix the constraint before deciding. Now, the way
that this looks like, let's say your cost per result and cost per appointment goal is like $100. Okay? If it's $200 or
worse, kill it. Okay? If your cost per appointment for the ad is at or under target, so 100 or less, keep it. Okay,
it's pretty simple. But the thing that most people like make mistakes on in this stage is not giving an ad enough
data to truly know what the cost per result is. If you think about these companies that
are testing ads and they're running an ad, you know, truly testing out if it works and they have, you know, one to
$10,000 of amount spent on a singular ad. That is enough data to know and obviously it is right because they're
spending at higher amounts. So it's like how can we emulate that with a lower budget by just unfortunately letting it
have more time and being more picky about what creatives we actually test and how often we do that.
The 2x rule exists because if the cost per result, you know, it's noise. You know, it's noisy early. It changes.
Something at a 1.3x target might just need more data, but something at 2x plus is telling you clearly that people, you
know, it's reaching it doesn't convert to. Now, I will say that you don't always
have to wait for, you know, full results to spot a dead ad. Okay? If an ad has burned through real spend, you know,
like 2 to 3x your target cost per result. So, for example, if my target result for this campaign is $150 per
cost per appointment, if an ad has spent $450 and hasn't gotten any conversions,
that's the threshold where you can kill it. If not, do not kill it. So, that's kind of what you need to know. If
there's no leads on triple the budget, it's not bad luck. It's just a broken ad that's not working. And this kind of
saves you from feeding money into the obvious losers while still giving the normal ads time to prove out. Because
keep in mind like a lot of people what they'll do is they'll look at this ad set right here, these, you know, these
ads and see, oh, these haven't gotten leads or appointments and haven't had spent yet, so let's turn
them off because they're not winners. No, that's wrong. Keep them going because they haven't spent enough yet to
know. If one of them spends $450, which is three times our cost per appointment goal, then yeah, we'll kill it because
it's a bad ad. But we don't know yet. Now, understanding why so you can iterate and not just delete. When you
have a loser and a bad ad, it's data. So before you toss it, check where it's broke. Figure out why it's not working
and what metrics are at a KPI so that you can prevent this in the future. Okay. Now, scale threshold. A keeper
isn't automatically a scaler. Just because you want to keep it because your cost per results fine, doesn't mean
you're going to be able to scale it. Scaling is a campaign level decision driven by rowats. That is what
determines whether or not you scale. If you have any questions, see scaling rules,
not an individual ad decision. When an ad is winning, you know, on cost per result, it's doing fine. You're
going to get a good cost per lead or cost per appointment depending on what your KPI is. To scale it the right way,
you can duplicate the winner at a higher budget. I would very much restrain from just
cranking the budget on the original. You can do that. Like you can do that. Like I've done that with this ad and got
good results. And what that looks like is I click edit on this ad. It's winning. It's a winning ad. It's doing
fine. And I want to scale it. I go to the adset level or wherever you kind of handle the budget and I increase it by
anywhere between 10 and 20%. So 20% of 135 27. So 135 plus 27
162. So you increase this to add it to 162 and press publish. You can do that but if you do any more than 20% it will
go back to the learning phase. So the better way to do this is to duplicate the winner at a higher budget. So if
you're doing ads set, you know, budget or campaign budget, I that's why I recommend doing adset budget because you
can like duplicate the adset right here and then you can put allocate all the budget into the winning ad and just
scale that one ad up because you know it's a winning ad. That's what I would recommend. Or if you're doing campaign
budget like I am, I could just increase it by 20% here. So, yep. But do 20 to 30% every two to
three days. That's the cadence. Do not do anymore. So, how to make changes. Okay, this is probably the most valuable
part of this whole video. This is where most people have problems. Okay, they see one slow day, they panic
and start editing, which resets learning and guarantees bad days. Rules:
Don't judge or edit inside the learning phase. Don't even consider the results unless
they're 3x, you know, your cost per result and then in that case you can turn off the ad, whatever. It's a, you
know, dead ad. But give an ad 40 to 50 optimization events or 5 to 7 days before you decide anything. Most ads
were killed before they had a chance. And that's the reason why nobody ever succeeds running ads is because they
don't give it enough time and optimization events. Big edits reset learning.
So if you change the budget over 20%, you know, like 30%, 40%, 50%, whatever it is, or swap the optimization vent
while an ad running is an ad is running or editing creative at the ad set level, all restart it and change it. So keep
that in mind. Ads learn at the ad set level. So if you want to, you know, not affect your learning negatively, you can
either duplicate an ad in an already existing adset. fine, but it will make it have to learn more because they
optimize at the adset level. So, what you really want to do if you want to test out new ads, just quickly duplicate
the adset and test out the ads. Test out a new ad, whatever it is. Um, that's what you can do to prevent breaking the
adset that's already running. Never edit a live ad or an live ad set ever,
ever. This is the most fatal mistake that you can make if you run ads. If you have an adset and it's running, so for
example, this one has spent around $1,200 and I edit it. If I change the website link and hit
publish, my ad results going to be screwed. Like that's it. It's done. The ad's done. By changing even just like a
couple of words in here and publishing again, it will completely destroy the ad. Never edit an existing running ad.
Never edit an existing running ads set. If you want to make changes, you need to quickly or just duplicate the adset and
do it in a new one. If you need to make targeting changes or ads set level changes, so if you want to
change from like a lead form to a landing page or you want to change the placements or you want to change the
budgeting strategy or the conversion location, you have to duplicate this and do a new adset.
Never edit it. The final rule, change one thing at a time. Okay. So, if you change the hook, the audience, and the
budget all at the same time and it improves, you really have no idea why. You're just guessing. You're not
actually testing. Now, the whole philosophy here is like make decisions based on your data, not feelings. Give
the algorithm signal and time to spend to actually see what's going on and only ever change one variable at a time to
see what improvements you're making. Ad math and budgeting. Most of the section is from Alex Ramoszi and this is the
section that separates people from you know who just run ads from people who build a real business with ads. If you
don't know your numbers you're gambling and if you do scaling is extremely easy. Earlier I mentioned the importance of
this metric. It's a keystone metric like rorowaz LTGP to CAC. It's very crucial that your business has a 3:1 LTGP to
CAC. What that means is the ratio of lifetime gross profit of a customer to your customer acquisition cost or the
cost to acquire that customer. It's the only number that you can have as a business owner that tells you whether or
not your business is truly healthy. LTGP is the total gross profit a customer generates over their lifetime for you.
So the revenue that you make minus the cost of delivery summed across everything that they've ever paid you.
That is lifetime gross profit per customer. So if a customer pays you in profit over their entire lifetime,
$1,000, then that's your LGBT CAC, everything that you spent to get them. So the ad spend plus the closer
and setter commission, whatever that may be. So for example, this would be the ad spend. Like let's say you, you know, you
were running ads from $100 a day and you booked a bunch of appointments and your cost per appointment was like, you know,
75 bucks. So, you you spent $300 on ads, you book a couple appointments, and you close someone. And let's say you spent
like $3ish $100 to sign a client. Now, you better make at least three to one back on that. At least $1,000 over the
lifetime of the customer for it to be healthy because you spent 300 to get that customer. And so, you better have
at least a 3 to1 LTGP to CAC. Otherwise, your business is not healthy and you cannot scale it.
Rowz is kind of like the more granite thing to affect the CAC. And LTGP is also based on like your fulfillment. So
this goes like a level above the rorowaz in terms of importance in terms of your business as well. But the floor is three
to one. Okay? For every $1 you spend acquiring a customer, you want at least $3 of gross profit back over their
lifetime. If you're below 3:1, you cannot scale your business. You just can't because one bad week of
ads or some kind of refund or, you know, cancellation and you're literally screwed and you're out of money. But at
3:1 you have the margins to reinvest, absorb the variance in like terms of the metrics. So there's enough time for
regression to the mean to set in. And this allows you to scale aggressively. Healthy businesses are at 3:1 or much
higher. This is why Alex Rosie is so interested in different kinds of businesses and why he helps so many
different companies scale is because some weird nail salon business in the middle of nowhere has a 10 to1 LGP to
CAC. That is literally like Mr. crabs with money in his eyes. Client finance acquisition. So client
finance acquisition means the cash that a new customer pays you in the first 30 days covers the cost of acquiring them
plus the cost of acquiring the next one. if you want to scale fast because like you can scale with a 3 to1 LTP account
like you can scale but if you want to scale fast and make a lot of more money faster which obviously as you know from
the fundamentals video um if you've seen that already you should have you understand that scale is just increase
in volume right and if you want to scale fast um you need client financed acquisition.
