FB Biz Manager Training – ivantraining.com

1. Now understand your clients business to the fullest (nothing lingering around)
2. What makes someone qualified for their business
3. Understand what questions to ask on that Lead Form to convert clients for them
4. Offers to run
5. Now have all the information to run successful ads

QUESTIONS:

Example Lead Form Questions: Roofing niche

1. Revenue (Currently) $30k/mo
2. Target revenue $50k/mo
3. Ad Spend $50/day
4. CPL Target ($25 cpl)
5. How many jobs do you need for your dream outcome
….example: every roof costs $10k – 5 extra jobs a month
6. Lead to appointment (normally 20-30%)
3 leads 1 appointment $75 (if you can scale)
7 Closing Rate (client) 30%
….example: 4 appointments to close 1 deal $300
8. Whats your expectation of working with us?
9. What would you consider a success with us?
10. Zip codes – target zip codes xxxx
11. Google drive link to send Pics/Vids
12. Scripts for them to record videos
13. Do you have sales reps? (pls give us the numbers)
14. Do you want leads or appointments
15. How big is your team?
16. How many jobs can you handle per week?
17. Offer = 20% or 10% or starting at $499 per roof

18. Social Account URLs like LinkedIn to connect to campaigns

19.) Access to client assets like FB Page + Biz Manager (watch tutorials on how to do that)

1. What service are you looking for?
……– New roof installtion
……– Roof repair
2. Do you have insurance?
3. Zip code
4. Budget?
5. Timeframe?

Profile of ideal customer?

Over the years of working your clients…What is the ideal profile of a customer for you?
What is the one thing that you are seeing that correlates with everyone else?

Ask questions like?

There average age?
Do they have insurance?
Type of job?
Best neighbourhoods?
Where do the customers come from?
Is is referrals, your marketing, which marketing?
Dig to find similarities of best customers?
Write down profile of ideal customer

Roofing Example (Ideal Profile)

40+ years
Insurance
Roof replaced
Xyz neighbourhood

I will use all this information in Creative copy.

Use it in Ad copy with the story-telling to get people to convert

Broad Targeting

without any Interest targeting
create the ad

Creative Targeting

Age?
Pain points?
Story?
Offer?
Demographic?
Streets/neighbourhood?

Create the copy

Ad copy structure

CTA
Story
Personal (audience call out)
Timeline
What we offer?

ChatGPT Prompt:

I need you to write a facebook ad copy for my Roofing client, his name is John, he lives in Jacksonville Florida & owns a local roofing company. Hes offering 20% off for people to get there roofs checked & repaired or even replaced.

What i want you to do in this copy is write a full story about how he is locally owned, how he does not use sales reps & will give the best price for local homeowner because he wants to give back to the community, he isnt a big roofing company that needs to pay everyone and really cares about the homeowners.

make sure to write a good copy telling a story about Jon being local.

Back to Index

Access To Client Assets

Meta Ads Client Setup Guide (Agency & Freelancers) – Avoid Bans, Billing Issues & Access Mistakes

Notes:

Back to Index

OFFERS SECTION

The offer is one of the most important parts of any campaign. A strong offer can dramatically increase response rates, lower cost per lead, and make it easier for prospects to take action.

When launching a campaign, start by selecting an offer that is relevant to the business, easy to understand, and provides a clear benefit to the customer. In most local service businesses, simple offers tend to outperform complicated ones.

Below is a swipe file of offer ideas that can be adapted to suit almost any business.

SWIPE-FILES:

7 x Swipe-Files available in Ad Copy Section
Use the Facebook Ads Library to find proven offers and creatives.
Follow the top agencies and businesses in your niche.
Save winning ads, images, videos, headlines, and offers.
Ads that have been running for weeks or months are often proven winners.
Model what is working and adapt it to your client’s business.
Swipe files are one of the fastest ways to find new campaign ideas and reduce guesswork.

Click Here – 300+ Ads Swipe File (Jeff Miller)

Offer Category Examples:

1. Free Value Offers

– Free Estimate
– Free Inspection
– Free Assessment
– Free Consultation

2. Discount Offers

– $500 Off
– 10% Off
– Seasonal Special
– First-Time Customer Discount

3. Financing Offers

– 0% Financing
– Buy Now Pay Later
– No Payments For 12 Months
– Flexible Payment Plans

4. Speed & Convenience Offers

– Same-Day Service
– Next-Day Installation
– 24-Hour Response Guarantee
– Emergency Service Available

5. Risk Reversal Offers

– Satisfaction Guarantee
– Workmanship Warranty
– Money-Back Guarantee
– Fixed Price Guarantee

6. Authority & Trust Offers

– Family Owned Since 1998
– 500+ Five-Star Reviews
– Licensed & Insured
– Trusted By 2,000 Local Homeowners

7. Exclusivity Offers

– Limited Spots Available
– Only Taking 10 New Clients This Month
– Invitation-Only Consultation
– Priority Scheduling

8. Outcome-Based Offers

– Lower Your Energy Bills
– Stop Roof Leaks Before Rainy Season
– Increase Home Value
– Reduce Maintenance Costs

9. Bundle Offers

– Roof + Gutters Package
– Lawn Care + Cleanup Package
– AC Service + Duct Cleaning Package
– xxx

10. Bonus Offers

– Free Maintenance Plan
– Free Annual Checkup
– Complimentary Upgrade
– Extended Warranty Included

Back to Index

CREATIVES SECTION

Four Types of Ads / Creatives:

Image Creatives / Carousel
Image → Video Creatives
Talking Head Video Creatives (manually recorded)
AI UGC – Talking Head Video Creatives (awesome)

Creatives Factory: Tech Stack To Buy

Tools Cost = $140-$170/month

1.) Canva Pro – $7/month OR $70/year Biz
2.) Descript – $24/month (30 hrs media)
3.) Submagic – $39/$69pm (40-100 video)
4.) Heygen or Higgsfield – $29/100 video OR $71/35
5.) ElevenLabs -$22/month (Creator Plan)
6.) ChatGPT Plus – $20/month

Editing Flow:

Image Creatives = Canva Pro
Image To Video = Canva Pro –> ElevenLabs for audio –> Submagic (optional)
Ivan Talking Head Video = Record video reading script –> Descript (eye correction) –> Submagic
AI UGC Talking Head Video = ChatGPT (for prompts) –> Create Avatar –> Make Video –> Submagic (optional)

Heygen Tutorial – https://youtu.be/HzwXvpPrE84?si=J3U0kfZL-B7Fch3h

Higgsfield Tutorial – https://www.youtube.com/watch?v=3WWe0ioYJUM

Click Here – 300+ Ads Swipe File (Jeff Miller)

Templates That Work Well For Local Biz Services

Create a template library for company niche.

That I can edit quickly & adjust for each new client signed up.

Example could be:

3 x image ads
3 x image/video ads
3 x Talking video heads (recorded by owner) OR
3 x AI UGC Talking Head Video (we create client avatar once)

Now we have a library, can quickly deploy and find winners, then make new creatives from the winners.
Get campaigns up and running in record time!

