Sample report. This is a real audit with the client name, brokerage, websites and ad wording removed. It shows the format and depth you receive. It is not a promise of results for your account.
✦ JDesigns Strategist
Audit complete

Sample Meta Ads Audit: Real Estate Agent

Sample report, real estate agent · the agent's website · Ad data Oct 1 to Oct 8, 2026 · Account reviewed Oct 9, 2026

Your audit and optimization plan is complete. Your ads are bringing the right people to your website for pennies. The next step is making your contact page easy to act on, and making your lead count something you can trust.

Included in this delivery

What you received

Account and results review

Your ad account, both live ads, your audiences, billing, tracking, and what your numbers say so far, including cost per landing page view and what your form tracking is and is not showing.

Optimization plan

A plan for your top-of-funnel and middle-of-funnel campaigns, a budget plan for $200 to $400 a month, and the one result to measure: real form submissions.

Contact page review

What may be slowing people down on the contact page, with a short, ordered list of changes.

Your business, read closely

What stands out for your business

Four things matter most. Each one shapes the plan.

Your message already works

Your main ad message speaks to a real trap families feel: they can't buy until they sell, and they don't want to sell until they know where they're going. Almost 5 in 100 people who saw your ads clicked, which is in the top range for this kind of ad.

The obstacle is after the click

Your ads promise a conversation. Your page opens with a banner and a title, and the form is about three screens down on a laptop and three and a half on a phone. A visitor has to go looking for the way to talk to you.

Your warm audience is nearly used up

Your warm pool is about 2,000 to 3,000 people, and your two ads reached about 2,400 of them in 8 days. To keep growing, the pool needs to grow, which means turning your top-of-funnel campaign back on and adding people who have visited your website.

Your lead count cannot be trusted yet

Meta has recorded 4 Leads, all tests. Your thank-you page counts a lead every time it is opened, even by someone who did not fill out the form, and it is currently set to appear in search results and in your sitemap. Until that is fixed, your email inbox is the true count.

Your audit

Account read and scorecard

Here is what happened between the time someone saw your ad and the time they could have written to you.

2,891
times your ads were shown
132
clicked the link
4.57% click rate
107
page finished loading
81% of clicks
0
real form submissions
The gap to close

Oct 1 to Oct 8, both live ads, $35.42 spent. Step widths are not to scale.

What we measuredYour numberHealthy rangeOur read
Cost to show your ad 1,000 times$12.25$8 to $15 is strongStrong
Link click rate4.57% (Reel 5.16%, Static 2.49%)3% or more is eliteElite
Cost per click$0.27n/aCheap
Times each person saw your adabout 1.2Under 2 is bestStrong, no ad fatigue
Cost per landing page view$0.33Similar advertisers: $0.2627% above peers, still low
Clicks that became a page view107 of 132 (81%)n/aAbout 1 in 5 clicks never loads the page
Real form submissions0 of 107 visitsReal estate cost per lead: $50 to $150 average, over $250 is a concernCannot be scored yet

Healthy ranges are industry guidelines, not Meta-published numbers and not promises. A "landing page view" is someone who clicked your ad and whose page finished loading. Meta's peer figure covers similar advertisers between Sep 8 and Oct 9, 2026.

Who responded

Landing page views by age. Your stated customer is 25 to 60.

Under 5555 and older

63% of views came from people 55 and older, and 43% from people 65 and older. Older visitors can be real sellers who are moving or downsizing, so this is not automatically a problem. It is a choice to make on purpose. Women were 57% of responses. Facebook produced about three quarters of visits and Instagram about a quarter.

Account health

  • Both live ads are approved and running, and the access needed for this review is in place.
  • Your tracking code fires on every visit, and your Lead event works when someone reaches the thank-you page.
  • Your account has a $155 a month spending limit. Your planned budget is $200 to $400, so delivery would stop at $155.
  • A $20 charge to your backup Discover card failed on Oct 4. Your main card paid the same day, so nothing was missed.
  • Your tracking code is shared with your listing site, a second site the agent owns (4 events in 28 days), and Meta flagged it on Oct 9 because it is a second website. It is yours, so confirm it in Events Manager (Diagnostics). It also means both sites' visits land in one set of numbers, so I will keep website-visitor audiences limited to the agent's website pages.
  • No website domain is verified in your Meta business account.
  • Meta's Security Center shows no restrictions. Its routine suggestions are to verify your website domain and to require two-factor sign-in for the people with access.
  • URL parameters, the small tags that show which ad sent a visitor, were not added when the ads launched. I am adding them with the campaign updates so every message going forward shows which ad sent it.

