Free templates
Free templates for Meta Ads agencies
6 plain-text templates for reports, onboarding, daily checks, audits, client updates and handovers. Copy them or download them. No sign-up, nothing sent, nothing saved.
Monthly Meta Ads client reportA one-page report that answers the three questions clients actually ask: how did we do, why, and what happens next.Meta Ads client onboarding checklistEverything to collect and check in the first two weeks with a new client, in the order that avoids rework.Daily Meta Ads account checkA short routine to run on every account each morning so problems are caught the same day.Meta Ads account auditAudit a new or inherited ad account in a fixed order, and record each finding with its fix.Client update when results dropA short, honest message that explains the drop, what you checked, and the plan, so the client hears it from you first.Performance marketer handoverCapture what only one person knows about a client account, so a leaver or a reshuffle does not cost you the client.
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Stop losing 12 days a month to manual work
Where the 12 days go, for an agency running 4 Meta ad accounts
Checking every account, every day
22h
Cofoundr: Morning Intelligence
Working out what changed and why
44h
Cofoundr: Wasted Spend Detective and Account Health Score
Building client reports
28h
Cofoundr: Automated Client Reports
94ha month, about 12 working days
Scenario: 15 minutes of checking and 30 minutes of diagnosing per account per day over 22 working days, plus 2 reports per account at 3.5 hours each. Your numbers may differ.
Cofoundr is the operating system for performance marketing agencies. Connect your Meta ad accounts and get health scores, wasted spend detection, automation, white-label reports and AI in one workspace. 14-day free trial, no card required.