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What we know

34 statements from meetings, WhatsApp, documents and delivery

Full history →
  • preferencead-spend-and-platforms2026-10-0513d ago

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

    She is training the sales team to handle the anticipated lead volume increase. Budget stays flat until Alexander can say confidently which ads to keep or kill.

    Meeting· Jennifer Ongsource ↗

  • contextbusiness-model-overview2026-07-1694d ago

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

    Jennifer Ong's business. Funnel drives traffic to a live webinar; attendees can book an appointment directly or be followed up by the sales team.

    Meeting· Jennifer Ongsource ↗

  • decisioncase-study-ads2026-09-2820d ago

    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.

    Alexander: proof that is too specific about landing a high-paying job attracts people asking 'can you get me a six figure job', not people seeking a diagnosis and solution. Could be used again in future.

    Meeting· Alexander Singhsource ↗

  • contextcollaboration-model2026-09-1137d ago

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

    Alexander also clarified the dev team will handle the porting work under his supervision.

    Meeting· Alexander Singhsource ↗

  • decisioncreative-angle-founder-story2026-09-0246d ago

    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 agreed founder stories perform well.

    Meeting· Jennifer Ongsource ↗

  • constraintcta-in-all-creatives2026-09-0246d ago

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

    Jennifer strongly advocated this. Jun Kai agreed to implement despite noting video completion rates are typically under 5% and that ad effectiveness usually comes from content rather than the CTA.

    Meeting· Jennifer Ongsource ↗

  • contextcurrent-roas-baseline2026-10-0513d ago

    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%.

    Pixel/calendar attribution discrepancies have been fixed. Alexander: ad spend can scale once a 3:1 return is achieved, 5:1 LTV return being a stronger signal.

    Meeting· Alexander Singhsource ↗

  • constraintdaryl-testimonial-face-blur2026-08-2059d ago

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

    Meetingsource ↗

  • decisionemail-automation-scope2026-10-0513d ago

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

    Deliverability reached 95–96% after warm-up (expected 60%), few bounces. Jennifer to specify message content or provide past templates; Alexander to compile the customer list by Friday. Alexander notes weekend sends can see ~1% better open rate due to less inbox competition.

    Meeting· Alexander Singh and Jennifer Ongsource ↗

  • decisionfunnel-stage-focus2026-10-0513d ago

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

    Meeting· Alexander Singhsource ↗

  • riskfunnel-web-account-lockout2026-09-1137d ago

    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.

    Alexander's suspected causes: unpaid agency bill, unpaid sub-account fee, or being locked out by the agency owner. Jennifer's sales manager (who created the account) says there's no issue on his side and is hard to reach (works US hours). Funnels are still live — test bookings still come through, but only via email/calendar, Slack notifications have stopped. HighLevel docs say locked accounts usually clear within a day.

    Meeting· Alexander Singh / Jennifer Ongsource ↗

  • decisionincome-bracket-targeting2026-09-0246d ago

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

    Meeting· Jennifer Ongsource ↗

  • decisioninitial-creative-batch2026-09-2820d ago

    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.

    Alexander wants the old winners re-validated because they previously ran across different campaigns and funnel structures (Funnel Web vs Sales), so new and historical metrics can be compared.

    Meeting· Alexander Singhsource ↗

  • decisionlanding-page-audit2026-10-0513d ago

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

    Jennifer suggested the ChatGPT freebie; Alexander agreed to test it. He also floated shortening the main video from 75 minutes to 20 minutes to reduce drop-off.

    Meeting· Jennifer Ong and Alexander Singhsource ↗

  • risklead-quality-over-cpl2026-10-0513d ago

    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's lead notes show many leads laid off or on unpaid sabbatical for 1.5 years; she asked to map unemployed leads to specific creatives. Eivelyn came from A4. Meta is already allocating more spend to A7 and A9.

    Meeting· Alexander Singhsource ↗

  • risklead-tracking-consolidation2026-10-0513d ago

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

    Alexander suggested Microsoft Clarity or Hotjar for landing page paths, or a simple 'where did you hear about us' form. Jennifer to add a referral form; Alexander to research advanced search-source tracking.

    Meeting· Alexander Singhsource ↗

  • decisionlookalike-audiences2026-10-0513d ago

    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.

    Alexander cautioned a 250-client list is slightly small for high-ticket lookalike optimisation, but worth trying.

    Meeting· Alexander Singhsource ↗

  • decisionmeta-creative-diversity-strategy2026-10-0513d ago

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

    Alexander: with related media on, Meta serves 10–15 ads dynamically and you can't tell which message worked — so we can't claim A9 was the winner. Accurate tracking starts 1 October 2026.

    Meeting· Alexander Singhsource ↗

  • contextmonthly-live-webinars2026-10-0513d ago

    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.

