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George Review Queue — Marketing
2 decisions ready for your review
Both items have full context, data, and AI recommendation. Click the green button to approve via email, or request changes. Each approval email goes directly to Bennett with [GEORGE APPROVED] in the subject.
Ads · Creative Strategy
IC Creative Direction — Community Hub Angle
Pending George review · AI recommendation: Approve · Saves ~$2,600/month
The Indy Clover “Investor Headlines” campaign is at $76.24 CPL against a $45 target — $31 wasted per lead. The AI diagnosis is a creative angle mismatch: IC buyers are community-driven professionals (not investors). A community-hub angle has been fully briefed, photos selected from the real brand library. Christelle is ready to upload the moment this is approved.
$76
Current IC CPL
$45
Target CPL
~$2,600
Monthly savings if fixed
Why the AI recommends this
IC buyer persona: W2 professional, community-driven, not investor-minded — current creative is wrong angle
84-photo real brand library already curated — Provo Row of Booths + Clover Corner photos selected
Creative brief written — Christelle uploads, Leo creates new adset, AI A/B tests automatically
Investor Headlines v1.1 paused when new creative hits <$60 CPL — no wasted spend
Ads · Campaign Decision
FKI 2nd Opinion Campaign — Pause or Pivot?
Pending George review · $502.41 spent · 0 leads generated · Choose one path
The FKI 2nd Opinion campaign has spent $502.41 with zero leads generated. It’s awareness-only with no lead form, so it was never designed to capture prospects — just build brand recognition. George needs to decide: pause it entirely (stop the bleed) or pivot it to include a lead-capture form and restructure as a direct-response campaign.
$502
Spent
0
Leads Generated
Awareness
Campaign Type
Context for your decision
Pause: Stop spending. FKI brand awareness isn’t the bottleneck right now — IC CPL crisis and show rate fix are.
Pivot: Add a lead form, restructure as direct-response. AI rewrites copy, Leo creates new adset, Christelle uploads.
AI recommendation: Pause until IC CPL crisis is resolved, then pivot with proper lead-capture structure.
Critical — Action Required Now
Meta Ads token expired April 30 — all campaigns running blind · IC “Investor Headlines” at $76 CPL (target $45) — $1,296 wasted last 7 days
Deadline Warning
Google Ads advertiser verify — May 13, 2026 or account pauses · $500 promo credit expires May 7, 2026
$1,862
30-Day Ad Spend
34
Leads Generated
$55
Blended CPL
$76.24
IC CPL (crisis)
๐Ÿ“ก Last data pull: May 26, 2026 ยท Meta FB token expired โ€” refresh to unblock live ROAS ยท Bennett gate: refresh FB token
Active Campaigns โ€” May 2026
Campaign Spend Leads CPL ROAS
FKI Blueprint AI Traffic โ€” โ€” PAUSED โ€”
3 Active Campaigns (Meta) $1,862 34 $55 0.0x โš ๏ธ
โš ๏ธ ROAS = 0.0x โ€” Purchase pixel broken. Bennett must refresh FB token to track conversions.
๐Ÿ”ด ROAS Fix Required โ€” Bennett Gate
1. Go to Meta Business Manager โ†’ Events Manager
2. Verify FKI pixel is firing on thank-you pages
3. Refresh FB long-lived token in Claude Code: paste new token when prompted
4. Ady (Meta Ads monitor) will auto-activate within 24h
IC Cost Per Lead โ€” 30-Day Trend
Indy Clover · Target $45 · Kill threshold $60
$76.24
Current CPL
$71.40
7-Day Avg
โ†‘ +69%
vs $45 Target
Who Owns What
AI — Runs This
12
automated marketing tasks
Monitor CPL by campaign every hour — alert if IC >$50
Run council skill daily on creative performance (kill/scale/hold)
Generate IC community-hub creative briefs from real brand photos
Track spend vs budget — alert at 80% of monthly cap
Pull Meta Ads data (spend/leads/CPL) for every Pulse report
Sync QB revenue to track cost-per-signed-deal by brand
Score GHL leads <60 seconds (Lead Scorer — in flight)
Run no-show rebook SMS sequence (3-touch — in flight)
Monitor show rate: SH 31.9% / IC 20.3% vs 70% target
Track Glo Tanning attribution pattern for replication
Identify underperforming ad sets for immediate review
Report marketing P&L weekly: spend vs revenue vs target
Bennett — CMO
3
gates to unlock full automation
Meta Ads token refresh
Expired April 30. Business Manager → System Users → Generate token. 3 min.
