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High-volume WhatsApp broadcasts (500–2,000 RSVP reminders) via Salesible frequently trigger account bans and delivery failures.

Upload the 250-client customer list into Facebook Advantage Plus audiences rather than using 1%/3%/5% lookalikes — but only once the current campaign stabilises.

Split test moving the calendar booking widget above the video on the landing page, and add a ChatGPT freebie as a booking incentive.

Start marketing emails Friday with a small batch of ~100 contacts, ramping to ~500/day if it holds.

Jennifer wants to scale ad spend toward $10,000 or higher once metrics support it.

Agreed to target the first week of December for the live webinar, with ad campaigns launching mid-November.

Pause the main evergreen campaigns for the ~two-week live webinar run to prevent audience cannibalisation.

Past webinars: 1–1.5 hours, quarterly, two sessions (Tue night + Wed lunch), ~200 signups per event, goal of 100 attendees; ad spend $3,000–$5,000 per webinar.

Meta ad structure restructured to turn off related/dynamic media so each creative's messaging can be attributed.

Hold off on shortening the 2m30 landscape ads (A4, A7, A9) until about one month of running the current campaign.

Ad A4 attracts unemployed/jobless leads because its hook ('imagine you could take all your expertise, drive and ambition...') doesn't specify the person must currently be in a job, unlike A7.

Jennifer is worried the calendar is quite empty this week and appointment bookings are slow despite steady lead volume.

Customer journey tracking now sends Salesible data back to Meta to optimise further down the funnel toward scheduled appointments.

Testimonial CTAs assigned to Alexander's editors to be done ASAP, and the LinkedIn banner assigned to a designer for Jennifer to review.

Alexander created a streamlined CRM tab showing Meta leads and booked appointments, hiding the messy raw data tab; Jennifer will instruct the sales team to log calls set in the lead remarks column.

Squarespace tracking limitations make it hard to attribute organic/search traffic to controlaltcareer.com.

Cost per lead currently ranges from $30 to $45; opt-in to booking conversion is ~20% (page-two booking 12–20%), target at least 30%.

Only data from 1 October 2026 onward can be attributed reliably to specific creatives; anything before that is guesswork.

Jennifer has WhatsApp Business already set up and ready; still needs to complete Meta Business Suite verification to unlock features.

Postpone any landing page changes or A/B split test until the creatives have run 5 days to two weeks, so LP changes don't confound creative performance data.

Email setup is complete in the CRM with SPF and DMARC configured; emails display as from Jennifer at jennifer@controlcareer.com with mail.controlcareer.com as the underlying sending domain.

Run the five identified old top-funnel ads immediately against the existing 60-minute webinar page, then integrate the three newly finalised ads by the end of the week.

Final ad mix: 5 old top-funnel ads, 1 new founder story TOFU, the 2 existing mid/bottom-funnel creatives (6 and 7), plus 2–3 additional case study or testimonial pieces — 10 to 11 ads total.

For now track appointment booking rate, hook rate, hold rate and click-through rather than cost per lead — CPL only matters if it spikes to something like $150.

Sales benchmarks: one-call close or one follow-up call within a week; 50–60% show-up rate on booked calls; 15% close rate from calls that showed up; cost per booking around $30–$40.

Historically the 60-minute funnel converted at ~6% and the 20-minute funnel at 9–10%, but 20-minute leads were lower quality and less aligned per the sales team's comments.

Current 60-minute webinar landing page converts at roughly 4%, lower than the 20-minute version, though attribution is unreliable because creatives are not properly linked.

Two bookings that came in this morning never appeared in Slack and showed up in an unfamiliar calendar format ('career consultation' rather than '1-on-1 career consultation – Zoom'), suggesting the Funnel Web Slack integration or a stray calendar link is still live.

Keep the objection-handling case study video in the ad set so Meta's Andromeda sequencing can retarget people who dropped off.

Do not run the tech layoff / LVMH case study video in the current campaign — too specific and job-oriented rather than mindset-driven, and it could attract unemployed leads.

