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Bill Stevens

8d overdue
Notes
Customer ID: cus_UJ2YcblpB2t4yi
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 2026-06-09
Last 14 Days
Leads: 42
Live Transfers + Appointments: 9
— Over the last 14 days, 42 leads were generated at $597 in spend, with 9 live transfers or appointments, yielding a 21.4% lead-to-appointment rate and $66.33 cost per appointment.
Last 30 Days
Leads: 78
Live Transfers + Appointments: 15
— Over the last 30 days, 78 leads were generated at $1,243 in spend, with 15 live transfers or appointments, yielding a 19.2% lead-to-appointment rate and $82.87 cost per appointment.
Last 5 Appointments & Live Transfers
2026-06-01 Appointment — Desi Givens Showed
2026-06-02 Appointment — Don Lincoln Showed
2026-06-08 Live Transfer — Scott Riddle Showed
2026-06-08 Live Transfer — Jeff RESCHEDULE THIS LEAD Showed
2026-06-13 Appointment — Seth Burnett Showed
Common Concerns for the Client
  • Why am I only getting 15 appointments from 78 leads — what happened to all those other people?
  • I'm spending over $1,200 a month and not seeing enough jobs booked from this
  • Nothing new has been tested in the last two weeks — is the campaign going stale?
Action Steps We Are Taking
  • Launch at least 2-3 fresh creatives in the next 7 days, prioritizing hooks similar to VAR #2 which is leading CTR at 4.29% despite only $16.68 in spend
  • Reallocate budget toward top CTR performers VAR #2 and Creative og #2 and reduce spend on lower-performing ads to improve overall efficiency
  • Audit the lead follow-up process with Bill to identify where the 63 leads that did not convert to appointments are dropping off — speed-to-contact and follow-up cadence are likely factors
  • Schedule an onboarding or check-in call with Bill immediately given there is zero contact history on file — establish rapport, set expectations, and review KPI targets together
Objections & Reframes
  • Objection: I have 78 leads but only 15 appointments, something isn't working. Reframe: Your last 14 days actually hit 21.4% lead-to-appointment, which is right at our 20% target — the 30-day number is close at 19.2%, and we're actively auditing follow-up speed to close that gap.
  • Objection: My cost per lead feels high and I'm not seeing enough return. Reframe: Your cost per appointment over the last 14 days came in at $66.33, which is well below our $100-$150 target — the spend is actually working efficiently right now.
  • Objection: Nothing new has been tested recently, the ads are probably getting tired. Reframe: You're right that no new creatives launched in the last 14 days and that's on us to fix — we're prioritizing new creative launches this week built around what's already proven to work for you.
Contact History 4 entries
2026-07-18 CALL
CSM
Spoke with Bill re: his appointment with Serge Pash. Due to limited availability he requested to reschedule. Normally does not work Sundays but agreed to make an exception and meet Serge on Sunday at 1:00 PM. Appointment updated; confirmation details sent to Bill including the customer contact info and address. Bill will keep us updated after the appointment.
2026-07-01 SMS
CSM
SMS reply: Mike close count deferred to Todd (Bill in field). Acknowledged, no rush.
2026-07-01 SMS
CSM
SMS reply: leads split Bill/Mike, Mike closed several, client consolidating onto LP. Asked for Mike close count to record.
2026-07-01 SMS
CSM
SMS check-in: asked if any leads moved forward.