Last 14 Days
Leads: 10
Live Transfers + Appointments: 2
— Over the last 14 days, 10 leads were generated at $320 in spend, but only 2 converted to live transfers or appointments, resulting in a 20% lead-to-appointment rate and a $160 cost per appointment — above the $100–$150 target.
Last 30 Days
Leads: 20
Live Transfers + Appointments: 8
— Over the last 30 days, 20 leads were generated at $626 in spend with 8 live transfers or appointments, resulting in a 40% lead-to-appointment rate and a $78.25 cost per appointment — both within or exceeding KPI targets.
Last 5 Appointments & Live Transfers
2026-05-22 Live Transfer — Krzysztof Kleczkowski
Showed
2026-05-23 Appointment — Mark Perez
Showed
2026-05-28 Appointment — Greg King
Showed
2026-06-06 Appointment — Mubarak Hossain
Showed
2026-06-11 Appointment — Mike Connolly
Showed
Common Concerns for the Client
- The last 14 days look weaker — why are fewer leads turning into appointments recently?
- We have 37 active ads running — are too many ads splitting the budget too thin to get real results?
- It's been over 3 weeks since anyone reached out to me — am I being forgotten?
Action Steps We Are Taking
- Launched 6 new creatives in the last 14 days including NEW VAR #1, NEW VAR #2, NEW VARIATION #6, and VIDEO VAR #1 to test fresh angles and improve lead quality going into the next cycle.
- Prioritize budget consolidation toward the top 3 CTR performers — NEW VARIATION #1 (5.0% CTR), NEW VAR #2 (3.3% CTR), and VIDEO VAR #1 (2.83% CTR) — and pause underperforming ads to reduce the bloated 37-ad spread.
- Audit lead quality from the last 14 days to identify whether the drop in appointment rate is driven by ad creative, audience targeting, or follow-up speed, then adjust accordingly.
- Re-establish consistent communication with Doreen given the 22-day contact gap — schedule a check-in call to review 30-day wins, address the recent 14-day dip, and reinforce confidence in the strategy.
Objections & Reframes
- Objection: The last two weeks look really bad — only 2 appointments from 10 leads. Reframe: That's a fair call-out, and the last 14 days are a blip we're already addressing — over the full 30 days you're at 40% lead-to-appointment and $78 cost per appointment, which beats our targets. The new creatives we just launched are designed to stabilize quality in the short window too.
- Objection: Why do I have 37 ads running — that seems like a waste of budget. Reframe: You're right that 37 is too spread out, and that's exactly what we're fixing right now — we're cutting the weak ads and pushing budget into the three creatives already showing strong click-through rates so your dollars work harder.
- Objection: I haven't heard from anyone in over three weeks — I don't feel like a priority. Reframe: That's completely fair and on us — there's no excuse for that gap, and I'm here now to make sure you have full visibility into what's happening and what's coming next. We'll set a regular cadence so this doesn't happen again.