If this is true and you have clients, client finance acquisition, you are no longer spending money to grow because
the customers are buying the next customer. And all you have to do is scale until
something breaks and you will never run out of cash. This is the reason why you want to
collect as much money upfront as possible because the faster the cash comes back, the faster you can recycle
it into more ad spend and the faster you grow without going broke and losing your money. So if you have a 3:1 LTP to CAC
that collects slowly, grows slowly, this 3:1 business is fine. It's healthy. But if you have a 3 to1 business that
collects more money upfront, let's say almost all of this upfront, you can scale it so much faster
because if it cost you like, you know, you know, $1,000, let's say, to get a customer and you charge $1,000 upfront,
but then on average you make 3K back over their lifetime, that's a 3 to1 LG LG LTGP to CAC, right? That's healthy.
It's a healthy business. But because you only make one one to one when you sign that client, you don't
have extra cash to allocate into more ads and scale the actual spend. So scaling is so much slower versus if
you collect $3,000 upfront. So collect a pay in full for the whole time length and it cost you $1,000 for the customer.
You have so much more cash to put back into ads because that just paid for the next two customers if it's $1,000 to get
one. It's kind of an unrealistic expect. Like most businesses, especially most agencies don't have this. Info offers do
and coaching programs do. That's why coaching is so appealing to most people. Right now my LTGP to CAC is like
ridiculous. It's so insane because like I don't pay anything to get customers. So my constraint is something else. But
beside the point, this is why you want to increase your upfront cost as you get more social
proof and ultimately get more experience. It doesn't make sense to continue to
commoditize yourself and low, you know, have a low upfront offer and do just pay per results if
you have social proof and you have results and experience and confidence. If you have those things, just increase
your upfront. Like you just get more money faster, you scale quicker. Reverse budgeting. So if we want to
determine a daily ad budget to run our ads by, do not pick a number out of thin air. Okay? Use reverse budgeting. Start
from your goal and your KPIs and let the math give you the right budget. So reverse budgeting works in two
different directions, backwards and forwards. So, if you go backwards, you basically go from profit per client to
the max you can pay for every step of the funnel. Forward is from a revenue goal to the leads, clicks, and
impressions you need, which gives you the actual spend. So, I'm going to go through some math here just so you kind
of understand how to calculate your ad spend. For simplicity, these examples is pretty much the only customer
acquisition cost is the ad spend. So, this is if you didn't have like a closer setter compensation that you have to go
as well. Um, but this example is strict on purpose based on the ideal KPIs. Okay, it goes solely off frontend gross
profit. So, let's say you collect $2,000 up front and ignore all the backend. So, how much money you make from them as
clients, which might be like 2 to 3k a month or whatever. This examples are solely based on being extremely
profitable upfront. So you have client client finance acquisition because the point is is like if we have
acquisition or ads that pay for themselves on day one cash if the upfront covers the cost to get a client
and the next one you can scale without ever running out of money. That's client finance acquisition. So the backward
calculation for this is as follows. Let's say you charge 2K up front and have 80% margins. That means on the
front end you make $1,600. If we divide that by three, which is the 3 to1 floor because we want at least a 3
to1, you know, LTGP to CAC, but by the way, this is upfront. So, like the metrics are going to be a little bit
skewed here. That means we can pay $533 max upfront to make 3 to1 back on our ad spend immediately with the close rate
that we should have in KPI, $130 per cost, you know, per shown call. Um, show rate as well, max per book call, max
cost per lead. These are basically the KPIs that we mentioned like the ideal dream metrics, right? You know, with the
landing page conversion rate. Basically, these are the math. This is the math that you need to have a perfect 3 to one
back. So, like you basically spend $1, make three back, $3 back immediately, which is basically an infinite money
glitch because then you can just increase ad spend every two to three days and just make a ton of money. This
is how it'll find your ceilings based on your idea ideal KPIs. to start off with how much you charge up front and go
through the margins with a three to one floor based on the metrics that you have to see what's going on and to calculate
exactly like what your metric should be at in order to justify getting a 3 to1 floor. So the forward calculation is the
other one. This is how to figure out how much ad spend you should have based on your ideal KPIs. Your ceilings tell you
what you can't exceed, but to find out what to like what you can actually spend, you want to start from a goal and
walk through the same funnel forward. So, let's say your goal is $20,000 a month and collected cash. And remember,
this is front-end cash. This is not recurring revenue off of the pay per shown appointment, or whatever payment
structure, pricing model you use for your agency. This is literally upfront cash. If you want to make $20,000 a
month in upfront cash and you collect 2K upfront per client, you need 10 clients a month to make $20,000 a month in
complete new cash. At 10 closes with a 25% close rate, you need 40 shown calls for $20,000 a month
in upfront cash. This, by the way, next month this will be 40 to $60,000 in recurring revenue from those clients
fulfill like the fulfill fulfillment. So, I'm just going off of the forward calculation um and the front-end cache
to show you like the best case scenario on like how you could scale extremely fast with this business with 40 shown
appointments and a show rate of 50%. You need 80 booked calls. Um you need 89 qualified leads to get 80 booked calls
if everything's a KPI. And so for that, you need 1500 landing page vis visitors with the clickthrough rate and the ads.
You need 100,000 impressions um with a $30 CPM, which is quite low. And that's roughly $3,000 a month or $100 a day in
ads. So to make $20,000 in upfront cash, you need to spend around $3,000 a month in ads. Um, and that's a very high
rorowaz because these are all the dreamy metrics. These are like the KPIs on like what we're looking for.
But so like this is possible, but I want to give you a bit more of like an accurate and realistic example on what
you might actually see yourself. If you want to make 20k a month of just upfront cash and you, you know, collect 2k up
front per client, once again, you need 10 clients a month. If you have a 20% close rate, which is lower than the
ideal KPI, 25%, you need 50 shown calls. If your show rate is 53%, which is actually more accurate, 50% here is
quite low. Um, you need 94 booked calls. If you have 94 booked calls and a 75% book rate, you need 126 leads, lower
than the 90% that we said earlier. out of 126 leads at a lower landing page conversion rate, which is more accurate,
about half, 3.4K visitors with a 1.4% CTR, so decent ads. We need a 243,000 impressions. That at a $30 CPM is 7.3K a
month. So, we need to spend eight 7 to 7 to 8K basically a month on ads to collect 20K up front with these. You
know, these metrics are like something that you can actually expect. Maybe your book rate will be a little
bit lower. Maybe your shower rate would be a little bit lower. Maybe your closer will be lower because you're charging
more up front. Whatever it is, at the end of the day, if you have the 3:1 LTGP to CAC and you can collect enough money
up front to have client finance acquisition, you can scale extremely fast. And the only way to do that is
through the methods of this video of running successful ads. So once again, 7.3K divided by 10
clients is 730 CAC, which is over that 533 frontend ceiling. So what's interesting is that like at these
realistic rates, this doesn't clear the three to one. Like you don't make three to one back on your money right away.
And that's why the backend cash matters so much too because technically you can make one to one back on your ads. Like
you can spend a,000 bucks to get a customer and that pays you a,000 bucks. So you broke it even on the front end
and you'll still be profitable because the client will pay you on the back end with the fulfillment. But keep in mind
that like you won't be able to scale as fast if that's true. So that's why the back end matters. But
you do have to, you know, if you consider fulfillment revenue and the LGP as well, then you will clear the LT L
the 3 to1 LGP to CAC by a mile, right? Because you make like thousands of dollars a month off of a client. So if
you need winning ad examples um as well, here's a swipe file that's in the description of this video. But just to
recap, we went through ad philosophy and mindset. more, better, new, general flow about like what ads are, how to run
them, audience, ad components, offer basically, you know, creative, video creatives, picture creatives, actually
making them as well. Um, copywriting, destination funnel or lead forms, targeting, an actual live campaign
buildout, so you can see how this stuff actually works from start to finish, scaling with data, how to make decisions
and scale ads, media buying and testing cadence, ad math, budgeting, and then finally, winning ad examples. So, I hope
you enjoyed this video and um yeah, this was a loaded one and I will see you in the next one. Hey everyone, it's Owen
Rensland and welcome to Niche Horizons, otherwise known as selecting a niche. This video is created to allow you to
decide on a niche and show you how to basically pick the best possible niche to allow you to succeed as fast as
possible. Now, keep in mind that with niches, you're not by no means are you ever
married to a niche. You could always switch the difference between contractor type and contractor type, whether
they're doing, you know, home building or whether they're doing like concrete, right? Like it's not that big of a
difference. These guys are the same. They're the same people. It's all in the home improvement industry. Um, so keep
that in mind. You could always just bounce around in terms of microniches if you're in the same industry as me, which
that's what I recommend. Um, also keep in mind that um, real estate, dentists, doctors, home improvement, like those
are not niches. Those are industries. So, we are working with a niche inside of an industry. And I would recommend
doing home improvement if I were you because that's what I'm in, right? So, it's easier. Now, in the beginning,
obviously, like everyone has different opinions and beliefs that they learn about picking niches because there's
like probably a billion YouTube videos like how to pick a niche and all this stuff, whatever it is. But some of these
common beliefs I've seen is like, "My niche is saturated. My niche has no money. I need to find the perfect niche.
