Client session

Home Promise

Monday, February 16, 2026 at 9:00 PM

Duration (min)

Notes

### Google Ads Account Management

- Cleared old leads from system dating back to 2/16
- Filtered for specific lead types: application, credit file value, likely load follow-up
- Exported PA (Pennsylvania) leads only
- Current performance metrics (last 14 days):
  - 318 conversions on $13,400 spend
  - $42 cost per conversion
  - $7,690 total spend / 178 conversions = $38 average

### System Updates & Maintenance

- Jack implementing cleaner export process with date range specification
- Conversion tracking needs verification
- Several recommendation alerts to clear from account
- Export functionality now filtering properly vs. previous full database dumps

### Personal Updates

- Jack started Orange Theory fitness with wife and daughter
  - Daughter has life-threatening illness requiring fitness maintenance
  - First consistent high-intensity cardio since high school soccer (1984)
  - Heart rate training in 80-100% zones
  - Wife progressed from never hitting 85% to 10 minutes in orange/red zones
- Nick incorporating yoga/stretching into routine
  - Trainer convinced him stretching improves athletic performance through range of motion
  - Now consistently stretching for pickleball improvement

### Google Support Interaction

- Former rep Juliet reached out to Nick for offline conversion help
- Nick assisted with client issue briefly
- Juliet may be reassigned back to their account next quarter
- She indicated they're "one of her favorites" to work with

### Next Steps

- Nick: Clear recommendation alerts from account
- Nick: Verify conversion tracking setup
- Jack: Double-check conversion data accuracy

Action items