Preview. This is what your workspace would look like. The numbers are a sample built from figures Burch Law shared with us, not a promise of results.

Burch Law Workspace

This is your Burch Law workspace with The Gaygency. Your ad reports, lead quality and the work behind them live here, with the latest version of each one click away.

Latest

Monthly ad report: Month 3

Registrations, consults, signed clients, and what we changed.

Open report

Latest deliverables

Month 3 at a glance

Ad spend
Registrations
Cost per registration
Consults booked
Signed clients
Return on total cost

Deliverables

Newest first. Only the final version of each piece is listed.

Monthly ad report: Month 3

Meta and TikTok · Webinars and the monthly seminar

This month at a glance

Every number traces back to a webinar or seminar registration, and every signed client traces back to the ad that brought them in.

Ad spend
Meta and TikTok combined
Registrations
per registration
Consults booked
per consult
Signed clients
Break-even is 2 a month
New case value
At $3,500 per case
Return on total cost
Ad spend plus our fee

From first view to signed client

Where people drop off is where we work next. Bar lengths use a log scale so every stage stays readable.

Lead quality

The quiz sorts every registrant by readiness before the webinar, so your team calls the ready ones first.

Quiz answer that predicts a clientClose rate
Has children under 1852%
Owns a home in Texas48%
No will or trust today44%
Unmarried partner or LGBTQ+ household46%
Just browsing, no timeline9%

By platform

Facebook and Instagram reach clients 40 and up and the parents they refer. TikTok reaches young families, 25 to 39, through Lori's videos.

PlatformSpendRegistrationsCost per registrationConsultsSigned

Clients who sign later still count

Many leads take one to three months to sign. We credit each client to the month they first registered, so a slow month on paper is not mistaken for a bad one.

Leads that came inSigned same monthSigned month 2Signed month 3Total so far

Which hooks are working

Ranked by cost per registration. Each month you get a short brief on what Lori should film next.

Opening linePlatformWatched past 3 secondsCost per registration

What we changed and why

We check the ads every day. Every change is written down with the reason, so you never have to ask why.

  • Week 1
    Launched the new quiz as the landing page: "Does Texas law already decide who gets your home?"
    Why: one question shows people the problem before we invite them to the webinar.
  • Week 2
    Moved 15% of the daily budget from Facebook images to TikTok video.
    Why: TikTok registrations cost about a third less than the Facebook images.
  • Week 2
    Paused 3 ads that spent $140 with no registrations while similar ads were converting.
    Why: money moves to what is working, the same day.
  • Week 3
    The daily check caught seminar costs doubling overnight. We held spend and swapped the audience.
    Why: a spike gets stopped before it eats the month's budget.
  • Week 4
    Sent the creative brief: three new videos from Lori opening on probate stories.
    Why: the probate hook held viewers twice as long as the others.

Campaigns

Everything running for Burch Law right now, with what each campaign costs and what it brings in. Sample campaigns and ads shown.

CampaignPlatformStatusSpend this monthRegistrationsCost per registration
Webinar: Texas Estate Planning 101TikTokLive$84044$19
Webinar: Protect Your PartnerInstagramLive$66027$24
Seminar: Five Mistakes, at the officeFacebookLive$78024$33
Quiz: Does Texas law decide for you?Meta retargetingLearning$19010$19
Seminar announcement, static imageFacebookPaused by us$1300None

Ads running now

Built from Lori's videos, with the hook in the first two seconds and a clear next step.

Burch Law · Sponsored · TikTok
VIDEO · 0:28"Texas does not do what you think when you die without a will."
Free webinar, ThursdayRegister free
$19 per registration41% watched past 3 seconds
Burch Law · Sponsored · Instagram
VIDEO · 0:22"Your partner may have no say in your hospital room."
Protect your partnerSave my seat
$24 per registration36% watched past 3 seconds
Burch Law · Sponsored · Facebook
SEMINAR · DALLASFive estate planning mistakes we see every week in Dallas.Lori Burch, founding attorney
In person, at our officeReserve a seat
$33 per registrationReaches ages 40 and up
Burch Law · Sponsored · Instagram
QUIZ · 60 SECONDSDoes Texas law already decide who gets your home?Take the quiz
Find out in 60 secondsStart quiz
$19 per quiz leadSorts leads by readiness

Leads

Every person who registers, takes the quiz or fills out a form, with their contact details. Your data stays yours: download it any time, and we save a copy to your records every month so nothing disappears when Meta clears its history. The people below are made-up examples.

NamePhoneEmailAddressCame fromReadinessStatusDate

Meetings

Your monthly strategy calls, each with a written recap of what we decided and who does what next.

Month 3 strategy call

Reviewed the report, approved three new Lori videos, moved more budget to TikTok.

Recap and recording

Open

Month 2 strategy call

Launched the new quiz and agreed how leads are scored for readiness.

Recap and recording

Open

Kickoff call

Goals, budget split between Meta and TikTok, and access to the ad accounts.

Recap and recording

Open

Requests

Ask for anything here. You can see where each request stands without sending an email.

RequestStatusUpdated
Add the December seminar date to the adsDoneWeek 4
Use the new photo of Lori on the seminar adIn progressWeek 4
Can we test a Spanish-language webinar ad?ScopingWeek 3

Resources

The reference material behind your campaigns, in one place.

Your brand guide

Logo, colors and the way Burch Law sounds, so every ad looks and reads like you.

Ad copy library

Every approved headline and hook, ready to reuse.

Video filming guide for Lori

How to open a video so people keep watching, with a list of topics that work.

Quiz questions and lead scoring

The questions we ask and how each answer moves a lead up or down.

Your Team

The people working on your account.

DM

Daniel Montelongo

Founder and CEO · Strategy

AS

Ann Salazar

Account Manager · Your day-to-day contact

JC

Jaimie Calimlim

Marketing Specialist · Ads and reporting

AB

Agel Baltazar

Creative Director · Ads and video

JT

Jess Tuvalles

Chief of Staff

Connections

The accounts your workspace reads from. Each one is checked every day, and you are told if one stops working.

Meta Ads

Facebook and Instagram campaigns, spend and results

Connected

TikTok Ads

TikTok campaigns, spend and video views

Connected

Google Analytics

Visits to the quiz and event pages

Connected

Website quiz and forms

Every lead's answers and contact details

Connected

Lawmatics

Which leads booked a consult and which signed

Waiting on access

Billing

Your plan, invoices and card on file. Ad spend is billed by Meta and TikTok directly to your card, never marked up.

Plan

Meta and TikTok ads, creative, reporting and a monthly strategy call

Invoices

Each month's invoice and receipt, ready to download

Card on file

Update the card we charge each month

Settings

Choose who on your team gets what, and how often.

Help

Monthly strategy call

We walk through this report together each month and agree on what to test next.

Ask the team

Questions go to your account lead and get an answer within one business day.