Spoke with Phil to review his campaign and gather feedback. He identified three primary areas that need attention. **1. Appointment Scheduling** The biggest issue is the calendar integration. The current CRM calendar sync is creating scheduling conflicts by booking appointments too close together and not accounting for travel time. Phil recommended temporarily moving away from the CRM calendar sync and returning to his existing booking link, which is already configured with travel buffers and automatically pushes complete appointment information (name, phone number, email, and address) into his Google Calendar. He will send us the booking link so we can begin using it again until a better long-term solution is in place. He also sent a screenshot showing how tightly appointments are being scheduled, which caused him to run approximately 30 minutes behind throughout the day. **2. Ad Messaging & Lead Quality** Phil believes the current pricing in the ads is attracting the wrong audience. His company starts pools at approximately **$55,000**, while the average project is around **$115,000–$120,000**. Advertising significantly lower starting prices creates unrealistic expectations and attracts lower-budget prospects, particularly from lower-value neighborhoods. He recommended either: * Updating the advertised starting price to better reflect their actual pricing, or * Removing pricing from the ads altogether. He feels this will improve lead quality, increase close rates, and create a better customer experience by eliminating the perception of a bait-and-switch. **3. Setter Expectations** Phil asked that Dave be reminded of the company's offerings and timelines. A recent customer believed pools started around $45,000 and could be completed within a few weeks. Phil clarified that this likely resulted from confusion with another company and understands that Dave's role is simply to set appointments—not provide detailed sales information. For reference: * Pools start at approximately **$55,000** * Typical build time is **60–90 days** Phil emphasized that he isn't criticizing the setter but wants everyone to communicate the same expectations to prospects. **Communication Preferences** Phil prefers communicating through **Slack**, as it is much easier for him to manage than email. He already communicates with Nico through Slack and suggested adding me to the same workspace to streamline future communication. **Next Steps** * Begin using Phil's booking link to eliminate scheduling conflicts. * Review and update the ad messaging to better match the company's pricing and target market. * Ensure the appointment setters understand the company's pricing and construction timelines. * Coordinate future communication through Slack whenever possible.

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