Last 14 Days
Leads: 9
Live Transfers + Appointments: 2
— Over the last 14 days, 9 leads generated at $275 in spend produced 2 live transfers or appointments, yielding a 22% lead-to-appointment rate and a $137.50 cost per appointment — both within KPI targets.
Last 30 Days
Leads: 31
Live Transfers + Appointments: 3
— Over the last 30 days, 31 leads generated at $591 in spend produced only 3 live transfers or appointments, yielding a 9.7% lead-to-appointment rate and a $197 cost per appointment — both below KPI targets.
Last 5 Appointments & Live Transfers
2026-06-04 Appointment — Ashley
No Show
2026-06-06 Appointment — Anibal
No Show
2026-06-19 Appointment — Grayling
Showed
2026-06-30 Appointment — Esmeralda Guerra
Showed
2026-07-06 Appointment — Priya Unknown
Showed
Common Concerns for the Client
- I was charged for appointments that were either no-shows or never properly confirmed with me
- My results over the past 30 days have been weak and I'm not confident the program is worth the spend
- The AI appointment-setting feels unreliable — it's booking times I didn't agree to and locations outside my service area
Action Steps We Are Taking
- Escalate billing dispute to Nico immediately — pull all appointments flagged as no-show or unconfirmed (including Priya) and issue credits for any that did not meet confirmed-appointment standards
- Audit AI appointment-setting workflow to enforce service area filters and require explicit homeowner confirmation before an appointment is logged as billable
- Review lead quality and targeting from the slow stretch around June 17 — identify whether audience, creative, or budget pacing contributed to the near-two-week lead gap and document changes made since
- Schedule a brief check-in call with Damian this week to walk through the billing resolution, show the improved 14-day KPI trend, and rebuild confidence with a clear forward plan
Objections & Reframes
- Objection: I was charged for appointments that never happened or that I never agreed to. Reframe: You're right, and we own that — we're pulling those appointments now and issuing credits for any that weren't properly confirmed. We're also fixing the scheduling workflow so this doesn't happen again.
- Objection: My 30-day numbers are bad — I only got 3 appointments from 31 leads, that's not working. Reframe: The 30-day number reflects a rough patch we've already identified, but look at the last 14 days — 2 appointments from 9 leads at $137 each puts us right inside target, which tells us the program is correcting.
- Objection: The AI is booking appointments in areas I don't service and at times I didn't agree to. Reframe: That's a system configuration issue, not working as intended — we're adding a hard service area filter and requiring homeowner confirmation before anything counts, so you only see appointments you can actually run.