Last 14 Days
Leads: 36
Live Transfers + Appointments: 8
— Over the last 14 days, 36 leads were generated at $284 in spend, producing 8 live transfers or appointments for a 22.2% lead-to-appointment rate and a $35.50 cost per appointment.
Last 30 Days
Leads: 51
Live Transfers + Appointments: 12
— Over the last 30 days, 51 leads were generated at $608 in spend, producing 12 live transfers or appointments for a 23.5% lead-to-appointment rate and a $50.67 cost per appointment.
Last 5 Appointments & Live Transfers
2026-07-03 Live Transfer — Racquel Mendez
Showed
2026-07-03 Appointment — Brandon Williams
Showed
2026-07-06 Live Transfer — Jason Kimble
No Show
2026-07-06 Live Transfer — Jason Kimble
Showed
2026-07-06 Appointment — Russell Frederick
Showed
Common Concerns for the Client
- Why haven't I heard from my account team in over 3 weeks?
- I'm not sure if my ads are actually working or bringing in quality leads
- I feel like I don't have enough visibility into what's being done on my account
Action Steps We Are Taking
- Re-establish consistent communication with James — schedule a standing touchpoint call given the 23-day contact gap and bring him up to speed on account performance
- Highlight the newly launched VAR #1 June 29 creative, which is already the highest-spend active ad at $172.42 and is driving a strong 5.18% CTR — monitor for scale opportunity
- Flag NEW AD #1 with its 6.78% CTR on only $3.64 spend as a priority creative to push additional budget toward and test at higher spend
- Review all 19 active ads and identify low-CTR creatives to pause in order to consolidate budget into the top three performers and improve overall efficiency
Objections & Reframes
- Objection: I haven't heard from anyone in weeks, what's actually going on with my account? Reframe: That's completely fair and I own that — here's where things stand: your cost per appointment over the last 30 days is $50.67, which is well below our $100-$150 target, and your lead-to-appointment rate is 23.5%, above the 20% benchmark. We're winning on the numbers and I want to make sure you're seeing that in real time going forward.
- Objection: I don't think the leads are good quality. Reframe: I hear you — let's dig into that together. What we can see is that 12 out of 51 leads converted to a transfer or appointment, which is actually above our target rate. If the quality feels off, that's important context for us to use to tighten up the targeting and creative messaging so we're attracting the right homeowners.
- Objection: I feel like nothing new is being done on my account. Reframe: We actually launched a new creative on June 29th that's already your highest-spend ad and pulling a 5.18% CTR, and we have another ad with a 6.78% CTR that we're looking to scale — the work is happening and I want to do a better job of keeping you in the loop on it.