Client pipeline

Campaigns

Turn things on or off and set daily budgets here. Leads, bookings and revenue come from your CRM, matched to each ad.

Engine rules

Every hour the engine syncs from Meta, pauses ads that miss your cost per lead target once they've spent enough to judge, swaps in your next approved ad, and proposes budget increases for winners. Budget increases never happen without your approval.

Ad copy

Generate ad copy, edit it, and approve the ones you like. Only approved copy is ever used, either when the engine swaps in a new ad or when you launch one yourself.

Swipe file

Save competitor ads you like with one click while browsing the Meta Ad Library. The AI explains why each one works and writes original versions for you, which appear under Ad copy as drafts.

New campaign

Creates a campaign, ad set and first ad in Meta, targeting your states, all paused so you can review it before turning it on above.

Activity

Import past leads

Upload a CSV export from the old website (Webflow form submissions) or any spreadsheet. Name, email, phone, message and date columns are picked up automatically. Imported leads land in Past leads, duplicates are skipped, and they are never texted automatically since they didn't give consent on the new form.

States you're taking leads in

Only people in these states can submit the website form. Leave all unchecked to accept every state. (The states you're licensed in come from the licenses you upload below and show on your Meet Evan page.)

States your ads run in

New ad campaigns target only these states. Keep this to the states you want to spend ad money in.

1 hour reminder email

Sent automatically about an hour before each appointment, with your photo and any license marked below attached.

Headshot (PNG or JPG)

Insurance licenses

Upload every state license you hold; your Meet Evan page lists them and shows prospects the one for their state. Check "Attach to reminders" on the ones prospects should receive.