These Templates Work Really Well – They Are Ugly And That’s The Point.. People Stop Scrolling And Look – They Convert Extremely Well – Use Them!

150 leads at $8.57 = $1,285 spent

I Created Templates For Landscape Lighting

Image Ads – (4:5) Portrait – 1080 x 1350 pixels

Video Templates Created & Ready in Canva

Tutorial How To Create Video Using

Canva B-Roll + ElevenLabs + Submagic

Image Video Creative

How To Create AI B2C Ads for Clients in CANVA

CANVA – How To Create a “Blank Feed Ad VIDEO Template“

→ Open Canva
→ Create
→ Video
→ Browse templates
→ Category
→ Choose FEED AD VIDEO
→ Create a blank feed ad video (1080×1350)
→ Start editing

→ Create a standard template i can edit for any niche (include the progress bar)

PROCESS TO CREATE VIDEO ADS

Step 1 – Canva find 3 B-roll videos to create a Creative
Step 2 – ChatGPT for script
Step 3 – ElevenLabs to record script (am testing Canva AI audio)
Step 4 – Put video together in Canva

(use canva transitions + background music + chatgpt copy + ai voice or record voice myself)

Step 5 – Upload to Submagic (will add effects & make it pop)… optional if you have budget.

ChatGPT Prompt:

Write me a facebook ad copy for a local landscape lighting compay offering 20% discount on their next outdoor landscape lighting job.

I will be using this as a video and plugging it into a voice over

Make the script 12 seconds long

ChatGPT Results:

Want to transform your home after dark? For a limited time, get 20% OFF your next outdoor landscape lighting project. Beautiful, safe, and professionally installed. Click Learn More for your FREE estimate today!

ChatGPT Prompt:

Write me a facebook ad copy for my plumbing business we are offering 10% off any plumbing service right now.

ChatGPT Results:

🚰 **Need a Plumber? Save 10% for a Limited Time!** 🚰

Got a leaking tap, blocked drain, burst pipe, or any plumbing issue? We’re here to help!

✅ Fast & reliable service
✅ Experienced plumbers
✅ Honest pricing
✅ **Get 10% OFF any plumbing service** when you book now!

Don’t let small plumbing problems turn into expensive repairs. Contact us today to schedule your service and claim your discount.

📞 Call now or send us a message to book your appointment!

*Limited-time offer. Terms and conditions may apply.*

How to Create Progress Bars in Videos Using Canva

Canva – creating templates (ivan tutorial)

Canva – Finding before & after images (ivan tutorial)

Back to Index

AD-COPY SECTION

Use ChatGPT + Swipe Files

INDEX

Kyran Rawson ChatGPT Prompts
Dan Henry Copy Formula
ChatGPT Prompt by ChatGPT
Method 1 – Issac Ruble
Method 2 – Issac Ruble
Method 3 – Issac Ruble (FAVORITE)
Method 4 – Issac Ruble
How To Create Swipe-Files
7 x Swipe-Files-Created

KYRAN CHATGPT Prompt – Ad Copy for Landscape Lighting

I need you to write a facebook ad copy for my Landscape Lighting client, his name is John, he lives in Miami Florida & owns a local Landscape Lighting company. Hes offering 20% off for people insterested in transfroming there gardens with Landscape Lighting.

What i want you to do in this copy is write a full story about how he is locally owned, how he does not use sales reps & will give the best price for local homeowner because he wants to give back to the community, he isnt a big Landscape Lighting company that needs to pay everyone and really cares about the homeowners.

Make sure to write a good copy telling a story about John being local.

Include a headline to use in the Meta ad.

———————————————

I did not like the copy so asked ChatGPT to rate itself and it did and rewrote it.. this one looks better

———————————————-

Wrote Me 5 Versions

Version 1 – Dream Home Transformation
Version 2 – Luxury & Curb Appeal
Version 3 – Safety & Security
Version 4 – Local Family Business & Trust
Version 5 – Before & After Transformation

———————————————–

VERSION 1 – AD COPY

Headline:

Transform Your Miami Home & Save 20% with a Local Landscape Lighting Expert

Primary Text:

Imagine pulling into your driveway tonight…

Instead of your home disappearing into the darkness, it’s beautifully illuminated with warm, elegant lighting.

Your palm trees glow.

Your garden comes alive.

Your pathways are inviting.

Your home stands out as one of the most beautiful on the street.

It’s the kind of transformation that makes your neighbors slow down for a second look… and makes you smile every time you come home.

That’s the power of professionally designed landscape lighting.

Hi, I’m John, a proud local business owner right here in Miami.

Unlike the big landscape lighting companies, I don’t have sales reps, corporate offices, or huge overhead to pay for.

When you reach out, you deal directly with me.

I’ll personally walk your property with you, listen to your ideas, and design a lighting system that enhances the beauty of your home—without trying to sell you things you don’t need.

I started this business because I believe every Miami homeowner deserves exceptional craftsmanship, honest advice, and fair pricing.

As a local business owner, I care about our community. I’m not trying to hit corporate sales targets or pay a team of commissioned salespeople. My focus is simple: deliver beautiful results, treat people right, and earn your trust.

That’s why every project is built on:

Honest recommendations

Premium-quality lighting

Professional installation

Fair, competitive pricing

To thank my fellow Miami homeowners for supporting a local business, I’m offering 20% OFF any new landscape lighting installation for a limited time.

Whether you’re looking to highlight your landscaping, showcase your home’s architecture, create a stunning backyard retreat, improve safety, or simply boost your curb appeal, I’d love the opportunity to help.

Your home deserves to shine after sunset.

Click the “Learn More” button below to claim your 20% discount and schedule your free, no-obligation consultation before this offer ends.

———————————————-

VERSION 2 – Luxury & Curb Appeal

Headline:

Make Your Home Look Like a Million Dollars… Without a Major Renovation

Primary Text:

What if one simple upgrade could completely transform the way your home looks after sunset?

Professional landscape lighting has a way of making ordinary homes look extraordinary.

Beautifully illuminated palm trees…

Elegant walkways…

A warm, inviting entrance…

And a home that catches people’s attention the moment they drive by.

The best part?

You don’t need an expensive renovation to create that “WOW” factor.

Hi, I’m John, a local Miami landscape lighting specialist.

I work directly with homeowners who want their homes to look elegant, welcoming, and beautifully lit every night.

Unlike the larger companies, I don’t employ commissioned salespeople or operate from a big corporate office.

When you contact us, you’ll be working directly with me from start to finish.

That means honest advice, fair pricing, and a lighting design that’s customized specifically for your home.

As a thank you to my fellow Miami homeowners, I’m offering 20% OFF all new landscape lighting installations for a limited time.

Imagine pulling into your driveway every evening and loving what you see.

Your home deserves to shine.

Click the “Learn More” button below to claim your 20% savings and schedule your free consultation.

———————————————-

VERSION 3 – Safety & Security

Headline:

A More Beautiful Home… And A Safer One Too.

