Last 14 Days
Leads: 8
Live Transfers + Appointments: 4
— Over the last 14 days, 8 leads and 4 live transfers/appointments were generated at $370 in spend, putting cost per appointment at $92.50 and lead-to-appointment rate at 50% — both within or above KPI targets.
Last 30 Days
Leads: 25
Live Transfers + Appointments: 5
— Over the last 30 days, 25 leads and 5 live transfers/appointments were generated at $777 in spend, putting cost per appointment at $155.40 and lead-to-appointment rate at 20% — cost per appointment is slightly above the $150 target but volume is trending up.
Last 5 Appointments & Live Transfers
2026-05-26 Appointment — Jaime Valiente
No Show
2026-06-15 Appointment — Vida Ponce
No Show
2026-06-16 Live Transfer — Eduardo
Showed
2026-06-16 Appointment — Kris Kent
Showed
2026-06-23 Live Transfer — Kevin Mccarthy
Showed
Common Concerns for the Client
- It has been 19 days since we last spoke and Kevin may feel out of the loop given he asked to ramp things up
- Only 5 of 25 leads converted to appointments last 30 days and Kevin may be questioning lead quality despite understanding it is a numbers game
- Kevin wants to scale but may be wondering if budget is actually being pushed aggressively enough with only $777 spent in 30 days
Action Steps We Are Taking
- Launched 8 new creatives on June 16 including NEW VIDEO #1, NEW VIDEO #2, New AD #1, and New AD #2 to expand creative testing and find new winners to scale
- Prioritize budget reallocation toward top CTR performers — NEW VIDEO #1 June 16 at 7.89% CTR and NEW VIDEO #1 at 4.7% CTR — while monitoring NEW VIDEO #2 June 16 for early signals
- Address the live transfer process with the intake team — Kevin flagged that his contact Cynthia was caught off guard on a transfer, so we need to ensure all contacts are briefed and ready before transfers are connected
- Schedule a check-in call with Kevin this week to close the 19-day communication gap, present creative results, and align on a budget increase plan to fulfill his request to ramp up
Objections & Reframes
- Objection: I have not heard from you in almost three weeks and I asked to ramp things up. Reframe: You are completely right and that is on us — we have been heads down launching 8 new creatives and reallocating toward our top performers, but we should have looped you in sooner. Let me walk you through exactly what changed and where we are going next.
- Objection: I am only getting 5 appointments out of 25 leads, that feels low. Reframe: Your last 14 days actually show 4 appointments from 8 leads which is a 50% conversion rate, so the newer leads are converting much better — the 30-day number is dragged down by earlier volume and we expect it to improve as the new creatives mature.
- Objection: My cost per appointment is coming in above $150, are we hitting targets? Reframe: At $155 you are only slightly above the ceiling and your last 14 days came in at $92.50 per appointment which is well inside range — as we scale spend into the winning creatives that cost should hold or come down further.