budget-scenario-planner

--- name: budget-scenario-planner description: Models what happens to your CPA, ROAS, conversion volume, and impression share when you increase or decrease budget by any amount. Uses your actual account data and historical diminishing returns patterns, not generic industry assumptions. Platform: Google and Meta. metadata: platform: Google and Meta --- # 3/ Budget Scenario Planner — Google + Meta ## What it does Models what happens to your CPA, ROAS, conversion volume, and impression share when you increase or decrease budget by any amount. Uses your actual account data and historical diminishing returns patterns, not generic industry assumptions. ## How it works Claude looks at your historical spend-to-conversion relationship at different budget levels, maps the efficiency curve, and projects where you'll land at a new spend level. It accounts for auction dynamics, meaning that scaling 50% doesn't mean 50% more conversions — it models the real falloff. ## Practical example Client wants to go from $30K/month to $50K/month on Meta. Claude analyzes the last 90 days and shows that the first $10K increase will bring CPA from $38 to $43 (still within target), but the last $10K pushes CPA to $58 because you'll exhaust the high-intent audience and start hitting colder segments. Recommendation: scale to $40K first, test new audiences, then push to $50K. ## What you get back - Projected CPA, ROAS, and conversion volume at each budget level - The efficiency curve showing where diminishing returns kick in - Break-even points where scaling stops making financial sense - Recommended budget level with reasoning - Comparison across campaigns showing which ones have the most room to scale ## When to use it - Client or leadership asks to increase or cut budget - Quarterly planning when setting budget allocations - When deciding which campaigns deserve more budget - Before pitching a budget increase to show the projected return ## Data access (Ryze MCP) This skill works best with live account data. Connect the free Ryze MCP once and Claude reads your Google Ads, Meta Ads, GA4 and Search Console directly: - claude.ai / Claude Desktop: Settings → Connectors → Add custom connector → `https://connector.get-ryze.ai/mcp` - Claude Code: `claude mcp add ryze --transport http https://connector.get-ryze.ai/mcp` - Cursor: Settings → MCP → add the same URL Setup guide: https://www.get-ryze.ai/how-to-connect-claude-to-google-meta-ads-mcp

[{"step":1,"action":"Gather your account data. Export a 90-day performance report from your [PLATFORM: Google Ads or Meta Ads] account, including columns for spend, conversions, CPA, ROAS, impression share, and audience segments. Save this as a CSV file.","tip":"Use the platform’s built-in 'Reports' tool to export data with the exact metrics needed. For Google Ads, go to 'Reports' > 'Predefined reports' > 'Campaigns' > 'Performance'. For Meta, use 'Ads Manager' > 'Reports' > 'Export'."},{"step":2,"action":"Input the data into the AI model. Paste the exported CSV into the prompt template, replacing [PLACEHOLDERS] with your specific values (e.g., budget change, time period). Specify whether you want to model a 'best case', 'worst case', or 'most likely' scenario.","tip":"For complex accounts, break the analysis into smaller campaigns or ad sets to avoid overwhelming the model. Focus on high-spend segments first (e.g., top 20% of campaigns by budget)."},{"step":3,"action":"Review the AI’s projections. Compare the predicted changes in CPA, ROAS, conversion volume, and impression share against your current benchmarks. Identify which metrics are most critical for your goals (e.g., ROAS vs. volume).","tip":"Pay attention to the 'diminishing returns' notes in the output. If the model suggests a sharp drop in efficiency beyond a certain budget increase, consider testing smaller increments (e.g., +10% instead of +25%)."},{"step":4,"action":"Refine the scenario. Adjust the budget change or add constraints (e.g., 'Do not exceed a 5% CPA increase' or 'Prioritize impression share growth'). Regenerate the analysis to see how the outcomes shift.","tip":"Use the 'bid strategy' recommendations in the output to guide your adjustments. For example, if the model suggests using tROAS, note the target ROAS value it provides."},{"step":5,"action":"Implement and monitor. Apply the recommended budget changes and bid strategy adjustments to your live campaigns. Track performance daily for the first week using the platform’s dashboards (e.g., Google Ads 'Campaigns' view or Meta Ads 'Ads Manager').","tip":"Set up automated alerts in your platform for key metrics (e.g., CPA exceeding $75) to catch deviations early. Compare actual performance to the AI’s projections after 7 and 30 days to validate the model’s accuracy."}]