Last 14 Days
Leads: 17
Live Transfers + Appointments: 3
— Over the last 14 days, 17 leads generated with only 3 live transfers or appointments resulted in a 17.6% lead-to-appointment rate and a cost per appointment of ~$93 on $280 in spend, falling just below the 20% conversion target.
Last 30 Days
Leads: 33
Live Transfers + Appointments: 5
— Over the last 30 days, 33 leads generated with only 5 live transfers or appointments resulted in a 15.2% lead-to-appointment rate and a cost per appointment of $122 on $610 in spend, missing the 20% lead-to-appointment KPI despite cost per appointment landing within the $100–$150 target range.
Last 5 Appointments & Live Transfers
2026-06-03 Appointment — Vonnetta Watson
Showed
2026-06-06 Appointment — Scott Gordon
Showed
2026-06-13 Appointment — Andrew Ledford
Showed
2026-06-22 Appointment — Elda Morales Lozano
Showed
2026-06-23 Appointment — Luz Becerra
Showed
Common Concerns for the Client
- I'm getting leads but very few are turning into actual appointments — something feels off with the quality
- We haven't launched any new ads in the last two weeks — is the team still actively working my account?
- I'm spending money every month but only 5 appointments in 30 days doesn't feel like enough volume to grow my business
Action Steps We Are Taking
- Audit lead quality by reviewing the 28 leads that did not convert to appointments — identify any patterns in demographics, ad source, or time of contact to determine if it's a lead quality or follow-up speed issue
- Immediately brief the creative team to produce at least 2–3 new ad concepts this week given zero new creatives launched in the last 14 days, prioritizing angles that mirror Ad #2's high-CTR format at 2.49%
- Shift budget allocation toward Ad #2 which has absorbed $587 of spend and proven CTR efficiency, while testing Ad #3 at scale given its strong 1.76% CTR on minimal spend of $10
- Review and tighten the lead response workflow with Brian — confirm whether leads are being called within 5 minutes of submission, as speed-to-contact is the most likely driver of the low lead-to-appointment conversion rate
Objections & Reframes
- Objection: I'm not seeing enough appointments for what I'm spending. Reframe: Your cost per appointment at $122 is actually inside our $100–$150 target — the opportunity right now is converting more of your existing leads, and that's what we're focused on fixing immediately.
- Objection: It doesn't seem like much is happening on my account — no new ads in two weeks. Reframe: That's a fair call-out and we own that — we're launching new creatives this week and that cadence should never go two weeks without a refresh, so you'll see new tests live shortly.
- Objection: The leads feel low quality. Reframe: The leads are coming in at a reasonable cost, but a 15% lead-to-appointment rate tells us the bigger lever right now is follow-up speed and process — if leads aren't called within the first few minutes, conversion drops significantly regardless of quality.