How your campaign is set up

Your live setup is your middle-of-funnel campaign (MOF): one audience group, two ads, $3.50 a day. Your top-of-funnel campaign (TOF) has been off since June. It is set to bring the most landing page views, not form submissions. That is how a retargeting step is built, and lead tracking only went live on Oct 5, so nothing is aimed at it yet. The audience is set to "Advantage+," so your video viewers and page engagers are suggestions to Meta, not a fence. I am tightening that setup as part of these updates.

Your two ads

Both are clear and speak to a real problem. The Reel brought 92 visits on $29.86, and the Static brought 15 on $5.56, so the Static has barely had a chance. Both buttons say "Learn more," which does not match the ask of a conversation, so I am updating the button text. The promise "talk through your timeline" is also not repeated at the form, which the page changes below fix.

Why you have no submissions yet

What we seeMost likely causeHow you will know
0 submissions from 107 visitsTwo things together: the sample is small, and the form is hard to find. At a 2% form rate, zero from 107 visits happens about 1 time in 9.After the page change, read about 150 more visits. If there is still nothing, the offer or message needs a look, not just the layout.
1 in 5 clicks never loads the pageA slow page (about 3.4 seconds on our laptop test, with 250 file requests) or accidental clicks.Ask your web person to compress images and remove unused plugins, then compare clicks to page views again.
Most views come from people 55 and olderYour warm audience is built from video viewers, and Meta's automatic audience is free to show the ads to anyone it thinks will respond.Decide who you want. We can then set your age suggestion on purpose.
Cost per view is 27% above peersA small audience pool, so Meta reaches the same people again and again.I am adding website visitors as a warm audience, which grows the pool.
Lead count unreliableThe thank-you page counts a lead every time it opens, and a second website feeds the same tracking code.Compare Leads in Events Manager with real emails every Friday. If Meta shows more, something else is triggering it.

Contact page review

Where the form sits today

Tested on a laptop screen and a phone-sized screen. We did not submit a form. On a phone the page is about 5,000 pixels tall and the form starts about three and a half screens down.

Topabout 2,200 px2,900 px

What to change, in order

  1. Put one form near the top.Right under your headline, titled with the promise from your ad: "Let's talk through your timeline."
  2. Delete the other two forms.The "Enquire here" form is a side panel that opens from the edge of the page, asks for a required home address, and has a label that reads "Phone Email *." The third form is hidden. Keep one.
  3. Make Email required.Phone can stay optional. Today nothing is required, so a blank or junk entry can go through.
  4. Change the buttonfrom "Submit Form" to "Request my free conversation."
  5. Move the three PDF links below the form.Label them "Not ready to talk? Start here." Right now they let a visitor take a guide and leave without contacting you.
  6. Make the thank-you page reachable only through the form.Today it is set to appear in search results and is listed in your sitemap. In Yoast SEO, open the thank-you page, go to Advanced, and set "Allow search engines to show this Page in search results" to No. Then confirm only the form sends people there.
  7. Say what happens next.Add a line on the thank-you page with when you will reply.

Optimization roadmap

Your priorities, in order

Do first Make the form easy to find and use

Why
Your visits are cheap, but the page makes it hard to act.
What to do
The seven changes in the contact page review above.
Effort
Low to medium. You edit your own site.

Do first Make your lead count trustworthy

Why
A stray visit to the thank-you page can look like a lead, and a second site is feeding your tracking code.
What to do
Hide the thank-you page from search (in Yoast SEO, Advanced, set "Allow search engines to show this Page" to No), confirm only one form leads there, confirm a second site the agent owns in Events Manager (Diagnostics), since it is your live listing site and shares your tracking code (consider giving it its own tracking code so its visits stay out of your lead numbers), and every Friday compare "Lead" in Events Manager with real emails. Your email is the true count.
Effort
Low.

Do first Raise the $155 limit and fix the backup card

Why
The limit stops delivery below your own budget.
What to do
In Billing, raise the monthly spending limit above your plan (for about $270 a month, set it to $350) and update or remove the Discover card.
Effort
Low.

The plan for your two campaigns

Your top-of-funnel campaign (TOF) introduces you to new families. Your middle-of-funnel campaign (MOF) follows up with people who watched your videos, engaged with you, or visited your site. Together they should bring more of the right people to a form that is easy to use.

TOF: turn it back on, rebuilt to feed MOF

Why
MOF is close to using up its small warm pool. Your earlier TOF built about 22 new video viewers a day, which is too slow to keep MOF supplied. That is because it was set to buy unique reach, not video views.
Goal
New metro area families watching your videos, so your warm audience grows.
Setup
Objective Video Views instead of Reach. The move-up family videos and images from MOF at the top of the funnel. Audience aimed at families outgrowing their home, with age set on purpose (see the decisions below). The older seller-themed ads stay off.
Budget
About $5 a day.

