Last 14 Days
Leads: 14
Live Transfers + Appointments: 3
— Over the last 14 days, 14 leads were generated at $544 in spend, with only 3 converting to live transfers or appointments, putting the lead-to-appointment rate at 21.4% and cost per appointment at $181.33 — above the $150 target.
Last 30 Days
Leads: 28
Live Transfers + Appointments: 10
— Over the last 30 days, 28 leads were generated at $988 in spend, with 10 converting to live transfers or appointments, putting the lead-to-appointment rate at 35.7% and cost per appointment at $98.80 — within the $100–$150 target range.
Last 5 Appointments & Live Transfers
2026-05-19 Live Transfer — Sandra Mayne
Showed
2026-05-21 Appointment — LaToya Pyles Pyles
No Show
2026-05-22 Live Transfer — tom Finsel
Showed
2026-05-28 Appointment — Santiago
Showed
2026-06-03 Appointment — Tony Mahroum
No Show
Common Concerns for the Client
- The last 14 days look weaker than the month overall — is the campaign slowing down or getting worse?
- We have 30 active ads running — why aren't more of them driving results?
- It's been two weeks since we last spoke and I haven't heard an update — is anyone actively managing this?
Action Steps We Are Taking
- Launched 6 new creatives in the last 14 days including NEW AD #1, NEW AD #2, NEW AD #3, NEW AD #4, and AD CREATIVE #1 to test fresh angles and combat potential ad fatigue across the 30 active ads.
- Monitoring AD CREATIVE #1 closely as it leads in CTR at 1.97% with $182.49 in spend — evaluating whether to scale budget toward this asset based on lead quality outcomes.
- Auditing the underperforming ads in the active pool of 30 to identify and pause low-CTR, low-conversion creatives and consolidate spend into proven winners.
- Scheduling a check-in call with Adam to review creative results, align on lead quality feedback from his sales team, and close the 14-day communication gap.
Objections & Reframes
- Objection: The last two weeks look worse — I'm only getting 3 appointments from 14 leads. Reframe: The 30-day picture tells a stronger story — 10 appointments at a $98.80 cost per appointment, which is inside your target. The last 14 days include 6 brand-new ads still in the learning phase, so we expect performance to stabilize and improve as those creatives gather data.
- Objection: Why do I have 30 ads running — that seems like a lot with not enough results to show for it. Reframe: Running a broad creative test is intentional — we need to find the winners, and we already have — AD CREATIVE #1 is outperforming at a 1.97% CTR. We're now in the process of cutting the weak performers and pushing more budget behind what's working.
- Objection: I haven't heard from anyone in two weeks — I don't feel like the account is being managed. Reframe: That's fair and I take responsibility for the gap in communication — we were heads-down launching new creatives and optimizing, but you should always have visibility into what's happening. I'm setting up a recurring touchpoint so you're never left wondering about the status of your account.