Reshape Ads — Baseline 2026-05 · Day 27 ● Optimization · Creative refresh in progress ● Data live · 06:23:50
Next review: Sat Jun 6 Open report
Where things stand

The ads bring leads, but they're not converting.

Top of funnel is fine. The break is after the lead comes in.

Don't scale budget. More cheap leads won't book.
11 ad leads are in the pipeline, but 8 are stuck at "Awaiting reply" and 0 have booked a call in a month. The outreach is firing, the leads just go silent. The reason is the setup: it's built to buy the cheapest form-fills (optimizing for form-fills, no lookalike of past buyers, cold targeting), so Meta finds people who tap a form but won't reply. The lever is to re-aim it, optimize for booked calls and build a buyer lookalike, not more budget or new creative.
11 ad leads in the pipeline, 0 booked calls, 0 closed.
Don't scale budget yetIt's not the creativeRe-aim the setup for buyer intent
Open the task
Work created

Test a higher-intent funnel (deeper conversion event + qualifying step)

Filed in Alex / Strategy's ClickUp list, due 2026-06-09.

Owner
Alex / Strategy
ClickUp
Filed · 86d383j1k
Assigned
Spend
$541.44
Campaign window
Campaign leads from ads
19
Attributed only
Cost per lead
$28.50
Target ≤ $80.00
CTR
1.70%
Across campaign
Days since last ad lead
5+
Stalled while delivery continues
Qualified / Potential
8 / 3
Main quality blocker
Lead quality

7 of 19 leads are low buying power

Weak quality
Low buying
7
Unclear
0
Invalid
1
Qualified/Potential
11
What changed

We have enough signal to stop waiting.

Task filed
  • Content Agent has the strongest volume, but isn't attracting enough serious buyers.
  • The campaign should move from launch/testing into creative refresh mode.
  • Market research feeds the next angle — see the Creative Brief tab.

Creative snapshot

Ops/admin agent video
Paused · no action

Already paused — no action needed.

Spend $3.45 · 0 attributed leads · CPL — · CTR 0.00%
Intake agent video
Working

Small sample, but efficient early signal.

Spend $15.30 · 2 attributed leads · CPL $7.65 · CTR 4.72%
Follow-up agent static
Watching

Too little volume to judge.

Spend $1.76 · 0 attributed leads · CPL — · CTR 5.56%
Content agent static
Volume leader · hold scale

Most volume, weak quality. Refresh angle.

Spend $520.93 · 7 attributed leads · CPL $30.64 · CTR 1.64%

Performance

The numbers behind every ad, so the call is backed by data, not just a summary.

What the data is telling us

We are getting leads, but not the right buyers yet.

5/9 attributed leads are low buying power, 0 qualified, 0 potential.

Days stalled
5+
since last attributed lead
Spend since last lead
$106.5
on attributed creatives
Impressions since
1322
delivery during stall
Clicks since
16
link clicks during stall
CTR since last lead
1.21%
baseline 1.80%
Delivery active
Yes
active attributed ads
CreativeStatusSpendImpressionsClicksCTRCPCLeadsCPLAction
Reshape — Ops/Admin Agent — Video — OPS
OPS
Paused · no action $3.45 16 0 0.00% No action — ad is already paused
Reshape — Intake Agent — Video — LEADS
LEADS
Working $15.30 106 5 4.72% $3.06 2 $7.65 Keep running
Reshape — Follow-Up Agent — Static — LEADS
LEADS
Watching $1.76 36 2 5.56% $0.88 Keep monitoring
Reshape — Content Agent — Static — CONTENT
CONTENT
Volume leader · hold scale $520.93 6,833 112 1.64% $4.65 17 $30.64 Review creative refresh brief

Leads

All campaign leads, pulled straight from the Meta form (the source of truth), so the ones that never reached the CRM show up too, flagged not in CRM. Non-ad contacts are listed separately.

