BizFalcon AI
Fixes sized in dollars
Each fix is sized on the account’s own return curve, counting only spend it has run near. Anything past that is named and left out.
AI account manager · for agencies and freelancers
See which clients are slipping, and what to send them this week.
Scores every client, flags who is slipping and who has outgrown their fee, and drafts the check-in or fee-review message. You edit and send it yourself.
14 days free. No card. Cancel anytime. Prefer to talk first? Email the founder.
- A weekly brief across your whole book
- No client logins
- From $4.98 to $8.60 per client by plan
Free trial no cardWhite label your logoMeta · Google Ads GA4 exports
- Blended ROAS
- Spend by channel
- Client contribution
- Period-over-period
- Retainer margin
ClientFalcon · the audit
One ad export in. A priced audit out.
In the export4 channelsalder-pike-may-2026-sample.csv · $209.2K of spend
A prospect sends their ad export. ClientFalcon reads $209.2K of spend across four channels.
It reads channel by channel. Pinterest returned $0.62 for every $1 spent. Google Ads returns $4.30.
Each fix is sized in dollars from the export: $28,064 and $24,992 a month. Three more issues are listed without a price where the numbers do not support one.
It becomes a branded audit with a 30-day plan. Once they sign, the audit's numbers are locked as the client's baseline.
Every monthly report after that measures against those locked numbers, so the client sees the change from the day you met.
Start 14-day trial14 days free. No card. Cancel anytime.
alder-pike-may-2026-sample.csvSample data
| Channel | Spend | Revenue | ROAS |
|---|---|---|---|
| Meta Ads | $79,900 | $132,634* | 1.66x |
| Google Ads | $62,500* | $268,900* | 4.30x |
| TikTok | $37,200 | $50,220* | 1.35x |
| $29,600 | $18,352 | 0.62x | |
| Total | $209.2K | $470.1K | 2.25x |
The line marks 1.0x, where a channel earns back what it costs. * Derived from the audit's stated ROAS and account totals.
What we'd fix firstSample data
- 1
Pinterest is spending below breakeven
$29,600 spent, $18,352 back. Google Ads returns 4.30x.
~$28,064/mo - 2
Cost per acquisition is climbing
Up 14%, from $37.22 to $42.27, across 4,949 conversions.
~$24,992/mo - 3
Budget sits on TikTok while Google Ads does 3.2 times better
TikTok 1.35x on $37,200. Google Ads 4.30x.
Counted in issue 1 - 4
Ad creative is fatiguing
Click-through fell 27%, from 1.1% to 0.8%.
No dollar estimate - 5
Meta Ads is below the 2.0x target
1.66x on $79,900 of spend.
No dollar estimate
Baseline locked
Marketing audit
Prepared for Alder & Pike Supply (sample)
By your agency · May 2026
~$53,056per month projected
ROAS 2.25xCPA $42.27Click-through 0.8%Spend $209.2K
May 2026Audit day, numbers locked
Month 1Before and after
Month 2Before and after
Month 3Before and after
The three future reports are an illustration of how the locked numbers get used. Nothing in them is measured yet.
The prospect audit
The audit that becomes the baseline.
The audit wins the pitch. Once the client signs, it is the starting line every monthly report measures against.
What we’d fixSample data
Account spend$209.2K
Account ROAS2.25x
Worth fixing$53,056/mo
Pinterest spends more than it returns: $29,600 in, $18,352 back.
- F1Move Pinterest to Google Ads in steps: 0.62x against 4.30x+$28,064/mo
Left out · $11,135Plan · First 30 days
A 30-day plan for the pitch
The audit ends in the first 30 days of work, in order, built from the prospect’s own export. You walk in with it.
Carried into the retainer
Sign the client and the audit becomes the baseline, so month two has something to beat instead of a chart starting at zero.
Executive summarySample data
Spend$78.3K
Blended ROAS2.77x
CPA$38.10
$78.3K of spend returned $216.8K, a 2.77x blend. Klaviyo Email carried the period at 6.87x; Pinterest is the drag at 0.69x.
- R1Move Pinterest’s budget toward Klaviyo Email: 0.69x against 6.87x$11.1K to move
- R2Hold Google Ads: 3.20x, above the 2.77x blendno change
Baseline · JuneExport · White-label PDF
What you get
Monday’s list of who needs you, with the message drafted.
Who is slipping, who has outgrown their fee, and whose ads lose money at their margin, each with a check-in, fee-review or margin-review draft you edit and send.
This week
Who needs you this week, and what to send them.
