Sample Client Report | NarrateIQ: Reporting Reinvented

NarrateIQ → Sunrise Dental Group · Monday, June 2, 2026, 8:01am · Weekly Ad Performance Report

NarrateIQ

Sunrise Dental Group

Week of May 26 - June 1, 2026

→ Recommended Action

Pause Broad Awareness and shift $960 to Brand & Local Search. Cost per booking on Broad is 78% above target; Brand Search is 36% below. Rebalancing now brings blended CPA under $45 within two weeks.

Google Ads

B+

Brand Search strong. Broad Awareness dragging blended CPA.

Meta Ads

C+

Retargeting on target. Cold Audience at 3× cost per booking.

Total Spend

$3,121

Bookings

↓ from 55

Blended CPA

$55.82

↑ vs $45 target

Target CPA

$45.00

goal

Google Ads

$1,476

Meta Ads

$1,645

◆ The Week in One Sentence

"Appointment bookings came in at 41 form submissions across Google and Meta, but rising costs on two campaigns kept us from hitting our targets and demand attention now."

✓ What Worked

Brand & Local Search on Google delivered 18 appointment form submissions at $28.71 per booking, 36% below our $45 target. People actively searching for a dentist in your area are finding Sunrise Dental and converting.

Retargeting: Website Visitors on Meta brought in 7 bookings at $32.47 each, also well below target. Warm audiences converting at that cost is exactly what retargeting is supposed to do.

! What Needs Attention

Broad Awareness on Google spent $959.77 and produced only 12 bookings at $79.98 each, nearly double our target. We are tightening keyword match types and cutting underperforming search terms. Expect cost per booking to move back toward $45 within two weeks.

Cold Audience: Interest Targeting on Meta spent $584.54 for just 4 bookings at $146.13 each, more than 3× target. Pausing current audience sets and rebuilding around lookalikes seeded from your patient list.

◆ The Number That Matters Most

41 total bookings at $55.82 blended CPA. Our target is $45. That gap is almost entirely two campaigns that together spent $1,544 and produced only 16 bookings. The other two campaigns produced 25 bookings at $30.30 average. The account isn't broken. It's unbalanced, and we know exactly where to fix it.

→ Next Week's Focus

· Reallocate budget from underperforming campaigns to Brand & Local Search and Website Visitor Retargeting
· Rebuild Cold Audience targeting on Meta using lookalike audiences from your patient list
· Tighten keyword targeting on Broad Awareness: add negatives from this week's search term report

NarrateIQ → Rang Services · Monday, June 2, 2026, 8:02am · Weekly Ad Performance Report

NarrateIQ

Rang Services

Week of May 26 - June 1, 2026

→ Recommended Action

Pause Cold Audience - Interest Targeting on Meta and shift $692 to Brand & Local Search. Cold Audience is at $138 per quote request, 4x target. Brand Search is delivering at $21, 40% below target.

Google Ads

A-

Brand & Local Search at $20.77 per quote, 41% below target.

Meta Ads

Retargeting on target. Cold Audience at nearly 4× cost per lead.

Total Spend

$2,204

Quote Requests

↑ from 45

Blended CPA

$47.67

↑ vs $35 target

Target CPA

$35.00

goal

Google Ads

$1,512

Meta Ads

$692

◆ The Week in One Sentence

"Google pulled the week forward with a 45% drop in cost per quote request, but Meta gave ground at the same time, and one campaign needs a hard decision now."

✓ What Worked

Brand & Local Search was the standout, delivering 27 quote requests at $20.77 each, 41% below our $35 target. Homeowners searching for landscaping in your area are converting well.

Retargeting - Website Visitors on Meta earned its budget too: 8 quote requests at $33.65 per submission, just under target.

! What Needs Attention

Cold Audience - Interest Targeting on Meta spent $692.16 and produced only 5 quote requests at $138.43 each, nearly 4× our target. We are rebuilding the audience structure this week and replacing the creative with direct-response copy focused on seasonal landscaping offers. Expect cost per quote request to drop below $60 within two weeks.