LeadSource adQ1 painQ2 helpQ3 spendQualityWhy
Rebecca D.
r…@gmail.com
content agent static my content is inconsistent - i post in spurts and it’s not building anything a full system that fixes the whole flow $2,500–$7,500/month Qualified Q2 full system + Q3 ≥$2,500/mo + Q1 clear pain + valid email
keith c. not in CRM
g@…
content agent static leads slip through the cracks - my crm or follow-up doesn’t match how i sell a full system that fixes the whole flow $7,500–$15,000/month Qualified Q2 full system + Q3 ≥$2,500/mo + Q1 clear pain + valid email
Dennis L. not in CRM
d…@gmail.com
content agent static my content is inconsistent - i post in spurts and it’s not building anything one specific part fixed first $2,500–$7,500/month Potential Q2 partial-scope + Q3 ≥$2,500/mo + Q1 clear pain + valid email
Travis D. not in CRM
t…@gmail.com
content agent static admin and tasks eat my week - i need help keeping things organized one specific part fixed first $2,500–$7,500/month Potential Q2 partial-scope + Q3 ≥$2,500/mo + Q1 clear pain + valid email
Antonio T.
j…@gmail.com
content agent static leads slip through the cracks - my crm or follow-up doesn’t match how i sell one specific part fixed first $7,500–$15,000/month Potential Q2 partial-scope + Q3 ≥$2,500/mo + Q1 clear pain + valid email
Higgs R.
r…@gmail.com
content agent static leads slip through the cracks - my crm or follow-up doesn’t match how i sell a full system that fixes the whole flow $2,500–$7,500/month Qualified Q2 full system + Q3 ≥$2,500/mo + Q1 clear pain + valid email
Rahila B. not in CRM
b…@gmail.com
content agent static my content is inconsistent - i post in spurts and it’s not building anything a full system that fixes the whole flow $2,500–$7,500/month Qualified Q2 full system + Q3 ≥$2,500/mo + Q1 clear pain + valid email
Kristy T. not in CRM
k…@gmail.com
content agent static admin and tasks eat my week - i need help keeping things organized a full system that fixes the whole flow $2,500–$7,500/month Qualified Q2 full system + Q3 ≥$2,500/mo + Q1 clear pain + valid email
SHVE S. not in CRM
s…@gmail.com
content agent static my content is inconsistent - i post in spurts and it’s not building anything a full system that fixes the whole flow $2,500–$7,500/month Qualified Q2 full system + Q3 ≥$2,500/mo + Q1 clear pain + valid email
Ashley E.
k…@gmail.com
content agent static my content is inconsistent - i post in spurts and it’s not building anything a full system that fixes the whole flow $2,500–$7,500/month Qualified Q2 full system + Q3 ≥$2,500/mo + Q1 clear pain + valid email
Dena T. not in CRM
d…@gmail.com
content agent static my content is inconsistent - i post in spurts and it’s not building anything a full system that fixes the whole flow $2,500–$7,500/month Qualified Q2 full system + Q3 ≥$2,500/mo + Q1 clear pain + valid email
LifeJourneyandinspirationblog2
a…@msn.com
content agent static admin and tasks eat my week - i need help keeping things organized not sure yet - i need help figuring it out $0–$2,500/month Low buying power Q3 monthly spend = $0–$2,500/month
Amanda S.
a…@gmail.com
content agent static not sure yet - just looking not sure yet - i need help figuring it out $0–$2,500/month Low buying power Q3 monthly spend = $0–$2,500/month
Ashley E.
k…@gmail.com
content agent static my content is inconsistent - i post in spurts and it’s not building anything not sure yet - i need help figuring it out $0–$2,500/month Low buying power Q3 monthly spend = $0–$2,500/month
Free
s…@gmail.com
content agent static leads slip through the cracks - my crm or follow-up doesn’t match how i sell a full system that fixes the whole flow $0–$2,500/month Low buying power Q3 monthly spend = $0–$2,500/month
Mētztli R.
m…@me.com
content agent static my content is inconsistent - i post in spurts and it’s not building anything a full system that fixes the whole flow $0–$2,500/month Low buying power Q3 monthly spend = $0–$2,500/month
Dena T.
d…@gmail.com
content agent static not sure yet - just looking not sure yet - i need help figuring it out $0–$2,500/month Low buying power Q3 monthly spend = $0–$2,500/month
Dan M.
d…@gmail.com
intake agent video not sure yet - just looking not sure yet - i need help figuring it out $0–$2,500/month Low buying power Q3 monthly spend = $0–$2,500/month
7996.........sr.......2 8.
j…@gmail.comyy
intake agent video admin and tasks eat my week - i need help keeping things organized one specific part fixed first $0–$2,500/month Invalid invalid email — suspicious TLD '.comyy' (looks like a typo of '.com')

These 54 contacts are excluded from campaign performance.

