What you need before you start
- Access to the client's ad account
- A clear offer (for example a free estimate)
- Monthly ad budget agreed with the client
- An AgentixFLO plan for the ad account
The steps
Step 1 · AgentixFLO ad accounts
Connect the client's ad account
Connect the client's ad account so campaigns launch and report from one dashboard.
Tip: Confirm billing on the ad account before launch day.
Step 2 · AgentixFLO campaign setup
Define the offer
Pick one clear offer with a reason to act now, such as a free inspection or limited time discount.
Tip: One offer per campaign keeps results easy to read.
Step 3 · AgentixFLO AI creatives
Generate creatives and copy
Create image and text variations for the offer, then pick the strongest options.
Tip: Launch with three to five creatives so the platform can find a winner.
Step 4 · AgentixFLO targeting
Set budget and local targeting
Set the daily budget and target the client's service area.
Tip: Start tighter on the area, then widen once leads come in.
Step 5 · AgentixFLO with AgentixCRM
Route leads into AgentixCRM
Send every ad lead into the client's CRM with instant replies turned on.
Tip: Ad leads go cold fast. Pair this with the Win back missed leads playbook.
Step 6 · AgentixFLO optimization
Optimize weekly
Pause weak creatives, shift budget to winners and refresh creatives before they tire.
Tip: Judge creatives on cost per booked job, not just cost per lead.
Scout prompts to copy
Create five ad variations for a free roof inspection offer in Denver, each with a short headline and a clear call to action.
Suggest a starting daily budget and targeting radius for a plumber serving one mid sized city.
Metrics to track
| Metric | What good looks like |
|---|---|
| Cost per lead | Track weekly against the client's target |
| Lead to booked job rate | Measured in AgentixCRM |
| Creative refresh cadence | New creatives every few weeks |
Timeline
Week 1
Campaign live and first leads in the CRM
First 30 days
Winning creatives found and budget shifted to them
First 90 days
Stable cost per booked job and a refresh routine
Common mistakes to avoid
- Running ads without fast lead follow up
- Targeting too wide an area on day one
- Changing everything at once
- Judging results only by clicks
Timelines and targets are typical ranges, not guarantees. Results depend on the client's market and starting point.