My niche doesn't seem big enough." Like all this BS. This is common. I've had these same limiting beliefs when I
started as well. Let me just handle them. Number one, my niche is saturated. I'm just going to say it flat out right
here, right now. It's probably not the reason why you're failing. Okay? There's people succeeding in every single niche
out there and even in the hardest ones and make millions of dollars doing so, right? That's not the reason why. It's
usually an input error. It's your problem. Probably the reason why you're not succeeding or you don't know enough.
Um, but keep in mind it this can, you know, affect how fast you get results because
if you go into roofing right now, for example, like you are going to probably get crushed. There's so many people in
roofing. I'm in roofing. Like everyone's in roofing. But if you go into some really small micro niche like some weird
part of some house like decking or like patio built like all these weird small subniches, artificial grass, whatever it
is, these are much easier to dominate because they're such smaller industries that there's much less competitors and
it's easier to book appointments with them and it's easier to close clients on them. Okay, so I would definitely
recommend pick picking a subniche or a microniche inside of a broader industry like home improvement and I'll have you
do that today. Number two, my niche has no money. Now, this has some merit to it because like if you're working with
gyms, for example, you're just going to have a hard time signing clients and collecting a decent amount of cash
because they just don't make that much money. Um, but how much money they make doesn't really have that much to do with
the ticket size of whatever they're offering. It just doesn't, right? There's people that sell, you know, $100
window cleaning services and make millions of millions of dollars a year. So, please keep in mind it's not always
about money. It's about need and it's about the problem. If someone truly needs what you're selling, they are
going to figure out how to buy it. I mean, just think about drugs and homeless people. Um, if they objectively
like literally don't have a lot of money, uh, then yes, you should consider switching to a different niche. But, if
it's a successful home improvement company, they'll have money, okay? So, don't worry about it. I need to find the
perfect niche before I start. Um, don't marry it. You'll change your niche often. Um there's really no problems
especially bouncing between home improvement. Each niche also has their own problems and um sometimes you know
you find out the right one by choosing the wrong one. My niche doesn't seem big enough for me. It definitely is. Okay.
Successful people like Sam Ovens started with um plumbers like not even plumbers a small subset of specific plumbing.
Okay. Okay, if you want to make 30K a month, you need 15 to 30 people in a niche that need your solution paying 1K
a month each, which honestly most of my clients pay 2 to 4K a month. So half this in half. So take this in half, like
15 people. Think about how many home improvement contractors there are. Just the US alone,
6 million. Do you think that you can get 15 out of six? I that's not even a real number of the
population of the market. You're fine. Such a ridiculous thing. Crazy. If they make money, you can help them make more
money. I don't know enough to enter this niche. I mean, how are you going to learn without going into it? Like, you
can't you got to learn. You got to learn by doing, right? And I would recommend doing some market research. Yes. Go on
Google. Go on claw. ask them um questions about uh the niche so you know more about like what the job is, what
they want, probably what they you know their language types and just different things about their market. That's you
know it's honestly recommended. So then you will appear like you are more knowledgeable on the sales calls.
I need to have unique idea for my niche to work. I don't know why so many people in business have this weird belief that
like they need some kind of magical business idea to make a lot of money. It's just not true.
like you don't need some magical unique idea. Chick-fil-A, for example, they didn't really reinvent the wheel in fast
food, right? Um, but they do stand out effectively against competitors because they do what their competitors do, but a
little bit better. And that's all you have to do to make a millions of dollars. Apparently, according to Alexi,
you don't need, you know, some unique magical business idea, startup crazy, fancy idea. Like, you literally just
need to get good results and you can make a good amount of money. I don't have the skills to serve this niche.
That might be true. Um, but honestly, if there's a problem to solve and you think you can learn the
skill, then there's no reason why you shouldn't be able to. You will acquire the skills through doing it, right? And
through experience and through time and getting more first-party data and also through me. So, I've got lots of
experience running ads for companies and so does everyone else in the program that's in here for the people that have
clients. So, you'll learn fast. So, don't worry about it. If I pick a niche, I'll be stuck with it forever. False.
Sele selecting your niche. Okay, so I have this resource here. It's in the description of this video as well.
Here's a list of good niches. These are the main ones that I've approved that I think you can definitely succeed and do
really good numbers in. So, I have all these right here in a random order. So, you can kind of just pick one and go
with it and just try it out. Try to stick away from the busier ones. You know, bathroom remodeling, kitchen
remodeling, roofing. Um, what else is really busy? Those are the three most busy ones on this list. And if you do
one of these like roofing, kitchen remodeling, bathroom remodeling, I would recommend doing that in like a different
market then if you're doing those. So maybe in like the UK market or just a different market. If you're just doing
general US, like USA, go with one of the smaller ones. Fencing, concrete, home builders, landscaping, HV, HVAC,
hardscaping, all these like little subniches and microniches. Just pick one. Go with it. Don't overthink it.
Now, I also have a little checklist for you. Um, and this right here, make sure these yellow questions can be answered.
This is very important. Um, and if they can't be answered, then don't pick that niche. And here are some extra things
that will help. Um, so yeah, if you want to pick a niche and then put it through the checklist. That's what you should be
doing. And remember, don't be attached to a niche. It matters, but it's not a marriage, okay? You'll change it
probably at some point. And if you don't, I'll be surprised. I've very maybe even early on. I've yet to see
people that just stick in one niche for their entire lives. You know, I've gone around from roofing to remodeling to um
just different niches. And the reason why is like yes, you get paid into your you get paid with your accordance of
your understanding of the market. Yes. But that mostly exists in terms of the industry, right? If you understand the
home improvement industry, you can work with any single of these little verticals and microniches in there and
be just fine. Shiny object syndrome is the tendency to become easily distracted by new and exciting opportunities or
ideas which will often lead you to not see things through, abandon current tasks or goals. And um after picking a
niche, you will experience everything. Okay? You will experience the positives, the negatives, the terrible things about
your niche. And after a while of struggle, like if you've pitched 30 people on and taken 30
sales calls and you still have yet to close people and you really just not vibing with this niche, that might be a
good idea to change, but please do not jump without evidence. You need data. Otherwise, it is shiny object syndrome.
Remember that every single niche has its positives and negatives. So many people are like, "Oh, roofing is so amazing
because the ticket size is so high. All I need to do is get a contractor two jobs and it's an extra 20 $30,000 a
month for them." It's like, yes, but it really doesn't matter, okay?
Because if you look at it, they also have a really long sales cycle and don't get paid for months on end. So, they're
actually technically negative upfront with you, you know, when you run ads for them. So, you know, different niches
have positives and negatives, and you can make every single one of them work if you're good enough at running ads.
Simple enough. Now, you should by now have a niche. If not, pause this video, go into the niche document, and pick one
that you might be interested in. Okay? Okay, then take it through the checklist and then you have one and then come
back. Now, once you're back, let's go ahead and b make an a blueprint or an ideal client avatar resource. So, this
right here, we want to just understand our customer as best as possible because this will help us make better ads. This
will help us take better sales calls and ultimately just get more clients and make more money faster. So, go ahead and
basically fill this out for your ideal client. I've had I've done this for every single time I've, you know,
started to work with a different market and different niche and it's helped every single time, right? truly
understanding your customer, understanding why people are the way they are, what they do outside of work,
where they get their news, how they, you know, what they can, what information they consume. All this stuff can really
help you with your marketing assets and also just like your sales in general. So, fill this out now. Don't wait. Fill
this out now. And then also, you can fill out the day-to-day resource as well. So, like what they will typically
do out of a day. So, if if it's a contractor, they're usually up earlier. So, let's go ahead and do this if I if I
was doing this for a contractor. So 7:30 um say bye to kids if they're going to work or not work but school or whatever.