    Feb 2026: 97 Facebook signups for $3,800 spend (~$39/signup), 393 total signups including organic. FB ads ran two weeks before the event, doors open 7–10 days after. Jennifer found manual prep, email reminders and organic LinkedIn/Instagram content exhausting; Alexander recommended paid FB ads over organic plus one trained VA for Zoom chat engagement.

    Meeting· Jennifer Ongsource ↗

  • decisionmotherhood-angle2026-09-0246d ago

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

    Both parties agreed. Applies to the motherhood target audience and associated graphics.

    Meetingsource ↗

  • constraintno-price-in-creative2026-08-2059d ago

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

    Jennifer expressed a preference against sharing high price points on video, opting for a consultative sales approach that nurtures leads first before an offer on the sales call.

    Meeting· Jennifer Ongsource ↗

  • decisionoptimise-ads-before-funnel2026-09-2820d ago

    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.

    Alexander will assess conversion metrics after ~5 days of ad activity; a split test can be built in HighLevel later if the issue turns out to be copy, layout or offer. Jennifer had asked for LP feedback this week and raised an A/B test of the LP structure.

    Meeting· Alexander Singhsource ↗

  • contextpricing-structure2026-07-1694d ago

    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.

    Cancel-anytime model, no locked-in contracts.

    Meeting· Jun Kai Gohsource ↗

  • constraintprior-agency-data-visibility2026-10-0513d ago

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

    Email setup completed 28 Sept, campaign revamp a couple of days before 1 Oct. Pre-October leads who opted in and booked immediately from the landing page without watching the webinar are treated as lower quality.

    Meeting· Alexander Singhsource ↗

  • complaintscript-editing-style2026-09-2820d ago

    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.

    Meeting· Jennifer Ongsource ↗

  • commitmenttestimonial-editing-ownership2026-10-0513d ago

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

    Alexander flagged expectations: simple stitching is fine while his editors are free, but beyond a certain volume he'll need to raise it. Long testimonials like the new 75-minute one take longer to review.

    Meeting· Alexander Singhsource ↗

  • decisionvideo-hook-length2026-10-0513d ago

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

    Jennifer asked if ads should be shortened. Alexander explained stories serve ~30s max and reels prioritise ≤90s, so most leads come from feed; the long landscape ads are placement-limited but not wasting money.

    Meeting· Alexander Singhsource ↗

  • contextwebinar-length-analysis2026-09-2820d ago

    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.

    Alexander: Jennifer's intuition on 60 vs 20 minute is broadly right on conversion rate, but signings were weaker on the 20-minute. Team also discussed whether the 20-minute LP structure should be applied to the 60-minute format.

    Meeting· Alexander Singhsource ↗

  • riskwhatsapp-automation-package2026-10-0513d ago

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

    Jennifer previously had low show-up rates because WhatsApp reminders failed to send through Salesible, forcing manual sending and resulting in blocked numbers and SIM cards. Their current setup runs WhatsApp Business on personal devices with the Australian closer on a laptop — Alexander warns this will trigger bans at high frequency. He recommends a custom backend using PSTN landlines plus a Zoom phone dialer that bypasses VoIP restrictions in Singapore so remote setters can call from local SG numbers.

    Meeting· Alexander Singhsource ↗

  • complaintwinning-ads-campaign2026-10-0513d ago

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

    Since the revamp only two bookings out of ~15 leads. Alexander says the campaign is still adjusting and leads won't be lost — reactivation via WhatsApp later.

    Meeting· Jennifer Ongsource ↗

4 worth re-confirming before acting on

Nothing has contradicted these, so they are still on the record — but they are old enough that the client may have moved on. Treat them as questions, not instructions.

  • commitmenthandover-scope2026-09-2820d ago

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

    Alexander is also building out a BI/pipeline view on top of the existing sheet for internal decision-making rather than overhauling Jennifer's sheet.

    Meeting· Alexander Singh / Jennifer Ongsource ↗

  • complaintmedia-buying-proposal2026-09-1137d ago

    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.

    She wants a proactive plan: ad testing, audience segmentation, and specific recommendations on repurposing existing video assets. Alexander acknowledged the gap and promised improved communication and a clearer decision-making framework.

    Meeting· Jennifer Ongsource ↗

  • complaintreel-repurposing-selection2026-09-1137d ago

    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.

    She values a collaborative conversation informed by high-spend benchmarks from other CMOs. Alexander explained the agency doesn't believe minor creative variations work well post-Andromeda and raised manpower/re-edit cost trade-offs; Jill to cover those costs with Jennifer.

    Meeting· Jennifer Ongsource ↗

  • commitmentsalesable-to-gohighlevel-migration2026-09-1533d ago

    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.

    Booking availability is linked only to Jennifer and Zach for now; Tina will be added when she's back. Alexander will update the calendar scheduling settings once Zach has connected.

    Meeting· Jennifer Ongsource ↗

Meetings

9 sets of notes in Drive

Log meeting notes

Paste the notes; extraction pulls the facts and flags what contradicts the record. Add the doc link so the full detail stays one click away.