One pass over your whole book: who is slipping, who has outgrown their retainer, and which ecommerce clients lose money on ads at their margin. Each comes with a drafted check-in, fee-review or margin-review message you copy, edit and send.
- Slipping: ROAS below target or falling, a report overdue, or gone quiet
- Outgrown the fee: spend grew on a flat retainer, with the fee that restores the agreed rate
- Margin check: a healthy-looking ROAS that still loses money at the client's margin
Channel performance
Where the client's money went, by channel.
Meta, Google Ads and the rest on one page, with spend, return and the change since last period on every line. The comparison your client asks for in the meeting is already in the deck you sent them.
- Sample account: CPC up 18% ($0.51 → $0.60) while revenue rose 12%
- Period over period on every channel, with the delta stated
- Blended and per-channel ROAS, from the same export
What the client earned
The number that renews the retainer.
The page a client reads before they renew: the revenue their platforms reported, set against the spend you managed.
- Sample account: $639.1K revenue against the period's spend
- Baseline captured at the audit, so month two has something to beat
- Shareable link for the client's finance team
The client report
The report that shows progress against the baseline.
Drop in an ad export and the report builds itself: your logo, your colors, your commentary, and the numbers computed rather than pasted. What used to be a Thursday afternoon in Sheets is a file you send before the call.
- White-label PDF: your brand on it
- Written summary that names the campaign and the figure
- Each month measured against the audit you pitched with
Recommendations
The next move on every account, including the small ones.
ClientFalcon reads each client's export and ranks the next move: the campaign to cut, the budget to shift, the channel below breakeven. You approve or dismiss. Approving records your decision; ClientFalcon never changes a client's ad account.
- Sample account: cut Pinterest at 0.69x ROAS, redeploy to Klaviyo Email at 6.87x
- One list across every client you run, ranked by what it is worth
- Score the whole book at once
Exports, no client logins
Meta, Google Ads and GA4 exports, plus any other platform by CSV. No agency seat to buy, no client account to be granted.
Run it weekly at no extra cost
Run a client’s numbers weekly and it costs what running them monthly costs. Nothing meters, so there is no reason to ration the reporting.
Your clients’ data stays yours
We do not resell, pool or benchmark a client’s numbers against anyone else’s.
How it works
From prospect export to signed client to every Monday.
Signals
- Pinterest under breakeven: Ridgeway Coffee at 0.69x on $11.1K3 min
- Bloom Botanicals below breakeven: 1.69x blended, worth a check-in this week1 hr
- 5 clients owed a report: who is overdue, and by how longToday
Audit the prospect UNDER 1 SEC
Drop the prospect’s Meta, Google Ads or GA4 export. Every fix comes sized in dollars. The audit computes in under a second once the export is in.
Report every month 1 CLICK
Walk in with the fixes and a 30-day plan. Once they sign, the audit is their baseline, and each month is set beside it. Send the PDF or a share link.
Every Monday
See who is slipping or has outgrown their fee, and copy the drafted message. You edit and send it yourself.
The ledger
Every move you approve is logged with its projected effect.
Reporting tools show the dashboard and move on. ClientFalcon sizes each change on the account's own return curve and logs the projected effect of every move you approve.
- 01Detectedfrom the prospect's export
- 02Quantifiedon Google Ads' return curve
- 03Proposedexact change, editable
- 04Your approvalnothing moves without it
- 05Outcome loggedfrom next month's export
- 06Realizedmeasured
What it foundBelow breakeven
Alder & Pike Supply (SAMPLE) · 48 rows · 4 weeks vs the 4 before
Pinterest spends more than it returns.
$28,064 / mo
On Google Ads' fitted return curve. $11,135 of the move is past anything it has run, so it is left out.
Pinterest spend$29,600
Pinterest returned$18,352
Pinterest ROAS0.62x
Google Ads ROAS4.30x
Account spend$209.2K
Account revenue$470.1K
Account ROAS2.25x
Whole audit$53,056 / mo
The recordOne recommendation
TriggerProspect audit · below breakeven
Projected$28,064 / mo
Evidencethe weeks + the fitted curve
Proposed changepause Pinterest, move it to Google Ads in steps
Approvedawaiting you
Outcome logged—
Realized—
Your client's ledger fills from the first approved change, scored against the next export. Until then these stay empty.
Every recommendation you send is scored against what the next export shows, including the ones that miss.
Inputs
Runs on the exports you already pull.
