Example report. A made-up funnel (acme-trading.example) with made-up findings, made-up messages to the test lead and made-up rewrites, rendered by the same code as a paid Deep Dive + Live Test. See the Deep Dive · See the example scan
Live test · checked by hand3 October 2026Order LP-ACME01
acme-trading.example
First reply 2 h 45 min after opt-in; one reminder, in spam; the confirmation in spam too.
8:40Your personal video reviewWatch your videoWe go through your funnel on screen: what the pen found, what happened when we became your lead, what it likely costs you, and what to fix first.Recorded for acme-trading.exampleYour video review goes here
Included
A 30-minute call with us: what our test lead saw, your numbers, and the first fixes.
Built from: the live test, our checks and the AI review, checked by a person
Your masterclass page does the basics well: one clear action, a short form and honest FAQ answers. What costs you booked calls sits around it: a header button that leads to an error page, booking emails that land in spam, a slow first screen on phones, and a first reply that took almost three hours. The page itself is close.
acme-trading.example has no DMARC record, and our test lead’s confirmation email landed in spam.
Why it costs
A confirmation nobody sees is a call nobody shows up to.
EstimateWhat it likely costs
about $1,400–$6,000 a month
How we worked it out, from made-up example numbers: 80 booked calls × 60% show up × 4–10% more of them showing up (our estimate) × 15–25% close (our assumption) × $5,000 average sale. Our assumption: Booked leads who never see the confirmation or a reminder are the likeliest to miss the call.
On a phone connection, your main content shows up after about 4.6 seconds; the video after 5.1.
Why it costs
Paid visitors who wait on a blank screen often leave before they see the offer, and you pay for each of those clicks.
EstimateWhat it likely costs
about $1,000–$4,800 a month
How we worked it out, from made-up example numbers: 80 booked calls a month × 3–8% more booked calls (our estimate) × 60% show up × 15–25% close (our assumption) × $5,000 average sale. Our assumption: More than half of phone visitors leave a page that takes over three seconds to appear.
The “Book a call” link in your header opens a 404 page. Anyone who wants to talk before the masterclass hits a dead end.
Why it costs
These are your warmest visitors: they asked for a call and got an error page instead, so some of them leave and never book.
EstimateWhat it likely costs
about $720–$3,000 a month
How we worked it out, from made-up example numbers: 80 booked calls a month × 2–5% more booked calls (our estimate) × 60% show up × 15–25% close (our assumption) × $5,000 average sale. Our assumption: Some visitors would rather book from the header than sit through the class first.
We went through your funnel as a clearly labelled test lead, with the identity you authorised on 30 September 2026, and logged everything that reached us. All times UK time (BST). Calls are logged, never recorded.
The test in one linefrom the opt-in
Opted instart
Booked a call+3 min
Email+3 min · in spam
Calendar invite+4 min · link missing
Email: first reply+2 h 45 min
Text message+2 h 50 min
Email+23 h · in spam
Cancelled the test+44 h
Live test at a glanceall times UK time (BST)
Speed to lead
2 h 45 minFirst contact by email
Reminders by Sat 10:45
1email, in spam
Confirmation email
Spam
Reminder emails
Spam
Calendar invite
No reschedule link
Sending domain
No DMARC record
Watched until
Sat 3 Oct 10:4515 min before the call
How this test was run
How this test was runthe same way when we test again
Time zone
UK time (BST); each time from each email’s Date header, and the phone’s message log
Inbox and phone
A fresh Gmail address · An iPhone on a UK number
Who agreed to the test
Agreed with your head of sales on 30 September 2026; your setters were not told
When we submitted
A weekday at 14:02 UK time, in business hours
The form answers we gave
Trading experience → Less than a year Time per day → About an hour Ready to invest in training → Yes, if it fits
The handoff
Your system had our lead at 14:05 (its own confirmation email); first contact from a person 16:47
Watched until
Sat 3 Oct 10:45, when we cancelled the test booking
What no-shows cost youmade-up example numbers
80booked calls a month×40%don’t show=32no-shows×$250a booked call=Estimate$8,000a month in ad spend
Estimate: $250 is the cost per booked call you gave us; 80 booked calls a month × 40% who don’t show up (100% − your 60% show-up rate) = about 32 no-shows; 32 × $250 = $8,000 a month. From made-up example numbers.
Where your emails come fromlooked up when we logged them
acme-trading.example→SPF in place→No DMARC record
Gmail and Yahoo expect SPF and DMARC from anyone who sends to their users: without them, booking emails are more likely to land in spam.
Hi,
Thanks for applying to Acme Trading. I can see you have booked a call with us for Saturday.
In the meantime feel free to check out our YouTube channel.
Best,
Jordan
Our note One reminder, with no reason to come and no way to confirm.
21 h later
Sat 3 Oct
10:45+44 h
Step 8Your booking page
We cancelled the test booking, 15 min before the call
What we saw: So your calendar is free again. We watched until then.
What the test found3 leaks · 1 opportunity
L2
LeakSeen in the live testWeek 1Small fixEmail and DNS
Leak L2: Your booking emails can land in spam
What we saw
acme-trading.example has no DMARC record, and our test lead’s confirmation email landed in spam.
Why it costs
A confirmation nobody sees is a call nobody shows up to. Gmail and Yahoo now expect DMARC from anyone who sends in bulk.
