*** hide and unhide the columns you don't need so you are only looking at re

DASHBOARD
Yesterday Main KPI (#) #NAME? to the column where you want the trend chart to start >>
Yesterday Main CPA ($) Err:511 e to the column where you want the trend chart to end >>

Week 01 Week 02 Week 03 Week 04

KEY METRICS

Revenue $ - $ - $ - $ -

Sales 0 0 0 0

Call To Close

bCPA Err:511 Err:511 Err:511 Err:511

NORTH STAR METRICS

Meetings Booked #NAME? #NAME? #NAME? #NAME?

Cost per Meeting Err:511 Err:511 Err:511 Err:511

App to Call Err:511 Err:511 Err:511 Err:511

Applications #NAME? #NAME? #NAME? #NAME?

Cost per Application Err:511 Err:511 Err:511 Err:511

MARKETING

Total Ad Spend $ - $ - $ - $ -

Facebook Ad Spend $ - $ - $ - $ -

Google Ad Spend $ - $ - $ - $ -
LinkedIn Ad Spend $ - $ - $ - $ -

LEAD GEN

Leads 0 0 0 0

Cost per Lead Err:511 Err:511 Err:511 Err:511

FACEBOOK ADS

Spend $ - $ - $ - $ -

CPM Err:511 Err:511 Err:511 Err:511

CPC Err:511 Err:511 Err:511 Err:511

CTR Err:511 Err:511 Err:511 Err:511

d so you are only looking at re

Trend Start / End

the trend chart to start >> D update to the column where you w
the trend chart to end >> AM update to the column where you w

Week 36 January February March

TRENDS

$ - $ - $ - $ -

0 0 0 0

Err:539

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#NAME? #NAME? #NAME? #NAME?

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#NAME? #NAME? #NAME? #NAME?

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$ - $ - $ - $ -

$ - $ - $ - $ -

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$ - $ - $ - $ -

0 0 0 0

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$ - $ - $ - $ -

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 Trend Start / End
the column where you want the trend chart to start >> BI
o the column where you want the trend chart to end >> BT

October November December YTD TOTAL

TRENDS

$ - $ - $ - $ -

0 0 0 0

Err:539

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#NAME? #NAME? #NAME? #NAME?

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#NAME? #NAME? #NAME? #NAME?

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$ - $ - $ - $ -

0 0 0 0

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$ - $ - $ - $ -

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Days In Month 31

Total Budget Campaign % of Spend Monthly

TOFU
Facebook Masterclass Promo (C 65% $39,000
YouTube Masterclass Promo (CO 8% $4,800
$60,000
MOFU
Facebook Re-engagement (WAR 13% $7,800
Google Re-engagement (WARM) 2% $1,002
Facebook Content Nurture (WAR 2% $1,200

BOFU
Sales Page Retargeting (HOT) 3% $1,800

93% $55,602.00
Daily Testing Budget% of Spend Monthly Daily

$1,258 Facebook Testi 35% $13,650 $440

$155 Google Testing 20% $960 $31

$252
$32
$39
Cold - new traffic
Warm - people in retargeting audiences
$58 Hot - People who have watched the webinar in the last 7 days

$1,793.61
 Use For Sales Call Funnel

Most Important Outcome

Revenue Goal $100,000.00 Volume Goal
ROAS Target 4 Program Price
Ad Spend $25,000.00

Clients per Month 20

CPA Target $1,250.00 Variables
Sales %
Cost per Meeting Booked $250.00 Meetings Booked %
Meetings Booked 100 Video View %
Landing Page %
Cost per Video View $75.08 CPM
Video Views Needed 333

Cost Per Lead $26.28

Leads Needed 951

Cost per Landing Page V $7.36

LPV Needed 3,398

CTR Needed 0.48%

Impressions 714,286
 Use For Webinar Funnel

Program Sales Most Important Outc

20 Revenue Goal $24,000.00
$5,000.00 ROAS Target 4
Ad Spend $6,000.00

Clients per Month 24

% CPA Target $250.00
20%
30% Cost per Webinar Attend $25.00
35% Webinar Attendees 240
28%
$35.00 Cost per Opt In $12.50
Opts Ins Needed 480

