Last 14 Days
Leads: 13
Live Transfers + Appointments: 7
— Over the last 14 days, 13 leads and 7 live transfers/appointments were generated on $282 in spend, reflecting a 53.8% lead-to-appointment rate and a $40.29 cost per appointment — both well above KPI targets.
Last 30 Days
Leads: 35
Live Transfers + Appointments: 14
— Over the last 30 days, 35 leads and 14 live transfers/appointments were generated on $602 in spend, reflecting a 40% lead-to-appointment rate and a $43 cost per appointment — both exceeding KPI targets.
Last 5 Appointments & Live Transfers
2026-06-15 Live Transfer — Chad Newby
Showed
2026-06-16 Live Transfer — Cody Dunn
Showed
2026-06-19 Live Transfer — Anthony Escamilla
Showed
2026-06-19 Live Transfer — Julie Macias
Showed
2026-06-24 Appointment — Ernie Weatherford
Showed
Common Concerns for the Client
- Lead volume feels low — only 35 leads in 30 days may not be enough to keep the sales pipeline full heading into peak season.
- We haven't talked in 18 days and I'm not sure what changes, if any, are being made to my account.
- I'm running 45 ads but only a handful seem to be doing anything — feels like a lot of waste.
Action Steps We Are Taking
- Schedule an immediate check-in call with Jim to close the 18-day communication gap, recap current KPI performance, and align on volume goals for the next 30 days.
- Launch at least 3-5 new creatives in the next 7 days — no new creative has been introduced in 14 days, which risks ad fatigue across the 45 active ads.
- Consolidate or pause low-spend, low-CTR ads from the 45 active to reduce fragmentation and reallocate budget toward the three top CTR performers (B & A #2, B & A #3, Edmond Creative 3).
- Propose a budget increase to Jim given strong cost-per-appointment efficiency ($43 vs. $100-$150 target) — there is clear room to scale spend and drive higher lead volume without sacrificing KPIs.
Objections & Reframes
- Objection: I'm not getting enough leads for what I'm paying. Reframe: You're actually getting appointments at $43 each against a $100-$150 target, so every dollar you're spending is working harder than the benchmark — the opportunity now is to put more behind what's already winning.
- Objection: Why are 45 ads running if only a few are performing? Reframe: Running a wider test set is how we find the winners — and we've found them. We're actively consolidating budget onto your top three CTR performers so spend stops being spread thin.
- Objection: I haven't heard from anyone in over two weeks — I don't know what's going on with my account. Reframe: That's on us and I apologize — you should never have to wonder. I'm setting a recurring touchpoint now so you always have full visibility into what's running and what's next.