EstimateWhat it likely costs
about $1,400–$6,000 a month
How we worked it out, from made-up example numbers: 80 booked calls × 60% show up × 4–10% more of them showing up (our estimate) × 15–25% close (our assumption) × $5,000 average sale. Our assumption: Booked leads who never see the confirmation or a reminder are the likeliest to miss the call.
The fix
Add a DMARC record (start with p=none and a report address).
Make sure SPF and DKIM cover every tool that sends as acme-trading.example.
Our check found: Emails more likely to land in spam (no DMARC). acme-trading.example has no DMARC record. Since 2024, Gmail and Yahoo require DMARC for bulk senders. Without it, your booking confirmations and reminders are more likely to land in spam.
The live test saw it too, as a real lead.
L4
LeakSeen in the live testWeek 1Small fixSetters
Leak L4: Your first reply took 2 h 45 min
What we saw
The first contact came by email, 2 h 45 min after we opted in. The target is five minutes.
Why it costs
Leads reached in the first minutes book and show up far more often than leads reached an hour later.
Not priced
What a faster first reply is worth depends on your own close numbers, which we go through on the call.
The fix
Send an instant text to every new lead and call within five minutes.
From the live test: what reached our test lead, and when, logged by hand.
L5
LeakSeen in the live testWeek 1Small fixCRM and calendar
Leak L5: No reschedule link in your calendar invite
What we saw
Your calendar invite had no reschedule link.
Why it costs
A lead who can’t move the call just doesn’t come, and one who can’t find the link to join becomes a no-show.
At stakeEstimate
Your no-shows: about $8,000 a month of ad spend (made-up example numbers). An invite they can join and reschedule from wins back part of it; how much, we work out on the call.
How we worked it out: 80 booked calls a month × 40% who don’t show up (100% − your 60% show-up rate) = about 32 no-shows; 32 × $250 = $8,000 a month.
The fix
Put a working link to join the call and one to reschedule it in the invite.
Impact mediumSeen in the live testWeek 1Small fixCRM and calendar
Add a reminder on the day of the call
What we saw
One reminder reached our test lead, on Friday at 13:05; none on the day of the call, up to 10:45 when we cancelled.
Why it pays
A reminder on the day, with the time and the link, is the one most leads act on.
At stakeEstimate
Your no-shows: about $8,000 a month of ad spend (made-up example numbers). A reminder on the day of the call wins back part of it; how much, we work out on the call.
How we worked it out: 80 booked calls a month × 40% who don’t show up (100% − your 60% show-up rate) = about 32 no-shows; 32 × $250 = $8,000 a month.
How
Add a text an hour before the call, with the link to join and a way to move it.
Baseline, 1 October 2026for the re-test after the build
Measure
Before (this test)
After (re-test)
Speed to lead
2 h 45 min
re-test
Reminders seen by Sat 10:45
1
re-test
Booking emails in the inbox
0 of 2
re-test
Calendar invite links that work
1 of 2
re-test
Sending domain records
SPF ✓ · DMARC ✗
re-test
First screen on a phone
4.6 s
re-test
Click IDs kept with each lead
No
re-test
Show-up rate example numbers
60%
re-test
Booked calls a month example numbers
80
re-test
Cost per booked call example numbers
$250
re-test
Same time of day, same mailbox and phone when we test again.
The other four: only your own numbers show them3 of 7 checked in this test
Recovery of people who start but don’t bookOpt-ins, half-finished applications and people who applied but never picked a time can still become calls if someone follows up.
What happens to people who don’t qualifyLeads below the bar can still buy something smaller or come back later, if they get a path instead of silence.
No-show and cancellation recoveryA quick rebook offer after a missed or cancelled call wins back calls you already paid for.
Follow-up after a call that didn’t closeMany sales close on the second or third touch after the call, not on the call itself.
A test lead books once and cancels, so it never sees these. They show in your own show-up, close and follow-up numbers, and we go through them with you on your 30-minute call.
Every message our test lead received that we’d change: what you sent, what we’d send, and why. Then a draft for each message the test showed is missing, and only those. Check names, times and links before you send them.
Your booking is confirmed.
Date: 03/10/2026
Time: 11:00
To cancel or reschedule, use the link in your calendar invite.
What we’d send
Mail
From
Acme Trading <calls@acme-trading.example>
To
Our test lead
Subject
You’re booked: Saturday at 11:00 with Jordan
+3 min
Hi {first_name},
You’re booked for Saturday 3 October at 11:00 (UK time): a 20-minute call with Jordan.
On the call we look at how you trade now, what the London-open program covers and what it costs. No pressure to join.
Add it to your calendar: {calendar_link}
Need another time? Reply to this email.
Jordan, Acme Trading
Why
It says when, but not who they will talk to or why the call is worth keeping. Naming the person, the length and what the call covers gives a booked lead a reason to show up.
Hi,
Thanks for applying to Acme Trading. I can see you have booked a call with us for Saturday.
In the meantime feel free to check out our YouTube channel.
Best,
Jordan
Hi {first_name},
Jordan from Acme Trading here, thanks for applying.
One question so I can make Saturday useful for you: are you trading now, or starting from zero?
Just reply to this email.
Jordan
Why
It came 2 h 45 min after the opt-in and asks nothing, so there is nothing to reply to. One easy question starts a conversation before the call, and sends nobody away to YouTube.
This is a reminder of your upcoming call.
