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Free assessment · Google Ads · Meta Ads · LinkedIn Ads

Free ad account assessment for B2B teams

Find the wasted spend, campaign structure problems, performance constraints and measurement gaps in your Google, Meta and LinkedIn Ads accounts, and see what deserves attention first, before you change anything.

  • 10–15 minutes
  • No CRM required to start
  • No campaign changes during assessment

What it checks

What does the free ad account assessment check?

Short answer

It reviews your connected ad accounts for four things: spend going to searches, audiences or placements unlikely to produce qualified leads; campaign structure that splits or overlaps budget; constraints such as budget limits, learning phases or creative fatigue; and gaps in what your conversion tracking actually counts. It takes 10–15 minutes and needs no CRM.

01 · Wasted spend

Spend that is unlikely to become pipeline

Such as:

  • Search terms with job, course, free, PDF or DIY intent that still convert as “leads”.
  • Meta and LinkedIn audiences or placements that produce cheap form fills with no company fit.
  • Campaigns still spending in regions or hours your sales team cannot serve.
02 · Campaign structure

Budget split, overlapped or starved

Such as:

  • Performance Max and brand Search competing for the same brand queries.
  • Many small campaigns, each with too few conversions for bidding to learn.
  • RFQ, demo and consultation offers mixed in one campaign with one goal.
03 · Performance constraints

What is holding results back

Such as:

  • Campaigns limited by budget, or losing impression share to ad rank.
  • Ad sets stuck in, or repeatedly reset into, the learning phase.
  • Creative that has run long enough for frequency to climb and response to fall.
04 · Measurement gaps

What your conversions really count

Such as:

  • A primary conversion that fires on page views or form starts, not submissions.
  • Duplicate counting between a tag, an import and a platform lead form.
  • Nothing sent back after the form, so platforms cannot tell a buyer from a student.

These show the kind of issue each area covers; they are not a fixed checklist.

Output

What a finding looks like

A useful finding is more than “CPA is high”. It shows the evidence, why it matters for qualified pipeline, and what to do with it now, because not every problem should be fixed today. You get them as a guided walkthrough you can question, not a report to read once.

How to read a finding
PartWhat it tells you
AreaWasted spend, campaign structure, performance constraint or measurement gap.
FindingOne plain-language sentence describing the issue.
EvidenceThe account data behind it: date range, metric and the campaigns affected.
Why it mattersThe link from the issue to lead quality or cost per qualified lead, not only to cost per lead.
DecisionAct (change it, with approval), Review (a person should look before anything changes), Investigate (confirm with sales or more data first) or Wait (editing now would do harm).
Confirm nextThe signal that would prove or disprove the finding, such as sales status for the leads involved.
Wasted spend · Google Ads · Industrial supplier, USInvestigate

22% of Search spend went to job, course and repair queries.

Evidence
Last 30 days: US$5,500 of US$25,000 on search terms containing “jobs”, “course”, “PDF” or “repair”, producing 41 form submissions.
Why it matters
Those form fills count as conversions, so bidding learns to buy more of the same queries.
Confirm next
Ask sales how many of the 41 were real enquiries before adding negatives: “repair” may be a genuine service line.
Measurement gap · Google Ads · B2B SaaS, IndiaAct

The primary “Lead” conversion also fires on form start.

Evidence
The conversion counts about 1.6 times the demo requests recorded by the website form.
Why it matters
Bids optimise towards an inflated signal that includes people who never submitted.
Confirm next
Make form start a secondary action (with approval) and compare the next 7 days against form records.
Performance constraint · Meta Ads · Consulting firm, UAEWait

The lead campaign was edited 3 days ago and is back in learning.

Evidence
A significant edit reset learning; the ad set has 19 of the roughly 50 optimisation events Meta looks for.
Why it matters
Another edit now restarts learning again and keeps delivery unstable.
Confirm next
Re-check in 7 days before changing budget, audience or creative.
Campaign structure · Google Ads · Manufacturer, IndiaReview

Performance Max is claiming brand searches as new demand.