Then it's usually um homeowner visits. So So it's usually like getting crew ready. Um
that's usually some of it. Then there's like job oversight. So just seeing like being at the jobs while they're getting
them done basically depending on what you know kind of company it is. Then it's usually like meetings or like a
meeting with prospect probably and that's usually like two hours. Um, keep in mind that there's probably like an
hour of driving all throughout this, you know, like that and then you have more job oversight
and then you have more driving and then meeting with prospects, etc. Um, you have lunch at some point in here and
then dinner at some point in here and then usually they're probably home at around 7.
can see their kids about like once before bed. Like, you just get to know more about your ideal client, right? And
by doing so, you understand their pain points. This is a huge pain point to only be able to see your children at
like 7:30 p.m., especially if they're younger and they're going to bed around that time. It's like that's a huge pain
point. And if they can get more jobs, then they don't have to, you know, worry about all this stuff because they're
making more money. They can allocate that money on other people to do job oversight or other people to meet with
prospects in a sales team. like they can spend less their time doing this and more time with their family if they
scale up and make more money because they can delegate properly. So the point is is make sure to fill this out for
your ideal client and get a good understanding about who they are as a person. Opportunities present themselves
as they are sees. You can't see the real mountain until you've climbed the first. This is so true. You know, people try to
see everything all at once, but the truth is is like you won't be able to see everything all at once. You will
only be able to see the current current mountain that you're climbing up. And after you've already seized that one,
then you can see the next one. Right? So, it's very important to stick with a niche for long-term success. I would
just recommend sticking with this market. So, sticking with the industry of home improvement because your income
is directly proportional to your understanding of the market. If you understand a market like a market in and
out and you understand every little thing about like their pain points and why they buy and like what they respond
to best on content, what ads they convert watching and like you will be dominating the industry pretty soon. So,
hope this video helped and um yeah, I'll see you in the next one. Hey everyone, it's Owen Runsland and welcome to GoH
Highle setup. Now, even if you already have a GoHighle account, continue to watch this because there's an
opportunity for you to get access to all the PDFs that are in this video, weekly one-on-one calls with me directly, and
so much more, my snapshots, everything. I'm going to break it all down. And if you've never heard of what I'm talking
about, then no worries. But just know that this software right here is probably the most valuable part of this
entire course. And I'll explain why. Running ads for companies and generating leads for them is one thing, but
converting those leads into appointments and actual customers that pay you, whether it's you and getting clients or
whether it's your clients and getting them more customers, whatever it is, just ads isn't good enough.
Unfortunately, you just can't get a bunch of converted jobs and cash from the ads without something else to
convert the leads. Okay, that is the key to all of this. And this software allows us to do everything. Okay, I've been
paying for this software for like 3 years now. And it's honestly probably one of the sole reasons as to why I've
been able to make so much money online. And again, if you already have Go High Level, continue to watch this because
I'll explain how you can get access to those weekly calls to connect with more agency owners and people that are ahead
of you to help you get to where they are. But just the way that this works, a quick overview, you can host funnels,
websites, just like this testimonial template that I'm going to include in a snapshot that you can get in this video
today. You can manage your leads. You can run automations for all of your clients and prospects. You have
pipelines to manage your leads. You have a calendar so you can actually book appointments, whether that's sales calls
for you to sign more clients or appointments for your customer to get more estimates, whatever you need it
for. You have marketing. You have AI agents that can auto text new leads to convert them into booked appointments.
And I'll show you how to set that up in this video. In addition to that, I will build a winning funnel in front of you.
Once again, if you already have an account, continue to watch this. There's a lot of value here. And just to give
you an example, one of my clients has over $4 million in pipeline value of scheduled appointments right here in
this singular sub account. You can click on all these leads. You can see the contacts. You can see like the
information of those leads. You can see like where they're from. You can even contact them. You can call them, text
them, email them. Like you can manage them in this pipeline. And they all came through on a funnel on here, which is
part of the template that I'm going to give you today. But that is kind of an overview. The point is is you can manage
your customers in here, your clients. You can have a client account in here for each client. So, for example, this
is just one specific client of mine. You can just manage all of them here. You can generate all their leads and put
them all into this platform. Send out automations to all of their leads to help convert them into more schedule
appointments and more closed jobs, which is at the end of the day what we're offering to businesses. So, go highle
setup. This is the best sales and marketing platform that I've personally ever seen and it can be used for you as
a hub for you and your clients. Here's just a short list of things it can do right here. But if you don't have a
GoHighle account yet, here is our affiliate link. I actually partnered up with them. So like if you click on this
link right here, this is a go highle website. Like this isn't even my website, but I did send them some stuff
so that we could give you a ton of stuff if you decide to partner up with them. Because the truth is is that like I've
been paying these guys go high level for like 3 years and they've made me so much money. Like I'm talking like probably an
a,000x return on investment as to how much I've spent with them. And also I've shut down coaching recently. So I wanted
to put all that stuff somewhere. So if you decide to become an affiliate of mine, which basically to be fully
transparent, they will pay me a percentage if you sign up with a 30-day extended free trial under my link right
here, which is in the description of this YouTube video. If you decide to do that, I'm going to send you this email
right here with my snapshots, which by the way have spent years making. And if you don't know what a snapshot is, it's
basically a template with automations, funnels, like everything that you need. So you can just copy and paste from
scratch new clients. And we'll actually be using that in this part of the course to build out the funnel, our entire
business, get our domains, you know, set it everything up. Like we'll be using these snapshots. Two, I will also give
you access in your own personal access to the course portal, which is the original one. So, it's basically
everything that I used to make this YouTube video that you're watching right now. So, just to show you, there's 50
modules in here, including a 10-hour bonus mindset module, which I didn't even include in this YouTube video cuz
it's honestly too long. And also the PDFs. For example, you probably just watched Meta Ads Mastery. And if that's
the case, you can see all of the resources here, all the docs, all the PDFs, all of the docs. Like for example,
the improving CPM is a super valuable one or like the actual PDF for meta ads mastery. If you want to see the PDFs for
every single video that's entire YouTube video, you have the option to do that when you create your custom course
portal login if you decide to become an affiliate. If you already have also a go high level account paying like let's say
the 97 a month version. If you decide to upgrade to the 297 a month plan, which by the way, if you don't know how this
works, like with go high level, if you pay the 97 a month plan, you can only get three sub accounts, which means you
could have two clients and your own agency account. So, if you sign more than two clients, then you need to
upgrade to the 297 a month plan. It's going to happen regardless. And if you're serious about this, then you
might as well just get it now because if you do and you decide to upgrade or just get the 297 a month plan out of the
gate, I will do a private one-on-one call with you. So, it'll be like 15 to 20 minutes long with me and you on a
call and I will basically just like take in your entire situation and I will tell you everything that I think that you
could do to get to the next level and ultimately just give you clarity on your specific situation. So, if you decide to
do with the 297 month plan, that's my special incentive um partnered up with Go High Level to say you will get a
private oneonone kickoff call with me. And if you decide to just become a normal affiliate of mine, you will get
the course, you will get weekly live coaching calls. And that's the third thing is a group call every week on
Saturday which you can hop on completely for free that I'll be on that call every single week to answer your questions and
you can add that call to your calendar in this email that you'll get right after you become an affiliate. Um you'll
get my snapshots. You'll also get a permanent AT verification guide inside of this course portal as well. Um
automations and funnels through my snapshots, live client buildouts because there's like actual me like live
onboarding calls and everything like that in this port in this portal as well. You'll get my systems of bonus
mindset module and then clients like because you will literally get clients because this stuff is so damn good. Like
we've gotten tons and people's results. This guy just had his almost first 10K day started from little zero with me.
10K a month profit from this guy. Like we have so many of these clients and so many of these results. If you just
scroll down a little bit more, you can also see all the Trust Pallet reviews or a couple of them. So it's like this
stuff's really good. If you want to see what anyone else has to say, just feel free to click on any of these videos.
But yeah, so that's everything you get with a 97month plan. And that's everything you get with the 297 a month
plan, which honestly I would recommend just doing the 297 a month plan because you are going to need it at some point
if you sign more than three clients. So if you think you're going to sign more than three clients, you might as well
get it. And um this is a software that I truly I've used my whole like business journey, right? So it's like I don't
mind doing this and partnering up with them to give away a ton of free value like this because they've done so much
for me. So, I really recommend this and you'll get a one-on-one call with me if you decide to do the 297. And then if
not, the 97 a month plan will give you this email. The 297 month plan will give you this email plus a link to book a
one-on-one call with me. So, yep, that's how this works. Now, let's jump in to go highle. So, if I were you right now and
I just signed up right here, filled in all my information, by the way, the email is going to get sent to this email
address, so make sure it's a valid email. Then, you are going to get this email right here. Now, the first thing
that I want you to do is log in with your account with GoHigh Leo. Once you have it, once you have it made, then
import this agency snapshot. Now, if you already are affiliate of mine, like and you've done it in the past, just
upgrade, which is what I would recommend. Um, that'll auto send it to you. But basically, you want to import
the snapshot right here. Select yes, import now. Now, when you log into GoHigh Level for like the first time,
you're going to see something similar to this. What you want to do is create a new sub account. So, if you go to sub
accounts and press create new, create sub account, and then use the imported snapshot that you just got when you just
imported, which is the $30,000 a month agency snapshot. Then, what you can do is simply just press add manually and
add in all of your information for your account. Remember, this is the account for your business. We're going to set up
your funnel today. We're going to set up your automations. We're going to set up your domain. Like, we're going to get
this so well working that like you can literally look up your business online. people can go click on it, learn more
information about you, even see a video about what you do, and then basically have a calendar and book an appointment
with you with automations to get them to show. Like, that's the level that we're going to be building today. Um, so I'm
going to go ahead and just start filling out some of my information here. I'm not going to show this, but I'm basically
going to click this is my own account and then press add sub account once I do that. So, I'm going to fill this out now
and um yeah, I'll catch with you after. Okay. So, once you go ahead and create an account, you need to understand that
there's two levels to this software. Number one is the agency level and you can switch between your sub accounts and
this is like the general settings about everything. And then if you can switch to the sub account, this is inside of
your new sub account. So those are the two different levels. We'll go ahead and break it down now. So I'm actually going
to go ahead and, you know, split screen this for you. And then also, if I were you, I would recommend split screening
this video and your own go high level so we can set this up together as we go. Okay, so the agency level right here.