Primary Text:

Most homeowners think landscape lighting is only about making their home look beautiful.

It certainly does that…

But it also makes your property safer for your family and your guests.

Light dark walkways.

Illuminate steps.

Brighten driveways.

Help deter unwanted visitors.

And at the same time…

Highlight your landscaping, showcase your home’s architecture, and create a warm, welcoming atmosphere you’ll enjoy every evening.

Hi, I’m John.

I’m a proud local Miami business owner, and when you work with me, you’re dealing directly with the person who designs and installs your lighting.

No pushy salespeople.

No inflated corporate prices.

Just honest service, quality workmanship, and beautiful results.

To thank my local community for supporting a small business, I’m offering 20% OFF any new landscape lighting installation for a limited time.

Beautiful.

Safer.

More inviting.

Click the “Learn More” button below to see how affordable transforming your home can be.

———————————————-

VERSION 4 – Local Family Business

Headline:

Support Local. Save 20%. Love Your Home After Dark.

Primary Text:

There’s something special about supporting a local business.

When you hire someone from your own community, you know they genuinely care about the work they do.

Hi, I’m John.

I’m not part of a big national landscape lighting company.

I don’t have commissioned sales reps.

I don’t have corporate executives.

I don’t have expensive overhead.

It’s just me, helping Miami homeowners create beautiful outdoor spaces they’ll enjoy for years to come.

Every home is different.

That’s why I personally take the time to understand your vision before recommending the perfect lighting design.

Whether it’s highlighting your tropical landscaping, lighting your pathways, or creating a relaxing backyard retreat, my goal is simple…

Deliver incredible results at an honest price.

As a thank you for supporting a local Miami business, I’m offering 20% OFF all new landscape lighting installations for a limited time.

I’d love the opportunity to earn your trust and show you just how incredible your home can look after dark.

Click the “Learn More” button below to claim your free consultation and your 20% discount today.

———————————————-

VERSION 5 – Before & After Transformation

Headline:

You Won’t Believe What Landscape Lighting Can Do For Your Home

Primary Text:

During the day…

Your home already looks great.

But at night?

It almost disappears.

Now imagine this…

Warm lighting gently highlighting your palm trees.

Elegant lights guiding guests up your walkway.

Beautiful accents showcasing your landscaping.

A home that feels warm, welcoming, and luxurious every single evening.

The transformation is incredible.

Hi, I’m John, a local Miami landscape lighting specialist.

My passion is helping homeowners completely transform the appearance of their homes after sunset.

Unlike the big companies, you’ll work directly with me from your first consultation through the final installation.

No pressure.

No sales tactics.

Just honest advice, beautiful lighting, and workmanship I’m proud to stand behind.

To celebrate and give back to my local community, I’m offering 20% OFF all new landscape lighting installations for a limited time.

You might be surprised how affordable it is to completely change the look and feel of your home.

Click the “Learn More” button below to discover what’s possible and claim your 20% savings.

———————————————-

KYRAN EXAMPLE – CHAT GPT PROMPT 1:

Make sure to write a good copy telling a story about Jon being local.

RESULT FROM CHATGPT: Using Kyran Prompt

🏠 Jacksonville Homeowners: Meet John.

A few years ago, John noticed something that bothered him about the roofing industry.

Too many homeowners were paying inflated prices because large roofing companies had layers of overhead to cover. Sales managers. Commission-based sales reps. Corporate offices. Marketing teams. Everyone needed to get paid, and unfortunately, those costs often got passed directly to the homeowner.

So John decided to do things differently.

Instead of building a massive roofing company, he built a local one.

Today, John and his team proudly serve Jacksonville homeowners with one simple goal:

Provide honest roofing services at fair prices while treating every customer like a neighbor.

When you call, you’re not dealing with a high-pressure sales representative trying to hit a monthly quota.

You’re dealing with a local Jacksonville business owner who genuinely cares about helping homeowners protect their biggest investment.

Whether your roof needs a simple repair, a professional inspection, or a full replacement, John’s team will give you straightforward advice and a fair price without the games.

And because he doesn’t have a large corporate payroll to support, he’s able to pass those savings directly to local families.

That’s why, for a limited time, John is offering:

✅ 20% OFF Roof Inspections
✅ 20% OFF Roof Repairs
✅ 20% OFF Roof Replacements

If you’ve noticed missing shingles, leaks, storm damage, or it’s simply been a while since your roof was checked, now is the perfect time to have it looked at before a small problem becomes a costly one.

Support a local Jacksonville business that puts homeowners first.

Send us a message today for your free roof assessment and see why so many local homeowners trust John and his team.

KYRAN EXAMPLE – CHATGPT PROMPT 2:

Write me a facebook ad copy for a roofing company.

pls make sure to tell a story, make sure to be local & speak about how you want to help the local community get there roofs replaced.

Our offer is 20% OFF + a free estimate

RESULT FROM CHATGPT: Using Kyran Prompt

Last month, we got a call from a local homeowner who thought they had a small leak.

Nothing serious.

At least that’s what they hoped.

After a quick inspection, we found years of hidden damage that had slowly been getting worse every time it rained. The homeowner told us the same thing we hear all the time:

“I wish I had checked this sooner.”

That’s exactly why we’re passionate about helping homeowners in our community protect their homes before small problems become expensive headaches.

Whether your roof has been damaged by storms, is showing signs of age, or you’re simply not sure what condition it’s in, we’re here to help.

For a limited time, we’re offering:

✅ 20% OFF Roof Replacement
✅ FREE Professional Roof Estimate

No pressure. No gimmicks. Just honest advice from a local roofing team that genuinely cares about helping our neighbors keep their homes safe and protected.

If you’ve noticed missing shingles, water stains, leaks, or your roof is simply getting older, now is the perfect time to have it checked.

Click “Learn More” or send us a message today to schedule your FREE estimate.

Proudly serving our local community, one roof at a time.

DAN HENRY AD COPY FORMULA:

NOTE: Replace <<???>> with your details

COPY:
Hey <<Phoenix>>

I’m <<Dr Smith>> and I am doing something CRAZY to promote our <<Dental Office>>!

We are giving away <<50 vouchers>> for a <<Teeth Whitening>> PLUS <<X-Rays>>!
For ONLY <<$69>>… (<<SAVE 87%>>)…<<$556 Value>>
We only have <<18>> spots left out of the <<50>> avaialable
Get one NOW <<http://www.hollywoodsmilepros.com>>

<<CREATIVE HERE>>

HEADLINE:
Hey <<Phoenix>>! Get Your <<Teeth Whitening>> For Only <<$69 (SAVE 87%)>>… <<$556>> Value

BENEATH HEADLINE:
We are giving away <<50 vouchers>> for a <<Teeth Whitening>> ONLY $69… Claim your spot and get your <<voucher>> by clicking the link (Only <<18>> spots left) <<http://www.hollywoodsmilepros.com>>

BUTTON:
Lean More

ChatGPT PROMPT: Paste This into ChatGPT for Copy

Write a high-converting Facebook ad for a local roofing company in Miami

Goal: Get homeowners to request a free roof inspection.

