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R.J. Pierson

17d overdue
Notes
Salesperson (Kamron Orth)
Facebook Ad Account
act_769421282403059
Campaign Filter
Prefix: R.J. Pierson
Performance Metrics

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Performance Report
Generated 2026-06-04
Last 14 Days
Leads: 5
Live Transfers + Appointments: 1
— Over the last 14 days, 5 leads and 1 live transfer/appointment were generated on $269 in Facebook spend, resulting in a 20% lead-to-appointment rate and a $269 cost per appointment.
Last 30 Days
Leads: 5
Live Transfers + Appointments: 1
— Over the last 30 days, 5 leads and 1 live transfer/appointment were generated on $269 in Facebook spend, resulting in a 20% lead-to-appointment rate and a $269 cost per appointment.
Last 5 Appointments & Live Transfers
2026-06-06 Appointment — Carlos Showed
Common Concerns for the Client
  • Why am I only getting 5 leads and 1 appointment — is the campaign actually working?
  • My cost per appointment is $269, which is nearly double the $100-$150 target — am I wasting money?
  • The campaign feels like it just started and I have nothing to show for it yet
Action Steps We Are Taking
  • Launched 4 new creatives (og #1, og #2, og #3, og #4) within the last 14 days to begin generating performance data and identify winning ad concepts early
  • Monitor Creative og #1 closely as the top performer with a 2.04% CTR and $215 in spend — prioritize scaling budget toward it if lead volume improves over the next 7 days
  • Allow the new creative set at least 7-10 more days to exit the learning phase before making significant budget or targeting adjustments, as the campaign is still in early data collection
  • Flag account to Kamron Orth for an outreach touchpoint since no contact has been made with R.J. Pierson yet — early communication sets expectations and reduces churn risk
Objections & Reframes
  • Objection: I've only gotten 1 appointment and spent $269 — this isn't working. Reframe: Your lead-to-appointment rate is actually right at our 20% target, which is healthy — the real issue is volume, and that's directly tied to spend. At $269 total, we don't yet have enough data or budget to generate consistent appointment flow, but the early signals from your creatives are positive.
  • Objection: My cost per appointment is way too high at $269. Reframe: That cost will come down as volume increases — with only 1 appointment in the dataset, one or two more this week would already cut that number in half. We're focused on scaling what's working, specifically og #1, to bring that cost into the $100-$150 range.
  • Objection: Why did you launch 4 new creatives if none of them are proven yet? Reframe: Launching multiple creatives early is intentional — we need to let the algorithm find the winner fast rather than guessing upfront. og #1 is already outperforming the others with a 2.04% CTR, so we now have a clear frontrunner to put more budget behind.
Contact History 6 entries
2026-07-09 CALL
CSM
Spoke with Cameron to follow up on the lead for Genny. He confirmed that they had their initial consultation yesterday, and while the project has not been sold yet, he considers Jenny to be a strong, qualified lead. There was some confusion surrounding the appointment because Cameron had attempted to confirm it but didn't receive a response. He initially believed the appointment would need to be rescheduled. However, Jenny later reached out, apologized for the delay, and confirmed that he could still come by later that day. The meeting took place successfully, and Cameron said it went very well. Based on the discussion, Cameron estimates the project will be approximately **$80,000**. He was upfront with Jenny about the expected investment, explaining that while she may have hoped for a lower price, the features and design she wants will likely place the project in that price range. We also discussed a dispute flag that appeared on our end regarding the lead. Cameron was unaware of the reason for the flag, so we should review the account internally to determine why it was marked. Overall, Cameron is happy with the lead and believes it has strong potential. We should continue supporting him through the sales process and follow up on the outcome of the proposal. **Action Item:** Review the dispute flag internally to determine why the lead was marked despite the appointment taking place successfully.
2026-07-01 SMS
CSM
SMS reply: RJ lead now with lenders (financing stage). Offered support, awaiting Kamron update.
2026-07-01 SMS
CSM
SMS reply: lead close in progress (between RJ and 1 other contractor), coached responsiveness + fast firm quote, offered to help close.
2026-07-01 SMS
CSM
SMS to Kamron: asked how leads converting for RJ, anyone close.
2026-07-01 SMS
CSM
SMS to Kamron: asked how leads converting for RJ, anyone close.
2026-06-04 CALL
CSM
talked to Kamron loves the setup, just got back from a call with Curtis Brian, very impressed, working great, love the working dynamic. currently getting leads from flash bot , leads coming in from google. social media . etc.. loves the live transfers.