This is the agency level. Um, you can't really fully see these setting options here, but yeah, this is the agency
level. You'll know you're in the agency level if it says click here to switch. Um, basically, it's got a few things. It
has the dashboard right here, which is just some basic information. This isn't actual val actually valid information
because like I don't even know how to set this up, so it's not important. You have the agency dashboard. You can
connect your Stripe if you want to this. I've never really done that, so it just says zero on here. Um, prospecting as
well. This doesn't really matter. sub accounts. This is where you'll see like all of your sub accounts. So, I'm not
going to click on this because there is client information, but that's where we just created our sub accounts. So, when
we go to select it, we can either click click here to switch or we can click sub accounts here. Then we have snapshots,
which like I said are templates, and you should already have my agency snapshot. You will also import my client snapshot
right here. So, you can go ahead and do that whenever you're ready. So, there's that. The reselling doesn't really
matter. Marketplace, none of this stuff really matters to be honest. It's all just random. The most important ones are
sub accounts and snapshots. Okay, these are the two most important things. Now, keep in mind though, there are some
stuff that we need to complete on the settings side of things. So, in the agency level, so there's no sub account
selected. You need to scroll down, go to settings, and add your information to my profile. So, your first name, last name,
maybe even a picture, email, and your phone number, right? Save that. You can even update your password here to go
highle. Um, and then next is go to company, fill out all this necessary information right here. So, this is just
some old information right here. None of this is even true anymore really, which is quite interesting. So, this stuff
actually doesn't really matter that much. And then inside of team, this is really important. This is where you're
going to add yourself to each sub account so you can access them. Now, I'm obviously not going to show all the
people that are in there because they're all active clients of mine and I want to keep that private. But, um, yeah, you
can add yourself as a team member and make sure your roles and permissions are set to agency owner. Okay, that's the
most important thing. And that means you'll have access to all of the sub accounts, right? And then make sure if
you don't see your sub sub accounts in here to add them as such. So you can click on this button and select the
specific sub accounts that you added. For example, we just made a sub account called what is it? Owen course. So yeah,
we give oursel full permission to be an admin on that sub account. So we can press save. Select the sub account that
we just made. You shouldn't have a bunch of them here, but you press manage client and then click switch to sub
account. Okay. So now we're in the sub account. And you'll know that because it says right here instead of the agency
view, which by the way, we can quickly switch to view the agency view if we wanted to. But now that we're inside of
this, what we can do is go through all the steps. Now, the settings are not too important. They will be for your
clients. For example, if you want to change the name up here to be like one of your clients. Let's say you have a
client called like back roofing or I don't know, whatever it is, you can press save and then it'll show that
right there. And you can set all this information. But most of this stuff actually, believe it or not, doesn't
matter that much to be honest. So, there's that. Integrations is probably the first step that I would say. What
you can do is click manage on Google calendar and add your Google account. But first, we don't have a Google
account yet and we also don't have one, a business name, logo. Maybe you don't have this stuff. Maybe you do. Um, so
let me just quickly break down what you need to build out for that to be good. So, just a couple things that you
probably need if you don't have them already is naming your business. Just do it in 10 minutes, okay? You can uh use
AI to come up with a name or whatever. And then also check if the domain is available on which I would recommend is
GoDaddy. So for example, let's say your business name was like I don't know Owen Owen ran agency or something and then
you look up. Keep it super simple. And then perfect, we see that it's available. So what we
would do now is go ahead and buy that logo and buy and register that domain. And then we could actually create a
Google account with it so we can connect it to this account. Then we have our own business email, all that good stuff. So
now let's go ahead and set that stuff up. Now I'm going to go ahead and just get a domain that I think would be
fitting for this. Owen, what are we doing right now? Owenfreecourse.com. Okay, let's see if that's available.
Perfect. Press get it. It's going to cost like maybe 10 bucks, I think. Something like that. We click view cart.
We can make sure we get it only for one year protection wise because it doesn't matter. Um, there [snorts] we go. $12.
Great. Great. We now bought a domain for our business. This is a great first step. Now that's pretty much done. We
have step one. We have the name of our business. Hopefully, you've come up with that if you haven't already. We
registered our domain. And now we can set up the business email just so we can email and use it as an email for goh
highle as well, which will help a lot. So to do that, all what I would recommend doing first is going to go and
then I would actually recommend going to Cloudflare. So cloudflare.com. Um I believe that steps right here. Yeah,
Cloudflare. So, the reason why we do this is to protect the domain. So, here are the exact steps, but I'm just going
to walk you through it now. Basically, you want to sign in and create an account. And then all you have to do is
go ahead and add a domain. So, if you go to domains overview and press add domain, you can go ahead and connect a
new domain. So, what you want to do is do the domain that you just bought. So, if you go here into GoDaddy, and we go
to your domains, which I believe is in my products, I probably have a decent amount of
domains on this account. Okay. owenfreecourse.com. Perfect. So, we go ahead and type that
in here. Continue. And then also what we have to do is click the DNS records inside of GoDaddy and we're going to
change the name server. So, you go to name servers and if you use a different provider for your domain, then you'll
have to do that and figure out where that is. But the reason why we do this and why it's so important is because
like if you look up this website after we have it set up with go high level, we just connect it to directly to go high
level right now, set up an email, do all this stuff, then it won't be protected, right? So, what I would recommend doing,
and this is free, is just protect it right here with the free plan. You want to add it just like so. And after you do
that, press continue to activation. And then you want to copy and paste these name servers. So, we have the Eleanor
one. We just press change name servers. Choose I'll use my own. There's number one. And there is number two. So, you
want to go ahead and save that. Okay, great. So, now we'll wait. And once we wait, it will be protected and
good to go. Then what we can do is create an email. So we have a Google calendar account. We have a Google email
account. All this stuff and we can even switch our go highle stuff like our settings and stuff to that email. But
more importantly, then we can connect our Google calendar to go highle for the availability reasons so we don't get
conflict bookings. That's right. That's like what we're setting up right now. So let's just refresh this and see if it's
done. It should show like a green check. It's connected. So, we check the name servers now. Okay, looks like it's doing
that. So, in the meantime, you can go ahead and make a logo if you don't have one already. Um, I don't really think
this stuff matters to be honest. Mine looks something like that. You can go to Canva, make it in 5 minutes. And by now,
you should have a name for your business. We registered your domain on GoDaddy. We have a business email to set
up, which we will after the Cloudflare is done. Looks like it's going to wait a little bit. Then, we have the logo.
Registering your company. I actually can't give you legal advice about this. I would use Claude. Okay, Claude will
give you all this. And also, when there's any holes in this entire program of things that like you don't know
specifics on, chances are that they probably cover them better in the actual course, like the full course portal
here. Like for example, the go high level setup video here is a little bit different than the one I'm doing right
now, just because it goes a little bit more into depth. Um, but if you're you have questions, they're either there the
answers or you can ask Claude and figure it out. banking setup. I personally use Chase Bank. Um, but you can use
Revolute, which is a good online one. Payment processing as well. I would just set up a simple Stripe account. Um, so
you can collect payments for your business. is also a pretty decent one and it has really good UI. So, you
can ask the AI to make you a special payment link and it'll do that. Um, but Stripe is super simple. So, I would just
sign up, create an account. You don't need legal business information to create a Stripe account. You just won't
be able to like take the money out of Stripe without a business bank account. So, and you can always do this under
someone else's name if you need to for now, but I would recommend making a Stripe account and setting up your legal
business information. You could use a trusted provider like Legal Zoom. That's what I did when I started. Or you can
just ask Claude. Um, but basically, you want to just get these eight steps solved first. This is just simple stuff
to start your business, right? So, we just refresh this page right here. And believe it or not, like starting your
business is not hard. So, like that's why this part is so short. Cool. Your domain is now protected by Cloudflare.
