--0000000000005472630601f43c98 Content-Type: text/plain; charset="UTF-8" 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 you 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" should 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 = 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 are not related to this - qualified lead = 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 note, it does not match correctly because one Toronto lead is showing up as paid when it may actually be from organic. We are working to figure that out now and will have that finalized before we meet with Chen alter this month. From there, I downloaded and organized a report here . Joey, can you please start filling out columns I-L before our call so we can discuss? In general, our goal is to compare against the year as a whole and the previous month/quarter for each month's results. In July, leads and opportunities seem normal but assessments through to SOC seem to have taken a dive from the 2023 and Q2 average. Are there any operational factors we should consider here? We need to find 6 more SOC out of the open leads/opps