Facts

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Featured in Business Insider (PR coverage)contextverifieddraft

“They also discussed integrating Jennifer Ong's credibility indicators, such as PR features in Business Insider and their status as a TEDx speaker, into the advertisements.” — Meeting notes (Gemini)

TEDx speakercontextverifieddraft

“They also discussed integrating Jennifer Ong's credibility indicators, such as PR features in Business Insider and their status as a TEDx speaker, into the advertisements.” — Meeting notes (Gemini)

40% of Atlas Media's own sales calls are booked out of email nurture rather than directly from the initial funnelcontextquantifieddraft

“like for for Atlas Media like 40% of our calls are booked like out of out of the initial um funnel like they got to go into nurture.” — Alexander Singh

47 contacts in the CRM are attributed to website traffic (organic)contextquantifieddraft

“So there's 47 from from web.” — Alexander Singh

500 contacts were carried over in the recent migration batchcheckcontextquantifieddraft

“But of course, for the 500 that came over, that's okay.” — Alexander Singh

505 contacts were migrated from the legacy funnel web system to Salesablecontextquantifieddraft

“How many contacts are in sales in funnel web that's not in sales?” — Jennifer Ong

505 contacts were migrated from the legacy funnel web system to Salesable, with fewer than 10 overlapping contacts ported over in updated statescontextquantifieddraft

“How many contacts are in sales in funnel web that's not in sales? ... 505.” — Alexander Singh

Agency runs a renovation client at $80k/month ad spend using only about 12 videoscontextquantifieddraft

“like for one of our renovation clients like we are running 80k a month and we only run like 12 videos.” — Alexander Singh

Approximately 1,600 Instagram posts in the existing content librarycontextquantifieddraft

“Jennifer Ong noted having approximately 1,600 posts, of which recent content would be evaluated to determine what can be reused with minor call-to-action voiceover adjustments.” — Jennifer Ong (via Gemini meeting notes)

Approximately 200 of the contacts originate from Funnel Web, with around 8,800 from the older Salesable datacheckcontextquantifieddraft

“there's only like maybe like 200 leads in funnel web that don't have it versus like yeah like that no I not say don't have it like there's only 200 that are from funnel web right so so there's but there's 8,800 that don't have it” — Alexander Singh

Atlas Media owns 25 domains, bought so that email marketing is never run from the main domaincontextquantifieddraft

“for Atlas Media like we own like 25 domains. Yeah. Like we bought like 25 different domains because when you run email marketing like you need to make sure that you don't use your your main domain like just in case you burn it.” — Alexander Singh

Cost per booking is approximately $30 to $40, though the figure is not confirmed due to missing bookings datacontextquantifieddraft

“So the cost per booking now is like 40, right? 30 to 40.” — Jennifer Ong

Current return on ad spend is approximately 3.8checkcontextquantifieddraft

“After reviewing the ad account, Jun Kai Goh identified that the current ROAS is approximately 3.8.” — Jun Kai Goh

Current return on ad spend is approximately 3.8, as identified in an audit of the ad accountcontextquantifieddraft

“After reviewing the ad account, Jun Kai Goh identified that the current ROAS is approximately 3.8.” — Jun Kai Goh

Currently spending approximately $3k–$4k per month on Google Adscontextquantifieddraft

“Jennifer Ong is currently spending approximately 3k to 4k per month on Google Ads, while Facebook Ads have been paused to allow for internal training of their new sales team.” — Jennifer Ong (via Gemini notes)

Email deliverability reached 95% to 96% after the agency's technical fixes to the nurturing infrastructure, against an expectation of around 60%contextquantifieddraft

“Email deliverability reached 95% to 96% following technical fixes to the nurturing infrastructure.”

Existing customer/contact database of 9,000 email addressescontextquantifieddraft

“Jennifer Ong requested the creation of a Facebook lookalike audience using her existing database of 9,000 email addresses, which Jun Kai Goh agreed to incorporate into the setup process.” — Meeting notes (Gemini)

Facebook ad-attributed revenue was zero in July and one client signed for $6,500 in Augustcheckcontextquantifieddraft

“one client signed for 6,500 in August. Uh, maybe just help me add that in 6,500” — Jennifer Ong

Fewer than 10 of the migrated contacts were overlaps with existing records, and the newer versions were ported overcontextquantifieddraft

“With I think uh a few of them I think about less than 10 of them that were overlaps. But then Yeah, we just ported over the new versions of them because they have they have new state.” — Alexander Singh

Historical booking volume was about 20 calls per month; the target is about 40 calls per month at a $4k–$5k monthly spendcontextquantifieddraft

“Okay. It's about like 40 calls I would say.” — Jennifer Ong

Historical close rate is 15% from calls that showed upcontextquantifieddraft

“Yeah. 15% from the leads is it from” — Alexander Singh

Historical Facebook ad spend was about $5k per monthcontextquantifieddraft

“Historically, they spent about 5k per month on Facebook and 4k on Google, with Google currently performing better in terms of return on ad spend.” — Jennifer Ong