Evidence
On a ₹4,00,000 monthly budget, 38% of Performance Max conversions came from brand queries also covered by a brand Search campaign.
Why it matters
Existing demand looks like growth, and budget decisions follow the wrong campaign.
Confirm next
Review brand exclusions for Performance Max with whoever owns brand search.

Process

How does the assessment work?

  1. Connect your ad accounts

    Sign in through Google, Meta or LinkedIn’s own authorisation screen and choose the accounts to assess. Zephra never sees your passwords.

  2. Zephra analyses the account data

    During the assessment Zephra reads and analyses your ad-account data: campaigns, search terms, audiences, budgets, creative and conversion settings.

  3. See what deserves attention first

    Findings are grouped by area and prioritised, so you know what to act on, what to review with your team and what to leave alone for now.

  4. Walk through it, then ask your own questions

    A guided path takes each area in turn and shows how your account performs on it. From there the assessment is a conversation: ask why a finding matters, dig into the campaigns or search terms behind it, and get an answer from your own account data.

Plan on 10–15 minutes. No CRM, spreadsheet or tracking changes are needed to start.

Access and safety

Is it safe to connect our ad accounts?

Short answer

Zephra makes no campaign changes during the assessment. You connect accounts through each platform’s own OAuth sign-in, so Zephra never handles your passwords, and you can revoke access at any time from Google, Meta or LinkedIn. Changes only happen later, if you choose a plan, under the permissions and approvals your team sets.

Where to revoke access on each platform (menu names change from time to time; check the platform’s help centre)
PlatformWhere to remove Zephra’s access
Google AdsYour Google Account → Security → Third-party apps and services; or remove the connected user under Admin → Access and security in Google Ads.
Meta AdsBusiness settings → Integrations → Connected apps; or Facebook Settings → Business integrations.
LinkedIn AdsLinkedIn Settings & Privacy → Data privacy → Permitted services; or remove the user from the ad account in Campaign Manager.
A note on Google Ads access

Google’s Ads API uses a single authorisation scope for every app, so no Google Ads connection is limited to viewing at the scope level. What protects you during the assessment is that Zephra makes no changes; what any app can do is also bounded by the access level of the Google Ads user who connects.

Security and data protection →   Privacy policy →

The limit of any ad audit

Why an ad account audit can’t prove lead quality on its own

Ad platforms see clicks and form submissions. They do not see what your sales team did next. A B2B campaign can show a falling cost per lead while the share of leads sales will accept falls faster, and nothing inside Google Ads, Meta Ads Manager or LinkedIn Campaign Manager will show it.

So the assessment is honest about what account data can prove. It shows where lead quality is likely leaking (irrelevant search terms that convert, audiences that fill forms cheaply, conversion actions that count the wrong event) and tells you which signal would confirm it.

That signal is usually lead status: accepted, qualified, opportunity, won or lost. It can come from sales feedback, a spreadsheet or a CRM. Once Zephra has it, “likely” becomes a measured cost per qualified lead. Where configured, Zephra also sends those stages back to Google, Meta and LinkedIn, so their bidding learns from qualified outcomes rather than raw form fills.

That is why the assessment starts with ad-account data and no CRM: it is the fastest way to see where the gaps are before anyone commits to connecting sales data.

Fit

Who is the free assessment for?

Businesses that win customers through paid ads and then a sales conversation, and already run Google, Meta or LinkedIn campaigns.

Industrial & manufacturing

RFQs and quote requests

Distributors, OEMs and component suppliers whose search terms mix buyers with job seekers, students and repair enquiries.

B2B SaaS & IT services

Demo and trial requests

Teams where LinkedIn and Search drive demos, and cheap bookings from non-buyers distort bidding.

Consulting & professional services

Consultation requests

Firms where one qualified engagement pays for months of spend, and form volume says little about fit.

Also

Real estate and education

Site visits, applications and counselling calls follow the same pattern: many enquiries, few that progress.

What to expect by company size
SizeTypical set-upHow to run the assessment
SMBA founder or marketer and a small sales team; accounts often managed by an agency.Whoever has user access connects the accounts. If the agency holds all access, ask for a user first.
Mid-marketAn in-house performance manager reporting to a head of marketing.The performance manager runs it and shares the findings; approvals matter later, not for the assessment.
EnterpriseMultiple accounts, regions or brands; IT or security review before new tools connect.Start with a demo so security, access and multi-account questions are covered first.

