--00000000000066786b06198627d7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Will you have time to review this with the team today/tomorrow? There are now 3 SOC for May, thank goodness, but we're still well below where we'd like to be. The opportunity to assessment conversion is 10% under what it was in February-April, so something still seems to be off at that point in the funnel. 4/5 assessments have made it to client and 3/4 clients have hit SOC, so the rest of it seems ok. Thank you, On Wed, May 22, 2024 at 1:55=E2=80=AFPM Alexa Graziani wrote: > Hi Tim, > > As discussed on our call today, here > > are the lists of open and closed opportunities specifically from paid > advertising for you to review with the team. > > Once we diagnose/improve the opportunity to assessment issue and start to > hit that 3/4:1 LTV:CAC we can discuss figuring out where to re-allocate t= he > ~$6k CAD we were previously spending on the agency (to improve volume for > the top converting markets). > > Sincerely, > > On Wed, May 15, 2024 at 7:32=E2=80=AFAM Timothy Thomas wr= ote: > >> Thanks Alexa. It's great to finally see the leads trending back up. Lead >> quality and price sensitivity relative to our new minimums (care >> commitment) continues to be a challenge. >> >> On Tue, May 14, 2024 at 6:56=E2=80=AFPM Alexa Graziani >> wrote: >> >>> Hello All, >>> >>> This re-structured update reviews Canadian PPC performance >>> >>> for the full month of April and an overview of how May is performing so >>> far/our plans to improve performance. >>> >>> We look forward to bringing the advertising (outside of Montreal) >>> in-house starting June 1st! >>> >>> >>> I've set up a call for next week to review performance, strategy, and >>> the in-house transition together. >>> >>> April=E2=80=99s results are as follows (data through Sunday, May 12th): >>> >>> - >>> >>> $CAD41,651 spent >>> - >>> >>> 65 Leads >>> - >>> >>> Decrease in volume and increase in CPL from March. >>> - >>> >>> Largely due to the impact of caregiver calls/forms in Montreal >>> and broad match spend in the other markets. Account changes have = been >>> made/are in progress for both issues and should improve the 2nd h= alf of >>> May=E2=80=99s performance. >>> - >>> >>> 31 Opportunities >>> - >>> >>> Stable cost per opportunity. >>> - >>> >>> Change in team=E2=80=99s definition of opportunity as per Tim: = =E2=80=9CA Lead is >>> any prospective client prior to being qualified. Once qualified, = it can be >>> converted to an opportunity. A lead must meet these three >>> criteria: In our service area, Looking for our services and Fina= ncially >>> qualified for the quoted rate.=E2=80=9D >>> - >>> >>> 6 Assessments >>> - >>> >>> About half of the 13 average in 2023, mirrored by the 19% >>> opportunity-to-assessment conversion rate that about half of the = 41% in >>> 2023. >>> - >>> >>> 4 Clients >>> - >>> >>> 4 SOC >>> - >>> >>> 1.8 : 1 LTV: CAC >>> - >>> >>> 5 op