Historical Google ad spend was about $4k per monthcontextquantifieddraft

“Historically, they spent about 5k per month on Facebook and 4k on Google, with Google currently performing better in terms of return on ad spend.” — Jennifer Ong

Historical monthly ad spend was about $5k on Facebook and $4k on Googlecontextquantifieddraft

“Historically, they spent about 5k per month on Facebook and 4k on Google, with Google currently performing better in terms of return on ad spend.” — Jennifer Ong (via Gemini notes)

Historical show-up rate on booked calls is 50% to 60%checkcontextquantifieddraft

“And then about like 60% show up for the call. Like 50 to 60% show up for the call.” — Jennifer Ong

Historically spent about 4k per month on Google adscontextquantifieddraft

“Historically, they spent about 5k per month on Facebook and 4k on Google, with Google currently performing better in terms of return on ad spend.” — Jennifer Ong (per meeting notes)

Historically spent about 5k per month on Facebook adscontextquantifieddraft

“Historically, they spent about 5k per month on Facebook and 4k on Google, with Google currently performing better in terms of return on ad spend.” — Jennifer Ong (per meeting notes)

Nine months of historical webinar performance data is available for analysiscontextquantifieddraft

“Jennifer Ong requested that the team analyze nine months of historical data to determine if a 20-minute or 60-minute webinar strategy is more effective for client acquisition.” — Notes (re: Jennifer Ong)

One client signed in August at $6,500 in Facebook-ad-attributed revenue; zero clients signed from Facebook ads in Julycheckcontextquantifieddraft

“No clients assigned in uh July or August from Facebook ads.” — Jennifer Ong

Over 9,000 contacts exist on each of the two platforms (Funnel Web and Salesable), exported for migrationcheckcontextquantifieddraft

“Um they're like 9,000 plus on either.” — Alexander Singh

Planned ad mix is five old top-of-funnel winners, one new founder story top-of-funnel, two existing mid/bottom-funnel creatives (6 and 7) and two to three additional mid/bottom-funnel pieces, for 10 to 11 ads totalcontextquantifieddraft

“we've got the old five topfunnel doing well ads. Okay so we've got top of funno we've got one founder story one that you guys are editing for me that's six already top of funnel. that I've got creative two uh creative six and seven which is mid to bit mid to bottom. So we've got two but that's too little I think we we need to select two more case studies” — Jennifer Ong

Sales team includes two closers whose calendars are connected to both Salesable and GoHighLevelcontextquantifieddraft

“Okay, so I have two closers on the team. Their calendars are connected to both sales or yeah, both saleseople and go high level.” — Jennifer Ong

Show-up rate for booked appointments is over 90%contextquantifieddraft

“The show-up rate for these booked appointments is currently over 90%.” — Jennifer Ong (per meeting notes)

Show-up rate on booked appointments is over 90%contextquantifieddraft

“The show-up rate for these booked appointments is currently over 90%.” — Jennifer Ong (via Gemini notes)

Spending approximately $3k–$4k per month on Google Ads at the time of the callcontextquantifieddraft

“Jennifer Ong is currently spending approximately 3k to 4k per month on Google Ads, while Facebook Ads have been paused to allow for internal training of their new sales team.” — Jennifer Ong

Spending approximately 3k to 4k per month on Google Ads at the time of the callcontextquantifieddraft

“Jennifer Ong is currently spending approximately 3k to 4k per month on Google Ads, while Facebook Ads have been paused to allow for internal training of their new sales team.” — Jennifer Ong (per meeting notes)

The agency runs approximately $80k a month on ads for a renovation client using only about 12 videoscontextquantifieddraft

“for one of our renovation clients like we are running 80k a month and we only run like 12 videos.” — Alexander Singh

Two Meta campaigns were running at the time of the call, the older one dated 28 November and running at $60 per daycontextquantifieddraft

“we have two campaigns running. I mentioned over the phone. So, the first one would be the older campaign, not the oldest campaign, but one of the older ones. So, this was from 28th November. um and it's running at 60 a day.” — Alexander Singh

Agency doubled an event's confirmation rate from 30% to 60% by changing one or two lines of the first message sent outcontextquantifieddraft

“we we've seen one event where we we kind of didn't do that well the first time. Uh and then the second time like we literally doubled like from I think 30% to 60% confirmation. Yeah. Just by changing like one two lines.” — Alexander Singh

Agency position is that marketing emails sent on weekends see roughly 1% better open rates due to less inbox competitioncontextquantifieddraft

“I would say you probably have a I mean this is not uh documented anywhere but yeah you based on my experience you see like a slightly better rate maybe like 1% better” — Alexander Singh

Agency states WhatsApp reactivation of a 9,000-lead list could unlock around $10,000 in one day after roughly two weeks of sending, though it does not recommend sending 10,000 messages in a single daycheckcontextquantifieddraft