Date: 03/10/2026
Time: 11:00
What we’d send
Mail
From
Acme Trading <calls@acme-trading.example>
To
Our test lead
Subject
Tomorrow at 11:00: your call with Jordan
+23 h
Hi {first_name}, a quick one: your call with Jordan is tomorrow at 11:00 (UK time).
Bring one question about your trading and Jordan will answer it on the call.
Still good for you? Reply YES, or pick another time: {reschedule_link}
Acme Trading
Why
The reminder gave no reason to come and no way to confirm or move the call. A one-word reply to confirm, and an easy way to move it, turn a silent no-show into a new time.
Kept as they are
The calendar invite: its link fix is follow-up step 3 of your to-do.
The text at 16:52: fine as it is.
Messages the test showed are missing2 drafts
Text messageMissing
A text in the first minutes after the opt-in
Because
The first contact reached our test lead 2 h 45 min after the opt-in, by email.
What we’d send
Hi {first_name}, it’s Jordan from Acme Trading. Got your application for the London-open call. Is now a good time for a 2-minute chat? If not, reply with a time that suits you.
Text messageMissing
A text an hour before the call
Because
The only reminder was an email the day before, and it landed in spam. No reminder reached our test lead on the day of the call, up to 10:45 when we cancelled.
What we’d send
Hi {first_name}, your call with Jordan is at 11:00, in an hour. The link: {meeting_link}. Reply R if you need to move it.
The spam fix. Rewriting an email doesn’t move it out of spam. That is fixed in how your emails are sent (SPF, DKIM and DMARC for the sending address), and it is in the to-do below.
From the ad click to the conversion Google and Meta learn from: where the click IDs are kept and where they are lost, what each break does to your ad spend, the fix and how to check it’s fixed.
Check that opening page 2 isn’t counted as a conversion
What it does to your spend
If that action is a Primary goal, Google’s bidding learns from page views instead of applications, and spends to find people who open the page rather than people who apply.
The fix
Open Google Ads > Goals > Conversions.
If the page-2 action is Primary, set it to Secondary.
Make the application or the booking your Primary goal.
How to check it’s fixed
In Google Ads > Goals > Conversions, the page-view action reads Secondary and your form or booking is the Primary goal.
EstimateAd spend at stake
If that setting is the problem: about $1,000–$3,000 a month of ad spend at stake
How we worked it out, from made-up example numbers: $20,000 monthly ad spend × 5–15% (our estimate). Our assumption: If page views count as a goal, part of the spend goes to finding people who only open the page.
Without the click ID on each application, you can’t send booked and closed calls back to Google and Meta, so they keep finding people who fill in forms, not people who buy.
The fix
Pass gclid, fbclid and msclkid on to your Typeform (hidden fields filled from the page address) and map them into your CRM, so you can send results back to your ad platforms.
How to check it’s fixed
Open your page with ?gclid=test123 in its address, fill in the form, and look for test123 on the new lead in your CRM.
EstimateAd spend at stake
about $400–$1,200 a month of ad spend at stake
How we worked it out, from made-up example numbers: $20,000 monthly ad spend × 2–6% (our estimate). Our assumption: With booked calls reported back, the platforms move part of the spend to the ads that book.
With the click ID on each lead you can send booked, showed and closed calls back to Google and Meta, so they find more buyers instead of clicks.
The fix
Add hidden fields for the UTMs, gclid and fbclid, fill them from the landing address, pass them to your booking tool and map them into your CRM.
How to check it’s fixed
Open your page with ?gclid=test123 in its address, fill in the form, and look for test123 on the new lead in your CRM.
Your pages, marked up
Every page got the checks of our free scan plus the deeper ones only the Deep Dive runs, then a person went through the AI review line by line. Where a finding shows on a page, it is marked with its number. Each leak is in full under its page (what the live test saw is in § 02); the opportunities follow the pages.
Leak L1: Your “Book a call” button opens an error page
What we saw
The “Book a call” link in your header opens a 404 page. Anyone who wants to talk before the masterclass hits a dead end.
Why it costs
These are your warmest visitors: they asked for a call and got an error page instead, so some of them leave and never book.
EstimateWhat it likely costs
about $720–$3,000 a month
How we worked it out, from made-up example numbers: 80 booked calls a month × 2–5% more booked calls (our estimate) × 60% show up × 15–25% close (our assumption) × $5,000 average sale. Our assumption: Some visitors would rather book from the header than sit through the class first.
The fix
Point the button at your booking page.
Click every button on a phone after each page change.
How we know
Our check found: “Book a call” button leads to an error page. Your “Book a call” button leads to an error page (404). Everyone who clicks it hits a dead end.
Marked on Fig. 1.
L3
acme-trading.example/masterclass
Close-upAppeared after about 4.6 s
LeakPage 1Week 2A day or twoWeb
Leak L3: The first screen takes 4.6 s to appear
What we saw
On a phone connection, your main content shows up after about 4.6 seconds; the video after 5.1.
Why it costs
Paid visitors who wait on a blank screen often leave before they see the offer, and you pay for each of those clicks.
EstimateWhat it likely costs
about $1,000–$4,800 a month
How we worked it out, from made-up example numbers: 80 booked calls a month × 3–8% more booked calls (our estimate) × 60% show up × 15–25% close (our assumption) × $5,000 average sale. Our assumption: More than half of phone visitors leave a page that takes over three seconds to appear.
