Last 14 Days
Leads: 30
Live Transfers + Appointments: 6
— Over the last 14 days, 30 leads and 6 live transfers/appointments were generated on $428 in Facebook spend, resulting in a 20% lead-to-appointment rate and a $71.33 cost per appointment — both within or at KPI targets.
Last 30 Days
Leads: 63
Live Transfers + Appointments: 12
— Over the last 30 days, 63 leads and 12 live transfers/appointments were generated on $911 in Facebook spend, resulting in a 19% lead-to-appointment rate and a $75.92 cost per appointment — just under the 20% lead-to-appointment target but within the cost per appointment range.
Last 5 Appointments & Live Transfers
2026-07-13 Live Transfer — Manuel Turrubiates
Showed
2026-07-15 Live Transfer — Robert Unknown
Showed
2026-07-21 Live Transfer — Anthony Wilson
No Show
2026-07-24 Appointment — Basel Shama
Pending
2026-07-24 Appointment — David Costello
Pending
Common Concerns for the Client
- She may feel neglected or uncertain about campaign activity after a 22-day gap with no synced appointments showing up on her calendar
- She's likely questioning lead quality — previous calls flagged financing-dependent prospects and leads still in early research phase
- She may be hesitant to fully re-engage without confirmation that the calendar sync issue is fixed and future bookings won't fall through the cracks again
Action Steps We Are Taking
- Priority: Get Maggie on a 5-minute call today to walk through the Nico Loom and confirm her calendar is fully reconnected so all future bookings sync correctly — follow up via SMS again if no response by EOD
- Audit the 85 active ads and consolidate budget toward the top three CTR performers (NEW VAR #2, #3, #5), pausing underperforming creatives to reduce waste and improve delivery efficiency
- Launch at least 3 to 5 new creative variations this week given zero new creatives in the last 14 days — prioritize concepts that pre-qualify budget and intent to address recurring lead quality concerns around financing and early-stage researchers
- Prepare a short lead quality breakdown for Maggie showing the 20% lead-to-appointment rate and $71 cost per appointment over the last 14 days to proactively anchor the conversation in results before she raises concerns
Objections & Reframes
- Objection: I haven't been getting appointments and I don't know what's been going on. Reframe: That's completely valid and we take responsibility — we identified that your calendar disconnected on our end, which means bookings weren't syncing to you even though leads were coming in. We're fixing that now and making sure it never creates a blind spot like this again.
- Objection: The lead quality isn't good — too many people just asking about financing or not ready to buy. Reframe: You're right that not every lead is sale-ready on day one, and that's something we're actively addressing by building creatives that filter for intent earlier — but your cost per appointment over the last 14 days was $71, which is well inside the $100 to $150 target, so the leads that are converting are converting efficiently.
- Objection: I'm not sure this is worth continuing if I'm not seeing results. Reframe: In the last 14 days alone you hit a 20% lead-to-appointment rate at $71 per appointment — that's exactly where we want to be, and with the calendar issue now resolved, those appointments will actually land on your calendar going forward so you can see the full picture.