“I don't think sending 10,000 in one day is is a good idea anyway.” — Alexander Singh

Five active funnels are in operation, one each for meta ads, Google ads, Instagram, LinkedIn and organiccontextquantifieddraft

“Alexander Singh reported that the high-level salesable site funnels are mostly finished, featuring five active funnels (meta ads, Google ads, Instagram, LinkedIn, organic) plus email, while noting that the podcast funnel is barely used” — Gemini notes (Alexander Singh)

Founder personally shortlisted roughly seven to eight existing Instagram reels and client success stories as candidate ad creativescontextquantifieddraft

“You see the list here? It's like maybe like okay, seven videos here, right?” — Jennifer Ong

Three fully recorded and edited creatives exist that have never been launched as adscontextquantifieddraft

“there's three creatives that I've created before recorded edited ready to go that we've never launched for ads” — Jennifer Ong

A creative package of approximately eight video creatives was estimated at around $4kcontextquantifieddraft

“Jun Kai Goh estimated that a package including approximately eight video creatives would cost around 4k.” — Jun Kai Goh

A creative package of approximately eight video creatives was estimated at around 4kcontextquantifieddraft

“Jun Kai Goh estimated that a package including approximately eight video creatives would cost around 4k.” — Jun Kai Goh

A package of approximately eight video creatives was estimated at around 4kcontextquantifieddraft

“Jun Kai Goh estimated that a package including approximately eight video creatives would cost around 4k.” — Jun Kai Goh

A signed client in August was worth $6,500 in revenuecontextquantifieddraft

“[Jonathan Lew] Update Revenue: Record the client acquisition revenue of 6500 for August in the revenue tracking sheet.” — Gemini notes

Agency charges a $1.5k monthly ad management feecontextquantifieddraft

“The agency charges a 1.5k monthly ad management fee, plus a variable creative fee that depends on the volume of assets required.” — Jun Kai Goh

Agency charges a 1.5k monthly ad management feecontextquantifieddraft

“The agency provides comprehensive creative, development, and automation support for a 1.5 thousand dollar management fee.” — Gemini notes summary

Agency charges a 1.5k monthly ad management fee plus a variable creative fee dependent on the volume of assets requiredcontextquantifieddraft

“The agency charges a 1.5k monthly ad management fee, plus a variable creative fee that depends on the volume of assets required.” — Jun Kai Goh

BIMI, a branded sender profile picture for emails, is cited as a longer-term credibility option costing around 2K one timecheckcontextquantifieddraft

“in the longer term future you can opt for this thing called bimie like I forgot what it stands for ... And that cost like 2K I think one time.” — Alexander Singh

GoHighLevel costs 297 USD (about 400 SGD) per month for an owned account, versus roughly 100 currently paid by the clientcontextquantifieddraft

“I think I'm only paying like a 100 or something.” — Jennifer Ong

The CRM migration was quoted at 500 and the agency will hold to that price despite added scopecontextquantifieddraft

“we we like we we initially quoted you like 500 so we'll stick to that but and we also want it to be good” — Alexander Singh

WhatsApp automation package is priced at around 1,000 for initial setup plus 500 per month for ongoing management of new workflows, with the monthly management optionalcontextquantifieddraft

“normally it's like a one like just for initial setup it's probably like around 1K for managing the for managing the campaign like if let's say there's any new workflows to be built out it'll be 500 but then like a month but if let's say you you don't want like you don't need that part right you can manage it yourself then by all means” — Alexander Singh

Agency budgets roughly $30 to $50 per creative at lower ad spend levels, and changes the SOP at higher spendcontextquantifieddraft

“generally speaking, we would we will budget around uh we will budget around $30 to $50 per creative at a certain ad spend. As at a higher ad spend, we will change our our our like SOP.” — Alexander Singh

Agency scaling threshold is a 3-to-1 return to begin scaling, with a 5x return on one-time sale or LTV as the signal for aggressive scalingcontextquantifieddraft

“Generally, I think like three to one ke you can start scaling up, but you have thinner margins. But if you're looking at like a five like five keg to your LTV or like your just your one time sale, like five times, you definitely can scale already.” — Alexander Singh

Agency sets a two-step funnel benchmark: first-step opt-in of 6% to 8% as good and 10% as very high, with second-step booking typically 30% to 50%contextquantifieddraft

“typically in a two-step funnel right your first step is going to be like maybe max 10%. Uh a good rate will be six to 8%. 10% is like very high but from your second step of funnel right onwards right it's normally like it can be like 30 to 50%.” — Alexander Singh

Approximately 30 website links plus the LinkedIn link need to be updated to the new calendar URLscontextquantifieddraft

“Jennifer Ong noted that they need to update the LinkedIn link and approximately 30 website links” — Gemini notes (Jennifer Ong)

Consolidated campaign launches at approximately $90 per day, scaling to around $150 per day once booked calls come in, targeting roughly a $5k monthly budgetcontextquantifieddraft

