Last 14 Days
Leads: 21
Live Transfers + Appointments: 6
— Over the last 14 days, 21 leads generated at $289 in spend produced 6 live transfers or appointments, reflecting a 28.6% lead-to-appointment rate and a $48.17 cost per appointment — both within or above KPI targets.
Last 30 Days
Leads: 40
Live Transfers + Appointments: 12
— Over the last 30 days, 40 leads generated at $611 in spend produced 12 live transfers or appointments, reflecting a 30% lead-to-appointment rate and a $50.92 cost per appointment — both exceeding KPI targets.
Last 5 Appointments & Live Transfers
2026-06-15 Live Transfer — Nidhi Saxena
Showed
2026-06-22 Appointment — Cliff Corum
Showed
2026-06-24 Live Transfer — Jennifer Johnson
Showed
2026-06-24 Appointment — Michael Green
Showed
2026-06-30 Appointment — Abbie Stump
Showed
Common Concerns for the Client
- I haven't heard from anyone at the agency in over 3 weeks — is anyone actually managing my account?
- I'm only spending around $600 a month, am I getting enough volume to actually close jobs?
- I have 54 ads running — that seems like a lot, why are so many ads active at once?
Action Steps We Are Taking
- Immediately re-engage Andrew via call and text today to address the 22-day contact gap and re-establish trust and communication cadence.
- We launched 2 new creatives on June 19 — PhotoAD #1 and Video AD#1 — and Video AD#1 is already the second-highest CTR performer at 3.2% on $81 in spend, so we are actively monitoring it for scaling.
- We are consolidating budget toward the top 3 CTR performers — WINNER #4, Video AD#1 June 19, and AD #1 — while flagging underperforming ads among the 54 active for pausing to reduce audience fragmentation.
- We will present Andrew with a budget increase recommendation, showing that current CPAs of roughly $50 leave significant room to scale spend toward the $100-$150 target range while maintaining lead quality.
Objections & Reframes
- Objection: No one has reached out to me in over 3 weeks, I don't feel like a priority. Reframe: You're absolutely right and I own that — that lapse is on us. What I can show you is that the account has been actively managed, your cost per appointment is sitting around $50 which is well below our $100-$150 target, and we have new creatives already outperforming. But communication should match that effort, and I'm fixing that starting today.
- Objection: I'm only getting 12 appointments in 30 days, that's not enough to grow my business. Reframe: That's a fair point on volume, and the good news is your cost per appointment gives us a lot of room to scale — at $51 per appointment you could double your budget and still land well within target, which means more appointments without sacrificing efficiency.
- Objection: Why do I have 54 ads running — it feels like nothing is being focused on. Reframe: Running a larger creative set is intentional early on to find winners fast, and it's working — Video AD#1 we launched just recently is already one of your top performers. We're now in the consolidation phase where we shift spend toward those proven winners and cut what's not pulling its weight.