--00000000000033ac1f05fdf45428 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 have hit SOC. For context, we saw about a 23% opportunity to SOC conversion rate for May, which was a dip from our 35% average for this year (which is where 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-dashbo= ard 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 still 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 that goes over > the two areas below. To recap, I want to shift the conversation away f= rom > what the numbers are for the market (we can all read those in the slid= es) > to the "why" behind the numbers and the "how" for how the campaigns ar= e > being managed. Your team has so many insights, I want to make sure we = go > through them in detail. > - what contributed to the change in metrics for the market in the > previous month (both positively or negatively) > - the primary focus/optimization areas for the market in the > current month > 2. The forms slides should call our how many forms were contact us > forms vs care inquiry forms > - We should have new ads accounts and a plan for changing the > callrail form tracking by the end of this week/early next week > - Please also remember to change "Leads" to "Forms" on the callrail > slides because both calls and forms turn into leads when they are e= ntered > into Salesforce, so we'd like the nomenclature to be consistent. > > > Also, for reference, here is how we saw each market perform in May (data > has updated through June 11th). > > Sincerely, > > On Mon, Jun 12, 2023 at 10:09=E2=80=AFAM John McColman > wrote: > >> =EF=BB=BFHi Alexa, >> >> >> >> Thank you for following up on this. >> >> >> >> >> https://www.canva.com/design/DAFkllNDCbw/3TZd6AfXVNlm81lC9EYPmA/edit?utm= _content=3DDAFkllNDCbw&utm_campaign=3Ddesignshare&utm_medium=3Dlink2&utm_so= urce=3Dsharebutton >> >> >> >> It was done last week, but it slipped through on being sent over. My >> apologies. >> >> >> >> Did you want a PDF? >> >> >> *John McColman* >> >> In Front Marketing >> >> >> >> 403.861.9727 >> >> *john@infrontmarketing.ca * >> >> >> >> >> >> *From: *Google Calendar on behalf of >> agraziani@thekey.com >> *Date: *Monday, June 12, 2023 at 10:58 AM >> *To: *John McColman , Mathew Pust > mathew@infrontmarketing.ca>, Megan Heinen , Timothy >> Thomas >> *Subject: *The Key / IFM Meeting (Monthly) >> >> The Key / IFM Meeting (Monthly) >> >> >> >> >> >> Hi John, >> >> When will we get the May results for our call? I thought these were goin= g >> to be sent by EOD on the Friday prior to the call moving forward. >> >> Sincerely, >> Alexa >> >> >> >> The Key / IFM Meeting (Monthly) >> >> Tuesday Jun 13, 2023 =E2=8B=85 11am =E2=80=93 12pm (Pacific Time - Los A= ngeles) >> >> https://zoom.us/j/2923611214 >> >> >> Calendar invite for Monthly report walk through, updates, changes, >> >> John McColman >> In Front Marketing >> >> 403.861.9727 >> john@infrontmarketing.ca >> Location >> >> https://zoom.us/j/2923611214 >> *View map* >> >> Organizer >> >> John McColman >> >> john@infrontmarketing.ca >> Guests >> >> agraziani@thekey.com - creator >> >> Mathew Pust >> >> Megan Heinen >> >> Timothy Thomas >> >> >> > > > -- > Alexa Graziani > Senior Marketing Manager - Consumer Growth > * Please note my email has changed: * > agraziani@thekey.com > (650) 416-1538 Ext. 181538 > TheKey.com > [image: TheKey] > --=20 Alexa Gr