The fix
Compress the two hero images.
Load the video player only when someone presses play.
Check the page on a phone again.
How we know
Our check found: Main content appears after about 4.6 s. Your main content took about 4.6 s to appear. More than half of phone visitors leave a page that takes over 3 seconds. Your server took about 1.1 s just to start answering.
O3Check that opening page 2 isn’t counted as a conversionTracking, above
O5Your application form drops the ad click IDsTracking, above
Things to add or tune on your pages
Things to add or change on the pages your ads send people to, ranked by what each is likely to add (by its estimate first) and how sure we are of what we saw. Six come from our checks, and one from the AI review of your pages. Where a card has an estimate, it is worked out from made-up example numbers, with the sums and our assumptions shown.
Impact mediumSeenWeeks 3–4A day or twoCopywriterPage 1
Two testimonials, and neither has a name
What we saw
The page shows two short quotes, “I finally understand risk. The morning routine changed how I trade.” and “Best free training I’ve taken. Clear and practical.”, signed “J.” and “Student”.
Why it pays
Careful buyers look for people like them who got somewhere. Named, specific stories get more of them to book, and to show up.
EstimateWhat it could add
about $720–$3,600 a month
How we worked it out, from made-up example numbers: 80 booked calls a month × 2–6% more booked calls (our estimate) × 60% show up × 15–25% close (our assumption) × $5,000 average sale. Our assumption: Named, specific proof next to the form helps careful buyers decide to book.
How
Ask three members for a quote with their first name, their starting point and one concrete change.
Your “Save my free seat” button starts about 1.2 screens down on a phone.
Why it pays
Most ad clicks come from phones; a button they can see on arrival gets more of them to sign up.
EstimateWhat it could add
about $720–$3,000 a month
How we worked it out, from made-up example numbers: 80 booked calls a month × 2–5% more booked calls (our estimate) × 60% show up × 15–25% close (our assumption) × $5,000 average sale. Our assumption: Most of the clicks from your ads land on a phone.
At 17 words, the headline is long enough that most visitors skim past the promise.
Why it pays
A headline that says who it’s for in a few words keeps more of the right people reading.
EstimateWhat it could add
about $360–$1,800 a month
How we worked it out, from made-up example numbers: 80 booked calls a month × 1–3% more booked calls (our estimate) × 60% show up × 15–25% close (our assumption) × $5,000 average sale. Our assumption: A clearer promise keeps a few more of the right visitors reading down to the form.
How
Cut it to about 10 words and lead with the skill, like the safer version of it below.
Two images are much heavier than they need to beFix: Resize images to the size they are shown and save them as WebP or AVIF.
Impact low
Weeks 3–4Web
The full note
What we saw
2 images are much heavier than they need to be. The largest is 1,240 KB and is shown only 640 px wide. Saving them as WebP or AVIF usually cuts the size by a third or more.
Why it pays
Smaller images make the page appear faster on phones.
How
Resize images to the size they are shown and save them as WebP or AVIF.
Say who the masterclass is not forFix: Add three lines under the form: not for signal-seekers, not for money you can’t lose, not a get-rich-quick plan.
Impact low
Weeks 3–4Copywriter
The full note
What we saw
Nothing on the page says who should not book. Every visitor is told this is for them.
Why it pays
A short “not for you if” list makes the page easier to trust, and the calls you get are with people who fit.
How
Add three lines under the form: not for signal-seekers, not for money you can’t lose, not a get-rich-quick plan.
Your page lines, rewritten
Your headline
Clear on the promise, but at 17 words it reads as a paragraph, and it leads with income (“replace your salary”), which ad reviewers and careful buyers both distrust.
How clear the offer is
A free 60-minute masterclass, then a call. The page never says what the call is for or what the program costs, so the call has to do all the explaining.
What already works
One clear action on the first screen
A short, three-field form
Six honest FAQ answers
Lines on your pages, rewritten2 lines the pen would change
R1Sales copyPage 1
Now
The 3-step morning routine our students use before the market opens.
Rewrite
In 60 minutes on Thursday: the 3-step routine our students run before the London open, and the one rule they use to size every trade.
Why
The line under the headline is where a visitor decides whether the hour is worth it. Naming what they leave with gives them a reason to save a seat.
R2Sales copyPage 2
Now
Apply for a free strategy call
Rewrite
Five questions, two minutes: see if the London-open program fits you
Why
It tells visitors what the form asks of them and what they get from it, right where they decide whether to start.
Ad-account risk
First a checklist for ad review, then each risky line once: where it is, what it says now, a safer version and why. Google and Meta review the pages your ads send people to, not only the ads. This is ad-platform policy advice, not legal advice, and it is never counted as money: it is about keeping your ads approved.
Ready for ad review?2 things to fix, two to confirm
✗
Income and result claims carry their context
Your headline promises to “Replace your salary in 90 days”, and the page has no risk warning, not even in the footer.
Your headline promises to “Replace your salary in 90 days”, and the page has no risk warning, not even in the footer.
Why it matters
Meta and Google restrict income promises in ads for financial education. A page that makes one without a risk warning puts your ad approvals, and the ad account, at risk.
How
Add a one-line risk warning under the form and in the footer.
Use the safer headline in the table of risky lines.
This is ad-platform policy advice, not legal advice.
