Last 14 Days
Leads: 32
Live Transfers + Appointments: 7
— Over the last 14 days, 32 leads were generated at $419 in spend, producing 7 live transfers and appointments for a 21.9% lead-to-appointment rate and $59.86 cost per appointment.
Last 30 Days
Leads: 63
Live Transfers + Appointments: 17
— Over the last 30 days, 63 leads were generated at $889 in spend, producing 17 live transfers and appointments for a 27% lead-to-appointment rate and $52.29 cost per appointment.
Last 5 Appointments & Live Transfers
2026-06-19 Appointment — Leigh Sempkowski
No Show
2026-06-22 Appointment — urinder Sodhi
Showed
2026-06-22 Appointment — Annette Garrison-Cox
No Show
2026-06-24 Live Transfer — Rob Vandenbush
Showed
2026-06-24 Live Transfer — Rodney VanNatter
No Show
Common Concerns for the Client
- Why haven't I heard from my rep in two weeks — am I being ignored?
- I'm spending money every day but I don't fully understand what's working or why
- Some of my leads aren't showing up on my calendar and I'm not sure how many I'm actually missing
Action Steps We Are Taking
- Reconnect with Ryan today via call or text to re-establish communication cadence and address the 14-day contact gap before it becomes a trust issue
- Clarify the live transfer vs. booking calendar process with Ryan directly so he understands how transfers are handled and doesn't mistake missed calendar entries for missed leads
- Launch at least 2-3 new creative variations this week given that zero new creatives have been introduced in the last 14 days and top performers like NEW VARIATION 3 at 8.65% CTR are running on very low spend
- Scale budget toward top CTR performers NEW VARIATION 3 and NEW VARIATION 2 to capitalize on high engagement while monitoring cost per appointment against the $100-$150 target
Objections & Reframes
- Objection: I feel like I never hear from anyone on your team. Reframe: That's completely fair and on us — your numbers are actually performing above our KPI targets right now, and we should have been proactive about showing you that. We're fixing the communication cadence starting today.
- Objection: Some of my leads aren't showing up on my calendar so I don't trust the numbers. Reframe: We looked into this — the missing entries were live transfers, which route differently than booked appointments, so they won't always show on your calendar but they are real contacts. We'll walk you through exactly how to track both so nothing feels like it's disappearing.
- Objection: Is my ad account actually being actively managed with 43 ads running and nothing new launched in two weeks? Reframe: Maintaining winning ads is part of active management, but you're right that fresh creative is what keeps performance from plateauing — we're launching new variations this week specifically to build on what's already outperforming.