Cost per Landing Page V $4.38

LPV Needed 1,371

CTR Needed 0.80%

Impressions 171,429
Most Important Outcome Program Sales
ROAS 3.5x - 5x
Program Price $997.00

Variables %
Sales % 10%
Show Up Rate % 50%
Landing Page % 35%
CPM 3500%
Paid Traffic Stats Date Ad Spend Impressions CPM Clicks

01-01-2021
01-02-2021
New Customers 01-03-2021
0 01-04-2021
01-05-2021
Total Revenue 01-06-2021
$0.00 01-07-2021
01-08-2021
Monthly ROAS 01-09-2021
01-10-2021
01-11-2021
01-12-2021
01-13-2021
01-14-2021
01-15-2021
01-16-2021
01-17-2021
01-18-2021
01-19-2021
01-20-2021
01-21-2021
01-22-2021
01-23-2021
01-24-2021
01-25-2021
01-26-2021
01-27-2021
01-28-2021
01-29-2021
01-30-2021
01-31-2021
TOTALS $0.00 0 0
 Click to Lead
CPC CTR Leads CPL Applications CPA
Conv %

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Lead to App Lead to Sale
Calls CPA App to Call (%) Sales CPA
Conv (%) Conv %

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Err:511 Err:511 Err:511 0 Err:511 Err:511
 CPM (cost per
Facebook Ads Date
Sales Rev Cost Impressions 1000
(SuperMetrics)
impressions)

01-01-2021
01-02-2021
01-03-2021
01-04-2021
01-05-2021
01-06-2021
01-07-2021
01-08-2021
01-09-2021
01-10-2021
01-11-2021
01-12-2021
01-13-2021
01-14-2021
01-15-2021
01-16-2021
01-17-2021
01-18-2021
01-19-2021
01-20-2021
01-21-2021
01-22-2021
01-23-2021
01-24-2021
01-25-2021
01-26-2021
01-27-2021
01-28-2021
01-29-2021
01-30-2021
01-31-2021
$0.00 TOTALS $0.00 0
 Website
Cost per Website
Website purchase
CPC (cost per website purchases
Link clicks CTR registrations ROAS (return
link click) registrations conversion
completed on advertising
completed value
spend)

0 0 0
 Total Cost Per Landing Page Lead To Sale Click To Sale
Notes
Purchases Purchase Conversion % Conversion Conversion