Offer: 20% OFF roof replacement + free estimate.

Target audience: Homeowners in Maimi. They are typically worried about roof leaks, typhoon damage, aging roofs, and unexpected repair costs.

Tone: Local, trustworthy, conversational. Not corporate. Slight urgency but not pushy.
Structure required:

Hook (story-based or pain-driven, grabs attention in first 1–2 lines)

Short relatable story about a local homeowner dealing with roof issues (leaks, typhoons, damage, etc.)

Empathy + problem agitation (what happens if they delay repairs)

Solution (why the company exists / helping the local community)

Offer clearly stated (20% OFF + free estimate)

Simple CTA (message us / book inspection)

Important:

Make it feel like a real local roofer wrote it
Avoid sounding like an agency or AI
Keep it under 200–250 words
Focus on trust + urgency, not hype
Use simple English that locals understand easily
Optional angle: typhoon season damage and prevention

ChatGPT RESULT – Copy Supplied For AD

Last week, a Miami homeowner called us after noticing a small water stain on their ceiling.

They figured it could wait a few weeks.

A few days later, after another heavy storm rolled through, that small leak turned into water damage, ruined drywall, and a much bigger repair bill than expected.

The truth is, many roof problems start small. A loose shingle, minor storm damage, or normal wear from years of Miami heat and weather can go unnoticed until it becomes an expensive headache.

If your roof is getting older, you’ve noticed signs of a leak, or your home has been through recent storms, now is the time to have it checked.

We’re a local Miami roofing company helping homeowners protect their homes before minor issues become major repairs. No pressure. No gimmicks. Just honest inspections and straightforward recommendations.

For a limited time, we’re offering:

FREE Roof Inspection & Estimate
20% OFF Roof Replacement

Find out what’s really going on with your roof before the next storm season arrives.

Message us today or book your free inspection to secure your spot on our schedule.

ISSAC RUBLE – Ai Copywriting (Training)

Use this method to train ChatGPT to write amazing copy for your ads.
Issac Ruble – Facebook Ads SWIPE-FILE – CLICK HERE

Facebook ads library to pull ad copy from to train chatgpt:

Cole Gordon

Billy Gene

Kevin David

King Kong Co.

Output references using each method: LINK

4 General Components Of Good Copywriting Prompts:

Assigning them a role: Telling them they are a professional copywriter and they are going to do xyz

Voice paragraphs: analyzing multiple ads and having chatgpt writing an analysis and style breakdown to pull from for future ads

Ad analysis: giving them 4 good ads to pull style and tone from

Having chatgpt ask you questions: prior to your final output you want chatgpt to ask you as many questions as it needs to output good ad copy

A “Freedom” line granting gpt the ability to make up testimonials and claims

Chatgpt Method 1:

1. Prompt:
I am about to provide you a few ads that I have written. I want you to analyze them and learn my writing style. In the future when I tell you to write in the style of “Isaac” I want you to mimic the style of the ads that I provide. Respond “Yes” if you understand.

2. Just read the following ads and wait for my next command:____________

3. Use this prompt:
Using “Isaac’s Style” I want to write an ad for a marketing agency offering a “Pay per close” program to real estate investors. Ask me all necessary questions you need to write the best ad possible. Then after I answer make sure to write it in “Isaac’s Style”

4. Answer all of the questions it asks you then wait for output.

5. Create a chat for each copywriter

Chatgpt Method 2:

1.I’m going to give you a writing style, an occupation, and a goal. Don’t generate a response yet until then. Ready?

You’re an experienced copywriter. You’re aggressive, to the point, opinionated, and focused on results. You aim to convince chiropractors to sign up for our marketing service… Just read your description, don’t generate a response yet. Understand?

Now I will feed you an example of ads I wrote to sell different services on facebook. I want you to use this copy as a reference for the style and tone of voice I want you to mimic. Ready?

Just read the following ads and wait for my next command:____________

Using the example above and keeping in mind the style and tone of the copy. Write a new ad that positions my Pay Per New Patient marketing service as the solutions for chiropractors looking to get new patients without paying big agency retainers. The ad should throw stones at other marketing solutions and should talk about how much better our service is because we only charge per new patient.

Chatgpt Method 3 (MY FAVORITE BY FAR):

1. You’re an AI system that has been trained to analyze the below text for style, voice, and tone then use NLP to create a VoiceParagraph. A VoiceParagraph prompts a future AI system to write in that same style, voice, and tone. Here is the input text:_______________

2. OPEN A NEW CHAT THREAD

3. I’m going to give you 4 voice paragraphs as style references for ads. Don’t generate a response yet until then. Ready?

____________ Just read your description, don’t generate a response yet. Understand?

5. Now I will feed you an example of ads I wrote to sell different services on facebook. I want you to use this copy as a reference for the style and tone of voice I want you to mimic. Ready?

Just read the following ads and wait for my next command:____________

Using the ads above and keeping in mind the style and tone of the copy. Write a new ad that positions my Pay Per New Patient marketing service as the solution for chiropractors looking to get new patients without paying big agency retainers. The ad should reference the style of voice paragraph 1. The ad should throw stones at other marketing solutions and should talk about how much better our service is because we only charge per new patient.

ChatGPT Method 4 (ALSO MY FAVORITE)

You’re an AI system that has been trained to analyze the below text for style, voice, and tone then use NLP to create a VoiceParagraph. A VoiceParagraph prompts a future AI system to write in that same style, voice, and tone. Here is the input text:_______________

2. OPEN A NEW CHAT THREAD

3.I’m going to give you a writing style, an occupation, and a goal. Don’t generate a response yet until then. Ready?

4. You’re an experienced copywriter. You specialize in writing Facebook ad copy. You’re aggressive, to the point, opinionated, and focused on results. You aim to convince chiropractors to sign up for our marketing service… Just read your description, don’t generate a response yet. Understand?

5. I’m going to give you 4 voice paragraphs as style references for ads. Don’t generate a response yet until then. Ready?

____________ Just read your description, don’t generate a response yet. Understand?

Now I will feed you an example of ads I wrote to sell different services on facebook. I want you to use this copy as a reference for the style and tone of voice I want you to mimic. Ready?

Just read the following ads and wait for my next command:____________

Using the ads above and keeping in mind the style and tone of the copy. Write a new ad that positions my Pay Per New Patient marketing service as the solution for chiropractors looking to get new patients without paying big agency retainers. The ad should reference the style of voice paragraph 1. The ad should throw stones at other marketing solutions and should talk about how much better our service is because we only charge per new patient. Ask me all necessary questions you need to write the best ad possible, after I answer them you can generate your output.

How To Create Swipe-Files

My Favorite way to create copy & creatives is to find companies already advertising heavily on FB Ads and swipe there copy and creatives and slightly adjust for my client. Find ads that have been running for a while, it means they are converting and proven.

