Last 14 Days
Leads: 24
Live Transfers + Appointments: 3
— Over the last 14 days, 24 leads were generated at $875 in spend, producing 3 live transfers or appointments for a 12.5% lead-to-appointment rate and $291.67 cost per appointment — both below KPI targets.
Last 30 Days
Leads: 63
Live Transfers + Appointments: 11
— Over the last 30 days, 63 leads were generated at $1,851 in spend, producing 11 live transfers or appointments for a 17.5% lead-to-appointment rate and $168.27 cost per appointment — still short of the 20% lead-to-appointment and $100–$150 cost per appointment targets.
Last 5 Appointments & Live Transfers
2026-06-03 Appointment — Alfredo Torres
Showed
2026-06-12 Appointment — Richard Williams
Showed
2026-06-18 Appointment — Gerald Matthews
No Show
2026-06-20 Appointment — Lucy Leone
No Show
2026-06-22 Appointment — Fares Al-Salim
Showed
Common Concerns for the Client
- Why am I getting leads but so few are turning into actual appointments or live transfers?
- My cost per appointment is way too high — I'm not seeing a clear return on what I'm spending.
- The lead volume looks okay on paper but I still don't feel like I have visibility into what's actually happening with these leads.
Action Steps We Are Taking
- Launched 5 new creatives on June 19 (Photo #1, Photo #2, Photo #3, Video #2, Video #3) to test fresh angles and improve top-of-funnel engagement and lead quality.
- Monitoring early CTR signals on new June 19 creatives — June Video #2 is already showing a 4.65% CTR with minimal spend and will be prioritized for budget scaling if lead quality holds.
- Following up with Mike to obtain his login credentials so he can access the platform directly and track lead conversations, appointments, and activity in real time — improving his visibility and trust in the pipeline.
- Reviewing lead-to-appointment conversion data to identify whether the drop-off is a lead quality issue or a speed-to-contact issue on the sales side, and will bring a specific recommendation to Mike on the next call.
Objections & Reframes
- Objection: I'm getting leads but nothing is converting — what's the point? Reframe: Your 30-day lead-to-appointment rate is at 17.5%, which is close to the 20% target — the bigger gap right now is cost per appointment, and that's directly tied to the new creatives we just launched on June 19. Give those 7–10 days of real data and we'll have a much clearer picture of what's pulling costs down.
- Objection: My cost per appointment is too high at over $150 — this isn't working. Reframe: You're right that $168 is above our $100–$150 target, and we're not satisfied with that either — that's exactly why we pushed new creative this week. Historically, tightening creative performance is the fastest lever we have on cost per appointment, and we already have early winners showing strong CTR.
- Objection: I don't have enough visibility into what's happening with my leads. Reframe: That's a fair concern and we're fixing it right now — once you're logged into the platform you'll be able to see every lead, conversation, and appointment in real time so you're never in the dark again.