0
 Google Ads
Date Cost Impressions CPM Clicks CPC
(SuperMetrics)

01-01-2021
01-02-2021
01-03-2021
01-04-2021
01-05-2021
01-06-2021
01-07-2021
01-08-2021
01-09-2021
01-10-2021
01-11-2021
01-12-2021
01-13-2021
01-14-2021
01-15-2021
01-16-2021
01-17-2021
01-18-2021
01-19-2021
01-20-2021
01-21-2021
01-22-2021
01-23-2021
01-24-2021
01-25-2021
01-26-2021
01-27-2021
01-28-2021
01-29-2021
01-30-2021
01-31-2021
TOTALS
 Cost per All conversion Return on ad Click to Lead
Conversions Total YT Sales CPA
conversion value spend (ROAS) Conversion
Lead To Sale Click to Sale
Notes
Conversion Conversion
 Impressio
Date Ad Spend CPM ($) Clicks CPC ($)
ns
ACCT TOTALS $0.00 0 0
Mon 2024-01-01
Tue 2024-01-02
### 2024-01-03
Thu 2024-01-04
Fri 2024-01-05
Sat 2024-01-06
Sun 2024-01-07
Mon 2024-01-08
Tue 2024-01-09
### 2024-01-10
Thu 2024-01-11
Fri 2024-01-12
Sat 2024-01-13
Sun 2024-01-14
Mon 2024-01-15
Tue 2024-01-16
### 2024-01-17
Thu 2024-01-18
Fri 2024-01-19
Sat 2024-01-20
Sun 2024-01-21
Mon 2024-01-22
Tue 2024-01-23
### 2024-01-24
Thu 2024-01-25
Fri 2024-01-26
Sat 2024-01-27
Sun 2024-01-28
Mon 2024-01-29
Tue 2024-01-30
### 2024-01-31
Thu 2024-02-01
Fri 2024-02-02
Sat 2024-02-03
Sun 2024-02-04
Mon 2024-02-05
Tue 2024-02-06
### 2024-02-07
Thu 2024-02-08
Fri 2024-02-09
Sat 2024-02-10
Sun 2024-02-11
Mon 2024-02-12
Tue 2024-02-13
### 2024-02-14
Thu 2024-02-15
Fri 2024-02-16
Sat 2024-02-17
Sun 2024-02-18
Mon 2024-02-19
Tue 2024-02-20
### 2024-02-21
Thu 2024-02-22
Fri 2024-02-23
Sat 2024-02-24
Sun 2024-02-25
Mon 2024-02-26
Tue 2024-02-27
### 2024-02-28
Thu 2024-02-29
Fri 2024-03-01
Sat 2024-03-02
Sun 2024-03-03
Mon 2024-03-04
Tue 2024-03-05
### 2024-03-06
Thu 2024-03-07
 Order Order
CTR (%) Optins Optin (%) CPL ($) Form First Form Step FE Sales
0 Err:511 Step (#) 0 1 Rate (%)
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 Order FE Sales Order Order Order Order
Cost Per
Completio Conversio Bump Bump CNR Bump Bump
FE Sale
n (%)
Err:511 nErr:511
% Err:511 Units (#) 0 (%)
Err:511 Price AEPO
Err:511 Err:511 Err:511 Err:511 $37.00
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Err:511 Err:511 Err:511 Err:511 $37.00
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 Funnel Funnel Funnel Booked FE To Call Deals Cash
Revenue AOV ROAS Calls % Closed Collected
$0.00 Err:511 Err:511 0 Err:511 0 $0.00
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 Total Advertisin Advertisin
Cash Refund
Collected Refunds P/L g ROAS g ROAS
Deferred Revenue
$0.00 Revenue
$0.00 0 $0.00 $0.00 (Collected)
Err:511 (Deferred)
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 Deferred
Cash LTV
LTV
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Notes
 Test Funnel Step
Completed Split Tests Below This Line

Live Split Tests Below This Line

Upcoming Tests Below This Line

Measurement Control Variation Power (>80%) p-value (>0.2) Start Date

Impact Effort Confidence Score Priority / Order Month

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End Date Notes

Notes
YOUTUBE ADS CAMPAIGN LAUNCH CHECKLIST
ACTION

1 - FOUNDATION

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0 Check:

0 Apply:

0 Check:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

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0 Apply:

0 Apply:

0 Review:

0 Review:

0 Review:

0 Apply:
2 - BUILDING

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0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Check:

0 Check:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Apply:

0 Check:

0 Check:

0 Check:

0 Check:

0 Apply:

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 0 Apply:

0 Apply:
3 - OPTIMIZATION

0 Apply:

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4 - COMMUNICATION

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OUTUBE ADS CAMPAIGN LAUNCH CHECKLIST
TASK / ITEM

FOUNDATION

Get to know the business and their primary avatar

Tracking

Google Tag Manager is installed on all pages

Go through the funnel yourself and make sure everything is working

Check the site speed and make sure it's loading fast (under 2 - 3 sec is ideal)

Conversion events and goals are set up in GTM, GA, and GA4 major events: lead, call, sale