Will a lead trust you
Low concern
People who look you up find a solid Trustpilot page and two Reddit threads asking whether you are legit. Nothing alarming; the threads are worth answering.
Review profiles
Reviews
Rating
Reply rate
Trustpilot
41
4.2
60%
What a buyer sees when they search you
A Trustpilot page with 41 reviews, rated 4.2
Two Reddit threads asking whether you are legit, both answered by members
What to do
Answer the two Reddit threads from your own account
Link your Trustpilot page from the confirmation page
Proof and objectionswhat a cautious buyer looks for
What a lead worries about
On your pages
What to add
Is this a scam?
PartlyPartly handled in the FAQ.
Add a named member result and your company details near the button.
What does it cost?
Not yetNot handled (best place: under the form).
Say the price range of the program plainly, before the call.
Do I need experience?
HandledHandled on the first screen.
Ideas from similar businesses2 peers
Competitor 1
Rival One Academy
https://rival-one.example/
What they do better
Three named member stories, with photos, next to the form
Built from: what you shared with us after your order, checked by a person
After your order you shared more with us: your ads, scripts, reviews or competitors. This is what we built from it, checked by a person like the rest of this report.
Your ads, reviewed and rewritten
Example data: these ads and drafts are made up for a fictional funnel.
Read the summary
Your ads are calm and specific, which suits buyers who worry about scams. The biggest change: your ads sell a Thursday masterclass, and the page they reach leads with a strategy call, so people who clicked for the class have to look for it. One ad from your library page says “consistent profits”, which Meta and Google treat as a returns claim: fix that one first.
Read from the ads you pasted (2 ads) and your Meta Ad Library page (3 ads). We reviewed 3 ads of the 5 we found (the ones you pasted, then the longest-running).
For your ad accounts
Check that every ad about learning to trade runs under Meta’s Financial products and services category.
Check whether Google’s financial services verification applies in your target countries before you run search ads.
Your ads side by side3 ads
What we compared
A1Six weeks to read the markets
A2Tired of guessing?
A3The routine our members use
Matches the page it sends people to
✗
◐
◐
Clear of ad-policy risk
◐worth checking
✓
✗policy risk
Running a long timea signal it works, not proof
–
–
✓123 days
Changes we suggest
+3 changes
+1 change
+2 changes
✓Yes✗No◐Partly+Room to gain–Not seen
Your ads, one by one3 ads
A1
Six weeks to read the markets
Worth checking
from the ads you pasted
Now
EXAMPLE ad 1: Learn to read the markets in six weeks. Free masterclass, Thursday 7 pm.
What works
A skill and a time frame instead of an income promise.
The day and time in the ad itself.
What to change
Say who it is for in the first line (“For people who’ve tried trading on their own”).
End with one clear step: “Save your seat for Thursday.”
Send it to a page that leads with the class, not the call.
Worth checking · Meta
An ad about learning to trade may need to run under Meta’s Financial products and services category, and it has no risk wording.
Instead
Add one line: “Trading involves risk. Education only, not financial advice.”
Hook, angle, offer, page match
Hook
“Learn to read the markets in six weeks”: a skill and a time frame, no income promise.
Angle
A method with an end date: structure for people who have tried on their own.
Offer
A free masterclass on Thursday at 7 pm.
CTA
Implied (“Free masterclass”): there is no clear “save your seat” line.
Doesn’t match the page
The ad sells the Thursday masterclass; the page’s headline is “Apply for a free strategy call” and the class date is not on the first screen.
A2
Tired of guessing?
from the ads you pasted
Now
EXAMPLE ad 2: Tired of guessing? Our members learn one simple routine. Save your seat.
What works
The pain in their own words.
A short, clear button line.
What to change
Name the class and its day: “Save your seat for Thursday’s free masterclass.”
Hook, angle, offer, page match
Hook
“Tired of guessing?”: names the pain your ideal client describes.
Angle
One simple routine instead of guessing.
Offer
A seat, but the ad never says for what (the class is not named).
CTA
“Save your seat”: clear.
Partly matches the page
The page talks about a routine too, but it asks for an application, not a seat.
A3
The routine our members use
Policy riskLong-running
Metavideofrom your Meta Ad Library page
Now
EXAMPLE: The 20-minute routine our members use for consistent profits. Watch the free class.
The concrete “20-minute routine”: it has run for months, so it likely works.
What to change
Replace “consistent profits” with what the routine does (plan, check, decide).
Add the risk line under the text.
Policy risk · Meta and Google
A claim of steady returns: both platforms refuse ads that promise trading profits, and it can get the ad account restricted.
Now
“consistent profits”
→
Instead
“…the 20-minute routine our members use to plan each trade.”
Hook, angle, offer, page match
Hook
“The 20-minute routine”: concrete and easy to picture.
Angle
A short daily routine, backed by members.
Offer
The free class.
CTA
“Watch the free class”: clear.
Partly matches the page
The page mentions the routine but leads with the strategy call.
Running since 1 June 2026 (123 days). An ad that keeps running this long is usually one that works: a signal, not proof.
New ads to test5 drafts
Drafts: check with your compliance before running. Written for your offer and your voice, never with income or return promises. Fill in anything in [CAPITALS] and match the risk wording to your account’s rules.
Meta ad · Draft 1
Your brand · Sponsored
EXAMPLE: Tried trading on your own and felt lost?
In Thursday’s free masterclass we walk through one calm routine for reading the market, step by step.
