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Jeremy George

25d overdue
Notes
Customer ID: cus_UHrjd0ZvjPQocp
Facebook Ad Account
act_1352175756721558
Campaign Filter
1 campaign ID(s) set
Performance Metrics
Operations — Last 30 Days
New Leads
Live Transfers
LT Show Rate
Appt Shows
No Shows
Show Rate
Total Shows
Booked
Ad Spend
Cost Per Lead
Cost Per Show
Performance Report
Generated 2026-06-15
Last 14 Days
Leads: 8
Live Transfers + Appointments: 0
— In the last 14 days, 8 leads were generated at $556 in spend, with 0 live transfers or appointments booked, putting the lead-to-appointment rate at 0% against a 20% target.
Last 30 Days
Leads: 23
Live Transfers + Appointments: 3
— Over the last 30 days, 23 leads were generated at $1,293 in spend with only 3 live transfers or appointments, resulting in a 13% lead-to-appointment rate and a cost per appointment of $431 — both outside target range.
Last 5 Appointments & Live Transfers
2026-04-30 Appointment — Morgan Leigh Showed
2026-05-11 Appointment — Donna Stringer- Hubert Showed
2026-05-21 Appointment — James Ross Showed
2026-05-28 Appointment — Ebony Wright Showed
2026-06-01 Appointment — Cara Shank Showed
Common Concerns for the Client
  • I'm getting leads but none are turning into real appointments or sales, so I'm not sure the leads are quality.
  • I'm already slammed with work and getting leads from other sources, so I'm questioning whether I even need this service right now.
  • I'm not seeing a clear return yet and I don't know if this is worth continuing.
Action Steps We Are Taking
  • Launched 13 new creatives in the last 14 days including VAR #1, VAR #2, AD #1, NEW VAR #2, and NEW VAR #5 to test fresh angles and improve lead quality.
  • Monitor and scale AD #2 and VAR #2 which are showing the strongest CTR at 7.69% and 4.29% respectively, while pausing lower-performing ads among the 34 active.
  • Audit the lead follow-up process with Jeremy to determine if the 0 appointments in the last 14 days is a speed-to-contact or qualification issue on the intake side, not a lead volume issue.
  • Schedule a check-in call within the next 3 days to review the 2 hot leads he mentioned and confirm whether Ebony Wright has converted, keeping momentum and accountability on his end.
Objections & Reframes
  • Objection: I'm getting leads from other sources so I might not need this. Reframe: That's great — it means your business is in demand. The goal here is to make sure Facebook is your most cost-efficient and scalable source so you're not dependent on unpredictable referrals when things slow down.
  • Objection: None of my leads are turning into appointments, so the leads must be bad. Reframe: You actually have 2 hot leads in your pipeline right now, which tells us the leads can convert — the gap we need to close is follow-up speed and consistency, which we can help you tighten up.
  • Objection: I'm too busy to deal with this right now. Reframe: Being this busy is exactly the right time to lock in a system that runs in the background — we're doing the heavy lifting on lead generation so when your current jobs wrap up, you have a full pipeline ready to go.
Contact History 4 entries
2026-07-01 SMS
CSM
SMS check-in: asked if any leads moved forward.
2026-06-09 CALL
CSM
going good. getting leads from other sources. trying to figure out what the best option for his business. he's crazy stupid busy and. has about 2 hot leads that might convert. ebony wright. could be a lead as well. but nothing 100% yet.
2026-06-04 CALL
CSM
no answer
2026-05-30 CALL
CSM
No answer - call back scheduled for June 1st