Texted Greg (billing line) acknowledging the last cold-lead batch came back rough (no answers / wanted fiberglass). Told him we are calling them too and adjusting ad targeting to fit what he builds. His complaints are on the main thread; replied via billing.

Spoke with Greg regarding the recent live transfer for **Jill Christman**. He wanted to clarify how the live transfer process is being handled. Greg explained that the transfer itself worked, but he does **not** want our team having an in-depth conversation with the prospect before transferring or scheduling them. He said the caller provided too much information, including pricing, which forced Greg to repeat many of the same questions. The prospect even asked if she had been speaking with a robot because the conversation felt rushed. Greg reminded us that he had previously discussed this preference with Nico. Going forward, he would like **all new leads sent directly to him** so he can personally contact, qualify, and build rapport with each prospect. He emphasized that he is extremely responsive and will immediately follow up with new leads himself. He also asked for clarification on how the Jill Christman lead entered the system, specifically whether the prospect called us first or if our team reached out to her. He would like more visibility into that process. Additionally, Greg asked whether he should continue texting prospects himself since our team also sends text messages. I explained our normal qualification process, but based on his preference, we should adjust his workflow so that qualified lead information is sent directly to him without additional conversations from our team. **Action Items:** * Update Greg's account so new leads are sent directly to him for personal follow-up. * Avoid discussing pricing or having lengthy conversations with prospects before Greg speaks with them. * Clarify how the Jill Christman lead originated (inbound call vs. outbound contact) and share that information with Greg. * Review Greg's lead handling preferences with Nico to ensure everyone follows the same process moving forward.

SMS (main): Greg asked for copy of edited ad with his phone number. Acknowledged, its with team, will send when ready. OPEN ACTION: ad team add Gregs number to creative + send him edited ad.

SMS (main thread): Greg flagged his phone number missing from his ad (homeowners cant reach him). Validated concern, said alerting the team, no promises made. OPEN ACTION: ad team needs to add Gregs phone number to the running ad creative - wasted spend / lost leads until fixed.

Spoke with Greg to follow up on his recent appointments and live transfers. He has not heard back from Natalie Higgins yet. She has received the proposal and is currently comparing prices. He has met with Laura Lienus multiple times, and that lead has now turned into a signed contract. Greg said the live transfers have been strong and seem to convert well. He did mention that lead flow has slowed down recently, so we discussed refreshing the ads with new creative to help find another winning campaign. Greg also sent Nico a couple of TikTok-style videos featuring a pool and waterfall that he believes could perform well. His partner has been posting similar content organically on TikTok under Edgewater Pools and Service and has been seeing good results. Next steps are to review the videos Greg sent, determine whether they can be used in the ads, and work on launching new creative to increase lead flow and generate more high-quality opportunities like Laura.

he mentioned that he hasn't got any leads in a few days. check his ads and find out what's going on. also he has a TikTok video he wants to know if we can use it for a campaign

Nico - call with greg, changed lead to get him notifications