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Bill Stevens

69d overdue
Notes
Customer ID: cus_UJ2YcblpB2t4yi
Facebook Ad Account
act_1352175756721558
Campaign Filter
1 campaign ID(s) set
Performance Metrics
Operations — Last 30 Days
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New Leads
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Live Transfers
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LT Show Rate
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Appt Shows
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No Shows
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Show Rate
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Total Shows
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Booked
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Ad Spend
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Cost Per Lead
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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.