Link Google Analytics and GA4 account

Setting up conversion goals for first click

Setting up conversion goals for last click

Adding the SegMetrics code to the funnel

Connecting Google Ads with SegMetrics in Integrations settings

Make sure we have Mirosoft Clairty installed on the funnel for insights

Enable "Send conversions to Google Ads" inside Hyros to send Hyros data into Google conversions data
Account Set Up

Set up placement exclusions list inside the account to be applied to all campaigns

Setting up tracking template at the account level for UTM and third party tracking

Set up custom columns with custom conversions to easily be able to tracking and measure the results of campaign
Targeting Research

Brainstorm keywords for the start of the campaign

Look in Google Analytics at demographic data for keyword, topics, and affinity ideas

Look in Google Search Console for more keyword ideas

Use Tubesift to find relevant keywords, placements, and channels

Set up Custom Intent audiences inside of ad account in the "Audiences"

Campaign Struction - Why we use 1 campaign x 1 ad set x 2 - 3 ads

YouTube Campaign Set Up

Create your first shell campaign

Set up your Geography and target the countries you want to target

Use expanded invetory

Exclude embedded videos and live streaming

Setting up the income exclusion for the shell campaign. High ticket always remove bottom 50%.

Setting up the right demographics for the shell campaign

Making sure the placement exclusion checklists inside the account are applied to all active campaigns

Making sure the correct conversion actions are selected for the campaign (first click for cold, last click for warm -OR

2 - 4 ads per ad set (cold traffic one angle per campaign)

Only set up 1 targeting type per campaign

Remove Smart TVs as devices

Target CPA for bidding (unless there is not any data on the pixel, then we start with max and move to target CPA a

Always turn OFF the "optimized conversions" setting

Set up frequency & view capping

Set up the correct conversion events for each campaign

Exclude topic content: music videos, music streams & downloads, video game playthroughs
Ad Checklist

Make sure we have sitelink extentions on all ads

Make sure all ads have a thumbnail, title and description in case someone comes from a responsive placement stra

Make sure the description of the video on YouTube has an optimized description with a link to the landing page
Landing Page QA

Review landing page for Quality Assurance

Reporting Set Up

Set up Custom Metrics inside of Google Ads account to view important conversions inside of ad account

Set up Custom Columns inside of ad account at account view level to be be able to see important metrics when you

Set up Custom Columns inside of ad account at ad level to be be able to see important metrics when you log in

Set up SuperMetrics query inside Project Tracking spreadsheet for all Google Ads
 Set up SuperMetrics query inside Project Tracking spreadsheet for all Google Ads minus all Branded and retargetin

Set up SuperMetrics query inside Project Tracking spreadsheet for Google Analytics with Google Ads filter
OPTIMIZATION
Account Strategy Optimization

Make sure we have retargeting active for all networks and placements by the end of the first month

Set up branded search with sitelink extensions to drive traffic back to main funnel
Disappovals

Check disapproved ads

Check disapproved sitelink extentions

Campaign Optimization

Review account performance compared to the account goal

Review budget pacing for month to date and adjust

Review device performance and adjust

Increase bids on non-spending campaigns

Manage bids on top performers

Increase budget on top performers

What are the placements that your ads are showing up in the "Where My Ads Showed" in the campaign

Launch new test campaigns to test audiences

Launch new test campaigns to test creatives

Decrease bids on lower performing but still converting campaigns

Decrease budgets on lower performing but still converting campaigns

Review top performing ads and send feedback to the creative team for ad improvements

Test new ads inside of the account

Landing Page Optimization

Use Microsoft Clarity to look for areas of optimization

Set up A/B tests and track them using the tracking tester
Scaling

Send feedback to team on top creatives to create better versions of that ad

 Take targeting that is working and expand with targeting type
COMMUNICATION
Internal Communication

[MONDAYS] Create action plan for the week and post it inside of the client slack channel

[WEDNESDAYS] Create a brief post updating on client account progress for the week

[FRIDAYS] Fill out report and post weekly report inside of ClickUp and drop the link in the slack channel
Client Communication