No hype, no signals to copy.
Trading involves risk. You can lose money. Education only, not financial advice.
Free masterclass, Thursday 7 pm
Education only. Save your seat.
Sign up
The tried-alone anglefor people in their 30s and 40s who have traded a little and lost some money
Angle Speak to people who tried on their own and want structure.
Before you run it
Run it under Meta’s Financial products and services category. The page must show the same date and time.
Why this draft
It names the experience your ideal client describes, and it sells the class the page should lead with.
Meta ad · Draft 2
Your brand · Sponsored
EXAMPLE: Worried trading courses are all screenshots and promises?
Ours isn’t. In the free masterclass you see exactly how we teach, before you decide anything.
Trading involves risk. Education only, not financial advice.
See how we teach first
Free class, Thursday 7 pm.
Learn more
The scam-worry anglefor careful buyers who worry about trading scams
Angle Answer the fear of scams head on.
Before you run it
Keep the page free of profit screenshots, or the ad’s promise breaks.
Why this draft
Your FAQ says buyers ask “Is this a get-rich-quick thing?”: this answers it before the click.
YouTube ad · Draft 3
Your brand · Sponsored
EXAMPLE: How much time does learning to trade take? In the free masterclass we show the [MINUTES]-minute routine our members use around their jobs.
Trading involves risk. You can lose money. Education only, not financial advice.
A routine that fits a workday
Free masterclass. Education only.
Watch more
The time anglefor people with a full-time job
Angle The program fits around a job.
Before you run it
Fill in the minutes only with a number you can show.
Why this draft
“How much time a day?” is a common question in your FAQ; time, not money, is the promise.
Google ad · Draft 4
Sponsored
Free Trading Masterclass
Learn one calm routine for reading the market. Thursday 7 pm. Education only.
Free trading masterclass on Thursday. Learn one calm routine. Education only.
Trading involves risk.
Search: the masterclassfor people searching for a trading course or class
Angle Catch people searching for a trading class.
Before you run it
Check whether Google’s financial services verification applies in the countries you target.
Why this draft
Search intent matches the class: the click already wants to learn.
Meta ad · Draft 5
Your brand · Sponsored
EXAMPLE: The 20-minute routine our members use to plan each trade.
See it step by step in Thursday’s free class.
Trading involves risk. You can lose money. Education only, not financial advice.
The 20-minute routine
Free class. Education only.
Watch more
The routine, made safefor the audience your current routine ad reaches
Angle Your long-running routine ad, without the returns claim.
Before you run it
Run it as a new ad and pause the old one, so the claim stops running.
Why this draft
It keeps what has worked for months (the concrete routine) and drops the words that put the account at risk.
Your VSL or webinar, taken apart
Example data: this video and its teardown are made up for a fictional funnel.
Read the summary
Your masterclass replay teaches well once it gets going, and the routine in the middle is its strongest part. It most likely loses people in the first two minutes: a long welcome and your story come before any reason to stay. The offer arrives at the very end with no price frame and two different next steps. Start with the new first minute below.
The five jobs of the video1 to 5
Hook
1 of 5There is no hook: the first two minutes are housekeeping.
Story
3 of 5A real story, told too long and too early.
Proof
4 of 5The live routine is convincing proof of the skill.
Offer
2 of 5What the program is comes late, without a price frame.
Call to action
2 of 5Two different next steps at the end.
The video, part by part6 parts
0:00HookWelcome and housekeeping1 of 5
2:10StoryHow the coach started3 of 5
7:30ProofThe 20-minute routine, live4 of 5
21:00ProofMembers’ stories3 of 5
31:40OfferThe program2 of 5
41:00Call to actionApply or join the community2 of 5
Every part in detail
0:00–2:10Welcome and housekeepingHook
EXAMPLE: “Hey everyone, give it a minute for people to join…” and the rules of the chat.
Two minutes before anyone hears what they will learn: most replay viewers leave here.
2:10–7:30How the coach startedStory
The coach’s first years of trading and the losses that made him change.
Honest and relatable, but long, and it isn’t tied to the viewer’s problem yet.
7:30–21:00The 20-minute routine, liveProof
He walks through the routine on a real chart, step by step.
The strongest part: it shows the skill instead of claiming results.
21:00–31:40Members’ storiesProof
Three members talk about their first months.
Real, but two of them mention profits, which needs care.
31:40–41:00The programOffer
What is in the program, module by module.
A list of modules with no price frame, and no word on who it is not for.
41:00–45:10Apply or join the communityCall to action
Two links: apply for a call, or join the free community.
Two next steps split the room; the call is the one that matters.
The 3 biggest leaks in the video
Two minutes before the point0:00–2:10
A welcome, the chat rules and “give it a minute for people to join”.
Why it costs you
On a replay nobody is joining: the first minute decides who stays, and it says nothing about what they will learn.
What to do
Cut the housekeeping from the replay. Open with who this is for and what they will see (the new first minute below).
The offer has no frame31:40
Ten minutes of modules, then “apply below”.
Why it costs you
Careful buyers want to know what it costs and whether it fits them before they book; without that, the call feels like a pitch.
What to do
Say who it is for and not for, how it works, and give the price frame or say plainly that the call covers it.
Two next steps41:00
“Apply for a call, or join the free community.”
Why it costs you
The free option is easier, so many who would book a call take it instead.
What to do
One next step on the replay: book the call. Mention the community after they book.