They were added to GHL during the same date window but have no Meta-ad attribution.

ContactEmailDate addedSource categoryWhy excludedTags
wilson i. s…@bettercallwilson.com 2026-06-03 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
reliable r. i…@askreliableroofers.com 2026-06-02 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
vk l. v…@yahoo.com 2026-06-02 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
marcus r. i…@marcussebastianrenovations.com 2026-06-02 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
slife s…@sbcglobal.net 2026-06-02 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
rpc r. r…@rpcrestoration.com 2026-06-02 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
hof p. s…@hofroofingohio.com 2026-06-01 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
cleveland l. c…@gmail.com 2026-06-01 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
construction l. s…@constructionsolutionsoh.com 2026-06-01 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
echols i. o…@echolsheating.com 2026-06-01 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
triguard s. i…@triguardrestoration.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
sp r. s…@gmail.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
timeline c. o…@tlcremodels.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
xpert r. i…@xpertrestoration.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
all l. r…@yahoo.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
carey p. c…@gmail.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
alexander l. i…@alexandercontracting.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
budget c. i…@budgetohio.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
caraballo h…@caraballoheating.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
aaa d. e…@advancedplumber.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_dm_email_sent
practical i. j…@gmail.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
north l. i…@northohioseweranddrain.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
northeast m. a…@neplumbing.net 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
lakewood c. i…@lakewoodfurnace.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
franciscus r. c…@1866staydry.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
choice c. s…@choiceaire.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
mason r. a…@gmail.com 2026-05-30 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
big r. a…@bigbearremodeling.com 2026-05-29 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
keselman g. o…@keselmangroup.com 2026-05-28 Non-ad contact No Facebook submission / no source ad outbound-v1, source_outbound_organic, outbound_email_fallback
travis d. t…@gmail.com 2026-05-28 Non-ad contact No Facebook submission / no source ad content_agent, meta_lead_form, legacy_instant_form
dennis l. l…@gmail.com 2026-05-28 Non-ad contact No Facebook submission / no source ad content_agent, meta_lead_form, legacy_instant_form
shve s. s…@gmail.com 2026-05-28 Non-ad contact No Facebook submission / no source ad content_agent, meta_lead_form, legacy_instant_form
kristy t. k…@gmail.com 2026-05-28 Non-ad contact No Facebook submission / no source ad content_agent, meta_lead_form, legacy_instant_form
rahila b. b…@gmail.com 2026-05-28 Non-ad contact No Facebook submission / no source ad content_agent, meta_lead_form, legacy_instant_form
keith c. k…@gmail.com 2026-05-28 Non-ad contact No Facebook submission / no source ad content_agent, meta_lead_form, legacy_instant_form
killeen p. k…@gmail.com 2026-05-27 Non-ad contact No Facebook submission / no source ad outbound-v1, outbound_form_submitted, source_outbound_organic
broadview c. 2026-05-27 Non-ad contact No Facebook submission / no source ad outbound-v1, outbound_form_submitted, source_outbound_organic
tamer c. 2026-05-27 Non-ad contact No Facebook submission / no source ad outbound-v1, outbound_form_submitted, source_outbound_organic
mayes p. 2026-05-27 Non-ad contact No Facebook submission / no source ad outbound-v1, outbound_form_submitted, source_outbound_organic
mike s. m…@tlmh.agency 2026-05-26 Non-ad contact No Facebook submission / no source ad
ty d. d…@google.com 2026-05-25 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:unknown
tyler b. t…@tylerbrummett.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
alice c. a…@gmail.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
mike g. m…@one10media.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
bryce p. g…@3dvirtuallythere.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
ryan p. r…@parkviewhomes.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
aaron c. i…@aaronchapman.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
patrick m. p…@patrickmenefee.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
branden w. b…@warchitectural.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
brandon v. b…@bestlifeandco.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:cold-list
brook k. b…@kaineinvestments.com 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:referral-partner
craig m. 2026-05-22 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:unknown
ryan s. r…@grayscale-capital.com 2026-05-19 Non-ad contact No Facebook submission / no source ad organic outreach, audit:source-normalized, source:unknown
todd l. t…@revolutionmortgage.com 2026-05-19 Non-ad contact No Facebook submission / no source ad audit:missing-phone, audit:source-normalized, source:unknown
Where the leads are
12/19 in the CRM

We pull the real leads straight from the Meta form (the source of truth), so the count is accurate even when a lead never reached the CRM. 19 campaign leads so far, 12 are in the CRM, and 7 came through an older form that was not mapped (recovered manually). The form the ads use now is mapped correctly, so new leads are captured automatically.