FREE OPTION TO SWIPE ADS

AdLibNote – Is a FREE Chrome App that allows you to download all ads from FB Ads Library.
Video Tutorial – https://www.youtube.com/watch?v=AQ7T0sz75pY

Instructions:

AdLibNote is super fast & free, add it to your Chrome extensions.
Visit FB Ad Library Pages of companies you wish to create Swipe-File from.
Download all creatives with the push of one button “Download All Ads”
Create and name a folder on your desktop, place all creatives in the folder.
Upload folder to your Drive…. Now you have all creatives saved online.
Then for the talking-head videos transcribe them using a free online tool called
https://vizard.ai/tools/video-to-text
Just upload a video and it will transcribe it quickly. Then paste the transcription into a notepad and drop it into your desktop folder, plus drive folder… saved… done.
Now you can create Swipe-Files just like this one.

PAID OPTION:

Foreplay.co (Spyder Feature)
Allows you to track every ad your competitors launch and extract insights and inspiration from their creative strategy.
PRICE = $175/month or $1,788/annual (Expensive But Go Annual)
Tracks 15 brands.. OR.. Annual Tracks Unlimited Brands.

SWIPE-FILES CREATED

Summary Of Swipe-Files

Proven Dentist Offers That Are Currently Working in the Market-Place Today
Ads Swipe File (Isaac Ruble)
Dentist Agency Marketing Offers” (40 Ads)
Teeth Cleaning Offers (40 Ads)
Teeth Whitening Offers (40 Ads)
MARKETING CALENDAR – Dental Marketing Calendar – (Making It Easy)
300+ Ads Swipe File – Jeff Miller

1.) SWIPE FILE: Of Proven Dentist Offers That Are Currently Working in the Market-Place Today – Click Here

2.) Ads Swipe File (Isaac Ruble) – Click Here

3.) SWIPE FILE of “Dentist Agency Marketing Offers” (40 Ads) – Click Here

4.) SWIPE FILE of “Teeth Cleaning Offers” (40 Ads) – Click Here

5.) SWIPE FILE of “Teeth Whitening Offers” (40 Ads) – Click Here

6.) MARKETING CALENDAR – Dental Marketing Calendar – (Making It Easy) – Click Here

7.) 300+ Ads Swipe File – Jeff Miller – Click Here

Back to Index

Notes:

Make sure you are logged into Facebook
And go to https://business.facebook.com/
Forwards me to Meta Business Suite (new layout)
I want to go to Business Manager (so i have to navigate there)
Go to bottom left corner ? Help
Choose “Go To Business Manager” (takes me there)
Check I am in correct Ad Account (click correct one)
Then on Left Menu click on Ads Manager
From here I can check existing campaigns + Create New Campaigns
Click the green + Create button, and now I begin creating new campaign

Back to Index

How To Navigate To Existing Campaigns

Jeff Miller Account – How To Navigate To Campaign

Notes:

Open my FB Business Manager (make sure your logged into FB Account)
FB Manager – Top left, make sure to choose: “Jeff Miller is Marketing”
Click on “Ads Manager”

Second Page – Click on Campaigns

Summary of All Campaigns are here
Scroll down, click on “Will Nelson” campaign

When I click on Will Nelson campaign (blue link),
This page opens up showing me 3 Ad-Sets here

How To Open Ad Creative

If i want to see the Ad Creative for adset
I tick the box on the left and click “preview” on top.

Back to Index

CREATE NEW CAMPAIGN

Notes:

Choose correct account
Click green button +Create
Click Leads

Click Leads
Click Continue

PAGE 1 – CAMPAIGN

Notes:

Name = Niche + Client Name
Budget strategy = Ad set budget
Click Next

NOTES ON: Campaign Budget VS Ad-Set Budget

ABO = Ad Set Budget Optimization
One ad set with multiple creatives in one ad set (ad-set gets budget)
ABO (Split Testing) = Multiple ad sets, one ad in each ad set (Each ad-set gets own budget) More control and the one we use.
CBO = Campaign Budget Optimization
Setting Budget at Campaign Level & FB Controls Budget

Remember our Campaign Setup

One Ad Set with only One Ad in each Ad-set (so we have more control)
So if the monthly ad budget is $1,500/month
Then we have $50/day (and we need to split the $50 between the amount of Ad-Sets)
The lower the daily ad budget
The less ads we can run.. Coz we need enough $ to throw towards the ad.
For $50/day lets run 3 ads
$50 divide by 3 = +/- $17 per ad-set
Ad Set 1 – allocate $17
Ad Set 2 = allocate $17
Ad Set 3 = allocate $16
That Totals $50/day in ad spend.

Back to Index

PAGE 2 – AD SET

Notes:

Ad set name = Ad Set 1
Conversion location = Instant forms (can also choose Website – for Lead Forms)
Facebook Page = choose correct page
Performance goal = Maximize number of leads
Budget & schedule = depends on daily budget
$33/day ($1,000/month) = Ad Set 1: $16… and… Ad Set 2: $17
$50/day ($1,500/month) = Ad Set 1: $16… and… Ad Set 2: $16… and… Ad Set 3: $17

Budget & schedule = $17
Start date = choose your date
Start time = 12:00AM (always start at midnight allows FB entire day to spend budget)
Audience = leave on (advantage+on)
Locations = click pencil opens map area
City + Radius = add clients city + radius (can include or exclude zip codes if given)
Ignore everything else
Click Next

Locations: Map Section = Add City + Radius + Zip + Age

Back to Index

PAGE 3 – AD

Create Lead Form + Upload Creative + Copy

Then Duplicate Ad & Edit With New Creatives

Notes:

Ad name = Ad 1 or Ad 2 or Ad 3 etc
Partnership ad = leave alone
Identity = Facebook Page – always leave on Clients Facebook Page
Ad setup = choose single image or video .. Or Carousel
Destination = THIS IS WHERE WE CREATE THE LEAD FORM
Click on Create Form and window pops-up
Scroll below for instructions

LEAD FORM SETUP

Navigate To: Destination, click on Create Form and pop-up opens up to edit.

FORM TYPE:

Form name = Niche + Client name

Form type:

More volume (choose this one)
Higher intent (forces them to receive phone text)… more friction!
Kyran uses both… go with first one for now= choose “Higher Intent”

Flexible form delivery = TURN OFF

Click Next – Bottom right click blue button Next

INTRO:

Headline

Get 10% of your new (Niche) today!
Fill out this form below to get your free estimate!
Get your (Niche) service today!
Claim your $50 Voucher… Fill in your information below

Description

Fill out the form below to get your free estimate!
Fill out the form below so we can give you your 10% off!
Fill out the form so we can give you your 20% off!
Fill out the form so we can give you $500 off!
Fill out the form so we can contact you!
Click the blue button below!
(PS: Limited spots available)

Click Next – Bottom right click blue button Next

QUESTIONS:

+Add question – click the dropdown menu & chose Multiple Choice or Short Answer

Ask one question to start out with… use this one
What service are you looking for? (multiple choice)… like example 1 below.
You can ask two questions to up the quality… would use this one
How soon are you looking to get your project done? (multiple choice)… like example 2.
The more questions you ask, the more expensive the leads get, but also the better qualified.