Meta, Google Ads, GA4, TikTok, Pinterest, Microsoft, LinkedIn and Klaviyo exports, plus any other campaign CSV. Nothing to connect.
Exports from
Meta Ads export
Google Ads export
GA4 export
TikTok · Pinterest · Microsoft · LinkedIn
Klaviyo email export
Any other platform · CSV
ClientFalcon
Pitch · report · retain
- #1Audit → before-picture → monthly results
- #2Budget moves sized on the account’s own return curve
- #3A log of every move you approve, with its projected effect
- #4It drafts the message; you edit and send it
- #5Zero integration, it runs on the exports above
What comes out
Weekly book brief
Drafted client messages
Prospect audit + 30-day plan
Client report + narrative
Client book health
Share link
PDF export
CSV export
Meta AdsGoogle AdsGA4TikTok AdsPinterest AdsMicrosoft AdvertisingLinkedIn AdsKlaviyoAny campaign CSVMeta AdsGoogle AdsGA4TikTok AdsPinterest AdsMicrosoft AdvertisingLinkedIn AdsKlaviyoAny campaign CSV
Meta Ads exportGoogle Ads exportGA4 exportKlaviyo email exportA prospect’s ad exportAny campaign CSVMeta Ads exportGoogle Ads exportGA4 exportKlaviyo email exportA prospect’s ad exportAny campaign CSV
Flat per-client pricing. No per-report fees.
Priced by client count. Annual = 10 months for 12. Cancel anytime.
Free trial
14 days
$0
No card required
- 14 days, no card
- A weekly “This week” brief: who is slipping, who has outgrown their fee, which ecommerce clients lose money below their margin breakeven, with a drafted message for each
- Full audit on a prospect’s export
- Every paid feature
Solo
Up to 3 clients
$19/mo
$15.83/mo billed annually · $190/yr
- A weekly “This week” brief: who is slipping, who has outgrown their fee, which ecommerce clients lose money below their margin breakeven, with a drafted message for each
- Client brand saved once, reused every month
- White-label PDF reports
- AI-written narrative
- Audit and monthly report per client
Scale
Up to 8 clients
$59/mo
$49.17/mo billed annually · $590/yr
- Everything in Solo, for 8 clients
- Prospect audits for new pitches
Agency
Up to 15 clients
$129/mo
$107.50/mo billed annually · $1,290/yr
- Everything in Scale, and:
- Client book view with report freshness per client
- Batch report generation
- Recommendations included
Studio
Up to 50 clients
$249/mo
$207.50/mo billed annually · $2,490/yr
- Everything in Agency, and:
- Up to 50 client workspaces, full-roster batch runs
- Custom branding controls
- Priority support
ClientFalcon Recommendations
Playbooks read every client’s Meta and Google Ads exports and rank the moves worth making. You approve or dismiss each one. Approving records your decision. ClientFalcon never changes an ad account or messages a client.
Questions
Do I have to connect my clients' ad accounts?
No. ClientFalcon runs on the CSV exports you already pull from Meta, Google Ads, GA4, TikTok, Pinterest, Microsoft, LinkedIn and Klaviyo. No OAuth, no pixel, no access to client accounts. Direct connectors are not live yet, so it is exports, and we say so.
Does ClientFalcon send anything to my clients?
No. It drafts check-in, fee-review and margin-review messages; you copy, edit and send them.
How do I get a prospect's export before they sign?
Ask for a report. An ad account owner can download a campaign report as a CSV file from the ad platform's reporting screen. Send two lines asking for it, then show them the sample audit so they can see what comes back. How to ask a prospect for their ad export.
Will my client know I used ClientFalcon?
No. The PDF carries your logo and brand colors, and share links are unbranded. White-label means white-label.
Can Recommendations change my campaigns?
No. Recommendations ranks pause and scale moves with the reason behind each one. Approving records your decision. ClientFalcon never changes an ad account or messages a client.
Are the numbers in the narrative real?
Yes. The prose is AI-drafted, but every figure is computed from your exports with real code. The narrative can't cite a number the computation didn't produce.
Can I cancel anytime?
Yes. One click from your billing page. Your plan stays active until the end of the period you paid for, and generated reports remain downloadable.
Which ad platforms are supported?
Meta Ads, Google Ads, GA4, TikTok, Pinterest, Microsoft Advertising, LinkedIn and Klaviyo, through their standard exports, dropped in together for one blended report. Any other platform comes in by CSV.
14 days. No card.
See which clients need you this week.
Save your clients, and Monday’s brief writes the first draft.
Start 14-day trial