So now if we can look up Google Workspace, we can set up the email. This is also super super simple to do
this. If we click get started and we choose our business name, which I don't know is like course own course or
something. Um go to next. Take in our current email address. Set up your existing domain. And we already have
this domain. It's protected with Cloudflare. So if we click next, we can set our name in front of it. So
we can do like your name atyoudommain.com whatever your business name is. So let me go ahead and type in
my password. Perfect. So once that's done then we are good to go and we can create our email and then we can connect
our calendar our Google calendar our new one to go highle. So it's going to charge a little bit of money. Um you can
actually start a trial for the $20 a month plan and then also like downgrade it to the $12 a month plan. I think a
lot of people do that. Um, but just for now, I'm going to go ahead and get this 14-day free trial. This is probably the
go highle costs. This cost, the domain getting costs are probably the main business cost. I don't think there's
really going to be much else other than that. So, I'm going to go ahead and pay for this now and then I'll see you after
I'm done. Great. So, we'll skip for now and not add any new users or anything like that. But now we should have a new
account. So, we'll go ahead and verify our domain. Now, you'll know this has worked if it says sign into Cloudflare
right here. That means the connection worked properly. So we can go ahead and sign into Cloudflare. It will go ahead
and analyze it and add everything that's needed to be added. So what we can do now is authorize this with Cloudflare.
And while it does this as well, we can go actually into the domain settings of go highle and add there this new domain
that we just got. So we can authorize it here. It's owenfreecourse.com or is it owensfreecourse.com?
owenfreecourse.com. Okay. So we can go ahead and funnel that. And this would be the name of your business, whatever it
is, and connect that to go high level now. So you want to go to settings into your new agency account here and then go
to domains and URL redirects. And then we can simply just add connect a domain. And this will be the domain here. So we
can actually build up the funnel and set it up to a website. So just like that, we can press activate Gmail. And now we
have this email. Pretty cool, right? Namegmail.com, right? So we can sign into Cloudflare
once again here. Sorry, we're kind of doing like two things at once. Um,
authorized with Cloudflare and then, uh, yeah, we can also add that. We can authorize this
course.com. Okay, great. So now we have a Gmail. So we can actually add that now to go high
level. So it says AAA record for conflicts. So if you see this when you try to connect it to go high level, all
you have to do is go to Cloudflare, click on it, go to DNS records and then find A records. So if you see any A
records right here, you can go ahead and just delete those. So there's two there. Perfect. Now we can close out of this
and then we can go ahead and refresh this and try it again. And basically all we're doing right now is setting up a
Google account so that we can, you know, have a hub for our business where we're going to like set up our calendar. Um,
and also in the course portal, if you, you know, sign up for my affiliate in 1.1 lifemastery, this will set you like
to teach you how to set up your calendar everyone >> so that you have like perfect
availability and you can basically set up your calendar for, you know, as the best productivity as possible. Like I
can show you a little bit of like what it would look like set up. And that would be under your business email,
which is exactly what we're setting up right here. So if I refresh this page, I imagine we're done. Yeah. Cool. So now,
what's cool about this is that we can go ahead and open up like a new incognito window for now and go to our email and
then log in with this new email that we just made. Now, our password.
There we go. Welcome to your new account. Pretty cool. So, now we have our business email, which is awesome.
Um, we're not going to be doing too much cold email or anything, but it does help to see like where bookings come in when
you get them. So, there's that. And then also on this account, you should have a Google calendar as well, which let's see
if we can find it. Calendar.google.com. Perfect. This is our fresh calendar right here that we have our new one.
Great. So now that that's done, we can connect go highle to this. And what we can do is set the availability daily for
this calendar. So like let's say you don't want to get bookings with potential prospects from like, you know,
midnight to 9:00 a.m. every day. You could just set that to be daily. And then also, let's say you don't want
bookings 6 p.m. onwards as well or something, whatever that might look like for you. Then you can go ahead and
repeat that daily as well. And then go high level will only book appointments for you or like give people the
availability on the calendar to book appointments in between these two times. So it's pretty handy. Now what we have
to do now is authorize this to add our domain to go high level once again. Let's go ahead and do that. So first
things first, let's actually we'll go back to the domain in a second here and add it to go high level later. For now,
let's go ahead and add our Google calendar that we have right here just connected. So, let's So, all you have to
do is click on you as a staff member and press add new and then connect your new Google calendar. So, I went ahead and
just selected the one that we just made and then basically collect select yes and there you go. You should be good to
go. So, you can actually add this as a linked calendar um just like so. And then also a conflict calendar so that it
will check conflicts and it won't book for example at these times that are blocked off. And also as a bonus, you
can even add your other calendar as well. So if you click add and subscribe to another calendar, you can subscribe
to your personal calendar and make your um business calendar not get any bookings. Also, that's pretty much all
you need to do when it comes to connections here. Google calendar is by far the most important one. And if you
see as well, if we go to the calendar section now and your account, you should see your new Google calendar on here. So
if we check it right here, yeah, so you can see this time got marked as nonavailable. It's pretty cool how that
stuff works. So, now that that's done, let's add our domain. So, if we go to domain services,
we go to domains and URL redirects. We can connect the domain we got as well here.
So, let's go ahead and do that. Now, we removed the A records. So, it should work now. Perfect. Authorized domain.
And this is where we're going to hook up our funnel to and everything. So, owensfreecourse.com. So, this is going
to load and then connect the domain to go highle. Um, and what's cool is also we can send the automated emails from
this new email that we made as well, which is pretty cool. Okay, perfect. So, now that the domain is linked, we can
actually go ahead and link that domain with the agency website. So, we'll hook that up to home and then the error 404
page will also be home and we can proceed to finish. And um, now we already have like a live website. So, we
have a live email, live calendar, and a live website, which by the way, we need to make a lot of edits to. Um, but for
now, let's continue on with the video. So, you should have all eight of these things done. Your name for the business,
registering your domain, a business email setup, which we already did, logo, which doesn't really matter that much to
be honest, registering your company, which is something that you can do later. Um, banking setup as well later,
and payment processing setup. Just make a Stripe account just like that. Super easy. You can even make a payment link
as well. And I'll show you what I mean on Stripe. If you go to payment links, you can press create payment link and
then add a new product and then call it the name of whatever your business is and whatever you want to charge up
front. You can add an image, which would normally be your logo. And you could choose a one-off, choose a price. Let's
say you charge, you know, 1,500 bucks up front and your services is Owen's free course or whatever your business name
is. Mine's not that. I'm just for the video example. And also, you can actually save payment details for future
use down here in additional options, which is really great. So if you want to manually charge customers, if you do
some kind of pay per result offer later down later down the line, you know, where you get them 50 leads and you want
to charge for 50 leads, you can manually charge their card because this payment link puts it on file. So you can create
link and then you have a payment link you can use on sales calls when a client decides to go with you. All you have to
do is send it to them during the call and they can pay you. So pretty cool. Now that that's done and you have these
basic steps done roughly 1 through 7, let's continue down with the software setup. So, if we go back down to the
agency level and click switch out to [snorts] agency level, which is a button right here once you're inside of your,
you know, sub account, we could actually add our website and domains as well to the actual like gohighle website. So,
instead of doing app.go.com, you can do app.youbus.com. So, the way you would do that is go to
settings and company and then simply go to white label and you can add your specific domain right here. So you can
just quickly just app you can quickly just add the domain that you've already added in here and it will be app
whatever your domain is.com and that's for now how you're going to be going on go highle. So there's that as well. Now
to kind of just break down like everything that's available to you with this just to kind of go through the rest
of settings. We've kind of covered everything down here. We did the integrations and we did the domains and
all of this extra stuff is just unnecessary to be honest. But the next one up that's important is custom
values. Right? What we can actually do and what I would recommend you do is put in all of your information here by
clicking edit and adding your values. So for example, your phone number, whatever that phone number is, you can just add
it here. Your postbooking page will be your doommain.com/bookooked I think. Let me check. If we go to the
site section, we can see actually. Great. So Owen runs. Yeah. Yeah. Your domain.com/bookked. That's going to be
the link. If we go back to settings and custom values, you want to just type all this stuff in because you could
basically use custom values to add custom elements to pages and it'll be universal across all the pages. So
instead of typing your number on a page like every single time or something or like a link to something, it will
automatically just put it there because this custom value is placed on the funnel instead. So privacy policy page
and strategy call calendar. Um privacy policy page is super simple as well. And the sites you'll have that here. So,
yourlink.com/privacy policy. So, if I just go ahead and go through and custom values, edit that.
