Unlock Better B2B Leads from Your Facebook Ads

If you're running Facebook Ads for B2B lead generation but not seeing the volume or quality you need—or your cost per lead keeps climbing—you're not alone. Ad fatigue, weak creative testing, poorly segmented audiences and disconnected CRM workflows can all silently drain your budget and leave your sales team without enough qualified leads.

This Facebook Ads Agency Audit template gives marketing agencies, consultants and in-house teams a professional way to collect the exact data points needed to diagnose performance gaps and recommend high-impact improvements. In minutes, you'll gather insights on current lead volume, cost per lead, creative rotation, audience strategy and tech stack integration—everything required to build a compelling audit or proposal.

What makes this template powerful?

Built for marketing agencies, media buyers, and B2B lead generation specialists, this form captures both quantitative metrics (monthly ad spend, lead volume, CPL) and qualitative context (creative testing frequency, audience segmentation, attribution challenges). Conditional logic reveals follow-up questions only when relevant, keeping the experience fast and tailored. Once submitted, responses flow directly into your CRM or project management tool via Stepper, so your team can start building the audit report immediately—no spreadsheet wrangling required.

Paperform's calculation engine and payment features aren't needed here, but the doc-style editor lets you add your agency branding, embed example ad creative, or include a short Loom walkthrough to build trust before the prospect even hits "Submit." Pair this form with a tailored follow-up email sequence and watch your close rate climb.

Who should use this template?

• Marketing agencies offering Facebook Ads audits as a lead magnet or paid discovery service
• Media buyers and PPC consultants prospecting B2B clients
• In-house marketing teams benchmarking performance before hiring an agency
• SaaS and professional services marketers looking to optimize paid social ROI

Once a prospect completes the audit form, use Stepper to automatically create a client record, score the lead based on budget and pain points, assign the audit to the right strategist, and send a branded calendar link for the debrief call. Every workflow step—from form to close—stays connected, giving your team a clear, repeatable path to winning more B2B clients.