--0000000000003699a50601f446f7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable I realized I accidentally linked to the Tableau version of the Campaign location report. Here is the correct link for the AP version, which you should be able to access: https://analytics.homecareassistance.com/marketing/campaign-location-dashbo= ard On Wed, Aug 2, 2023 at 10:45=E2=80=AFAM Alexa Graziani wrote: > Hi Joey and Tim, > > Megan and I look forward to discussing July's results with you tomorrow. > Here > > is the overall KPI deck for your review. > > Prior to diving into paid, we want to take a moment to review Canada's > overall attribution and get your input on why so many records might be > showing up as "null" in our attribution model by reviewing some of them > together. > > Then there are a few primary areas of paid advertising that we want to > dive into: > > *1) Open leads and opportunities:* > > - does the team have followups assigned for them? > - are they likely to be moving to the next stage? > - what is currently keeping them from moving forward? > > This will help us to see what the July results will likely be once they > mature in a week or two. > > > *2) Closed opportunities:* > > - Do you agree with the closed reason listed based on chatter notes / > what you know about the lead? > - Can you provide more context on the closed reason? > - Are there any reasons any closed opportunities should continue to > get followed up with by the team? > > This will help us to learn more about the operational process and give yo= u > the opportunity to provide any coaching that may be needed. > > > *3) Closed leads:* > > - Are there any keywords that stand out as ones you think might signal > an unqualified lead? > - so far it looks like "home caregiver services" and "temporary > home care after surgery" are keywords we should stop bidding on > - Review what we think should happen in July for leads/opps > - lead volume should go down but opportunities should stay flat or > go up > - fewer leads because the team is making sure to only enter ones > associated with home care, meaning "not looking for our services" s= hould go > down as a closed reason > - opps stay flat or go up because hopefully the top of funnel > optimizations mean our budget is driving better calls/forms > - Review terminology > - lead =3D anything entered as a lead > - "leads for home care" can be used to distinguish between leads > that are relevant to us and calls/forms that come through that a= re not > related to this > - qualified lead =3D anything that moves to an opportunity > > > We will review the Campaign Location Funnel, here > , > which is how we measure performance and fill out the KPI deck. Please not= e, > it does not match correctly because one Toronto lead is showing up as pai= d > when it may actually be from organic. We are working to figure that out n= ow > and will have that finalized before we meet with Chen alter this month. > >