--000000000000efa7e105ff3844f6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Tim, Were you able to connect with Joey on the May results? We're still seeing only 4 SOC when there were 29 opportunities. 14 of them closed before assessment and 6 closed after so it would be really helpful to know what's causing leads to drop out of the funnel. Two opps are still open, two assessments are still open, and 1 client has not started care yet. Similarly, in June, we are able to see 38 opportunities but only 3 SOC. 14 opps closed before assessment, and 1 closed after assessment. Similarly for the leads, it looks like Toronto had 38 in June with 10 still open and 5 opportunities vs a market like Vancouver that had 40 but already has 10 opportunities with only 2 leads still open. Understanding what sort of issues Toronto is seeing with the leads will help us optimize the campaigns. Sincerely, On Mon, Jun 12, 2023 at 1:11=E2=80=AFPM Alexa Graziani wrote: > Hi Tim, > > Separately from working with InFront, can you please connect with your > team to review the paid lead funnel? > > We generated 100 leads and 29 of them became opportunities but only 4 hav= e > hit SOC. For context, we saw about a 23% opportunity to SOC conversion ra= te > for May, which was a dip from our 35% average for this year (which is whe= re > we want to be). We also saw a dip in lead to SOC conversion, but we want = to > be in that 10%+ range, which Canada has been at if we look at our 2023 > numbers to date, but is much below for May. > > Here is a link to the campaign location funnel. You will need to change > the division to Canada and then you will be able to see a list of all the > Salesforce records once you filter the month to May: > https://analytics.homecareassistance.com/marketing/campaign-location-dash= board > > You can also review how calls and forms are moving through the > funnel/overall conversion rates here: > https://analytics.homecareassistance.com/marketing/campaign-dashboard > > If you can dive into each market and provide us with an overview of the > main reasons why leads aren't moving forward this week, that would be > great. Toronto is the primary market to dive into since we are generating > strong lead numbers but low opportunity numbers. Vancouver is also a top > market to review because they had 9 opportunities but 4 closed before the > assessment and 2 closed after. We're continuing to increase their budget = so > we want to make sure they can handle the additional spend. There are stil= l > 3 open assessments so checking to see if those will move to SOC will also > be a huge help as that will dramatically improve May's metrics. > > Sincerely, > > Sincerely, > > On Mon, Jun 12, 2023 at 12:59=E2=80=AFPM Alexa Graziani > wrote: > >> Hi John, >> >> Thank you for sending it over. This is missing the two main changes we >> discussed last month/earlier this month: >> >> 1. Each market should have a slide after the numbers