Rewritten, in your voiceDrafts: check names, prices and claims before you record
The first 60 seconds
Now
EXAMPLE: Hey everyone, welcome, give it a minute for people to join. Drop where you’re watching from in the chat. Before we start, a few rules for the chat…
→
Ours
EXAMPLE: If you’ve tried trading on your own and felt lost, this class is for you.
In the next 40 minutes I’ll show you the 20-minute routine our members use to plan each trade, live, on a real chart.
No signals to copy, and no promises about money: trading involves risk, and this is education, not financial advice.
By the end you’ll know whether a structured way of learning fits you.
Let’s start with the chart.
Why It tells the viewer in the first 20 seconds who this is for and what they will see, and the risk line builds trust with careful buyers.
The offer and the call to action
Now
EXAMPLE: So that’s the program. If you want in, apply below, or join our free community if you’re not ready yet.
→
Ours
EXAMPLE: That’s the program: [PROGRAM LENGTH] of live classes, the routine, and a coach who reviews your plans.
It’s for people who can give it [HOURS PER WEEK] a week and want to learn, not to copy trades.
It’s not for anyone looking for quick money.
The price is [PRICE AND PAYMENT OPTIONS]; on the call we check together whether it fits you.
If it sounds right, book your call below.
Why One next step, a price frame and who it is not for: the call then starts from trust instead of a pitch.
Claims to check
EXAMPLE: At 24:15 a member says he “made back the course fee in a month”: cut it or add that results vary and are not typical.
Read from the public auto-generated captions of your video on YouTube. We read words only: the slides and the delivery are for your call.
What your buyers say, turned into a sales script
Example data: these reviews, quotes and scripts are made up for a fictional funnel.
Read the summary
Buyers mostly worry about two things before a call: whether this is "another course that only teaches theory", and whether the call is a hard sell. They praise the live sessions and the coaches’ patience with beginners. Your calls should lead with what a week in the program looks like, and say early that it is fine to say no.
What makes buyers hesitatein their words
Is this just theory I could find on YouTube?
9 reviews
They have bought courses before that were recorded videos and nothing else, and they fear paying for the same again.
I was worried it would be the same YouTube stuff repackaged, it wasn’t.
Hi {first_name}, it’s {rep_name} from Acme Trading Academy. You booked a call with us for {call_day}. Have you got two minutes for a few questions, so the call is useful for you?
2. Qualifying questions
What made you look into trading education right now?
Listen for: A clear reason and time to learn: a good fit. "I need money fast": not a fit, say so kindly.
Have you tried a course or program before? How did it go?
Listen for: Earlier courses that were "only theory": answer the first objection on the call.
How many hours a week could you give this, honestly?
Listen for: Fewer than [HOURS PER WEEK]: talk about the replays and a slower pace.
What would make the call on {call_day} worth your time?
Listen for: Their words: repeat them at the start of the call.
3. When they say...
“Is this just theory?”
Fair question, a lot of our members asked the same. On the call you’ll see the weekly schedule: which sessions are live and how questions get answered.
“Is the call a sales pitch?”
The call is a plan for your situation. If it isn’t a fit, we’ll say so, and you don’t need to decide anything that day.
4. Booking the call
Great, you’re booked for {call_day} at {call_time}. You’ll get a confirmation email with the link: {meeting_link}. Before the call, have a look at our reviews, we’d rather you check us out. This is education, not personal financial advice, and trading involves risk.
Closer objection sheet
Closer objection sheet
Only theoryThey say: “the same YouTube stuff repackaged”
Answer Walk through one real week: live sessions, replays, the questions channel.
Show The “live sessions are the real value” reviews.
Ask Which part of that week would help you most?
No timeThey say: “I work nights”
Answer Show the replays and what a light week looks like.
Show A member with a full-time job (with their permission).
Ask Which two evenings could you keep free?
PriceThey say: “I need to think about it”
Answer Agree: it is a real decision. Ask what they need to know to decide.
Show none yet: collect it
Ask What would you need to see to feel sure either way?
5 FAQ answers, ready to paste
Is this live or recorded?For your page and confirmation page
Both: [NUMBER] live sessions a week, and every session is recorded for replay.
What happens on the call?For your confirmation page
We look at your situation and goals and show you how the program works. If it isn’t a fit, we’ll tell you. There is nothing to decide on the call.
Do you promise I will make money?For your page
No. We teach skills; results depend on you and the market, and trading involves risk. This is education, not personal financial advice.
What is your refund policy?For your page
[REFUND POLICY]
How much time does it take each week?For your page and confirmation page
Most members spend about [HOURS] a week, including the live sessions or their replays.
Words to keep off your calls and pages
No income or return figures on calls, even as examples.
Say “education, not personal financial advice” whenever markets or money come up.
video.example: comments only load inside a signed-in browser session, so we did not read them (paste a few into your brief to include them).
How your competitors sell, and what to borrow
Example data: these competitors are made up for a fictional funnel.
Read the summary
All three example competitors sell through a free training first and only then offer a call. Two of them say exactly what happens after you book; you don’t yet. You are ahead on proof: your review page is real and recent, theirs are thin. The one change worth making first: say on your booking page what the call is, how long it takes and who you’ll speak to.