◆ The Number That Matters Most

58 total quote requests, up from 45 last week, at $47.67 blended CPA. Google's cost per quote request dropped 45%, from $64.59 to $35.61, and drove the volume gain. Meta's Cold Audience campaign is the only thing keeping the blended number above target. Fix that one campaign and the overall number lands where it needs to.

→ Next Week's Focus

· Rebuild Cold Audience - Interest Targeting with tighter geographic and behavioral parameters
· Increase Brand & Local Search budget by reallocating from Cold Audience spend
· Test two new creative concepts in Retargeting to protect its performance as the audience refreshes

NarrateIQ → Harmon & Associates · Monday, June 2, 2026, 8:03am · Weekly Ad Performance Report

NarrateIQ

Harmon & Associates

Week of May 26 - June 1, 2026

→ Recommended Action

Pause Cold Audience - Interest Targeting on Meta and shift $1,290 to Personal Injury - Brand Search on Google. Cost per case inquiry on Cold Audience is $645, more than 4× target. Brand Search is delivering at $115, 23% below target.

Google Ads

B+

Brand Search strong. Broad Match dragging blended CPA.

Meta Ads

Retargeting on target. Cold Audience at nearly 5× cost per inquiry.

Total Spend

$5,840

Case Inquiries

↓ from 41

Blended CPA

$171.76

↑ vs $150 target

Target CPA

$150.00

goal

Google Ads

$3,738

Meta Ads

$2,102

◆ The Week in One Sentence

"Case inquiries dropped to 34 from 41, and the cost behind that drop sits almost entirely in one underperforming Meta campaign that needs a decision now."

✓ What Worked

Personal Injury - Brand Search on Google delivered 16 case inquiries at $115.00 each, 23% below our $150 target. People searching directly for a personal injury attorney are finding the firm and converting.

Retargeting - Website Visitors on Meta brought in 7 case inquiries at $116.00 each, also well below target. Visitors who already looked at the site are coming back to act.

! What Needs Attention

Practice Area - Broad Match on Google spent $1,898.00 and produced only 9 case inquiries at $210.89 each, 41% above target. We are tightening match types and cutting underperforming search terms. Expect cost per inquiry to move back toward $150 within two weeks.

Cold Audience - Interest Targeting on Meta spent $1,290.00 for just 2 case inquiries at $645.00 each, more than 4× target. Pausing current audience sets and rebuilding around lookalikes seeded from the firm's past intake list.

◆ The Number That Matters Most

34 total case inquiries at $171.76 blended CPA. Our target is $150. That gap is almost entirely two campaigns that together spent $3,188 and produced only 11 inquiries. The other two campaigns produced 23 inquiries at $84.00 average. The account isn't broken. It's unbalanced, and we know exactly where to fix it.

→ Next Week's Focus

· Reallocate budget from Cold Audience to Personal Injury - Brand Search and Website Visitor Retargeting
· Rebuild Cold Audience targeting on Meta using lookalike audiences from the firm's past intake list
· Tighten match types on Practice Area - Broad Match: add negatives from this week's search term report

What each section does

Recommended Action New

The first thing in every report is a single, specific action: a dollar amount, a campaign name, and the reason. Not "performance was mixed." A direct commitment: "Shift $800 from Campaign B to Campaign A. ROAS is 3.8× vs 1.9×." This is what no other tool at this price gives you.

Channel Health Score New

Each connected platform gets a letter grade (A+ through F) with one-line reasoning based on ROAS, CPA vs target, and CTR trends. Your client sees the score in seconds. Your call becomes about action, not re-explaining the numbers.

The Week in One Sentence

A single italicized sentence that captures what actually happened this week, before the client reads anything else. Written for a client who scans, not a client who studies.

What Worked / What Needs Attention

Specific campaigns, dollar amounts, and the context behind each. Not "Google performed well." Names, numbers, and meaning. The section your client reads before calling you.

The Number That Matters Most

One metric, the one the client actually cares about (cost per booking, cost per lead, cost per case inquiry), with context on why it moved and what it means for next week.

Not a dashboard link.
An answer.

Stop writing reports. Start taking on more clients.

Not a dashboard link.An answer.

Stop writing reports. Start taking on more clients.

Not a dashboard link.
An answer.