“your budget will be running at about six about sorry about $90 a day for like for now like for right now once I consolidate them into a proper campaign that's set up the right way.” — Alexander Singh

Current landing page conversion rate is roughly 4%, lower than the 20-minute version, though attribution is unreliable because creatives are not properly linkedcontextquantifieddraft

“uh I think it's like four but it it's hard it's hard to attribute fully as well uh because like I say the creative is not linked properly” — Alexander Singh

Email warm-up takes three weeks to one month per domain and can cost in the low hundredscontextquantifieddraft

“the warmup is quite expensive like it can cost like hundreds like low hundreds.” — Alexander Singh

Founder's benchmark for creative volume is at least eight creatives ready to go at $100/day ad spendcontextquantifieddraft

“I am told the best practice is if you're spending at least $100 a day, you should have at least eight creatives ready to go.” — Jennifer Ong

On the $80k/month campaign the agency started at around $800 a day with 10 creatives, roughly $80 per creativecontextquantifieddraft

“we started we not we start with like let's say $800 a day and then 10 creatives right uh and that's a okay spread for that range $80 per creative” — Alexander Singh

Step two of the funnel is a 75-minute video followed by calendar bookingcheckcontextquantifieddraft

“So this one is 75 sorry this one is 75 right?” — Alexander Singh

The booking calendar's earliest available slot is two days outcontextquantifieddraft

“Uh I I see that your current calendar like two days out. So it will be two days out minimum.” — Alexander Singh

The historical 60-minute funnel converted at roughly 6% while the 20-minute funnel converted at 9% to 10%, attributed to lower frictioncontextquantifieddraft

“in the past the conversion rate seemed to be okay. Like when I say okay, I mean like 6%. Right? Um and then when we ran the 20-minut funnel, it was around 9% to even 10%.” — Alexander Singh

The Opportunities / pipeline Kanban page has never been used by the client and will be rebuilt from scratch rather than porting roughly 6,000 existing statescontextquantifieddraft

“we can always like rebuild that from scratch rather than trying to port over like 6,000 states. Um, yeah, because you have like 6K in in the in the funnel.” — Alexander Singh

Agency purchased seven company phones up to April because remote setters kept getting WhatsApp accounts banned, and mailing phones to setters did not solve itcontextquantifieddraft

“we have up to April, we bought like seven phones like company phones because everyone just kept getting banned. Uh we tried everything like mailing the phone over to to our set and everything like nothing works.” — Alexander Singh

Agency position is that for high-ticket offers Meta performs better with a single consolidated conversion basket than with granular multi-step call-stage events, citing a real estate client whose ad results worsened after over-segmentingcontextspecificdraft

“he was saying like he wants to know like the exact steps right but it backfired and then his his ads his ad results got like worse right” — Alexander Singh

Agency states that since April 2026 WhatsApp tracks linked-device and WhatsApp Web calls by IP, causing instant or intermittent bans at higher volumescontextspecificdraft

“so that's like the a very big issue that a lot of business owners are facing uh after after April this year 2026. So um WhatsApp link devices or WhatsApp web calls are pretty much tracked now from IP. So you're going to get instantly banned” — Alexander Singh

Agency states Twilio does not work for local calling in Singapore, based on three years of attempts including custom code and appscontextspecificdraft

“We've tried it for three years already to just just it doesn't work.” — Alexander Singh

Has a sales team handling leadscontextspecificdraft

“They identified a need to streamline lead tracking, as Jennifer Ong’s sales team currently manages multiple data sources.” — Meeting notes (Gemini)

The client's clientele is predominantly Singaporeancontextspecificdraft

“They're Singaporeans.” — Jennifer Ong

A 20-minute funnel exists on Salesable but is not updated, so the 90-minute funnel will be run instead for nowcontextspecificdraft

“There is a 20-minute one, but it's not not updated.” — Alexander Singh

A podcast funnel exists but is barely used; the founder is no longer creating podcast episodescontextspecificdraft

“Yeah. Yeah. Yeah. But but that barely used because I'm not even creating podcast episodes anymore.” — Jennifer Ong

A ROAS sheet is maintained that tracks revenue generated against ad spend, including CAC and number of clients signed per monthcontextspecificdraft

“And then if you look at the CAC, you'll be able to see the number of clients because I will click into each individual one.” — Jennifer Ong

A split test on the landing page can be created in HighLevel to test headline or copy changescontextspecificdraft

“If I think it's a copy issue on the LP, we can just create a split test on high level, which is quite easy to do, right? Then we create a split test, change the headline.” — Alexander Singh

Access to the previous funnel web system was lost, but all contact data had been downloaded beforehand and is now held in Salesablecontextspecificdraft

“especially when you lost access to funnel web, right? So at least if everything is there,” — Alexander Singh

Agency builds client funnels on software other than HighLevel and uses HighLevel primarily for automations, on the basis that HighLevel funnels look worsecontextspecificdraft