Side by sidefrom their public pages
What we compared
You
Rival One Markets
Rival Two Academy
Rival Three Trading
Says how long the call is
✗
✓
✗
✗
Shows a price before the call
✗
✗
✓from $1,500
✗
Promises a text within minutes
✗first reply 2 h 45 min
✓10 min
✗
✗
Promises a reminder the day before
✗
✗
✗
✓
Public reviews a buyer can check
✓
◐videos only
✗
✗
Ads running now
✓
✓3 seen
–
✗
Their emails reach the inboxwe never submit their forms
✗in spam
?
?
?
✓Yes✗No✗A leak we saw◐Partly?Only a real lead can check–Not seen
rival-one.example
Learn to read the markets in 6 weeks, step by step
One step for each finding, including what the live test found and the rewritten messages, split into the follow-up and sales and the ads and pages, each with who does it, dated from the day of this report (3 October 2026). Each list is numbered in the order to do it, and has its own link, so you can send it to whoever does that side.
Follow-up and sales3 leaks from the live test · 1 opportunity · 1 rewrite pack
Built from: the findings we would build and what the live test saw
Your Deep Dive + Live Test includes a 30-minute call with us: here is the agenda and what to have ready. Then what we would build from what this report found, if you want us to.
Your 30-minute call
10 min What our test lead saw, from the opt-in to the cancel.
10 min Your numbers: show-up rate, close rate and average sale, turned into dollar ranges.
10 min The first three fixes and, if you want us to build them, the scope.
Have these ready
Your show-up rate, close rate and average sale (the last 90 days is enough).
Who answers a new lead today, on which channel, and how fast.
The tools you use: CRM, calendar, email and texting.
The build4 workstreams, made from what this report found
Speed to lead
Today
The first contact came by email, 2 h 45 min after we opted in.
After the build
Every new lead gets a text in the first minute and a call within five, set up in your own tools.
Test lead: Test Lead LP-ACME01 · A fresh Gmail address · An iPhone on a UK number · all times UK time (BST) · watched until Sat 3 Oct 10:45 · calls logged, never recorded.
Step
Time
Channel
From
Subject or first line
Where it landed
Gap
1
Thu 1 Oct 14:02 BST
Your form
Our test lead
We opted in as a test lead
–
–
2
Thu 1 Oct 14:05 BST
Your booking page
Our test lead
We booked a call
–
3 min
3
Thu 1 Oct 14:05 BST
Email
Acme Trading <calls@acme-trading.example>
Booking confirmed
Spam
–
4
Thu 1 Oct 14:06 BST
Calendar invite
Acme Trading <calls@acme-trading.example>
Invitation: Strategy call with Acme Trading, Sat 3 Oct 11:00
Hi, Jordan from Acme Trading here, I just emailed you. Speak Saturday.
–
5 min
7
Fri 2 Oct 13:05 BST
Email
Acme Trading <calls@acme-trading.example>
Reminder: upcoming call
Spam
20 h
8
Sat 3 Oct 10:45 BST
Your booking page
Our test lead
We cancelled the test booking, 15 min before the call
–
21 h
Appendix B
Every check, and how we counted
How we counted
What we found: 5 leaks and 11 money opportunities (each finding once, with its own ID), 1 ad-account risk (never counted as money), and 22 checks of ours that found nothing to improve. Apart from them, the four things only a real lead can check: they are never added to a total.
36 checks in the Deep Dive · 33 applied to these pages (one gave two findings) · 3 didn’t apply · plus 1 money opportunity from the AI review · plus 2 leaks and 1 money opportunity from the live test
The checks that passed
Page loads without errors
Secure, direct connection
Page size (judged gently)
Video near the top
Answers to common questions
A way to reach a person
Live chat
Privacy policy and terms linked
Form is short and easy
No insecure content
Site icon and link preview
One clear next step
Booking is open
No live code on test or throwaway hosts
Result claims with a disclaimer close by
Claims that agree with each other
Nothing blocks the page on arrival
Fits and reads well on a phone
Buttons easy to tap on a phone
Replies to your emails arrive
Tracking map and duplicate conversions
Works in the Instagram and Facebook app browsers
Appendix C
Template library
1 template
Templates for what § 03 didn’t cover, written before we saw your messages: compare them with what you already send.
Show the 1 templateAppendix C1 · Template
Speed-to-lead assistant
80 words
Template: compare it with what you already send. We didn’t see your messages when we wrote it; the rewrites of the messages our test lead really received are in § 03.
9:41
AAcme TradingAI assistant · text
New application
Acme Trading: Hi Sam, it’s the Acme Trading team. Thanks for applying! Want to pick a call time now? book.example/call
The lead: Is this legit? I’ve been burned by a course before.
Acme Trading: Fair question. We teach how to read the markets; no signals, no managed money. Read our reviews, the low ones too.
The lead: OK. Saturday at 11 works.
Acme Trading: Booked. You’ll get a confirmation email in a minute, and a text the day before.
PreviewThe first messages a new lead gets (merge fields filled with example values; what your team fills in is dashed)
First messages
New application
Text: "Hi {first_name}, it’s the Acme Trading team. Thanks for applying! Want to pick a call time now? {booking_link}"
Example conversation
Lead: Is this legit? I’ve been burned by a course before.
Agent: Fair question. We teach how to read the markets; no signals, no managed money. Read our reviews, the low ones too.
Lead: OK. Saturday at 11 works.
Agent: Booked. You’ll get a confirmation email in a minute, and a text the day before.