Last 14 Days
Leads: 22
Live Transfers + Appointments: 6
— Over the last 14 days, 22 leads were generated with 6 live transfers or appointments, resulting in a 27.3% lead-to-appointment rate, though $0 in tracked spend raises a flag on data integrity or billing status.
Last 30 Days
Leads: 55
Live Transfers + Appointments: 18
— Over the last 30 days, 55 leads were generated with 18 live transfers or appointments, resulting in a 32.7% lead-to-appointment rate, both above the 20% KPI target, but $0 in recorded spend needs to be reconciled.
Last 5 Appointments & Live Transfers
2026-06-11 Appointment — Sal Garcia
Showed
2026-06-18 Live Transfer — Michele Jimenez
Showed
2026-06-19 Live Transfer — David Danenberg
No Show
2026-06-19 Appointment — Odell Cowans Sr.
Showed
2026-06-20 Appointment — Magaly Valle Hernandez
Showed
Common Concerns for the Client
- Lead volume has dropped off significantly in the last two weeks and he wants to know why
- He may be questioning whether the ads are even running given the slowdown after a strong start
- With billing updated on June 12th, he may be wondering if spend is being tracked or applied correctly
Action Steps We Are Taking
- Audit the Facebook ad account immediately to confirm there are no restrictions, payment failures, or delivery issues that could explain the slowdown in lead volume
- Reconcile the $0 spend figure in the system for both the 14-day and 30-day windows to ensure billing and tracking are properly connected
- Review current creative and targeting performance to identify any ad fatigue contributing to the drop and prepare fresh creative variations if needed
- Schedule a proactive call with Jason this week to walk him through what we are finding and reset expectations with a clear action plan
Objections & Reframes
- Objection: The leads stopped coming in, I don't think the ads are working anymore. Reframe: You are right that volume dipped and that is exactly why we flagged it and are auditing the account now — your lead-to-appointment rate is actually above our target so the quality is there, we just need to confirm delivery is running clean and scale from there.
- Objection: I updated my billing and things slowed down right after, did something break? Reframe: That timing is worth investigating and we are looking into it now — billing updates can occasionally cause a brief delivery disruption on Facebook but it is usually a quick fix once we confirm the payment method is fully verified on the ad account.
- Objection: I am only a month in and already seeing inconsistency, is this normal? Reframe: Some fluctuation in the first 30 to 60 days is normal as the algorithm is still learning, but 55 leads and an 18-appointment conversion rate in your first month is actually a strong start — we just need to stabilize delivery and keep building on that momentum.