Meta's dashboard shows 19 "conversions", but that counts form opens and repeat events, not unique people.

All contacts view

Available for audit; not the default campaign-performance view. Includes both attributed and non-ad contacts.

Actions

Real tasks only. Each has an owner, due date, and a destination.

HIGH

Test a higher-intent funnel (deeper conversion event + qualifying step)

Filed · 86d383j1k
Owner
Alex / Strategy
Due
within 2 business days
DM
DM previously sent
Assigned
Open task in ClickUp
HIGH

Refreshes aren't moving the needle — step back

Filed · 86d383j1q
Owner
Alex / Founder
Due
within 2 business days
DM
DM previously sent
Assigned
Open task in ClickUp

Creative Brief

This is the execution asset. It's copied into ClickUp and stays synced with the task.

Creative refresh brief — task status

Ready for review

Owner: Katie / Creative
Due: 2026-06-09
ClickUp: filed

Open task

Why this is needed

Content Agent — Static is getting volume (19 attributed leads), but 7/19 are low buying power and 8 qualified / 3 potential. No new attributed leads have come in for 5+ days while delivery continues. The current creative is attracting content-interest leads rather than serious buyers.

Current ad / problem

  • Ad: Content Agent — Static
  • Attributed leads: 19
  • Quality: 8 qualified / 3 potential / 7 low buying power
  • Symptom: lead-quality skew (Q3 budget bracket low) and no new attributed leads for 5+ days while delivery continues.

Target buyer problem

You're getting content out, but it isn't turning into serious inquiries. You need more than another post-a-day — you need leads who are ready to invest in a real content engine.

Market insight used

Use the higher-intent buyer angle for the next refresh — Content Agent is attracting content-interest leads, not serious inquiries.

What competitors are doing

  • Use the lost-lead pain, but don't copy the AI receptionist framing.
  • Plan niche variants for v2 once the current cycle shows which bucket converts best. Real estate and home services first.
  • Our 4 video + 4 graphic split matches the market norm. Don't change the format mix — iterate on angles.
  • Hold the email-first / no-call path in the current cycle. It's our edge.

What not to copy

  • Don't call it an AI receptionist if that makes us blend in.
  • Don't invent numbers.
  • Don't copy competitor leaderboard ads.
  • Don't force a demo call too early.
  • Don't use generic AI hype.

Suggested angle

Pain-led, qualified-inbound framing. Name the gap between 'we post a lot' and 'we book real calls.' Avoid the generic AI-receptionist saturation.

Hook direction

First 3 seconds: name the cost of the current pain — 'You're posting daily but not booking calls.' Lead with the specific outcome the qualified buyer wants.

Format

Short talking-head video (20–30s) OR simple screen-recording walkthrough showing the difference between content output and qualified pipeline. Pick whichever the producer can ship in 5–7 days.

Script outline

  1. Beat 1 (0–3s): hook — name the cost of the current pain.
  2. Beat 2 (3–10s): agitate — explain why volume alone doesn't convert.
  3. Beat 3 (10–25s): introduce the offer's MECHANISM (not features).
  4. Beat 4 (25–28s): one proof / credibility marker.
  5. Beat 5 (28–30s): single CTA — same form for now.

CTA

Same lead form as current creatives (no offer change in V1).

