Growth Marketing Partnership
AUM TRAINING
CENTER
A Full-Service Lead Generation & Growth System
Prepared by The Matchbox | April 2026 | Confidential
THE OPPORTUNITY
Chris,Chris,afterafterreviewingreviewingyouryourcurrentcurrentdigitaldigitalpresence,presence,adadaccountaccounthistory,history,andandthetheconversationconversationwewehadhadononMarchMarch26th,26th,oneonethingthingisisclear:clear:AUMAUMTrainingTrainingCenterCenterdoesdoesnotnothavehaveaasalessalesproblem.problem.ItIthashasaaleadleadgenerationgenerationinfrastructureinfrastructureproblem.problem.YouYouclosecloseatat80%+80%+onceoncesomeonesomeonewalkswalksthroughthroughthethedoor.door.YouYouretainretain90%+90%+ofofyouryourclients.clients.TheTheAUMAUMMethodMethodresonatesresonatesdeeplydeeplywithwithyouryouraudience.audience.ButButthethesystemsystemthatthatfeedsfeedsqualifiedqualifiedprospectsprospectsintointoyouryourconsultationconsultationpipelinepipelinehashasbeenbeeninconsistent,inconsistent,channel-dependent,channel-dependent,andandbuiltbuiltwithoutwithoutaaunifiedunifiedstrategystrategybehindbehindit.it.YouYoudon'tdon'tneedneed100100leadsleadsaamonth.month.YouYouneedneed15-2015-20ofofthetherightrightpeople,people,consistently,consistently,everyeverysinglesinglemonth.month.That'sThat'sexactlyexactlywhatwhatthisthisproposalproposalisisdesigneddesignedtotodeliver.deliver.
Buried in the data
THE SIGNAL IN THE NOISE
Your Google Ads account spent $7,106 over nine months across nine campaigns — and the account is now 100% paused. But one ad group told a different story.
That's proof the demand exists. The infrastructure just hasn't been built to capture it consistently.
After reviewing your Google Ads account data (April-December 2025)
WHAT WE'VE IDENTIFIED
Six core issues preventing predictable lead flow at AUM Training Center.
Zero Conversion Tracking
Your Google Ads account has no conversion event tied to actual consultation bookings. The 91 "conversions" reported are almost certainly phone call clicks and direction requests — not booked consultations. Without this signal, Google and Meta are optimizing blind.
$2,794 Wasted on Call-Only Ad
A single call-only ad consumed 45% of your search budget and produced just 3 conversions at $931 each. Meanwhile, a standard search ad in the same account delivered 60 conversions at $56.68 CPA — a 16x difference.
Landing Page Quality Crisis
Multiple high-value keywords have Quality Scores of 1-3 out of 10, driven by "Below average" landing page ratings. This means you're paying a CPC penalty on every click and your ads are being shown less.
Creative Fatigue, No Refresh System
On Meta, the "Midlife Makeover" campaign performed well before saturating the market. On Google, ads have been disapproved across multiple campaigns. There's been no system for rotating creative, testing new angles, or keeping ads fresh.
Three Agencies, Zero Continuity
We found fingerprints of at least three different agencies (Perceptively, Thrive, and an earlier setup). Campaigns were layered on top of each other, never consolidated, and when each engagement ended, everything was paused but never cleaned up.
Impression Share Below 10%
On most core keywords, you're showing up for fewer than 1 in 10 relevant searches in Boston. The combination of low Quality Scores and modest budgets means you're invisible for the majority of potential clients searching for exactly what you offer.
Fractional CMO with Agency Execution
OUR APPROACH
This isn't a media buying engagement. We're proposing a full-system build: the strategy, the infrastructure, the creative, and the ongoing optimization required to make your lead generation predictable and scalable.
Lead Strategist
Owns the roadmap
Project Manager
Keeps everything on track
Reporting Analyst
Monitors & builds campaigns
Creative Support
Ad copy & assets
Our initial audit of your Google Ads account has already identified $2,794 in wasted spend, a complete absence of conversion tracking, and Quality Scores as low as 1/10. We've also identified a high-performing ad group that proves the demand is there. The Meta account audit is in progress pending full access.
Phase 1: Diagnose, Build & Relaunch
Month 1. Implement conversion tracking (GA4 + Google Ads + Meta Pixel/CAPI) in Week 1. Simultaneously audit accounts, map the client journey, and build the first dedicated landing page. Restructure Google Ads from scratch and relaunch by end of Week 3 — we're not waiting two months to get traffic flowing again. Complete Meta audit once access is confirmed.
Phase 2: Expand & Test
Months 2-4. Meta campaigns go live once infrastructure is set. Additional landing pages built and A/B tested. Creative system spins up with ongoing static ad production. We refine targeting, expand keyword coverage, and establish baseline CPA and lead quality benchmarks across both channels.
Phase 3: Optimize & Scale
Months 5-6. With data in hand, we double down on what's working, cut what isn't, and scale. Creative gets refreshed, new audience segments get tested, and the system matures into something that delivers consistent, predictable lead flow month over month.
SERVICE TIERS
We've structured three engagement levels to give you flexibility based on scope and pace. Every tier includes the strategic foundation. Higher tiers add execution speed, creative volume, and channel breadth.
Ad spend is separate from retainer and paid directly to platforms. We will never ask you to increase spend without data to support the decision.