Below I Have Included Additional Questions You Could Ask:

1. Which outdoor lighting service are you interested in?

2. How soon are you looking to have this work completed?

3. What is your estimated project budget?

4. What suburb, city, or ZIP/Postcode is the project located in?

1. Which outdoor lighting service are you interested in?
(Multiple Choice)

– Landscape Lighting
– Accent Exterior Lighting
– Commercial Outdoor Lighting
– Security & Motion Lighting
– Patio, Deck & Pergola Lighting
– Pathway & Walkway Lighting
– Pool & Water Feature Lighting
– Repair & Upgrades
– Maintenance Contracts
– Basic Fixture Installation
– Holiday & Seasonal Lighting
– Smart Lighting (App-Controlled Systems)
– Other

2. How soon are you looking to have this work completed?
(Multiple Choice)

– ASAP (This Week)
– Within 2–4 Weeks
– Within 1–3 Months
– Just Researching / Planning

3. What is your estimated project budget?
(Multiple Choice)

– Under $500
– $500–$1,500
– $1,500–$5,000
– $5,000+
– Not Sure Yet

4. What suburb, city, or ZIP/Postcode is the project located in?
(Short Answer)

dropdown & chose Multiple Choice

Click Next – Bottom right click blue button Next

Description – Fill out this form so we can contact you.

PRIVACY POLICY:

Use ChatGTP to write privacy policy, put it in a Google Doc make it public, add link, done.

ChatGPT Prompt:
Hey i am creating a Lead-Form in Meta and need a Privacy Policy. Please write a privacy policy for {company name} and use todays date. The niche is Outdoor Lighting

USE THIS ONE – EDIT: Must change email, phone, website url , company name

Click Here – for Privacy Policy Doc

ENDING:

Headline:

Thanks, you’re all set. (use this one)
Wait your not done.
One Last step

Description:

Book your (niche) now

We will be in contact with you soon.

In the mean time, check out our website.

In the mean time visit our website or exit the form now.

OR
If you have follow-up:
We will be in contact with you within the next 10 minutes.
We will call you from this number 664-123-xxxx
My name is Ivan(?)

Additional Action: chose one
– Go to website (if i am setting up landing page)

– Call business (if my client wants calls use this one)

– Link: add website url (if you chose Go to website)

Call to action: Click Here To View Website

CREATE FORM – Click on Create Form at bottom right of page

DONE – FORM IS COMPLETE!

AD CREATIVE + AD COPY SETUP

Ad Creative Section

Set up creative – click dropdown & choose image or video
Pop-Up opens up

MEDIA

Import media (always want to do 4×5)
Click on it, so its highlighted with black box
Click Next

CROP

These Are The Standard Settings

SQUARE – Looks fine displays properly
VERTICAL – Looks fine displays properly
HORIZONTAL – It cuts off the image… So change it to “Original”

Click Next

TEXT

Here we add the Copy for the ad plus multiple versions if you want to split test.

Primary Text – Can add 5 versions (ask ChatGPT to supply 5 versions)
Headline – Can add 5 versions (ask ChatGPT to supply 5 versions)
Description –
Call to action – Learn More (always chose this one)

Click Next

IMAGE GENERATION

New feature where ai creates versions of your creative

For now do not use, do not tick and select any of the boxes

Click Next

ENHANCEMENTS

Turn everything off,

We do not want weird music playing in background music

NOW WE DUPLICATE AD SETS

Go to Ad-Set and click 3 dots then Duplicate
This duplicates the entire ad set with the original ad
Rename to Ad-set 2 & Ad-set 3
Upload new creative, and replace creative
Leave copy and everything else the same
Check the Ad-spend on each one, to make sure its correct
That’s how we can quickly set up multiple Ad-Campaigns at once.

DONE: AD-SETS + AD CREATIVES + COPY COMPLETE!

LAUNCH CAMPAIGN – GO LIVE!!!

Back to Index

Reading Data + Next Steps

PART 1: READING THE DATA

When Do I Have Enough Data?
Quick Diagnosis Order
The 10 Metrics That Matter
The 80/20 Metrics

PART 2: TRAFFIC PROBLEMS

High CPM
High CPC
Low CTR
High Frequency

PART 3: LEAD PROBLEMS

No Leads
Low Lead Volume
High CPL
Good CTR But No Leads

PART 4: LEAD QUALITY PROBLEMS

Poor Lead Quality
Unqualified Leads
Client Can’t Close Leads

PART 5: SCALING PROBLEMS

Good CPL But Can’t Scale
Audience Saturation
Scaling Winners

PART 6: OPTIMIZATION SYSTEMS

Creative Optimization
Offer Optimization
Form Optimization
Targeting Optimization

PART 7: DECISION MAKING

The Master Decision Tree
Campaign Troubleshooting SOP
Daily Optimization Checklist
Weekly Optimization Checklist

PART 8: CLIENT MANAGEMENT

Client Reporting
Performance Reviews
Setting Expectations
Scaling Client Accounts

META LEAD GENERATION PLAYBOOK

PART 1: READING THE DATA

1. WHEN DO I HAVE ENOUGH DATA?

The biggest mistake new media buyers make is changing campaigns too quickly.

Meta needs data to optimize delivery. Every impression, click, form submission, and lead teaches the algorithm who is most likely to convert.

Before making significant changes, allow the campaign enough time to gather meaningful information.

Minimum Guidelines:

– 3–5 days running
– 1,500–3,000 impressions
– 5–10 leads generated
– 2–5x target CPL spent

Example:

Target CPL = $20

Bad Decision:
– Spend $20
– No leads
– Turn campaign off

Good Decision:
– Spend $100
– Gather data
– Review patterns
– Make informed decision

Rule:

Never optimize from emotion.

Optimize from data.

————————————————–

2. QUICK DIAGNOSIS ORDER

Every time you open Ads Manager, review metrics in the same sequence.

Recommended Order:

1. Number of Leads
2. Cost Per Lead (CPL)
3. CTR
4. CPM
5. CPC
6. Form Conversion Rate
7. Lead Quality
8. Frequency
9. Close Rate
10. Scalability

Within 30 seconds you should know:

– Is the campaign healthy?
– Where is the bottleneck?
– What needs attention?

————————————————–

3. THE 10 METRICS THAT MATTER

COST PER LEAD (CPL)

Question:
Are leads profitable?

————————————————–

LEAD VOLUME

Question:
Are enough leads being generated?

————————————————–

CTR

Question:
Are people interested enough to click?

————————————————–

CPM

Question:
Is traffic expensive?

————————————————–

CPC

Question:
Are clicks expensive?

————————————————–

FORM CONVERSION RATE

Question:
Are people filling out the form after clicking?

————————————————–

LEAD QUALITY

Question:
Are these actual buyers?

————————————————–

FREQUENCY

Question:
Are people seeing the ad too often?