Perfect. And let's see if that link actually works, by the way. Yeah, privacy policy, which I like. We'll
change the logo. We'll change the stuff here to make sure that it's all good. And see, like, for example, it doesn't
say it says like nothing understands that your privacy is important to you. But normally, what you would do is that
would be this link right here. So, your agency name, let's say your agency name is like Owen's course or something. and
um it'll show up on the privacy page. The point is that's exactly how these custom values work. You can also add
your email which mine was owen owenfreecourse.com I think something like that. And let's see what other
stuff we have to do. The strategy call calendar as well. So if we go to calendars, you actually have your own
calendar here um which is included inside of the snapshot as well. This calendar is how you'll actually book
appointments with potential prospects because that's how client acquisition works, right? You reach out to
companies, get them to book appointments with you, and then sit down on the call and explain your services on some kind
of Zoom call and then get them to agree to go with you and then you give them this payment link and then they pay you.
And that's when the client relationship begins. And obviously, we're going to explain everything about client
fulfillment here. But yeah, if we go in the calendar view, we can go into calendar settings and you should see
your calendars here, right? You should have just one called strategy call right here. And what you want to do first is
activate it, right? So, click activate. And it should no longer say inactive there. And this calendar right here is
your calendar. So, for now, this is the actual invitation, you know, name that's going to be gone. And it says custom
values your agency name, right? This will autofill with your actual specific agency name, right? Same with this right
here. That's what I mean by custom values. The staff and location, you want to add yourself as a staff member and
then do high priority so you get all the bookings. And then also change it to Google Meet. that is probably where
you'll be taking the calls. If not, you could do Zoom if that's what you provide. But you will have to connect
your Zoom account. You can also set up your availability, which if I were you, actually, I would recommend to customize
your schedule to be from 12 to 12, just like that, or 11:55, and then copy that to all. And then what you can do is then
your calendar will go solely off of the availability of your Google calendar instead. So, we can press save here.
That's how that'll work. And then make sure the time zone set properly. Also, booking rules, meeting interval, I
recommend 15 minutes. Duration, 30 to 45 minutes. I've actually been recently taking calls with just 30 minutes cuz I
don't really think I need more than 30 minutes with a company, but maybe you want more. The date range of how far
people can schedule to the future is only 3 days. Minimum scheduling notice, I actually like to have this on like 4
hours, so then I don't get bookings like out of nowhere, you know, like in an hour from now. Um, so that's all the
options there. Everything else doesn't matter. You can actually turn on, you know, look a certain percentage busy to
see like, you know, make sure you're not like fully available with spaces. Um, so that's there as well. And then the form
that they use when they fill it out and the notifications that they get as well. So, okay. So, I believe the video cut
out for a little bit there. So, I apologize, but in custom values, all I did was I added the calendar. We now
have the calendar availability set up properly. And I went to settings to make sure that the time zone was correct cuz
before it was on central, now it's on Eastern as it should. But what we did is basically inside of calendars, we could
see that our availability for everyday bookings is from roughly 9 to 5, right? And then we go into the calendar right
here, it's from 9 to 5. So it's perfectly so it's perfectly done. And then we took the link to go on the
calendar and added it to the custom values right here by clicking edit just like we did with the other things. Um
the same with terms and conditions, the same as the other ones. So don't worry about that. VSSL link. Um, and what's
good about like this is why you're putting the reason why you're putting this stuff in to the custom values in
this way is if like we go onto the website that you already have right now. Like if you look up your domain right
now, it'll show something like this, right? It'll show you like your logo here, a basic template, and down here we
put in privacy policy. Now, it's going to open up your custommade privacy policy, which by the way, we will. And
it should already say your business name as well, but we do have to change the logo. And then also, I haven't put in
terms yet, so it doesn't go to it. All right. Now, this is what I mean by the custom values is that we're just filling
the stuff in so we can build this out as fast and easy as possible. So, let's go back to the terms here in sites and
let's go ahead and add it. So, we go ahead and copy this, add this to the custom values as well.
Terms and conditions. Perfect. And then website in this format right here. This one right here is literally just
domain.com. Okay. And then your first name. Mine is Owen.
Perfect. So, that's pretty much it for the most part when it comes to custom values. That's all you have to do for
now. We will create a VSSL and I'm also going to show you how to which is basically a video to explain like what
you do. So, it's either going to be on the front of your page or on your slashooked when people book a call with
you just like this. If you've thrown a ton of money at Angie Leads or Home Adviser, you know, a video that looks
just like this basically. So, that's just an idea about like what you might be building similar to. So, custom
fields, don't worry about it for now. Now, if we continue to go up settings here in the phone system, this is where
you can buy phone numbers. Now, I personally don't recommend using GoHigh Leo for phone numbers. I recommend using
Twilio, which is a service outside of GoHigh Le. And that's actually the tutorial that the ATP will be, which
will be like shortly after this video. Um, you are only going to see the ATP video if you are on the course portal,
but the go the ATP video will be in this software video or I believe where is it? Yeah, it will be one of these videos in
the software setup. You should see AT2P verification like right here. Um, and it'll explain how to get verified with
Twilio, which means you can get verified permanently and not have to deal with go highle phone number rejections
basically. So, you'll see that in there, but otherwise, you can buy phone numbers here. You just can't use you can't use
SMS and send SMS messages until you actually have ATP verification. And if you use Twilio and connect the Twilio
phone number to a high level, it's easier to set up. So, there's that. And then also in terms of the messaging,
you'll also start to send number like start to send text messages and you'll see reply stop to unsubscribe for all of
your messages. You will have to go ahead and turn these off, but you can only do it after around 2 weeks of having your
sub account. So unfortunate, just true. But yeah, so you can get local numbers or you can get toll-free numbers. So
like 88 numbers or like wherever location you are. Um, so what I would recommend you do is take whatever local
location you are. And for example, like I'm in South Florida, which I believe is like 303 or something like that. And
what you would do is you would buy a phone number either on Twilio or go high level. And you would click phone
numbers, add number, and then you could basically search up with the filter specific areas. I'm not sure if this is
go high level, but let's or if this is South Florida. Yeah, I don't even remember. But then you'd proceed to buy
a phone number like that. And then you could call right away by even clicking this and use a phone number that you
just bought to call. Um, but we will set up SMS and make sure that we can send SMS messages by getting ATB by getting
ATB verified with this document right here. But once you are verified, once you go through this video part in the
program, which you can do right after, um, you can send SMS, but when you do so, it'll look like this. Like I said,
you'll have to turn that off inside of messaging here. And you can do that there. So, that's pretty much all you
need to know when it comes to phone numbers for DAO. Um, another thing that you can do once you buy a phone number.
So, like let's say I were to buy a phone number and I'll just do that right now to show you. Let's say I was based out
of Tiffan, Georgia. Sometimes you'll have to verify your ID, um, which is completely fine. Doesn't matter if
you're out of country or whatever. And once you and after you do that, you can add a forwarding number to the go high
level using this instruction here and basically make it so if someone were to call that number, then it'll go directly
to your personal phone, right? So, super handy. Now another thing you could do is out of email services which is the next
part above that in settings you can create a dedicated domain for um better deliverability. So you can do like
mail.youdommain.com. So mine's like owenfreecourse.com right? You could do something like that.
You can add and verify that and um that's pretty easy right there. You can continue to add that to Cloudflare.
It'll automatically do it for you. Okay. Authorized domain. And this will basically make it so the automated
emails that you send through go high level will have a better deliverability because chances are like it'll send from
the lead connector one which is what go high level uses and the deliverability isn't perfect. So we'll go ahead and
we'll make those good to go and then we'll just kind of go through the rest of the settings go through the rest of
the base rest of the stuff that you'll actually need to set up and then we'll actually build a live funnel together
and test it out and make sure it's all good. So once that's done it should look something like this inside of here. All
you would normally have to do is go ahead and set headers. So you can add your from name. So whatever name it is.
And then the actual email which will be your name at mail.youdommain.com. So owenfreecourse.com.
Okay. Just like that. And that is the email you're going to be sending emails now from now on. But you would go ahead
and basically verify it now. So it's good to go here. Then once you do that inside of here, set headers. Once again,
make sure that's good to go. So let me go ahead and just verify this now to show you how to do it. So you would go
ahead and click autoconfigure DNS. Press authorize domain. Now inside of Cloudflare, we'll go ahead
and authorize all these changes to make sure that we can send from this new domain. Okay. So let's try again.
