Looking for advice on running Meta ads for a cost segregation software firm. Would love input from anyone who has worked in finance, real estate, or high ticket B2B (About 500$ per study). Quick context on the niche for those who don't know it: Cost segregation is a tax engineering study for real estate investors. It breaks a property into its components and accelerates depreciation deductions, so investors reclaim tax savings they're legally entitled to but typically leave on the table. The IRS allows it. Most property owners just don't know it exists. The service is high ticket and the client is a specialist firm that has been doing this for over 25 years. I am now running Meta ads for them and also producing video content and static images to support those campaigns. I am a bit lost regarding the type of content, landing page and CTA, because it's a very specific niche. Any insight from people who have run ads in finance softwares, tax softwares, or real estate softwares would be super helpful. Open to feedback on the content side too.

I'm noticing even landing pages with performance above 95 are getting a drop off of even 75% or more in some static image ads, and my question is, should I continue using landing pages or should I switch to Meta Instant Forms? (Also, in instagram, whenever there is a static image as ad, I sometimes cannot swipe away and I click the image/ad and it opens another link, could that be a thing affecting the CTR % because it's happening with everybody?) Info about the business below: Their main product is a subscription service that protects homes from wildfires using a multi-layer approach: retardant system, vegetation spraying, and vent mesh. Product pricing: - Wildfire Defense System (primary): $1,800/year - a 50-gal barrel of retardant + pump + 100-ft hose, professionally installed with biannual inspections, unlimited repairs, free refills, and lifetime warranty - Retardant Application Service: Starting at $499 (priced per sq ft) - crews spray vegetation before fire season - Home Hardening / Vent Mesh: Least promoted, least profitable - Full stack (all three layers): ~$4,500/year

One of the most useful things Ant helped me with was shifting the way we price and position client work. 1. We had a client paying around $3,000 per month on retainer, but Ant helped me think through how to confidently move one of them onto a performance-based model: $1,000 per closed lead. The client said they could realistically handle up to 10 leads per month, which turned that account from a $3,000/month client into a $10,000/month client. 2. The bigger insight was the leverage this creates - we've now got three clients on this model. Instead of needing nine clients to generate the same revenue, we can potentially do it with three clients while doing a similar amount of work. It was something I had probably been too hesitant to pitch. Ant helped me refine the offer, thinking, structure, and the client conversation, making it feel clear to the client. It has materially changed how I think about pricing, risk, and upside in the agency.

I was struggling with paid ads service for a client and had 2 problems that was solved with Anthony's help: Problem 1: No funnel visibility. Because I couldn't see the funnel results, so I couldn't even see the ROAS, but I wasn't confident to put my foot down and tell them that I couldn't see anything and I was running blind, and things weren't performing well and I could see that they were thinking it was my fault. Solution Anthony gave : Communicate the importance of visibility and it gave me the confidence to do that. Problem 2 : They sell a product along with a home service, and on their landing page they were asking for a stranger to go to your house right away to do an assessment, but here we notice that we are skipping a step, which is having a conversation first/booking a call. And because we were skipping a step, it was making getting leads very difficult. Solution Anthony gave : Tell them that they are skipping a step and they should book a call first before scheduling a stranger to go to the leads house right away, that resulted in many more leads coming in. Conclusion: I was almost losing my biggest client, but with these steps I managed to secure them and things are going really well now. Thank you Anthony!

First move in this room. Post your intro using the template below. Three things only. Current state. Biggest constraint. Current play. That is it. No destinations. No "I want to be doing X in 6 months." We live the Need-to-Know doctrine from day one. Counter-intentions kill the work. They are the doubt and noise that come from speaking the destination out loud where other humans consume the energy. Keep the dream between you and something greater than yourself, or DM it to me directly (see the Dreams Surface pinned post). Then post the play and the receipt here. Dreams vs Plays A dream is the destination. The revenue number, the lifestyle, the vision board. Stays out of the room. A play is the next move you are working on right now. A play has four parts: a current number, a constraint, an option set, a measurable next milestone in 30 to 90 days. Plays go in the room. Plays are what we sharpen. The template Copy, fill in, post. `` Name (or handle): [yours] Current state: - Stage: [pre-revenue / $1-10K MRR / $10-50K MRR / $50K+ MRR / managing a team] - What you do: [one sentence. What business, what offer, who you serve] - Team size: [solo / N team members] Biggest constraint right now: [The one thing stopping you from moving forward, in one sentence. Be specific. Not "more clients." Specific.] Current play: [The next move you are working on this week or next. What you are testing. What you are picking between. Specific. Not "growth."] Top KPI you check this week: [The one number from your dashboard that will tell you if the play is working. Pick from the KPI matrix in M4 Signal Stack if you don't know yours yet.] Teachability index: [1-10. How willing are you to take direction and actually do the work] ` Good intro example ` Name: J Current state: - Stage: $5-10K MRR - What I do: I run a 1-on-1 fitness coaching offer for high-earning professionals - Team size: solo Biggest constraint: I get 1-2 booked calls a week through DMs but my close rate is only 20%. Feels like a sales call problem, not a lead problem.