Last 14 Days
Leads: 6
Live Transfers + Appointments: 2
— Over the last 14 days, 6 leads and 2 live transfers/appointments were generated on $152 in spend, putting lead-to-appointment rate at 33% and cost per appointment at $76 — both within or above target.
Last 30 Days
Leads: 19
Live Transfers + Appointments: 5
— Over the last 30 days, 19 leads and 5 live transfers/appointments were generated on $479 in spend, putting lead-to-appointment rate at 26% and cost per appointment at $95.80 — both meeting KPI targets.
Last 5 Appointments & Live Transfers
2026-06-29 Appointment — Tim King
Showed
2026-07-08 Appointment — Keisha Monderson
Showed
2026-07-11 Appointment — David Stroud
Showed
2026-07-14 Appointment — Ramon Ovalle
Showed
2026-07-20 Appointment — Levette Thomas-Williams
Showed
Common Concerns for the Client
- I feel like I'm missing appointments or dropping the ball with customers and it's costing me jobs
- I'm not sure the leads I'm getting are actually turning into real estimates and revenue
- I haven't heard much from my account team and don't know if anything is being actively worked on
Action Steps We Are Taking
- Escalate the office messaging integration issue to Nico/ops immediately — appointment details and customer communications must sync to Dean's phone so he stops missing time-sensitive estimate windows
- Follow up with Dean via phone call since two billing-related SMS messages have gone unanswered — a live conversation is the fastest path to resolving the billing hiccup and confirming the account stays active
- No new creatives have launched in the last 14 days — brief and launch at least 2 fresh ad creatives this week, modeling structure after NEW CREATIVE FEB #1 which is leading at 3.8% CTR on low spend and shows room to scale
- Shift more budget toward NEW CREATIVE FEB #1 and NEW CREATIVES #3 which are outperforming on CTR while NEW CREATIVES #2 is consuming the majority of spend at a lower 2.62% CTR — rebalance to improve efficiency
Objections & Reframes
- Objection: I keep missing customers and it makes me look unprofessional. Reframe: That's on us to fix — we identified it's a technical sync issue between the office system and your phone, not anything you're doing wrong. We're escalating it to our ops team right now so appointment details go straight to you in real time.
- Objection: I'm not seeing a return — I don't know where these leads are going. Reframe: Your numbers are actually strong — over the last 30 days you're converting 26% of leads to appointments at under $96 each, which beats the industry benchmark we target. The priority now is making sure those appointments are actually reaching you so you can close them.
- Objection: I haven't heard from anyone and feel like I'm being ignored. Reframe: That's fair feedback and we own it — there was a billing flag that needed a quick call to sort out and we didn't get you on the phone fast enough. We're reaching out today to connect live and make sure nothing is interrupted on your account.