Running ads without knowing your numbers is the fastest way to burn money. This Facebook ads kit for coaches, consultants and service businesses gives you a clear process from offer to booked call, plus a spreadsheet that tells you, in green or red, whether your ads are paying off. It is a do-it-yourself workshop in six files you download right away.
What the Ad-to-Client Workshop Kit does
You put in your price, your close rate and the return you want from ads. The dashboard works out the most you can pay for a lead, a booked call and a new client. From there, every number you log is checked against those limits.
You then write ads from ready scripts, launch them with a checklist, score every lead as it comes in, and review one dashboard each week. When something breaks, the Numbers Clinic shows you which step to fix.
Who it is for
- Coaches, consultants and experts who sell through a sales call
- Agencies and freelancers who run ads for clients and need clean tracking
- Service businesses in health, finance, fitness, real estate, legal, dental, education, ecommerce, supplements and SaaS
- Beginners who have never run ads, and people who have run ads but never trusted their numbers
What is included
1. Ads Dashboard (Excel, 10 sheets)
- Unit Math: profit per client, lead to client rate, max cost per client, max cost per call and max cost per lead. A forecast for your budget and a goal planner that works back from a sales goal to leads and budget.
- Lead Tier Scorer: five dropdowns score each lead out of 25, color it Tier A to D and write the next step. Holds 500 leads.
- Ad Log: 400 rows. Type spend and results, get CTR, CPC, CPL, cost per call, show rate, close rate, cost per client and ROAS.
- Creative Test Log: 150 ads. Spend and results pull in by Ad ID, and each ad gets a verdict: Keep testing, Watch, Kill or Winner, based on rules you set.
- Dashboard: pick any month. Ten KPI cards, funnel step rates, leads by tier, pipeline, top five ads, a goal check and five charts.
- Settings, Lists, Monthly summary and a 30-day Launch Plan with a progress bar.
2. Workshop Workbook (PDF, 28 pages)
Eight modules, each with a lesson and a homework page: your offer and the math, the lead tier system, creative definitions and testing, writing ad scripts, the booking path, media buying rules, the Numbers Clinic and sales calls with follow-up messages. Also 12 niche angle cards and the 30-day plan. Comes in US Letter and A4 with clickable contents.
3. Ad Script Vault (Word)
60 ad scripts and 120 hooks for 12 niches. Each niche gets five frameworks: Problem Path Proof, Client Story, Myth Buster, Direct Offer and Behind the Scenes. Every placeholder sits in [BRACKETS] so you can find them with one search.
4. Media Buying SOP Playbook (Word)
11 step-by-step SOPs with checkboxes you can click: account setup, naming rules, launch checklist, a 10-minute daily check, weekly review, kill and scale rules, creative refresh, lead handling, cutting no-shows, troubleshooting and a monthly reset.
5. User Guide (Word)
Setup in 15 minutes, every sheet explained, customizing, troubleshooting and FAQ.
Main benefits of this ads tracker and script kit
- A hard number to aim at. Your max cost per lead comes from your own price and close rate, not a guess.
- Hot leads called first. Tier A leads get a call within an hour while they still care.
- Clear rules for ads. No more turning ads off on a bad day or keeping losers out of hope.
- Words ready to go. Pick a script, swap the placeholders, read it out loud and launch.
- Any currency. One setting changes every money label. Dollars are the default.
- Hard to break. Formulas are locked with no password and the gold input cells stay open.
How it works
- Fill in the gold cells on Settings: price, margin, funnel rates, ROAS goal and budget.
- Read your max cost per lead on Unit Math.
- Work through the workbook modules and write three ads from the Script Vault.
- Launch with the SOP checklist and log results in the Ad Log.
- Score every lead and call Tier A first.
- Review the Dashboard each week and change one thing.
Real situations where it helps
- A life coach spending a small daily budget who wants to know if the ads are worth keeping.
- An agency owner who needs one tracker per client and a simple monthly report.
- A dental office testing ads for clear aligner consults and wondering why bookings do not show up.
- A fitness coach with plenty of cheap leads but few sales calls, who needs to find where the funnel leaks.
File formats and software requirements
- Ads Dashboard: .xlsx, made for Microsoft Excel desktop. Also opens in LibreOffice Calc. Google Sheets is not supported.
- Workbook: PDF in US Letter and A4. Print it or write on it in a PDF app.
- Script Vault, SOP Playbook and User Guide: .docx for Microsoft Word or any app that opens Word files.
Customizing
Rename campaigns, niches, sources and lead scoring answers on the Lists sheet. Change tier scores and next steps. Set your own testing rules. The Word files use built-in heading styles, so fonts and colors change for the whole document in one place.
Digital download
This is a digital product. You get one ZIP file to download right after purchase. Nothing is shipped. Personal use license: use it in your own business and for your own clients, but do not resell or share the files.
FAQ
Does this Facebook ads kit work for Instagram and other platforms?
Yes. The tracking and lead scoring work with any ad platform. The scripts and SOPs are written for Facebook and Instagram and adapt easily.
Do I need ad experience?
No. Module 1 starts from zero and the SOPs spell out each step.
Will this guarantee clients?
No product can promise that. You get a proven process and the numbers to see what is working and what to fix.
Are there live calls or coaching?
No. It is a self-paced kit with lessons, homework, tools and checklists.
Can I use it for my agency clients?
Yes, use a copy of the dashboard per client. You may not hand the kit files to clients.
Does the spreadsheet work in Google Sheets?
It is built for Excel and checked in LibreOffice. Google Sheets is not supported.
What if my niche is not one of the 12?
Use the closest niche and change the buyer, the pain and the result. The frameworks fit any service sold through a call.
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