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.
Latest deliverables
Month 3 at a glance
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.
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 client | Close rate |
|---|---|
| Has children under 18 | 52% |
| Owns a home in Texas | 48% |
| No will or trust today | 44% |
| Unmarried partner or LGBTQ+ household | 46% |
| Just browsing, no timeline | 9% |
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.
| Platform | Spend | Registrations | Cost per registration | Consults | Signed |
|---|
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 in | Signed same month | Signed month 2 | Signed month 3 | Total 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 line | Platform | Watched past 3 seconds | Cost 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 1Launched 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 2Moved 15% of the daily budget from Facebook images to TikTok video.Why: TikTok registrations cost about a third less than the Facebook images.
- Week 2Paused 3 ads that spent $140 with no registrations while similar ads were converting.Why: money moves to what is working, the same day.
- Week 3The 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 4Sent 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.
| Campaign | Platform | Status | Spend this month | Registrations | Cost per registration |
|---|---|---|---|---|---|
| Webinar: Texas Estate Planning 101 | TikTok | Live | $840 | 44 | $19 |
| Webinar: Protect Your Partner | Live | $660 | 27 | $24 | |
| Seminar: Five Mistakes, at the office | Live | $780 | 24 | $33 | |
| Quiz: Does Texas law decide for you? | Meta retargeting | Learning | $190 | 10 | $19 |
| Seminar announcement, static image | Paused by us | $130 | 0 | None |
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
Burch Law · Sponsored · Instagram
Burch Law · Sponsored · Facebook
Burch Law · Sponsored · InstagramLeads
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.
| Name | Phone | Address | Came from | Readiness | Status | Date |
|---|
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
Month 2 strategy call
Launched the new quiz and agreed how leads are scored for readiness.
Recap and recording
Kickoff call
Goals, budget split between Meta and TikTok, and access to the ad accounts.
Recap and recording
Requests
Ask for anything here. You can see where each request stands without sending an email.
| Request | Status | Updated |
|---|---|---|
| Add the December seminar date to the ads | Done | Week 4 |
| Use the new photo of Lori on the seminar ad | In progress | Week 4 |
| Can we test a Spanish-language webinar ad? | Scoping | Week 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.
Daniel Montelongo
Founder and CEO · Strategy
Ann Salazar
Account Manager · Your day-to-day contact
Jaimie Calimlim
Marketing Specialist · Ads and reporting
Agel Baltazar
Creative Director · Ads and video
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
TikTok Ads
TikTok campaigns, spend and video views
Google Analytics
Visits to the quiz and event pages
Website quiz and forms
Every lead's answers and contact details
Lawmatics
Which leads booked a consult and which signed
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.