Google Ads verify — deadline May 13
ads.google.com → submit ID docs. $500 promo credit expires May 7.
Approve IC community-hub creative direction
One decision (see George Review tab). AI A/B tests after.
Every other marketing action is handled. Bennett closes deals — AI handles the funnel.
Christelle — Creative
2
creative upload tasks
Upload IC community-hub creatives to Meta Ads Manager
Real Provo Row of Booths + Clover Corner photos. AI brief ready. New adset to replace Investor Headlines v1.1.
Monitor first 24 hours of new IC campaign
Watch for delivery issues, flag unusual CPM or zero delivery. AI takes over ongoing monitoring.
Kay Labang: Retrieve Apollo + Instantly API keys from 1Password. Store in FKI-Production vault.
What’s Working
SH performing · Video Series strong CTR · data pipeline live
3 Strong
SH Leadform campaign$38.53 CPL — scale candidate
SH Video Series CTR9.56% CTR — highest in fleet
SH cost per appt booked$114 CPAB — on target
QB → Marketing CC syncLive 3x daily
Real brand photo library84 photos ready for ads
IC community-hub briefBrief written, photos selected
What’s Not Working
IC CPL crisis · token expired · show rates low
5 Blocked
IC CPL CRISIS — $76.24 vs $45 target
“Investor Headlines v1.1” (ID: 120239296168310003) spent $1,296 last 7 days. IC buyer is community-driven, not investor. Wrong creative angle = $31 CPL premium per lead.
Fix: George approves creative direction (Review tab) → Christelle uploads community-hub creative → Leo creates new adset → A/B test → pause Investor Headlines when new hits <$60 CPL.
Meta Ads token expired April 30
All 4 campaigns running without ROAS data. Bid optimization disabled.
Bennett Gate
Show rates: SH 31.9% / IC 20.3% vs 70% target
Reminder sequences (24hr/2hr/1hr) not yet live in GHL.
Leo WO
506 GHL leads unassigned — going cold
Speed-to-lead <60s industry standard. Lead scorer in flight.
Leo WO
Google Ads: no data, verification pending
Deadline May 13. $500 promo credit expires May 7.
Bennett Gate
Meta Ads Performance
Verified via Composio API · act_1034627395362893 · Apr 4–May 3, 2026
$8,894 Spend
Indy Clover
Spend$4,180.44
Leads98
Avg CPL$42.66
Crisis adset CPL$76.24
CPAB$67
Show rate20.3%
Salad House
Spend$4,211.28
Leads109
Avg CPL$38.65
Video CTR9.56%
CPAB$114
Show rate31.9%
FKI 2nd Opinion
Spend$502.41
Leads0
TypeAwareness only
Pending George decision
Decision Matrix
IC Leadform FNLFix creative → pause Investor Headlines
SH Leadform FNLScale +20% budget when token refreshed
SH Video SeriesHold — highest CTR, test more budget
FKI 2nd OpinionGeorge review pending
Lead Funnel
Ad click → GHL → appointment → deal · 0.28% end-to-end (industry: 2.3%)
0.28% Conversion
1,433
Open Opportunities in GHL
Total active pipeline · 506 unassigned — going cold daily
125
Interested (88% drop here)
Biggest leak in funnel — speed-to-lead fix targets this stage
139
Intro Calls Booked
SH show rate 31.9% / IC show rate 20.3% — target 70%
58
Territory Reviews
41.7% advance rate — approaching benchmark
21
Financial Reviews
36.2% advance rate
3
Signed Deals
0.28% end-to-end vs industry 2.3% — +25 deals/year at 2% = +$1.25M
The Benchmark — Glo Tanning
Replication target: identify winning pattern, replicate across IC and SH
$974K Revenue
All-time Glo Tanning revenue$974,000
SourceQuickBooks verified — single deal, one franchise placement
AI taskIdentify lead source, ad creative, audience → replicate for IC and SH
Metric to trackCost Per Signed Deal (CPSD) — not CPL
Current CPSDNot tracked yet — GHL won-opportunity attribution needed
Going from 0.28% → 2% on same lead pool = +25 deals/year = +$1.25M franchise fee revenue at ~$50K avg commission.