MOF: keep it, widen the pool, make the ask easier

Audience
Keep video viewers and page engagers. Add website visitors from the last 30 to 60 days. Leave out anyone who has already reached the thank-you page, so people who wrote to you are not followed around.
Ads
Add URL parameters, make the button match the ask, and, once you put your move-up guide behind an email form, offer the guide as an easier first step than a conversation.
Budget
About $4 a day.

These are updates to the two campaigns I set up for you, made so everything is correct going forward. I will make them in one batch once your page is live, and note the date so your before and after stays clear.

Budget and the one result to measure

The result to measure

Real form submissions. Count the Lead event in Events Manager and check it against the messages that reached your email. The number to watch is cost per submission: ad spend divided by real submissions. Visits, clicks and click rate are there to help diagnose, not to judge success.

Real estate averages $50 to $150 per lead. Under $50 is strong. Over $250 is a concern.

What this plan can and cannot do

TOF at about $5 a day plus MOF at about $4 a day is about $270 a month. That fits your $200 to $400 range. Today you spend about $105.

TOF and MOF grow your audience and bring warm people to your page, so more of them see a form that works. They are not set up to find the people most likely to fill out a form. Only a Leads campaign aims at that, and at this budget a Leads campaign will be bumpy, because Meta's system needs about 50 of those events a week to learn well. So treat a Leads campaign as the later step, once your Lead count has proven itself.

WhenWhat happensBudget
Now to your page updateYou update the page, tracking and billing. Your current campaign keeps running. The "before" is fixed: 0 submissions from 107 visits (Oct 1 to Oct 8).$3.50 a day (about $105 a month)
When your page is liveI make the TOF and MOF updates above in one dated batch. TOF turns back on.About $9 a day (about $270 a month)
The next 4 to 6 weeksWe read about 150 visits on the new page and run the Friday check. If you reach about $250 of spend after the page fix with no real submissions, pause and review the offer and page message before spending more. If submissions arrive at a cost you are comfortable with, raise spend in small steps, not all at once.Reviewed weekly
After thatIf your Lead count has proven itself, the next step is a separate Leads campaign that aims straight at form submissions.Decided together

Recommended approval path

Your next steps

A clear order, so nothing has to be decided all at once.

  1. This week: update your contact page.The seven changes above. If you are open to it, also put your move-up guide behind an email form. It is an easier first step for a family than a conversation, and it counts as a form submission.
  2. This week: fix tracking and billing.Hide the thank-you page from search, confirm a second site the agent owns in Events Manager (Diagnostics) and decide whether it keeps sharing your tracking code, raise the $155 limit, and update the backup card. While you are in Business Settings, verify your website domain and turn on two-factor sign-in.
  3. Answer three questions.1. Who is the main customer? Families outgrowing their home (say 30 to 50), or also older sellers who are moving or downsizing? Your order form said 25 to 60 buyers and sellers, and your site speaks to move-up families. 2. Will you put the guide behind an email form? 3. Does your brokerage require Meta's Housing category? Meta asks advertisers to choose it for ads about housing opportunities such as listings and mortgages. Ads for a specific listing, like the one on a second site the agent owns, clearly fall under it. Your ads promoting your services as an agent are the gray area, and they are approved and running. This is not legal advice, so it is worth asking the brokerage's compliance team. It matters here because declaring Housing removes age targeting, which changes how I can aim at younger families.
  4. Tell me the day your page is live.I will make the TOF and MOF updates in one batch and note the date.
  5. Every Friday: run the check.Count real messages in your inbox. Compare to Leads in Events Manager. Divide spend by real messages. Watch for click rate dropping under 1.5% or people seeing the ad more than 3.5 times.
  6. After about 150 visits on the new page: decide.If your Lead count has proven itself, the next step is a separate Leads campaign. A Leads campaign, new creative production and website changes are outside this audit and can be scoped as a separate project.

Final delivery summary

Where your account stands

Needs optimization Your ads are cheap, your audience is real, and your tracking works. The weak spot is the page after the click, plus a lead count that cannot be trusted yet. Fix the three first priorities. Then your two campaigns are updated to feed each other, with a Leads campaign as the later step.

Ad performance depends on your budget, offer, landing page, creative quality, and audience response. No number of leads is promised, and Meta decides how ads are delivered and approved. This audit covers your account, your two campaigns and their ads, your results so far, an optimization plan, a review of your contact page, and the setup updates to those two campaigns described above. It does not include building a new Leads campaign, new creative production, or website changes.