Client session

Home Promise

Monday, April 6, 2026 at 8:00 PM

Duration (min)

Notes

### Discover (Greg) — Account Review

- Personal trainer in Boston; ~$200/month; long-standing informal relationship
- Moved to a slightly bigger space recently; now hiring additional trainers
- Services: personal training, small group training, mobility training (massage likely being phased out)
- One active campaign with three ad groups; only personal training performing decently; others turned off
- No conversion tracking in place — never successfully set up with his previous scheduling app
- Scheduling app is now Vacaro; has a backend but convoluted; no confirmed thank you page yet
- GA4 exists but wrong property ID connected — no traffic showing; no Tag Manager access
- New website has broken site links and may not have GA4 tag installed

### Next Steps

- Nick

- Email Greg about GA4 access and clarify which property is correctly installed
  - Use Tag Manager Assistant Chrome extension to identify which GA4 tag is live on the new site

- Jack

- Email Greg to request GA4 and Tag Manager access
  - Confirm which service categories he wants to advertise (personal, group, mobility — ask about massage)
  - Clean up broken site links on new site
  - Test free consultation booking flow; check if a thank you page loads (for conversion tracking)
  - Confirm ad budget
  - Get Vacaro login from Greg if needed to set up thank you page / conversion event

Action items