--00000000000082c2f60602095ab8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for a great call today! Here is a recap of the reasons why records would show up as "null" (outside of them being a B2B referral account): 1. WOM - calling someone's cell phone or the office line directly - no action needed here, null is correct for these 2. The lead getting entered more than 7 days after the call or form came in - please make sure the team enters all leads within 7 days 3. The phone number not matching the callrail recording - I will reach out to DART to see if we can match off of "secondary phone number". Then the team will need to enter that there. 4. If the email doesn't match what was in the webform - please make sure the email is entered and matches 5. If they emailed the Montreal info email - I will put in a ticket with Web Dev to remove that from the website so they are pushed into the webform instead 6. The source is in Callrail but isn't flowing into the data lake - This is an IT issue that I will pursue with that team On the paid side of things, while we know these numbers will still mature in the next 2 weeks, we thank you for your vigilance in following up with them and taking the extra effort to review all the open leads/ opportunities as well as closed opportunities. Let us know when the document has been filled out and we will take a look. Sincerely, On Wed, Aug 2, 2023 at 10:48=E2=80=AFAM Alexa Graziani wrote: > 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-dash= board > > 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