Last 14 Days
Leads: 31
Live Transfers + Appointments: 2
— Over the last 14 days, 31 leads were generated at $353 in spend, but only 2 converted to live transfers or appointments, putting the lead-to-appointment rate at 6.5% — well below the 20% target.
Last 30 Days
Leads: 64
Live Transfers + Appointments: 9
— Over the last 30 days, 64 leads were generated at $746 in spend with 9 live transfers or appointments, resulting in a 14.1% lead-to-appointment rate and a $82.89 cost per appointment — close to target but conversion rate still needs improvement.
Last 5 Appointments & Live Transfers
2026-06-09 Appointment — Ken Moore
Showed
2026-06-16 Live Transfer — Brian Scruggs
No Show
2026-06-17 Appointment — Kenneth
Showed
2026-06-25 Live Transfer — Antwaine Catchings
No Show
2026-06-30 Appointment — Elton Dean
Showed
Common Concerns for the Client
- Most of my leads aren't turning into actual appointments — what's the point of paying for leads that don't convert?
- The last 14 days look worse than the month overall — is the campaign trending in the wrong direction?
- I haven't heard from anyone on the team in over 2 weeks — am I being looked after?
Action Steps We Are Taking
- Launched 2 new creatives on June 29 — 'Creative og #1 june 29' and 'Creative og #2 june 29' — to test fresh angles and combat potential ad fatigue on the top-spending ad 'Creative og #2 - Copy 2' which has consumed $656 of the budget.
- Monitor the two new June 29 creatives closely over the next 7 days; if CTR holds above 3.5% with strong lead volume, begin shifting budget away from the fatiguing top spender.
- Audit the lead follow-up process with Terence — review speed-to-contact and number of follow-up attempts, since the 6.5% lead-to-appointment rate in the last 14 days suggests a contact or follow-up issue more than a lead quality issue.
- Schedule a proactive check-in call this week given the last contact was 15 days ago, to review creative performance, address the conversion dip, and keep the relationship tight.
Objections & Reframes
- Objection: My lead-to-appointment rate is terrible, only 2 out of 31 in the last two weeks. Reframe: That dip is real and we're not ignoring it — the 30-day picture shows 9 appointments at under $83 each, which is actually inside your target range, so we want to dig into what changed in the last 14 days specifically around how quickly leads are being contacted and how many times, because that's usually where the drop happens.
- Objection: I feel like the same ad has been running forever and I'm not seeing anything new. Reframe: We actually just launched two brand new creatives on June 29, and early CTR on one of them is already at 3.81% which is our best performer right now — we're actively rotating and testing so the account doesn't go stale.
- Objection: I'm not sure this is worth continuing if the results keep looking like the last two weeks. Reframe: Your cost per appointment over 30 days is $82.89, which beats the $100-$150 benchmark you're aiming for — the goal right now is making sure your follow-up process is converting the leads we're sending, because the ad side is producing, and we want to make sure nothing is slipping on the back end.