Assets needed

  • 1× on-camera talent (founder or strategist) OR screen-recording of a real engagement dashboard
  • Lower-thirds template (brand-matched)
  • 1× proof asset (case-study quote, screenshot, or stat callout)
  • Captions burned in (mobile sound-off-friendly)

Success metric

  • Primary: keep CPL within $80 on first 10 attributed leads
  • Secondary: ≥40% qualified+potential share of first 10 attributed leads

Acceptance criteria

  • New variant launched as a NEW ad inside the existing ad set (not a replacement).
  • Current Content Agent — Static stays paused, not deleted (audit trail).
  • First 7-day metrics reviewed against the success metric above.
  • If first 10 attributed leads show ≥40% qualified+potential, lock the variant in; otherwise iterate.

Launch notes

  • Keep the existing form — no offer change in V1.
  • Use a NEW ad inside the same ad set; do not edit the current ad.
  • Pause the current Content Agent — Static immediately after launch.

Measurement plan

Baseline window: Last 16 days of Content Agent — Static

Measurement window: First 7 days after new variant launches.

Decision rule: Lock in if qualified+potential ≥ 40% of first 10 attributed leads AND CPL ≤ target. Iterate otherwise.

Research-backed direction

Source: Manus packet d4df539598b0 · validated 2026-05-25 · synthesis confidence medium

White-space angle: Production-Grade AI Systems Beat One-Off Automations

Verified directives

  • Production-Grade AI Systems Beat One-Off Automations
  • Ship in Weeks, Not Quarters — Speed-to-Production Differentiator
  • Short-Form Video as System, Not Deliverable
  • Content Ops Failures Become SEO Failures — Root Cause Positioning
  • Automate Content Repurposing & Distribution for Every Brand You Manage
  • Organic Social Done Well is Trust-Building Infrastructure
  • Poor Client Inputs Drive Revision Cycles — Solve Intake Problem
  • Content Diversity Without Differentiation — Workflow Specialization
  • Decentralized Publishing Fractures Brand Voice — Centralized Governance

Claims to avoid

  • Content Agent Replaces Your Content Team
  • 100% Hands-Free Content Production
  • Works for All Content Types and Industries
  • Guarantees Higher-Quality Content Than Your Current Process

Market Intelligence

Not a research museum. This section shows what insight changed the current creative direction.

Competitor pattern (used in brief)

Use the higher-intent buyer angle for the next refresh — Content Agent is attracting content-interest leads, not serious inquiries.

Crowded angle

White space (what we're testing)

Pain-led, qualified-inbound framing. Name the gap between 'we post a lot' and 'we book real calls.' Avoid the generic AI-receptionist saturation.

Use this

Do not copy

  • Don't call it an AI receptionist if that makes us blend in.
  • Don't invent numbers.
  • Don't copy competitor leaderboard ads.
  • Don't force a demo call too early.
Avoid

What feeds the current brief

InsightDecision (used in brief)
Use the lost-lead pain, but don't copy the AI receptionist framing.Routed into creative angle.
Plan niche variants for v2 once the current cycle shows which bucket converts best. Real estate and home services first.Routed into creative angle.
Our 4 video + 4 graphic split matches the market norm. Don't change the format mix — iterate on angles.Routed into creative angle.
Hold the email-first / no-call path in the current cycle. It's our edge.Routed into creative angle.

Research backup (collapsed)

5 competitor findings on file (raw research) · click to expand
TitleWhatFor us
Missed calls are crowdedA lot of competitors are telling businesses they lose money when calls or leads are not followed up quickly.Use the lost-lead pain, but don't copy the AI receptionist framing.
Niche-specific copy converts betterThe same offer runs with different copy for electricians, contractors, clinics, law firms. Specific niches beat generic small-business copy.Plan niche variants for v2 once the current cycle shows which bucket converts best. Real estate and home services first.
Founder videos and dashboard graphics are the two formats that workAlmost every credible ad is either a founder talking head with bold numbers, or a clean dashboard / process mockup.Our 4 video + 4 graphic split matches the market norm. Don't change the format mix — iterate on angles.
Most competitors force a demo call. We don't.11 of 13 competitor ads push a sales call as the main CTA. Only two let people self-serve straight from the ad.Hold the email-first / no-call path in the current cycle. It's our edge.
Real numbers earn trust. Vague claims don't.Every credible ad uses verifiable numbers ($45/mo, 70%+, 60 sec). Generic 'transform your business' copy doesn't land.Use real numbers only when we have proof. Build a proof-based variant once the current cycle has CPL / lead data.

