Client session1 hr

Home Promise

Monday, May 4, 2026 at 8:00 PM

Duration (min)

Notes

### Lead Volume & Campaign Performance

- Last 7 days: \~308 leads (vs. 151 the prior period)
- Sunday May 3 only 16 leads vs. Sunday Apr 26 which had 35 — significant drop
  - Likely a blip (college graduations, etc.)
- Goals imported last week confirmed working; account looks stable

### Google/Agency Status

- The external agency (“best of the best”) has gone quiet for a couple of weeks
- The data extraction issue that required their involvement got resolved on the last call
- Jack wants another call with them to see what they’ve come up with — they had pitched a plan

### Next Steps

- Nick
  - Run campaign optimizations
  - Prepare the spreadsheet
- Jack
  - Upload new data in the next 5–10 minutes
  - Schedule/confirm meeting with Nick and Jacob on the 18th
- Both
  - Follow up with the agency to check on their plan and assess ongoing value

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Chat with meeting transcript: [https://notes.granola.ai/t/e78c980a-fa2a-48f4-ad63-0ab2d5e3c7dd](https://notes.granola.ai/t/e78c980a-fa2a-48f4-ad63-0ab2d5e3c7dd)

Action items