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Branded Client Brief preview

See the Client Brief that earns the renewal.

Drop in your agency website, connect simulated Google and Facebook accounts, and preview the client-facing Client Intelligence Brief — booked revenue tied to the spend that drove it — plus the internal Agency Strategy Brief that backs it.

1. Personalize the brief style

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2. Connect sample reporting sources

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Google Ads

Lighthouse MCC · 18 active accounts

Simulated

Spend

$94,820

Leads

1,846

Search, PMax, Local Services — simulated

Meta Ads

Lighthouse Business Manager · 22 ad accounts

Simulated

Spend

$61,440

Leads

2,214

Lead forms, traffic, retargeting — simulated

3. Three client briefs

One agency brand, every client’s renewal story.

Open dashboard reports

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Client Intelligence Brief · sample data
LIGHTHOUSEMARKETING CO.
Client Intelligence Brief
Glow Aesthetics Group · April 2026
Glow Aesthetics Group · Med spa · Primary market · Market 2 · Market 3
Booked from $42,880 in ad spend
$229,200
▼ 18% vs prior month
5.3×
Return on ad spend
191
New clients booked
▼ 18%
$42,880
Ad spend
01

Spend in, revenue out

You spent
$42,880
Meta (FB/IG)$18,280
Google$24,600
You booked
$229,200
191 new consults · $5.30 booked for every $1 spent
02

Day by day

April 2026Peak $46,203 · Daily avg $32,743
03

The ads that booked it

Top performer
Video
Injector POV Video 03
Book Now
GLOWBook Now
Book Now · your best ad

One offer booked 18 new clients.

18
new clients
$121
per client
$2,184
ad spend
$21,600
booked
VIP
Join
Membership Before/After Carousel
12 booked
$153 / client
04

How they found you

10,112
Clicks
8.0%
812
Leads
24%
191
Booked
What people typed into GoogleLeads$ / lead
Austin Injectables116$77.07
Scottsdale Membership128$52.50
Dallas CoolSculpting72$76.11
Meta
$99,600
83 booked · $18,280 spent
Google
$129,600
108 booked · $24,600 spent
05

Next month

01
Keep Google Search budget concentrated on Austin and Scottsdale until Dallas CPL normalizes.
02
Refresh Dallas Meta creative with membership-first messaging before adding spend.
03
Add a client note explaining why lead quality improved after the offer mix changed.
Sample data. Revenue reflects modeled booked value attributed to paid campaigns. Not a guarantee of future results. Sample CRM outcomes matched to paid campaigns, April 2026.Powered by LIGHTHOUSE MARKETING CO.

Agency Strategy Brief · April 2026

Three client briefs, one owner view.

Behind the client-facing briefs, Zeke gives the agency owner a retention view: where renewals are safe, which accounts are at risk, and where a human note is needed before the brief goes out.

3

reports generated

Total spend

$132,280

Total leads

2,354

Conversions

573

Avg CPL

$56.19

Strongest client

Bright Smile Dental Group

Needs account lead note

Summit Roofing & Plumbing

Source-backed insights

11 across uploaded docs and prior reports

Why the brief earns the renewal

Service priority matched to uploaded playbook

The report prioritizes injectables and membership offers because the uploaded Q2 growth playbook names those as the highest-margin services for the next 90 days.

Playbook · Glow_Q2_Growth_Playbook.pdf

Target CPL came from onboarding notes

The $55 target CPL is pulled from onboarding notes, not a generic benchmark, so the report explains performance against the client's own economics.

Onboarding · BrightSmile_Onboarding_Notes_2026-03-15.docx

Recommendation references client SOP

The storm-repair filter comes from the uploaded intake SOP that defines which roof inquiries qualify for dispatch and which should be routed to nurture.

SOP · Summit_Dispatch_Intake_SOP.pdf

Scope guardrail came from SOW

The report avoids promising landing-page CRO work because the signed SOW only covers paid media management and monthly reporting.

SOW · Glow_Aesthetics_SOW_Q2_2026.pdf

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