Let that refresh and then we should be good to go there. Let's go ahead and let this do its thing. Perfect. So once
that's done, this is now verified and SSL issued. That's good to go. Now let's make sure the S the headers are set good
with the new domain. This will look a little less goofy as well once you have like like an actual business. It just
says my name twice. It'll be like your name at mail.youdommain.com. And then all you have to do now is I
believe go to domain configuration and select it for all of them. Now all the emails are going to get sent from this
new domain and the deliverability will be much better. So we'll set all these just like so. Now that's all you really
have to do here. You can warm up your email as well which it'll have you do here um as you send more and more. But
that's pretty much it. We just did all these steps and now your email deliverability is way better. So
congratulations. So another thing you can do as well is if you go to my staff, which is kind of like the last area of
the settings, you already have yourself in here as well. But if you want, you can go ahead and add make sure you can
select your calendar here that you set. You can even add an email signature as well. So something that's similar to
this um Owen free course. And this will be at the bottom of every single email. Then you can change your email here as
well. owenfreecourse.com. owen
owenfreecourse.com. I can't believe I chose that. And then your phone number, which whatever it is. Let's say it's
like this. Perfect. And then city, state. I am currently in Fort Lauderdale, Florida.
There we go. So, you can basically set up a signature just like that. And then you already have full permissions. This
is just saving it. And um yeah, obviously make sure you're setting the time the correct time zone as well. So
if you go to like um if you go through all this user availability, just make sure you're in the correct time zone
here, which I believe this is the correct time zone. Let me just check. Yeah, it is the it's the right time
zone. Perfect. Yep. So you would just check that and then we already set up our availability. Um and we have our
conflict calendars already set up here. It's already good to go. And um yeah, that's pretty much it there. So also
inside of calendars, if we go outside of settings now, we can go outside into the normal part um outside of settings
because we kind of covered pretty much everything there is to cover in settings. The main things being the
integrations to collect the you know connect the calendar, connecting our domains, the custom values, um the phone
system and a little bit of like information on like how the phone system works. Um email services to set up our
you know deliverability make it way better. the calendar section as well, which we've covered most of it already.
Um, the my staff to make sure like everything's dialed in and set good. Um, and then obviously we go out of
settings. Yeah, we already set up the calendar. We have the availability here. And we already have our calendar here as
well. So, you can add your logo, which honestly if I were you, I'd recommend adding either your logo or an image of
your face, which you can do here. Um, and then also everything else. Billing, no action needed. My profile, no action
needed. Um, business profile is important. Just make sure once again you're in the right time zone. That's
the most important thing, which I believe is like towards the bottom. But once again, this page like doesn't
really matter, okay? Like you don't need to fill this stuff out for the agency account, but I would recommend filling
it out for your client's account just in case they click on settings and they see all their information. That's what they
want to see. So, we're done with settings. Um, like I said, instead of payments, you will basically add
document and contract templates. You should already have one in here. If you don't, then I do have a ton of legal and
agreement templates in this program. So, we have a bunch of agreement templates in here that you can use. Um, just like
this one right here. So, this is will show you like how to fill it out. Basically, you could send this to AI and
then go through and then fill in all the information that you need to fill in. And, um, yeah, we have agreement
templates and what you would do is basically add those to go high level and just like this. So, you would upload a
new agreement, press new, upload existing PDF of a PDF that you already have. So you can download those as PDFs.
Once you go ahead and do that, you can open up the actual agreement and add in all the fillable information that you
need to get, you know, information. And for example, like with fillable fields, you would just add like a text field. If
you need them to type in their company name, then you could just write company name, just like that. And then if you
need their signature, you can go ahead and do that there. And then if you need their full name, you can go ahead and
just type in full name. Perfect. And um you can do any other places that you need to. I wouldn't recommend having any
of this. My templates don't have that. And then you could add it maybe here or there, wherever you need it. Um, and
then you could save this. You could click use template when you need to send an an agreement to clients. And you
could just basically type in a contact and add a contact to it and it'll send the agreement to them. So you can click
literally click a client that you want to send it to and click send and they'll sign an agreement. That's literally it.
So super simple. No use for docuign anymore or anything like that. So there's the options there. Next down the
list, I believe, is opportunities is a pipeline of like where you can manage your leads. They'll all go here. Um, all
the automations already set up for this. And then in the payment section, we already just went through that.
Everything else is kind of unnecessary. Uh, AI agents, we can actually set up a conversational AI agent for our clients,
which there's more details on this in the course portal. Um, but it's super simple. Like you can just create a bot
and do a bot just like this and appointment booking. And you can activate it by just choosing active and
it will literally just book people into appointments. So, super simple. Um, and you can give it more information about
like your company and what you do inside of marketing as well. There's trigger links and there's a lot of things that
you can do that are pretty valuable, but nothing that we'll touch on today. Uh, automation.
Automation is really powerful. Okay? Like I have the best automations in here for your clients. Like a ton of stuff,
right? Like if you go in here to like the snapshot, like it is the most powerful snapshot ever. Even just the
appointment book stuff is just like the best reminders two days before SMS like all all of this stuff. Appointment
surveys as well like with trigger links to see like what happened to the appointment so you can get the data
because a lot of people are like, "Oh, how do we track if there's shown appointments for our clients?" Well,
they will fill out a survey that looks just like this, right? So all those systems are here inside of the snapshot.
all the new lead notifications when a new lead comes in for our clients. Um, all the stuff that's like, oh, here, um,
we'll get you like, what do you need from the service? Like, what do you need from the company? Um, emails, thanks for
showing interest. Like, all this stuff is already built out, okay? You don't even need to worry about it and touch
it. It's taken me years to build this stuff, but obviously it's free. Um, if you get this bonus here. So, yep, the
automations are super powerful. There's, you know, triggers and actions. So, the triggers are at the top just like this.
So, when a survey is submitted, someone becomes a lead, which I'll break down the survey soon. And then there's the
lead uh automations here. And this is for your clients. And then if you go to the agency one that we have set up,
which is actually called owned course, um these are what you should have in here already right now.
So, to set these up, you want to make sure that it's in the right calendar, which it is, but it'll basically say um
notifications and SMS messages to your clients in the automations. The only one that you need to edit out of all of
them, out of all these automations, there's one message. This trust email right here says complete yourself. Um,
why should I trust why should I trust you? Well, you shouldn't. And then explain your story. Okay. Everything
else is completely good. Like a message that says good to hop on at 43 minutes. And then it sends them the meeting link,
right? And the meeting link is auto set with the calendar. So like all this stuff is built out for you. All these
automations. All you have to do to change them is do that one email and then that's pretty much it. Like that's
pretty much it and you're good to go. Now in under automations we have the sites. So this is where we have the
funnels. Now we have a Facebook ads funnel template. Um this is a template that's worked really well for me. Um,
you can put your survey here and testimonials when you run ads for yourself and put the traffic to this
page or which what I'm going to set up with you right now is a funnel that you can use right now. So, let's go ahead
and start editing this. Basically, you would put your logo here. So, you could press this button here and add your
specific logo and upload it. And you can basically type in whatever copy or information you want. Apply now. Now,
you can either have this go to a survey. Right now we have this going to the next step which the next step in this is the
calendar. So what we can actually do is have this be an open popup and this will basically open this popup that looks
just like this. Book your call um with you know your name to see if we can help you scale your business on a zero risk
basis. And then this could be simply just put the calendar in right here that we already have
just like that. And that's like a good example of like how we can kind of use this. And then we can have it be um and
make sure also to change the SEO data. So if I were to full screen this for a second, you can add your social proof
under here if you have any. Um if not, you can make a video about like what you do and how you offer it, which also I
have a video on like how to set up a VSSL, which I'll probably put in this um in this video. And um yeah, you could
basically set up these pages to look how you want. Like I've got um for example I've got one that looks just like this.
Uh I believe it's like Owen. What is it? Yeah. Homewise. Owen runs. So like you
can set up you can set up your pages to look however you want them with testimonials and whatever it is.
>> Um this is through levelable but I would recommend doing it high level now because it's much simpler for you
especially in the beginning. So you would add your logo, add a headline that looks convincing, and obviously use the
stuff from Meta Ads Mastery like improving landing page CTR to improve your landing page and make it as good as
possible. Right? So there's that page, there's the strategy call calendar page, um, which you can change the wording
here if you want. Um, you'd put the calendar here and then use action from calendar builder. What's cool is that
the custom value has it set to the slashbook page, right? All right. And the SL booked page will be a bit page
ideally with proof um about you, information about you, and you will basically build these out to look um
like your company and your information to get people interested about booking a call. Then what happens is like whether
you book it with cold SMS or cold calling, whatever it is, most people will see this /ooked page. Okay? And if
you decide to book someone in, then they'll see this page and decide whether or not they want to show up to the call.
So, that's how these kind of funnels work and why they're extremely important and you need to start going in
customizing, having some fun with it, build it out, maybe even speak to GHL support if you need some help with it.
Um, you can always start a Zoom call with them. They're really good about that. And, um, yeah, then you also have
the testimonials page as well. All of you that have my snapshot have this page of just like testimonials of job wins.