“we use high level for our clients um to handle most of the automations rather than like hosting their funnels and all we typically build funnels on like other software Um just because like it's nicer like like it looks way better than high level.” — Alexander Singh

Agency can deploy its WhatsApp system in three to four days if the client's existing setup fails to sendcontextspecificdraft

“in the worst case if it if it doesn't send right our WhatsApp system we can do it in like three four days.” — Alexander Singh

Agency can set an ad set budget within a CBO campaign to force spend to specific ads when a clean test is requiredcontextspecificdraft

“what I did for a client in the past which worked quite well was with CBO like campaign budget optimization and then whenever we needed to do like a like we want to force spend to certain campaign uh certain ads right in in the case of like we want to do a clean test we will set a uh adset budget.” — Alexander Singh

Agency email deliverability remediation covers a dedicated IP address, SPF and DMARC record setup, a subdomain sending address, and an email warm-up processcontextspecificdraft

“We do need a dedicated IP like I mentioned.” — Alexander Singh

Agency has an in-house creative team that films content for adscontextspecificdraft

“They have an in-house creative team to film content for ads and possess specialized expertise in software and web app development.” — Jun Kai Goh

Agency has in-house editors and a designer assigned to client creative and brand asset work, including testimonial CTAs and a LinkedIn bannercontextspecificdraft

“in terms of the banner profile for LinkedIn, we've also assigned it to our designer.” — Alexander Singh

Agency is investigating whether webinar drop-off points can be tracked natively in HighLevel, with third-party software as a fallbackcontextspecificdraft

“webinar you asked about how to check where they drop off and I'm still looking into it for you. Uh whether we can do it natively in high level. I think if we can that will be easier for you.” — Alexander Singh

Agency is preparing a Google Sheet template for lead tracking to be reviewed by the client before integrationcontextspecificdraft

“meantime after tonight I'm also going to start prepping the Google sheet. ... maybe I'll send you over a template that you take a look and you see if it's like something that you're okay to to to like work off then we can start integrating to that.” — Alexander Singh

Agency offers to build a BI layer on top of the client's tracking sheet to give visibility over the pipelinecontextspecificdraft

“based on the sheet that we have right now, I'll start to build up um the BI part of it for you if you want uh so that you can have like better visibility over like what's actually happening.” — Alexander Singh

Agency offers two retargeting methods: hard retargeting to a defined audience, or Andromeda-style sequencing by placing the creative into the same ad setcontextspecificdraft

“when we do retargeting, we either do it like hard retargeting, which is what Jonathan suggested, where we literally run it to our audience or we do Andromeda's version of retargeting where we just throw the creative into the same adset and then Meta will basically sequence it in a way that that becomes like the retargeting asset that they use.” — Alexander Singh

Agency plans to implement automated WhatsApp or email appointment confirmation communicationscontextspecificdraft

“They plan to implement automated WhatsApp or email communications for appointment confirmations to improve funnel efficiency.” — Jun Kai Goh

Agency plans to implement automated WhatsApp or email appointment confirmations to improve funnel efficiencycontextspecificdraft

“They plan to implement automated WhatsApp or email communications for appointment confirmations to improve funnel efficiency.” — Jun Kai Goh

Agency proposal includes implementing automated WhatsApp or email communications for appointment confirmationscontextspecificdraft

“They plan to implement automated WhatsApp or email communications for appointment confirmations to improve funnel efficiency.” — Jun Kai Goh

Agency provides ad creative productioncontextspecificdraft

“Jun Kai Goh stated that their agency provides content creation, ad creative production, landing page development, and automation services.” — Jun Kai Goh

Agency provides automation servicescontextspecificdraft

“Jun Kai Goh stated that their agency provides content creation, ad creative production, landing page development, and automation services.” — Jun Kai Goh

Agency provides content creationcontextspecificdraft

“Jun Kai Goh stated that their agency provides content creation, ad creative production, landing page development, and automation services.” — Jun Kai Goh

Agency provides content creation, ad creative production, landing page development and automation servicescontextspecificdraft

“Jun Kai Goh stated that their agency provides content creation, ad creative production, landing page development, and automation services.” — Jun Kai Goh

Agency provides landing page developmentcontextspecificdraft

“Jun Kai Goh stated that their agency provides content creation, ad creative production, landing page development, and automation services.” — Jun Kai Goh

Agency retains the ability to resend emails and monitor whether lead emails are being deliveredcontextspecificdraft

“If they don't then uh we do have the ability to still like resend basically. So we can control that to just monitor how that goes.” — Alexander Singh

Agency team structure on the account includes a media buyer (Jonathan Lew), a client strategy and account lead (Jil Micole Lee), and a dev lead (Alexander Singh) supervising the porting workcontextspecificdraft

“Jill basically handles a lot of the client strategy and account stuff.” — Alexander Singh

Agency tracking can identify which day or sequence step in the 14-day email journey a lead converts oncontextspecificdraft