————————————————–

CLOSE RATE

Question:
Can the client convert leads?

————————————————–

SCALABILITY

Question:
Can spend increase while maintaining performance?

————————————————–

4. THE 80/20 METRICS

If I only had access to five metrics:

1. CPL
2. Lead Volume
3. CTR
4. CPM
5. Lead Quality

These explain most campaign problems.

Everything else is secondary.

PART 2: TRAFFIC PROBLEMS

5. HIGH CPM
———–

WHAT YOU SEE:

– Traffic expensive
– CPL increasing
– CPM significantly above average

COMMON CAUSES:

– Small audience
– Competitive market
– Weak ad relevance

FIX ORDER:

1. Test new creative
2. Broaden audience
3. Expand geography
4. Test additional audiences

————————————————–

6. HIGH CPC
———–

WHAT YOU SEE:

– Expensive clicks

ROOT CAUSE:

Usually:

– Low CTR
– High CPM

FIX:

Improve CTR first.

Better ads lower click costs.

————————————————–

7. LOW CTR
———-

WHAT YOU SEE:

– Few clicks
– Low engagement

ROOT CAUSE:

Creative failure.

FIX:

– New hook
– New headline
– New visual
– New angle

Never start by changing targeting.

————————————————–

8. HIGH FREQUENCY
—————–

Healthy:
1–3

Monitor:
4–5

Danger:
6+

ROOT CAUSE:

Audience fatigue.

FIX:

– New creatives
– New hooks
– Larger audience
– Expanded geography

PART 3: LEAD PROBLEMS

PART 3: LEAD PROBLEMS
=====================

9. NO LEADS
———–

DIAGNOSIS PROCESS:

Step 1:
Check CTR

If low:
Fix creative.

——————————–

Step 2:
Check form conversion.

If low:
Fix form.

——————————–

Step 3:
Check offer.

If form and CTR are healthy:
Improve offer.

————————————————–

10. LOW LEAD VOLUME
——————-

WHAT YOU SEE:

– Leads arriving
– Not enough volume

CAUSES:

– Budget too low
– Audience too small
– Weak creative

FIX:

– Increase budget
– Improve creative
– Expand audience

————————————————–

11. HIGH CPL
————

Step 1:
Check CTR

If low:
Creative problem.

——————————–

Step 2:
Check form conversion

If poor:
Form problem.

——————————–

Step 3:
Check CPM

If high:
Traffic problem.

————————————————–

12. GOOD CTR BUT NO LEADS
————————-

MEANING:

People like the ad.

People dislike the next step.

FIX:

– Improve form
– Improve landing page
– Improve offer

PART 4: LEAD QUALITY PROBLEMS

PART 4: LEAD QUALITY PROBLEMS
=============================

13. POOR LEAD QUALITY
———————

SYMPTOMS:

– No budget
– No urgency
– Wrong customer type

FIX:

– Add qualifying questions
– Mention pricing
– Mention requirements
– Narrow messaging

————————————————–

14. UNQUALIFIED LEADS
———————

ROOT CAUSE:

You attracted curiosity.

Not buyers.

FIX:

Use friction strategically.

Examples:

– Budget questions
– Homeowner verification
– Service area verification

————————————————–

15. CLIENT CAN’T CLOSE LEADS
—————————-

Before touching campaigns:

CHECK:

– Speed-to-lead
– Follow-up process
– Appointment show rate
– Sales ability

Many “lead problems” are actually sales problems.

PART 5: SCALING PROBLEMS

PART 5: SCALING PROBLEMS
========================

16. GOOD CPL BUT CAN’T SCALE
—————————-

WHAT HAPPENS:

– $50/day works
– $200/day fails

REASON:

Meta found a small pocket of buyers.

FIX:

– More creatives
– More audiences
– Larger geography

————————————————–

17. AUDIENCE SATURATION
———————–

SYMPTOMS:

– Frequency rising
– CPL increasing
– Results declining

FIX:

– Fresh creative
– Expanded reach
– New audiences

————————————————–

18. SCALING WINNERS
——————-

RULES:

Never scale losers.

Scale winners only.

METHODS:

– Increase budget 10–20% every few days
– Duplicate winners
– Add new creatives continuously

PART 6: OPTIMIZATION SYSTEMS

PART 6: OPTIMIZATION SYSTEMS
============================

19. CREATIVE OPTIMIZATION
————————-

The #1 skill.

TEST:

– Hooks
– Angles
– Images
– Videos
– Headlines

Creative solves most campaign issues.

————————————————–

20. OFFER OPTIMIZATION
———————-

QUESTIONS:

– Is the outcome clear?
– Is the value obvious?
– Is there urgency?
– Is there a guarantee?

Good offer beats good targeting.

————————————————–

21. FORM OPTIMIZATION
———————

GOAL:

Reduce friction.

Remove unnecessary questions.

Make completion easy.

————————————————–

22. TARGETING OPTIMIZATION
————————–

Targeting matters less than most people think.

ORDER:

1. Creative
2. Offer
3. Form
4. Targeting

Always.

PART 7: DECISION MAKING

PART 7: DECISION MAKING
=======================

23. MASTER DECISION TREE
————————

NO LEADS?

→ Check CTR

CTR Bad?

→ Fix Creative

——————————–

CTR Good?

→ Check Form

FORM Bad?

→ Fix Form

——————————–

FORM Good?

→ Check Offer

OFFER Weak?

→ Fix Offer

————————————————–

24. CAMPAIGN TROUBLESHOOTING SOP
——————————–

1. Identify problem
2. Verify data
3. Find bottleneck
4. Make one change
5. Wait for data
6. Repeat

Never make multiple major changes simultaneously.

————————————————–

25. DAILY OPTIMIZATION CHECKLIST
——————————–

Review:

– CPL
– Leads
– CTR
– CPM
– CPC
– Frequency

Log observations.

Take action only when supported by data.

————————————————–

26. WEEKLY OPTIMIZATION CHECKLIST
———————————

Review:

– Winning ads
– Losing ads
– Lead quality
– Close rate
– Budget allocation

Shift spend toward winners.

PART 8: CLIENT MANAGEMENT

PART 8: CLIENT MANAGEMENT
=========================

27. CLIENT REPORTING
——————–

REPORT:

– Leads generated
– CPL
– Appointments booked
– Revenue generated

Clients care about results.

Not ad metrics.

————————————————–

28. PERFORMANCE REVIEWS
———————–

Review monthly:

– What worked
– What failed
– Opportunities
– Next actions

Always arrive with recommendations.

————————————————–

29. SETTING EXPECTATIONS
————————

Explain:

– Data takes time
– Optimization takes time
– Results improve through testing

Avoid promising miracles.

Promise process.

————————————————–

30. SCALING CLIENT ACCOUNTS
—————————

PHASE 1:
Proof of Concept

PHASE 2:
Consistency

PHASE 3:
Scaling

PHASE 4:
Market Dominance

Most campaigns fail because agencies try to jump from Phase 1 directly to Phase 4.