Webinar drop-off tracking is being investigated natively in HighLevel, with a preference to keep tools inside HighLevel rather than add other software.

Jennifer flagged the '7 questions' video as broken — it asks 'do you say yes to these questions' but they aren't yes/no questions, so it doesn't make sense.

Best-converting message pattern is problem/pain plus aspirational, with the mechanism kept vague; mechanism-focused ads convert worse. Keep A4 in the mix for creative diversity since Hooks 7 and 9 are similar.

Jennifer will input weekly performance data into the sales and marketing spreadsheet by Friday night; Alexander's side provides weekly performance updates.

Jennifer expressed frustration at how slow lead generation has been and the urgent need to start making money.

Consolidate into a single CBO campaign (one campaign, one ad set) running the proven historical winners — A9, A7, A4, New Hook 7 (V29) and Hook 10 — and shut down all legacy campaigns and funnels.

Start the consolidated campaign at roughly $90/day and scale to $150/day (about $5,000/month) once booked calls are validated.

Historical attribution cannot be trusted — legacy ad-level settings (multiple ads under one ad, Funnel Web integrations) mean the creative credited in the back end may not be what the user actually saw.

A new custom field 'source channel' becomes the source of truth for attribution going forward, while the legacy text tags are left in place because Jennifer is used to filtering by them.

Contacts migrated from funnel web are tagged 'FW migrated'; HighLevel won't let us fake the underlying contact source, so a human-readable summary is compiled into the contact notes.

Expect roughly 14% lead variance as industry standard, attributed to cookie limitations and iOS 14; the priority is not over-reporting or wrongly attributing leads.

Run the ads and test core functionality for about a week first; email flow optimisation and landing page tweaks come after stability is confirmed.

The 14-day email journey is unlikely to deliver properly — Jennifer agrees it 'doesn't really matter because it's not actually getting really delivered'; the current address lands in promotions rather than spam.

Jennifer wants the current landing page photo replaced — it shows them pregnant at a TEDx talk and is a side profile; they'll send a higher-quality, well-lit photo for Alexander to crop and roll out across all 5 funnels.

Jil confirmed the team is re-editing the testimonial videos based on the highlights shared yesterday, with an internal review before sending them to Jennifer.

The existing Slack channel was created by a sales manager who has since left, so Jennifer wants a new dedicated channel created down the road in case access is lost.

Google ads lead directly to a booked call without going through a funnel, and most website organic CTAs also go straight to booking a call rather than the webinar.

Jennifer needs to update roughly 30 calendar links across the website plus the LinkedIn link to the new controlaltcareer.com URLs, and will ask Zach to connect his Google Hangouts account to the calendar.

Funnel step two carries the 75-minute video (corrected from 90), confirmed by Jennifer before rollout across all pages.

Facebook ads are ready to be switched on the same day, once internal ad links are updated for accurate tracking.

High-level site migration is essentially complete: funnel structure cut from four steps to three (AB test step removed), five active funnels (Meta ads, Google ads, Instagram, LinkedIn, organic) plus an email/calendar route; only minor edits left.

Each of the 5 funnels now has its own unique opt-in form so leads can be tracked at lead level, instead of the single shared form used previously.

Pixels were previously not set up properly on either the funnel pages or the calendar, which is likely why they had tracking issues; now a 'lead' event fires on opt-in submission and a 'schedule' event fires on calendar booking.

Jennifer criticised the media plan deck (Canva link from Jonathan) as only reviewing past performance, with no audience targeting, budget allocation, creative strategy or testing roadmap.

Jennifer spent her own time selecting 7–8 existing Instagram reels and client success stories for ads and wants agency input back — on unused creatives, re-editing styles/speeds, and CTA adjustments.

Facebook ad-attributed revenue: July 2026 was zero (no clients signed); August 2026 was one client signed at $6,500.

Alexander introduced Jill (Jil Micole Lee) for client strategy and account management, and Jonathan Lew as the media buyer, to streamline account communication.

