Last 14 Days
Leads: 26
Live Transfers + Appointments: 7
— Over the last 14 days, 26 leads were generated at $734 in spend, producing 7 live transfers or appointments for a 26.9% lead-to-appointment rate and a $104.86 cost per appointment — both within KPI targets.
Last 30 Days
Leads: 54
Live Transfers + Appointments: 16
— Over the last 30 days, 54 leads were generated at $1,540 in spend, producing 16 live transfers or appointments for a 29.6% lead-to-appointment rate and a $96.25 cost per appointment — on target for lead-to-appointment rate but slightly below the $100 cost per appointment floor.
Last 5 Appointments & Live Transfers
2026-05-29 Appointment — Celeste Lex
Showed
2026-06-01 Live Transfer — Kourtney Conklin
No Show
2026-06-02 Live Transfer — Leslie Farias
Showed
2026-06-04 Appointment — Sonia Brar
Showed
2026-06-08 Live Transfer — Rosalie Unknown
Showed
Common Concerns for the Client
- Why am I only getting 16 appointments in 30 days — is that enough volume to keep my sales team busy?
- I haven't heard from anyone in almost 3 weeks — is my account actually being managed?
- I have 21 ads running — why are so many ads active and are they all working?
Action Steps We Are Taking
- Launched 7 new creatives in the last 14 days including NEW AD #1 June – Copy, NEW VAR #1, NEW VAR #3, NEW AD #3, and NEW AD #1 to test fresh angles and combat ad fatigue across the account.
- Monitoring NEW AD #1 closely as it leads all active ads with a 3.6% CTR and is flagged for budget scaling if performance holds over the next 7 days.
- NEW VIDEO #1 is carrying the majority of spend at $343.07 with a strong 2.91% CTR — will continue prioritizing budget toward this creative while watching cost per lead trend.
- Conducting a creative audit on lower-performing ads within the 21 active to consolidate spend into top CTR performers and reduce budget dilution across the account.
Objections & Reframes
- Objection: I haven't heard from anyone in weeks — I feel like I'm being ignored. Reframe: That's completely fair and on us — our last touchpoint was May 21st and that gap is too long. We're reaching out now to walk you through exactly what's been happening in the account and make sure you're never left in the dark like that again.
- Objection: My appointment numbers feel low — I'm not sure this is working. Reframe: Your lead-to-appointment rate is actually 29.6% over 30 days, which beats our 20% target, and your cost per appointment is $96 — right in the range we're aiming for. The foundation is solid and the new creatives we just launched are designed to push volume higher.
- Objection: Why do I have 21 ads running — that seems like a lot and I don't know what's actually working. Reframe: Running multiple creatives is how we find winners fast — and we already have — NEW AD #1 at 3.6% CTR and NEW VIDEO #1 driving the bulk of results. We're actively trimming underperformers and shifting budget to what's converting so your spend gets more efficient every week.