Establish the base
FOUNDATION
+ $2-3K/mo ad spend (Google Ads only)
What's included
- Conversion tracking setup (GA4/Pixel/CAPI)
- Full-funnel audit & discovery
- Google Ads management
- Weekly strategy sessions
- Monthly reporting & insights
Recommended for AUM
GROWTH
+ $3-5K/mo ad spend (Google + Meta, split based on performance)
What's included
- Everything in Foundation, plus
- Meta Ads + retargeting campaigns
- Up to 2 landing page builds
- Up to 15 static ad creatives/mo
- Dedicated project manager & Slack
Full-service growth engine
SCALE
+ $5-8K/mo ad spend (Google + Meta + LSA, dynamically allocated)
What's included
- Everything in Growth, plus
- Up to 4 landing page builds
- Up to 75 static ad creatives/mo
- Video ad strategy & guidance
- Organic content strategy
Full Feature Comparison
| FOUNDATION$5,000/mo | GROWTH$8,000/mo | SCALE$12,000/mo | |
|---|---|---|---|
| Strategy & Foundation | |||
| Conversion Tracking Setup (GA4/Pixel/CAPI) | |||
| Full-Funnel Audit & Discovery | |||
| Competitive Landscape Analysis | |||
| Client Journey Mapping | |||
| Quarterly Strategic Roadmap | |||
| Strategy Sessions | Weekly | Weekly | Weekly |
| Website & Conversion | |||
| Landing Page Audit & Recs | |||
| Landing Page Design & Build | Up to 2 | Up to 4 | |
| A/B Testing (Copy & Layout) | |||
| Calendly/CRM Integration Optimization | |||
| Conversion Rate Reporting | Monthly | Bi-weekly | Weekly |
| Paid Media | |||
| Google Ads Management | |||
| Meta Ads Management | |||
| Local Service Ads (LSA) Setup | |||
| Retargeting Campaigns | |||
| Campaign Reporting & Insights | Monthly | Bi-weekly | Weekly |
| Creative & Content | |||
| Ad Copy & Messaging | Foundational | Ongoing | Ongoing |
| Static Ad Creative | Up to 15/mo | Up to 75/mo | |
| Video Ad Strategy & Guidance | |||
| Organic Content Strategy | |||
| Support & Communication | |||
| Dedicated Project Manager | |||
| Slack/Email Support | Email + Slack | Priority Slack | |
| Ad Spend (separate) | $2-3K/mo Google Ads only | $3-5K/mo Google + Meta, split based on performance | $5-8K/mo Google + Meta + LSA, dynamically allocated |
| Commitment | 6-month + auto-renew | 6-month + auto-renew | 6-month + auto-renew |
Our Recommendation
THE GROWTH TIER
The Growth tier is the sweet spot for AUM right now. It gives us the multi-channel coverage (Google + Meta) needed to hit your 15-20 qualified leads/month target, along with the landing page builds and creative support required to actually convert that traffic. The Foundation tier gets the strategy right but limits execution to a single channel. The Scale tier is ideal once we've proven the system and you're ready to accelerate.
SIX-MONTH ROADMAP
A high-level view of the engagement. Specific activities vary by tier, but the strategic arc remains the same.
Diagnose, Build & Relaunch
Key Activities
Conversion tracking setup (Week 1); full-funnel audit & client journey mapping; landing page build; Google Ads restructured and relaunched by Week 3; Meta audit completed pending access
Target Outcomes
Tracking live; Google Ads generating traffic again; diagnostic report & roadmap delivered
Expand & Activate
Key Activities
Meta Ads relaunch; second landing page build; A/B testing begins; retargeting setup; static ad creative production ramps up
Target Outcomes
Both channels live; conversion signals calibrating; first qualified leads flowing
Multi-Channel Growth
Key Activities
LSA exploration; CRO iterations on landing pages; creative refresh cycle; expand keyword & audience coverage
Target Outcomes
Multi-channel lead flow active; baseline CPL & CPA benchmarks established
Optimize & Refine
Key Activities
Performance review & optimization; creative refresh; expand winning audiences; refine offers based on data
Target Outcomes
Cost per lead trending down; lead volume increasing; conversion rate improvements measurable
Scale Winners
Key Activities
Scale winning campaigns; introduce new ad formats/angles; ongoing CRO; content strategy refinement
Target Outcomes
Consistent 15-20+ qualified leads/month pipeline; predictable acquisition costs
Review & Plan
Key Activities
Full performance review; strategic planning for Q3-Q4; system documentation & handoff prep if needed
Target Outcomes
Mature, repeatable lead gen system; clear roadmap for continued growth
WHAT WE NEED FROM YOU
To hit the ground running, we'll need the following access and materials.
Facebook Business Manager access
Partner access with ad account viewership — already in progress
Google Ads account linking
Account ID 372-598-1813 — already in progress
Google Analytics access
Viewer permissions
WordPress admin or editor access
For landing page builds (Growth & Scale tiers)
Glo Fox CRM access
Or an intro to your CRM point of contact
Historical ad creative & campaign briefs
Any materials from previous agencies
30-minute onboarding call
With your coaching team to map the client journey firsthand
WHY THE MATCHBOX
We started as a paid media shop. Over three years, we built out full capabilities in web optimization, CRO, sales operations, and creative because we learned that driving down cost per acquisition isn't an ad platform problem — it's a system problem. That's the lens we bring to every engagement.
Boston-Based Team Members
This isn't a remote-only relationship — we can be on-site, in your studio, understanding your business firsthand.
Relevant Industry Experience
We've worked with local service providers, med spas, and health & wellness brands alongside enterprise clients like Siemens and Canva. We understand both the premium positioning and local market dynamics you operate in.
A Trusted Referral
Brittany referred you to us because she believed the fit was right. We take that seriously. This is a long-term partnership, not a media buying contract.
Full-Funnel Optimization
Our bread and butter is making every dollar of ad spend work harder by optimizing every touchpoint in the funnel — not just the ads themselves.
LET'S BUILD
SOMETHING GREAT
The foundation is strong. The demand is real.
Let's make the lead gen match the quality of what you've built.
NEXT STEPS