Outcomes

Prevents the agent from re-creating the same task. Tracks whether the work was done and whether it worked.

Filed task

Owner: Alex / Strategy · ClickUp: 86d383j1k

Task created

Owner notified

Waiting for production / launch

Launched new creative

Measuring

Result

Next run should check

  • Whether 'Review stronger Content Agent variation' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Review stronger Content Agent variation' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Review stronger Content Agent variation' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Review stronger Content Agent variation' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Review stronger Content Agent variation' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Review stronger Content Agent variation' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Investigate Meta → GHL attribution tracking' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Investigate source drift' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Investigate Meta → GHL tracking handoff' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Investigate Meta → GHL attribution tracking' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Investigate source drift' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Investigate Meta → GHL tracking handoff' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Decide: commit to refresh or wind down the campaign' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Decide: commit to refresh or wind down the campaign' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Decide: commit to refresh or wind down the campaign' has launched (new ad with v2/refresh naming appears in Meta).
  • Whether 'Fix ad setup: Ad set is optimizing for `LEAD_GENERATION` (cheapest form-fills).' moves to IN_PRODUCTION (≥1 day since filing).
  • Whether 'Fix the Meta form to GHL mapping (buyers not being captured)' moves to IN_PRODUCTION (≥1 day since filing).
  • Whether 'Test a higher-intent funnel (deeper conversion event + qualifying step)' moves to IN_PRODUCTION (≥1 day since filing).
  • Whether 'Refreshes aren't moving the needle — step back' moves to IN_PRODUCTION (≥1 day since filing).

Report

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Campaign report

Creative refresh in progress — hold scale

Executive summary

Verdict: The ads bring leads, but they aren't converting. 8 are stuck at "Awaiting reply" and 0 have booked a call.

Next move: The setup is built to buy the cheapest leads, not buyers: it optimizes for form-fills, uses no lookalike of past buyers, and targets cold interests. So Meta delivers exactly that, people who tap a form but don't reply. Re-aim it: optimize for a booked call or qualified conversion, build a lookalike of your won clients, and tighten the targeting.

Do not do: Don't scale budget. More cheap leads won't book.

Attributed leads
19
Low buying
7
Qualified / Potential
8/3
Days stalled
5+

Current action

Test a higher-intent funnel (deeper conversion event + qualifying step)

Owner: Alex / Strategy · Due: 2026-06-09 · ClickUp: 86d383j1k

Brief summary

Refresh Content Agent — Static with a higher-intent buyer angle. Goal: attract qualified pipeline, not more content-interest leads.

Admin

Operator-only. Raw paths, configs, and debug logs live here, not in team-facing tabs.

Internal campaign identity

  • Internal id: baseline_v1
  • Team phase: Optimization · Creative refresh in progress · status CREATIVE_REFRESH_IN_PROGRESS
  • Local source: data/processed/2026-06-04_reshape_30d_classified.json
  • Runbook: reports/baseline_v1/COMMAND_CENTER.md

Refresh + deploy command

python3 -m src.refresh_command_center --campaign baseline_v1 --fetch --deploy

Add --slack to also deliver DMs + team-channel summary.

Source integrity (full)

