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Client session
Home Promise
Monday, April 6, 2026 at 8:00 PM
jgrace@homepromise.com
Granola
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
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