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Freddy Bonilla

10d overdue
Notes
Customer ID: cus_UUDCoPC8pBY1Ds
Facebook Ad Account
act_1198840088363731
Campaign Filter
All campaigns (no filter)
Performance Metrics
Operations — Last 30 Days
New Leads
Live Transfers
LT Show Rate
Appt Shows
No Shows
Show Rate
Total Shows
Booked
Ad Spend
Cost Per Lead
Cost Per Show
Performance Report
Generated 2026-07-16
Last 14 Days
Leads: 11
Live Transfers + Appointments: 3
— Over the last 14 days, 11 leads and 3 live transfers/appointments were generated on $360 in spend, reflecting a 27.3% lead-to-appointment rate and a cost per appointment of $120.
Last 30 Days
Leads: 24
Live Transfers + Appointments: 7
— Over the last 30 days, 24 leads and 7 live transfers/appointments were generated on $759 in spend, reflecting a 29.2% lead-to-appointment rate and a cost per appointment of $108.43, both within target KPI range.
Last 5 Appointments & Live Transfers
2026-06-29 Appointment — Carlos Showed
2026-07-07 Appointment — Patrick No Show
2026-07-14 Appointment — Nick Ground Showed
2026-07-17 Appointment — sinclair davis Showed
2026-07-21 Appointment — Troy Campbelll Showed
Common Concerns for the Client
  • Are the leads actually coming from homeowners with $100K+ budgets, or are lower-budget prospects still getting through after I asked for the messaging change?
  • It has been 18 days since anyone reached out — am I being actively managed or just left on autopilot with 66 ads running?
  • I want to be billed per qualified lead so I can verify each charge — is that actually being handled the way I requested?
Action Steps We Are Taking
  • Launched 1 new creative on July 7 (AD #1 July 7) which is now the top performer at 2.73% CTR on $161.84 in spend — continuing to monitor and scale budget toward it and NEW VAR #2 at 2.34% CTR.
  • Updated ad messaging to remove $50K–$80K price point references and shift focus to high-end concrete pools starting at $100,000–$120,000+ to attract budget-qualified prospects.
  • Tightening geographic targeting to prioritize Great Falls, McLean, Bethesda, Potomac, and Poolesville, and flagging any leads outside that radius for review before scheduling appointments.
  • Coordinating with the billing team to process charges on a per-qualified-lead basis so Freddie can review and verify each lead before being billed, per his June 28 request.
Objections & Reframes
  • Objection: I'm still getting leads that don't have the budget for what I build. Reframe: That's exactly why we updated the creative messaging to lead with $100K+ projects — the new top-performing ad launched July 7 is already reflecting that shift, and we're filtering more aggressively on the qualification side before anything gets scheduled with you.
  • Objection: I haven't heard from anyone in over two weeks — I don't feel like I'm a priority. Reframe: That's a fair point and on us — your account has actually been performing above both KPI targets over the last 30 days, and we should have been proactively sharing that with you. We're making sure check-ins are consistent going forward.
  • Objection: I don't want to be charged for leads outside my service area or ones that don't qualify. Reframe: Agreed, and we've flagged that internally — we're moving to per-lead billing so every charge comes with the lead detail for your review, and any out-of-area appointments like the Leesburg situation get caught before they reach you.
Contact History 5 entries
2026-07-16 SMS
CSM
Freddy replied positive: last leads better and he is in talks (deal forming). Key intel: concrete pools start at $100k, cannot be done at $50k. Confirmed we will filter for homeowners at that price level. Ryan to follow up by phone.
2026-07-16 SMS
CSM
Daily task done. Check-in text anchored on his appointments (Nick Ground showed this week, Sinclair Davis upcoming 7/17), lightly tied to his concrete-fit concern. Ryan to follow up with a phone call.
2026-06-28 CALL
CSM
Spoke with Freddie to follow up on his recent lead feedback. He requested that the advertising better reflect his target market. Instead of promoting pools in the $50,000–$80,000 range, he wants the messaging to focus on projects starting at **$100,000–$120,000+**, as he only builds high-end concrete pools. He feels lower advertised price points attract prospects with unrealistic budgets. He also asked that he **not be charged** for the lead in Leesburg, Virginia, as that location falls outside the area he is currently willing to service. His preferred service areas are **Great Falls, McLean, Bethesda, Potomac, Poolesville, and surrounding Maryland markets**. While he is willing to work in parts of Virginia, he does not want appointments scheduled too far outside his preferred territory. Additionally, Freddie requested that billing be processed **per qualified lead** rather than accumulating into a larger charge. He wants greater visibility into each charge so he can verify that every billed lead was valid and accepted. I explained our lead qualification process and let him know we would be more diligent in filtering prospects before scheduling appointments, with an emphasis on qualifying homeowners whose budgets align with his target range of **$100,000 and above**. Freddie also confirmed that he **does offer pool remodeling** in addition to new concrete pool construction. Overall, the call was positive. He appreciated the follow-up and is looking forward to receiving more highly qualified leads that match his preferred budget and service area.
2026-06-12 CALL
CSM
he said the leads are good. he's just negotiating price. and on his way to his next appointment. he referenced a lead by the name of Matt or Matthew but I didn't see it in the calendar. he wanted us to DQ that one.
2026-05-21 CALL
CSM
Nico - Check in