{
  "ok": true,
  "campaign_id": "baseline_v1",
  "computed_at": "2026-06-04T22:23:50.784767+00:00",
  "status": "WARN",
  "blocking_issues": [],
  "warnings": [
    {
      "section": "instant_form_integrity",
      "detail": "3/9 attributed leads resolved UNCLEAR \u2014 likely Q-field drift in the Instant Form (review canonical resolver overrides)."
    }
  ],
  "auto_fixes_applied": [],
  "requires_human_review": [],
  "campaign_integrity": {
    "ads_scanned": 4,
    "unknown_ad_ids": [],
    "ad_names_off_pattern": [],
    "ad_statuses_seen": {
      "PAUSED": 1,
      "ACTIVE": 3
    },
    "explicit_ids_expected": []
  },
  "instant_form_integrity": {
    "expected_form_id": null,
    "expected_form_name": "reshape-ads-form 05/07/2026",
    "form_ids_seen": {},
    "attributed_leads": 9,
    "unclear_share": 0.333,
    "mismatch": "3/9 attributed leads resolved UNCLEAR \u2014 likely Q-field drift in the Instant Form (review canonical resolver overrides)."
  },
  "ghl_pipeline_integrity": {
    "expected_pipeline": null,
    "expected_stages": [],
    "seen_pipeline": "Reshape Ads \u2014 Inbound",
    "seen_stages": []
  },
  "attribution_integrity": {
    "attributed_campaign_leads": 9,
    "meta_reported_conversions": 19,
    "non_ad_contact_count": 45,
    "possible_tracking_gap_count": 8,
    "meta_to_ghl_match_gap": {
      "meta_reported": 19,
      "ghl_attributed": 9,
      "gap": 10,
      "above_tolerance": true,
      "tolerance": 3,
      "interpretation": "Meta ahead by 10 \u2014 above tolerance. Check that every ad has utm_content set and that the GHL form integration is firing for every Meta lead."
    },
    "reconciliation_clean": true,
    "note": "The aggregate counter shows a Meta-to-GHL gap, but the lead-level Meta reconciliation matched all 19 campaign leads, so there's no tracking problem."
  },
  "surface_consistency": {
    "truth_attributed": 9,
    "diagnostic_attributed": 9
  }
}

Latest artifact freshness

{
  "ok": true,
  "campaign_id": "baseline_v1",
  "as_of": "2026-06-04T13:00:32.711361+00:00",
  "status": "OK",
  "paths": {
    "latest_agent_run": "exports/baseline_v1/agent_run.json",
    "latest_truth_input": "exports/baseline_v1/lead_quality.json",
    "latest_lifecycle": "exports/baseline_v1/campaign_lifecycle.json",
    "latest_action_delivery": "exports/baseline_v1/action_delivery.json",
    "latest_brief": "exports/baseline_v1/artifacts/content_agent_refresh_brief.json",
    "latest_source_integrity": "exports/baseline_v1/source_integrity_report.json",
    "latest_outcome_tracking": "exports/baseline_v1/outcome_tracking.json",
    "latest_dashboard": "reports/baseline_v1/dashboard.html",
    "latest_report": "reports/baseline_v1/2026-06-04_report.html"
  },
  "mtimes": {
    "latest_agent_run": "2026-06-04T13:00:32.464714+00:00",
    "latest_truth_input": "2026-06-04T13:00:13.736132+00:00",
    "latest_lifecycle": "2026-06-04T13:00:32.434461+00:00",
    "latest_action_delivery": "2026-06-04T13:00:30.824650+00:00",
    "latest_brief": "2026-06-04T13:00:28.828947+00:00",
    "latest_source_integrity": "2026-06-04T13:00:13.816463+00:00",
    "latest_outcome_tracking": "2026-06-04T13:00:32.463839+00:00",
    "latest_dashboard": "2026-06-04T13:00:32.657845+00:00",
    "latest_report": "2026-06-04T13:00:32.559475+00:00"
  },
  "stale_artifacts": [],
  "missing_artifacts": [],
  "latest_agent_run": "exports/baseline_v1/agent_run.json",
  "latest_report": "reports/baseline_v1/2026-06-04_report.html",
  "latest_dashboard": "reports/baseline_v1/dashboard.html",
  "latest_brief": "exports/baseline_v1/artifacts/content_agent_refresh_brief.json",
  "latest_action_delivery": "exports/baseline_v1/action_delivery.json"
}

Lifecycle (full)

{
  "ok": true,
  "internal_campaign_id": "baseline_v1",
  "computed_at": "2026-06-04T22:24:08.652444+00:00",
  "team_phase": "Optimization \u00b7 Creative refresh in progress",
  "lifecycle_status": "CREATIVE_REFRESH_IN_PROGRESS",
  "phase_reason": "Creative refresh task is filed; new variation is not yet live.",
  "days_live": 27,
  "current_cycle": "Content Agent refresh cycle",
  "recommended_next_cycle": "Wait for the new creative to launch; then move to measurement.",
  "exit_conditions": [
    "A v2/refresh ad becomes ACTIVE in Meta."
  ],
  "promotion_rules": [
    "Lifecycle moves to MEASURING_REFRESH on launch."
  ],
  "blocked_by": [],
  "next_review": "Sat Jun 6",
  "team_facing_label": "Creative refresh in progress \u2014 hold scale"
}