CHURN (graceful): Robert Lansing canceled 7/7 via Nico thread - results not good enough, asked to stop Facebook charges, offered a great review + pay-per-lead if any come in. Sent graceful offboard from billing thread: confirmed charges stopped, offered pay-per-lead going forward, requested Google review (link sent), left door open. NOTE: sent on billing thread (he responds on Nicos sub-account thread, not reachable via PIT). OPEN: (1) ensure FB charge actually stopped, (2) capture review, (3) keep door open for reactivation.

Spoke with Franco regarding the calendar conflicts affecting Robert Lansing's appointments. We discussed several options to ensure both our team and Robert's office have visibility into the same schedule and can avoid double-booking. Franco explained that their office schedules appointments through the **[info@ca-pools.com](mailto:info@ca-pools.com)** Google Calendar, while Robert primarily uses the **[CPRpools1@gmail.com](mailto:CPRpools1@gmail.com)** calendar. Since our appointments are being added to Robert's calendar, Franco cannot currently see them when scheduling from the office. We explored connecting the office calendar directly to the CRM, but that would require credentials that Franco does not have access to. The simplest solution is for **Robert to share his [CPRpools1@gmail.com](mailto:CPRpools1@gmail.com) Google Calendar with Franco**, allowing Franco to view all appointments we schedule while continuing to manage the office calendar from his end. I let Franco know that I will contact Robert directly and walk him through sharing his Google Calendar with Franco. This should resolve the scheduling conflicts without requiring any additional CRM integrations. Franco agreed this would be the easiest solution. We exchanged contact information and agreed to stay in touch if any additional issues arise during the setup process.

Franco's number is 818-906-1454

Spoke with Robert to follow up on his recent appointments and lead feedback. He mentioned that a few appointments were outside of his preferred area, including Carlos Gomez, which was canceled, and Shmuel Dina in Agoura Hills. Robert requested the Shmuel Dina address so he could review the location, and it was sent to him by text. Robert asked for a list of all appointments he has gone out on over the last two months so we can have a more productive follow-up conversation. We agreed to reconnect around 11:00 a.m. his time to review that list together. He also provided two important pieces of feedback: 1. He does not want appointments scheduled on Fridays, Saturdays, or Sundays. He said he had already communicated this to Nick and wants no weekend appointments moving forward. 2. There is a calendar syncing issue. Although a Google Calendar is connected, it does not appear to be the same calendar his office uses to schedule appointments. Because of this, our team and his office are not seeing each other’s appointments, which can lead to double-booking. Robert said Franco manages his office scheduling and should be contacted to help resolve the calendar issue. We should coordinate with Franco to make sure our appointment calendar is properly synced with the office calendar so both teams can see all scheduled appointments and avoid conflicts. Next steps: prepare Robert’s appointment list from the last two months, reconnect with him at 11:00 a.m. his time, and contact Franco to resolve the calendar syncing issue.

I left a message with someone on his team to give me a call. back