[LAST DAY OF MONTH] Create a one page report for the client to share their stats, what we're seeing, and what w
FREQUENCY NOTES IMPACT DOC SCRIPTS LINKS

Once High

Once High

Once High

Once High

Once High

Once High

Once Mid

Once Mid

Once High

Once High

Once High

Once Mid

Once High

Once High

Once High

Quarterly

Monthly

Monthly

Monthly

Monthly

Once
 Once High

Once High

Once High

Once High

Once High

Once High

Once High

Once High

Once High

Once High

Once High

Once High

Once High

Once Mid

Once High

Once High

Weekly

Weekly High

Weekly High

Monthly

Once
Monthly Mid

Monthly Mid

Daily

Daily

Weekly

Weekly

Weekly

Daily

Daily

Weekly

Weekly

Weekly

Weekly

Weekly

Weekly

Monthly

Monthly

Weekly High

Weekly High

Weekly High
Weekly Mid

Weekly

Weekly

Weekly

Monthly
Date Added Angle Name Status
Hook Targeting Doc Link
Date Tested Performance Results
Notes
# Date Added Offer // Stage File Name
Image/ Video Description Source LinkDate Launched Performance
Notes about creative
 Traffic Temp New Audiences to Test Audience Type Date Launched
Warm All Warm Traffic 30 d Retargeting
Warm All Warm Traffic 90 d Retargeting
Warm All Warm Traffic 180 d Retargeting
Warm Warm Website 30 d Retargeting
Warm Warm Website 90 d Retargeting
Warm Warm Website 180 d Retargeting
Warm Email List Retargeting Retargeting
Warm Facebook Page Engagers 30d Retargeting
Warm Facebook Page Engagers 90d Retargeting
Warm Facebook Page Engagers 1800d Retargeting
Warm Instagram Engagers 30d Retargeting
Warm Instagram Engagers 90d Retargeting
Warm Instagram Engagers 180d Retargeting
Warm Video Views 50% 30 d Retargeting
Warm Video Views 50% 90 d Retargeting
Warm Video Views 50% 180 d Retargeting
Cold LAL - Email List 1% Lookalike
Cold LAL - Email List 2% Lookalike
Cold LAL - Email List 3% Lookalike
Cold LAL - Email List 4% Lookalike
Cold LAL - Email List 5% Lookalike
Cold LAL - Email List 6% Lookalike
Cold LAL - Email List 7% Lookalike
Cold LAL - All Buyers 1% Lookalike
Cold LAL - All Buyers 2% Lookalike
Cold LAL - All Buyers 3% Lookalike
Cold LAL - All Buyers 4% Lookalike
Cold LAL - All Buyers 5% Lookalike
Cold LAL - All Buyers 6% Lookalike
Cold LAL - All Buyers 7% Lookalike
Cold LAL - Website Traffic 1% Lookalike
Cold LAL - Website Traffic 2% Lookalike
Cold LAL - Website Traffic 3% Lookalike
Cold LAL - Website Traffic 4% Lookalike
Cold LAL - Website Traffic 5% Lookalike
Cold LAL - Website Traffic 6% Lookalike
Cold LAL - Website Traffic 7% Lookalike
Cold LAL - Submit Application 1% Lookalike
Cold LAL - Submit Application 2% Lookalike
Cold LAL - Submit Application 3% Lookalike
Cold LAL - Submit Application 4% Lookalike
Cold LAL - Submit Application 5% Lookalike
Cold LAL - Submit Application 6% Lookalike
Cold LAL - Submit Application 7% Lookalike
Cold LAL - Social Media Engagement 1% Lookalike
Cold LAL - Social Media Engagement 2% Lookalike
Cold LAL - Social Media Engagement 3% Lookalike
Cold LAL - Social Media Engagement 4% Lookalike
Cold LAL - Social Media Engagement 5% Lookalike
Cold LAL - Social Media Engagement 6% Lookalike
Cold LAL - Social Media Engagement 7% Lookalike
Cold Super Lookalike 1% Lookalike
Cold Super Lookalike 2% Lookalike
Cold Super Lookalike 3% Lookalike
Cold Interest
Ad Test 1 Ad Test 2 Ad Test 3 Performance
Notes
Date Added Offer Headline Date Tested
Performance Results Next Steps
 Ad Ad Copy - Creative Stage Ad Name
CAMPAIGN 1
1 Cold
2 Warm
3 Hot