The Story for George
5-point marketing narrative — what this system is and why it matters
Demo Script
01
What the AI Does
Monitors all Meta ad campaigns 24/7 — CPL, ROAS, CTR, spend by brand and campaign
Alerts Bennett within minutes when IC CPL exceeds $50 — no more silent waste
Runs council skill daily on creative performance — recommends kill / scale / hold per campaign
Generates IC creative briefs using real Indy Clover photos — community-hub angle, not investor
02
What’s Automated Right Now
Pulse report every 2 hours: ad spend, leads, CPL — emailed to Bennett automatically
Marketing dashboard syncs from QuickBooks 3x daily (8 AM / 12 PM / 5 PM MDT)
GHL pipeline syncs with ad attribution — which ad produced which lead
03
What’s Coming in 30 Days
IC creative swap: community-hub angle replaces investor headlines — target 40-50% CPL drop
Google Ads integration: search ads capturing high-intent franchise buyers at zero waste
AI lead scorer: every GHL lead scored <60 seconds, hot leads auto-dialed by SynthFlow
04
What Bennett Does (CMO)
Refresh Meta Ads token — 3 minutes, one time (Business Manager → System Users)
Verify Google Ads account — before May 13
Approve IC community-hub creative direction — see George Review tab
Everything else: AI monitors, alerts, optimizes, and reports. Bennett closes deals.
05
The ROI
$0 vs $10,000–15,000/month CMO or marketing agency cost
IC CPL fix alone saves ~$2,600/month
Benchmark: Glo Tanning = $974K revenue from replicating one winning ad pattern
0.28% → 2% conversion = +25 deals/year = +$1.25M
Marketing Tool Stack
Connected, pending, and planned tools
8 Tools
ToolPurposeStatusAI-Managed
Meta Ads APIPaid social campaigns (IC/SH/FKI)Token expiredYes — after token refresh
GHL / HighLevelCRM, lead routing, pipelineConnected (PIT token)Partial — lead scorer in flight
QuickBooksRevenue attribution + P&LLive 3x daily syncYes
Google AdsSearch intent campaignsVerify by May 13After verification
Apollo.ioB2B outbound lead genAPI key pending (Kay)After key setup
Instantly.aiCold email sequencesAPI key pending (Kay)After key setup
SynthFlowAI voice caller for hot leadsLeo WO in flightAfter GHL connect
MetricoolPaid social monitoringUpgrade pending ($22/mo)After upgrade
AI Automation Schedule
What marketing tasks run automatically, every day
Automated
Every 2 hoursPulse report: Meta Ads spend + leads + CPL sent to Bennett email
8 AM / 12 PM / 5 PMQB sync: revenue vs spend updated in Marketing CC
Daily (coming soon)Council review: creative performance → kill/scale/hold recommendation
On new GHL leadLead scorer: tier (hot/warm/cold) assigned <60 seconds — in flight
On appointment bookedReminder sequence: SMS 24hr + 2hr + 1hr before call — in flight
On no-showRebook sequence: 30min + 4hr + 24hr SMS — in flight
Weekly MondayMarketing P&L: spend vs revenue vs Glo Tanning benchmark