Master one phase before moving to the next.

Back to Index

How To Set Up GHL (Deploy Snapshots)

NEED TRAINING & PRACTICE HERE ?

Campaign Setup

Notes:

GHL Snapshots

Notes:

GHL Setup

Step 1: Connect Facebook to GoHighLevel
Step 2: Select Your Facebook Ad Account
Step 3: Map Your Facebook Lead Form
Step 4: Create an Opportunity Pipeline
Step 5: Create Your Workflow
Step 6: Create the Trigger
Step 7: Send an Instant SMS
Step 8: Notify Your Team
Step 9: Notify Yourself by SMS
Step 10: Create an Opportunity
Step 11: Wait for a Reply
Step 12A: If They Reply
Step 12B: If They Don’t Reply
Step 13: Business Hours Logic (Advanced)
Step 14: Use AI (Optional)
Step 15: Short-Term Follow-Up
Step 16: Long-Term Nurture
Final Workflow Overview

GoHighLevel Facebook Lead Automation Setup Notes

## Step 1: Connect Facebook to GoHighLevel

### What this does
This allows every Facebook lead to automatically flow into GoHighLevel instead of sitting inside Facebook.

### How to do it

– Go to **Settings**
– Click **Integrations**
– Find **Facebook & Instagram**
– Click **Connect**
– Log into your Facebook account
– Select the Facebook Business Page running your ads
– Click **Continue**
– Click **Connect**

### Result

Your Facebook Page is now connected to GoHighLevel.

—

# Step 2: Select Your Facebook Ad Account

After connecting your page:

– Expand the Facebook connection
– Select the correct Facebook Ad Account

### Why?

GoHighLevel needs to know which ad account your lead forms belong to.

—

# Step 3: Map Your Facebook Lead Form

Go to:

**Settings → Facebook Form Fields**

You’ll see every Facebook Lead Form attached to your page.

For each form:

– Click **Map Fields**
– Match Facebook fields with GoHighLevel fields.

### Example

Facebook Field → GoHighLevel Field

– Full Name → Full Name
– Email → Email
– Phone → Phone
– Zip Code → Zip Code

If your form has custom questions:

Example:

> What service are you looking for?

Create or select a matching Custom Field inside GoHighLevel.

Click **Confirm**.

### Important

A form will **NOT** send leads into GoHighLevel until it has been mapped.

If you create a brand-new Facebook Lead Form later, you’ll need to map that one too.

—

# Step 4: Create an Opportunity Pipeline

This gives you a visual sales pipeline so you can track every lead.

Go to:

**Opportunities → Pipelines**

Create a new pipeline.

### Example Stages

– New Lead
– Contacted
– Estimate Sent
– Closed Won

You can customize these stages for your own business.

—

# Step 5: Create Your Workflow

Go to:

**Automation → Create Workflow**

Choose:

**Build From Scratch**

Give it a name.

Example:

> Facebook Leads

—

# Step 6: Create the Trigger

Click **Add Trigger**

Choose:

**Facebook Lead Form Submitted**

Select:

– Your Facebook Page
– Your Lead Form

This becomes the starting point of the automation.

### Result

Whenever someone submits this form, the workflow begins.

—

# Step 7: Send an Instant SMS

Immediately after the trigger:

Add:

**Send SMS**

### Example Message

> Hi, this is ABC Company.
>
> Thanks for requesting an estimate.
>
> Is this a 2-car or 3-car garage?

### Why?

The presenter says asking a question increases reply rates dramatically (around 80–90%).

—

# Step 8: Notify Your Team

Add:

**Internal Notification**

Notify:

– Sales staff
– Office staff
– Anyone who should know a lead arrived

This ensures someone can call the lead immediately.

—

# Step 9: Notify Yourself by SMS

Add another action:

**Send Internal SMS**

Send it to your own phone.

Include merge fields like:

– Lead Name
– Phone Number
– Email
– Service Requested

Now you’ll instantly know when a lead comes in.

—

# Step 10: Create an Opportunity

Add:

**Create Opportunity**

Choose:

**Pipeline**

– Your new pipeline

**Stage**

– New Lead

**Status**

– Open

**Opportunity Name**

Use the Contact Name.

Now every lead automatically appears inside your sales pipeline.

—

# Step 11: Wait for a Reply

Add:

**Wait**

Condition:

Wait up to **15 minutes** for the lead to reply to your SMS.

—

# Step 12A: If They Reply

Send another SMS.

### Example

> Great!
>
> Could you send me a few pictures so I can give you a rough estimate?

This continues the conversation.

(Adjust this based on your own sales process.)

—

# Step 12B: If They Don’t Reply

After 15 minutes:

Send another SMS.

### Example

> Just checking in…
>
> Are you still interested in getting an estimate?

This keeps the conversation alive.

—

# Step 13: Business Hours Logic (Advanced)

Create a condition:

**Is it during business hours?**

### If YES

– Send SMS
– Notify staff
– Ringless voicemail
– Email
– Optionally call the lead immediately

### If NO

Don’t call them.

Instead send:

> Thanks for contacting us.
>
> We’re currently closed, but we’ll get back to you as soon as we open.

—

# Step 14: Use AI (Optional)

If the lead replies:

Instead of fixed messages…

Pass the conversation to an AI Bot.

The AI can:

– Answer questions
– Ask follow-up questions
– Collect information
– Book appointments
– Continue the conversation naturally

—

# Step 15: Short-Term Follow-Up

If the lead never replies:

Continue messaging for about **5 days**.

### Example Schedule

**Day 1**

> Just checking if you still wanted an estimate.

**Day 2**

> We still have appointments available.

**Day 3**

Another reminder.

**Day 4**

Follow-up again.

**Day 5**

Final reminder.

—

# Step 16: Long-Term Nurture

If there’s still no response:

Move the lead into a long-term campaign.

Send occasional:

– Emails
– SMS
– Promotions
– Seasonal offers

This keeps your business top of mind.

—

# Final Workflow Overview

Facebook Lead Submitted

Create Contact

Send Instant SMS

Notify Team

Notify Owner

Create Opportunity

Wait 15 Minutes

**If Reply**
→ Continue conversation (or AI)

**If No Reply**
→ Send Follow-Up SMS

If still no response:
→ 5-Day Follow-Up Sequence

Still no response:
→ Long-Term Nurture Campaign

—

# Key Takeaway

The biggest lesson from the tutorial is **Speed to Lead**.

The goal is to make sure every Facebook lead:

– Is contacted within seconds.
– Is automatically entered into GoHighLevel.
– Is tracked inside a sales pipeline.
– Receives automatic follow-up if they don’t respond.
– Is nurtured until they either become a customer or opt out.

The faster you respond and the more consistently you follow up, the more leads you’ll convert into paying customers.

Back to Index

Ivan Practicing – Setting Up Lead Campaigns

Notes:

Ivan Canva Reps – Video Demo
Ivan Copy Reps – Video Demo
Ivan Campaign Setup Reps – Video Demo

Back to Index

Name Goes Here