CAMPAIGN 2

CAMPAIGN 3
Headline Link Ad ID
 Campaign Name Creation

Campaign Name Generator

Offer Promoted Funnel Step Objective Budget OptimizatTargeting
YourWebinar TOFU Conversion ABO

Ad Set Name Generator

Audience Type Target Audience Geo Location Gender Age
LAL EmailList1% US,CAN A 35_64

Ad Name Generator
Ad Type Copy Hook Creative Headline
Image ThisCopyRocks
*make sure to fill this ou*make sure to fill this out

How to Use The Name Generator:

You can use this to make sure your naming conventions are consistent with each campaign no matter who
setting up your campaigns. Below this box you will see where you can change the options in the drop down
menus. Then simply add your and copy/paste the name on the left into your campaigns.

You can also customize this as a template if there are other pieces of information you want to store inside y
ad campaigns

Offer Funnel Step Objective Audience Type GeoLocation

YourWebinar TOFU Conversion LAL US
YourProduct MOFU Traffic I CAN
Nurture BOFU Reach IC US,CAN
VideoViews SC UK,AUS
Engagement RT
me Creation

Date Notes3 Notes4

2020-10-21

Placement Notes 2 Notes 3

Notes 1 Notes 2 Notes 3

with each campaign no matter who is

change the options in the drop down
your campaigns.

formation you want to store inside your

Gender Ad Type
M Image
F Video
A Dynamic
Campaign Name:
#NAME?

Ad Set Name:
#NAME?

Ad Name:
#NAME?
Date Change Expected Outcome
Notes
 Name Link
Free Funnel Calculator Funnel Conversion Rates by Brice Gump
Facebook Ad Launch Checklist FacebookAdChecklist-PDF.pdf
 Notes
Figure out your ideal conversion rates
Guide to launching your first facebook ads
Date Month Cost Impressions Link clicks Website registMeetings Book
Purchases Revenue ROAS
Date Cost Impressions Clicks CPM CPC Conversions
Conversion ratCost per conveValue per convView-through conversions
Date Total spent Impressions Reach CPM CPC Clicks
Conversions Cost per conveConversion rate
 Transaction
Goal XX: Label Goal XX: Label Goal XX: Label Value
Date Users Goal XX complGoal XX complGoal XX complTransactions Transaction revenue
ansaction revenue
Date Name Email Phone question 1 question 2 question 3
question 4 question 5 question 6 question 7 Time to complutm-source utm-medium
utm-campaignutm-term utm-content
Date Name Email Phone # Call Type Call Start TimQuestion 1
Question 2 Question 3 Question 4 Question 5 Question 6 utm_source utm_medium
utm_campaigutm_term utm_content url
Date New Leads Sales Sales Revenue
Ad Copy StatuAd Copy TargeCreative Perf Visual Status Audience TargAudience Perf Traffic Temp
1. Approved TOFU Great 1. Approved Lookalike Won Cold
2. Launched MOFU Above Avera2. Launched Interest Lost Warm
BOFU Average 3. FB Disappr Interest StacPending Hot
Below Averag 4. Not Tested Retargeting Re-test
Horrible Not available
Did Not Test
Not Approved
Ad Unit Perfo Frequency Impact
Great Once High
Above AveraWeekly Mid
Average Monthly Low
Below Averag Quarterly
Horrible
Did Not Test
Not Approved
Lost To Similar Variation
Not Enough Spend