Options

Free assessment vs agency audit vs DIY checklist

CompareZephra free assessmentAgency auditDIY checklist
Who does the workZephra analyses the connected accountsAn agency strategist, by handYou or your team
Time to results10–15 minutesDays to weeksHours, depending on experience
PlatformsGoogle, Meta and LinkedIn Ads side by sideUsually the platforms the agency sellsOne platform at a time
Lead-quality lensFlags where quality is likely leaking and what signal confirms itVaries; often judged on cost per lead or ROASRarely covered
Decision guidanceSeparates act, review, investigate and waitA recommendations deckA list of fixes
What followsAct yourself, request a trial or talk to usA sales proposalNothing, unless you act

Prefer to audit by hand? Our Google Ads audit guide walks through the checks step by step.

Next steps

What happens after the assessment?

You keep the findings and decide what to do with them. There are four common routes:

  • Act on the findings yourself, or hand them to your agency. Many are specific enough to fix directly.
  • Add lead status from sales feedback, a spreadsheet or a CRM, so findings are judged on qualified leads rather than form fills.
  • Request a free trial from the pricing page. Zephra reviews the request, confirms scope and then gives access.
  • Book a demo if you run several accounts, need approval workflows or want a security review first.

On a plan, Zephra can create campaigns and carry out supported changes. Low-risk changes can run automatically; everything else follows the permissions you grant or waits for approval. See how it works.

Questions, answered

Free assessment FAQ

01Is the ad account assessment really free?

Yes. The assessment itself is free. Afterwards you can act on the findings yourself, request a free trial from the pricing page, or talk to us. There is no automatic move onto a paid plan.

02Does the assessment change my campaigns?

No. Zephra makes no campaign changes during the assessment. Changes only happen later, if you choose a plan, and then only within the permissions and approvals your team sets.

03Which ad platforms can I connect?

Google Ads, Meta Ads (Facebook and Instagram) and LinkedIn Ads. You can assess one platform or connect several to see them side by side.

04How far back does the assessment look?

It reviews your recent ad-account history. Low-volume accounts need a longer run of data before findings are reliable, so the period is set to suit the account.

05Do I need a CRM or conversion tracking set up first?

No. The assessment starts with ad-account data only. If conversion tracking is missing or counting the wrong events, that becomes a finding in itself.

06Can an ad account audit tell me whether my leads are good?

Not on its own. Ad platforms see form submissions, not what sales did with them. The assessment shows where lead quality is likely leaking, such as irrelevant search terms or double-counted conversions, and which lead-status signal would confirm it. Adding status from sales feedback, a spreadsheet or a CRM turns that into cost per qualified lead.

07Our agency manages the ad accounts. Can we still run it?

Yes, as long as someone with user access to the accounts connects them. If your agency holds all the access, ask them to add a user from your company first. It is good practice to have your own access to accounts you pay for.

08We have low spend or few conversions. Is it still worth running?

Usually, yes. Structure and measurement problems show up regardless of spend. Findings about performance trends are less certain with little data, so treat those as prompts to investigate rather than conclusions.

09How is this different from Google’s recommendations or optimisation score?

Google’s recommendations work inside the goals and conversion actions already set in your account. The assessment also checks whether those goals count the right thing, whether leads are likely to be qualified, and how Google compares with Meta and LinkedIn.

10What happens to my ad-account data after the assessment?

Raw ad-account data is deleted 90 days after the assessment. The findings stay available while your account exists, so you can return to them. After that, only anonymised aggregates remain, which are used for sector benchmarks and hold nothing that identifies you or your accounts. The privacy policy sets out the full schedule.

Start here

See what deserves attention in your ad accounts.

Connect Google, Meta or LinkedIn Ads and get a prioritised view of wasted spend, structure, constraints and measurement gaps.

  • 10–15 minutes
  • No CRM required to start
  • No campaign changes during assessment