Last 14 Days
Leads: 27
Live Transfers + Appointments: 6
— Over the last 14 days, 27 leads were generated at $312 in spend, with only 6 live transfers or appointments, putting the lead-to-appointment rate at 22% and cost per appointment at $52.
Last 30 Days
Leads: 58
Live Transfers + Appointments: 9
— Over the last 30 days, 58 leads were generated at $662 in spend, with only 9 live transfers or appointments, putting the lead-to-appointment rate at 16% and cost per appointment at $74.
Last 5 Appointments & Live Transfers
2026-07-02 Appointment — Martin C. Okpala
Showed
2026-07-10 Appointment — Nick Fontana
Showed
2026-07-10 Appointment — Sana Naz
Showed
2026-07-13 Appointment — Mark
Showed
2026-07-13 Appointment — Alcira Borras
Showed
Common Concerns for the Client
- Lead quality feels inconsistent — most contacts seem focused on pricing and shopping around rather than being ready to book
- The automation sending 'be there in 30 mins' texts is still causing friction and he may feel his follow-up workflow isn't set up the way he wants it
- No new creatives have launched in over 14 days and the bulk of spend is concentrated on one ad, which could feel stagnant if performance dips
Action Steps We Are Taking
- Launch at least 2 fresh ad creatives in the next 7 days — test new angles around financing, timeline to build, or backyard transformation to reduce reliance on AD #2 which is carrying 95%+ of spend
- Shift a portion of budget toward the higher-CTR variants (Copy 2 and Copy 3) to test whether better click quality translates to stronger lead-to-appointment rates
- Coordinate with the ops or onboarding team to disable the automated 'be there in 30 mins' message for Christopher's account and confirm he has a simple manual trigger set up inside HighLevel so he can send it on his own schedule
- Reach out to Christopher this week — it has been 9 days since last contact — to check in on recent lead conversations, confirm the HighLevel fix is working, and reinforce the two-hour arrival window tip that came up on the June 17 call
Objections & Reframes
- Objection: Most of my leads are just shopping around on price and not converting. Reframe: That's actually showing up in the call notes too, and it tells us the leads are real — they're getting estimates, which means they're in-market. The opportunity is in your follow-up speed and framing; leads that are comparing prices usually go with whoever follows up fastest and builds the most trust first.
- Objection: My cost per appointment feels high and I'm not sure I'm getting enough value. Reframe: Your cost per appointment over the last 14 days is actually $52, which is well below the $100–$150 target we're aiming for — the volume is the focus now, and that's what the new creative push is designed to help with.
- Objection: Nothing has changed with my ads in a while and I feel like things are getting stale. Reframe: You're right that no new creatives have launched in the last 14 days and that's on us to fix — we're pushing out fresh variations this week specifically to reduce dependency on one ad and find new angles that bring in leads who are closer to ready.