Client portal

Overview — vs March 2026

Total spend

£5,434

+£1,234

Leads generated

113

+13

Cost per lead

£48

+£6

Impressions

210k

+30k

CTR

2.04%

−15%

CPC

£1.95

+£0.15

Conversions

89

Conv. rate

78.7%

By platform

Google Ads £3,100 spend · CTR 2.4% 62 leads
Meta Ads £2,334 spend · CTR 1.6% 51 leads

Actions required

Brand assets needed

Upload your logo, brand guidelines, and any existing creative assets.

Strategy presentation

Thursday 15 May at 10am — please confirm attendance.

Onboarding form

Completed 2 May 2026.

Complete

Access vault filled

CRM and Meta Business Manager details received.

Complete
1

Week 1 — 28 Apr · Kickoff

Onboarding call completed. Strategy workshop held. Welcome deck and Drive folder shared.

2

Week 2 — 5 May · Strategy & Copy

Creative briefs drafted. Ad copy for Google and Meta in progress. Compliance sign-off underway. Strategy presentation scheduled for 15 May.

3

Week 3 — 12 May · Design

All graphic design assets finalised. Shared for your review and feedback before end of week.

4

Week 4 — 19 May · Launch

Amendments applied. Campaign setup finalised. Preview links shared for sign-off. Campaign Launch Meeting held.

Post-launch

Weekly meetings for first month. Monthly performance reports thereafter. Lead quality feedback via portal.

Google Ads

Disclaimer copyComplete
Ad copyIn progress
Landing page copyView in Drive →With you for review
Landing page designNot started

Meta Ads

Disclaimer copyComplete
Ad copyNot started
Creative briefNot started
Ad creativesNot started
Ad previewsNot started

Strategy

Strategy documentView in Drive →With you for review

Brand assets

Drop files here or click to browse

Logo files, brand guidelines, fonts, existing creative

Lead magnets

Upload existing lead magnets

PDFs, guides, whitepapers, or any gated content

Additional notes

Hover over passwords to reveal. All credentials are encrypted.

Credentials

Platform Username / ID Password / Notes
CRM (HubSpot) admin@acmefinancial.com ••••••••••••
Meta Business Manager BM ID: 482910573 Invited via anna@volaro.digital
Website CMS acmefinancial.com/wp-admin ••••••••••••
Domain registrar GoDaddy — DNS managed here ••••••••••••

Meta details

Page nameAcme Financial Ltd
Ad Account IDact_1927364850
Pixel ID1847392016
FCA Number938471 — shared with compliance team

Onboarding meetings

Onboarding call

28 Apr 2026

Watch recording

Strategy presentation

15 May 2026

Upcoming

Campaign launch meeting

TBC

Not yet scheduled

Monthly meetings

End of month 1

Post-launch

End of month 2

Post-launch

End of month 3

Post-launch

Your feedback on lead quality helps us optimise campaigns. Please fill this in after reviewing each batch of leads.

S

Stefan

Director

S

Sam

Director

J

Jess

Operations Manager

A

Anna

Head of Performance

T

Tom

Ads Strategist

M

Matt

Videographer & Editor