Use the existing "Sales and Marketing" Google Sheet — not a separate sheet — and add a new tab there for Facebook ad attribution, raw data and demographic breakdowns.

Judge funnel performance from the ROAS sheet and closer notes, not Facebook top-of-funnel cost-per-lead: "I don't really care about [cost per lead], it's all about actual clients that are coming through."

There was never a real split test — the funnel was switched sequentially from 90-minute to 20-minute in December 2025, and the old Funnel Web data is locked, so comparison must be by date range.

Jennifer is inclined to pause Facebook ads for a few days until the access/routing issues are sorted, rather than keep taking blind calendar bookings.

Move all Facebook ads back to Salesable immediately so new lead data stops flowing into the inaccessible Funnel Web account.

505 contacts have been migrated from Funnel Web to Salesable, with fewer than 10 overlaps ported over with updated states.

Neither Jennifer nor Alexander can log in to the Funnel Web (GoHighLevel) account — it shows as locked, so the team can't see lead details and the domain can't be moved.

Jennifer's biggest worry about migrating is losing the per-contact journey data — which ad they came from, whether they booked immediately or only after email nurture.

Jennifer decided to consolidate onto Salesable as the single primary CRM and migrate contacts back from Funnel Web, rather than staying on Funnel Web or running both.

Neither Jennifer nor Alexander has owner access to Funnel Web or Salesable — the former sales manager set both up and has since left, so funnels and assets can only move if he generates share links.

Rebuild the CRM pipeline/Opportunities view from scratch rather than porting ~6,000 legacy states, and strip automations back to the two that matter: calendar bookings and Slack lead notifications.

Jennifer wants to keep per-source calendars (Facebook ads, Google ads, LinkedIn organic, IG organic, email) because they let her see source at a glance in Slack, count bookings per source quickly, and control which closer sits on which calendar.

Emails are currently landing in spam; Alexander says domain reputation must be repaired with a dedicated IP, proper SPF/DMARC and a formal warm-up before resuming high-volume marketing email.

Jennifer plans to resume live webinars and wants automated reminder emails and WhatsApp reminders to cut the manual work.

Alexander quoted the WhatsApp/SMS automation package at roughly 1,000 for initial setup plus 500 per month for ongoing workflow management, which the client can opt out of; the decision was deferred.

Alexander advised against high-volume WhatsApp Web / personal-account calling for closers — it triggers bans in Singapore — and recommended a dedicated local physical phone and SIM for a master account.

Jennifer flagged that the current mailing list is frequently landing in spam / high bounce rates.

Email deliverability work is outside standard scope and will incur additional cost; notes record the client accepting the additional scope and cost.

Jennifer prioritises lead quality over cost per lead as the optimisation metric.

Launch a dedicated ad set using existing client case study videos for middle- and bottom-of-funnel, split-tested against the newly produced creatives.

Shut down the 'motherhood' angle and its ad sets — consistently low-quality leads per the tracking sheet.

Keep the 'less than 5K' income bracket in the target criteria — lower quality but still closable.

All video creatives must include a clear call-to-action at the end.

Creatives should be authentic, low-production and selfie-style, not over-manufactured — Creative 2 filmed in a car single-angle ('talking to a friend'), Creative 7 selfie-style walking in a park or on a sofa.

Produce new founder-story content; rescript 'Creative 7' to handle specific objections like 'I don't have time' and 'Why can't I do this myself?'.

Jennifer disputed the separate landing page fee (1.5), saying previous agencies always included landing page work within ad management fees.

Revise the existing landing page against Jennifer's specific comments (minor aesthetic tweaks) before committing to a full paid redesign.

Jun Kai to analyse nine months of historical data on 20-minute vs 60-minute webinars to decide the optimal format, before finalising landing page revisions.

Media buying team audit report and proposed plan to be sent by end of the week; Jun Kai also to record a screen recording of the ad library for the client.

Historical ad performance data was tracked by a previous agency, so the team lacks full visibility and risks premature optimisation decisions.

Shut down GoHighLevel and migrate funnels, lead bookings and website hosting to Salesable so leads book correctly; Jun Kai to check technical feasibility of hosting migration and request domain credentials.

Jennifer corrected the motherhood ad concept: they deliberately designed a career for motherhood before becoming pregnant, not after.

Testimonials from Mariam and Daryl are currently being edited and will be used as the final push for leads in the new ad batch.

Conduct a landing page audit and optimisation proposal to improve lead conversion, comparing the 20-minute and 60-minute webinar funnel variations.

Founder story ad format is raw and authentic, modelled on an I Quadrant property investment ad, with filming references from Kale Sim and Shelby Sipe's selfie style.

Reuse existing client case studies and content with adjusted calls to action rather than building every ad from scratch, and A/B test that against newly scripted videos.

Low lead quality is the problem the new ad strategy is meant to solve, targeting solution-aware and product-aware audiences.

Previous efforts relied too heavily on top-of-funnel ads; Jennifer wants more mid-to-bottom-funnel content such as case study reels.

Revised creative scripts and the landing page audit are due Monday, August 31st, with a review call that Monday afternoon.

Target September 1st for taking over ad management, starting with existing creatives with updated calls to action while new scripts are finalised.

Conversation histories cannot be exported from GoHighLevel or Salesable, so any migration risks losing historical conversation data.

Porting data back to Salesable is a one-time fee of approximately $500 and will take one to one and a half weeks.

Adopt a script and editing style similar to business coach Mark Chan — decision rules, cadences, scorecards demonstrating business process.

Differentiate from other career coaches using Jennifer's personal career narrative — BlackRock to a fashion startup — with mothers as a key underserved audience.

Focus new content on mid-to-bottom funnel for retargeting; they already have enough top-funnel assets.

Repurpose Instagram reels with above-average views rather than the high-view viral ones, re-edited with updated CTAs.

Optimise the ads first and only then adjust the landing page or webinar funnel, so performance changes can be attributed accurately.

Daryl does not want his face shown, so his testimonial must be edited with his face blurred.

Jun Kai will edit the testimonials unless Jennifer's current agency can do it at a lower rate, in which case it comes out of our quotation.

Initial creative batch: three video creatives, one carousel, plus a static image and two testimonial edits, mixing new and repurposed content.

Pricing will not be disclosed on videos or webinars; prospects must book a sales call to get pricing.

During handover, prioritise developing new creatives while maintaining the current Facebook ad management in the interim.

Day-to-day inquiries handled via WhatsApp, with monthly review calls analysing past performance and presenting strategy for the next three months.

Agency charges a 1.5k monthly ad management fee plus a variable creative fee by asset volume; a package of ~eight video creatives would be around 4k.

Current ROAS is approximately 3.8 on Google Ads.

Current video ads are too lengthy; the first 15 seconds must clearly articulate the value and outcomes for the target audience.

Proposed shifting Meta strategy to AI-based targeting and 'creative diversity' aligned with Meta's Andromeda update — distinct messaging pillars and formats rather than just testing different hooks.

They prioritise high-quality leads over a lower cost-per-lead — previous campaigns yielded irrelevant prospects who weren't financially qualified.

Show-up rate for booked appointments is currently over 90%.

Currently spending ~3k–4k/month on Google Ads; Facebook Ads paused while training the new sales team. Historically ~5k/month Facebook and ~4k Google, with Google currently performing better on ROAS.

Current agency lacks hands-on involvement and doesn't analyse the downstream impact of ads on client acquisition — they just run ads without optimising frequently or addressing lead quality.

High-ticket one-on-one career coaching for high-achieving professionals (lawyers, finance executives) pivoting careers, plus group coaching, all hosted on Zoom.

Jennifer to grant ads account access for a full audit and share historical conversion and appointment-setting metrics.

Jun Kai to draft a proposal detailing target personas, messaging pillars and campaign execution strategy, for review on a follow-up call next week.