“I can also see um which day or which sequence in the 14 days that did they convert.” — Alexander Singh

Agency works with a large event-management group running RSVP operations that could not solve the WhatsApp ban problem themselvescontextspecificdraft

“we have this very big group that we work with that have like they have a whole like sub like RSVP company like they do event management and even then like they they couldn't uh figure it out because they did the same thing.” — Alexander Singh

Agency's phone system uses PSTN landline numbers that allow remote setters to call, and can be linked to any CRM because the agency handles the phone back endcontextspecificdraft

“we will link it through sales also we can link it to any CRM because we we will handle like the phone back end basically um it's using this thing called like PSTN numbers but basically they're landlines uh that allow calling over like calling remotely” — Alexander Singh

Agency's WhatsApp service sets up an entire phone ecosystem including WhatsApp Business and a Zoom phone dialler that bypasses VoIP restrictions in Singapore, enabling remote teams to call from a Singapore numbercontextspecificdraft

“basically we'll just set up like an entire phone ecosystem for you. Um and then that includes like your WhatsApp business um a zoom a zoom phone dialer which helps to bypass uh a lot of the voip restrictions in Singapore. So your your remote team can call through a Singapore number also” — Alexander Singh

All calendar links now run on the controlaltcareer.com domain, with branded logo and domains configuredcheckcontextspecificdraft

“all your calendar links now are control of career.com.” — Alexander Singh

Also holds a GoHighLevel account in which the sales manager created new calendars and funnelscontextspecificdraft

“Alexander Singh and Jennifer Ong reviewed the status of new calendars and funnels created in GoHighLevel by Jennifer Ong's sales manager.” — Alexander Singh (via Gemini meeting notes)

An email funnel exists in addition to the five channel funnels, fed by generic emails sent to the entire mailing list twice a weekcontextspecificdraft

“It's usually from like uh just my generic emails that get sent out to the entire mailing list uh twice a week.” — Jennifer Ong

Audience segments being compared in performance analysis include a 'mom' segment and a 'Harvard' segmentcontextspecificdraft

“for example like for the mom site and for the Harvard site like there's a there's a slight difference” — Alexander Singh

Automated tagging can be applied through workflows to record lead state, such as instant booking versus post-nurture bookingcontextspecificdraft

“an immediate book right versus a post nurture book like knowing that is probably sufficient” — Alexander Singh

Contact migrations are executed overnight by the agency's data teamcontextspecificdraft

“the contacts will probably be into sales like by end of today like overnight right because because we need we normally do these things like late night um for for like migration not me but like my team” — Alexander Singh

Conversation data cannot be migrated natively between CRM platforms, but the agency can extract it and store it in notes so sales staff retain contextcontextspecificdraft

“for high level in or any CRM in general you cannot move over conversation data um that's something that just cannot happen but we do have a way to like we do have a way to to to extract out all the conversation data” — Alexander Singh

Course materials are hosted inside Salesable and the sales team grants clients access to the course therecontextspecificdraft

“the reason I want to stick with sales also is because like all my course materials is in sales” — Jennifer Ong

Domains in use are subdomains of controlaltcareer.com, such as go. and offers., with a new hello. subdomain proposed for the Salesable rebuildcontextspecificdraft

“Because because if you look on all my funnels, it's go.control or offers.com.” — Jennifer Ong

Existing funnel URLs run on subdomains of controlaltcareer.com such as go. and offers.contextspecificdraft

“right? Because because if you look on all my funnels, it's go.control or offers.com.” — Jennifer Ong

Form-captured lead fields include income and country, pulled from the CRM platformcontextspecificdraft

“So all this information like your income country all this this is from high level right.” — Alexander Singh

Founder edits her own ad scripts and produced the shortlisted creative selection herselfcontextspecificdraft

“So, I ended up doing this task myself and I picked out few things that I was like, "Okay, maybe these could be good to run ads on, right?"” — Jennifer Ong

Founder has worked with multiple prior agencies, with individuals named Raaf and Hiroshi flagged in the account audit as possible access holderscontextspecificdraft

“Oh yeah. Yeah. These are some of the other agencies that I uh I worked with.” — Jennifer Ong

Funnels, calendars and legacy email automations run on the Salesable platform, held on a paid monthly subscriptioncontextspecificdraft

“Because Jennifer Ong pays a monthly fee for Salesable and faces no risk of losing access, Alexander Singh recommended staying on Salesable instead of migrating entirely to GoHighLevel to avoid unnecessary costs and loss of legacy automation visibility.” — Alexander Singh (via Gemini meeting notes)

Has an existing library of Instagram reels, including videos with above-average views and some high-view viral videoscontextspecificdraft

“Jennifer Ong suggested repurposing existing Instagram reels for advertising purposes, specifically recommending the use of content with above-average views rather than high-view viral videos to ensure alignment with the target audience.” — Meeting notes (Gemini)

Has existing client case studies and client content available for reuse in marketingcontextspecificdraft

“Jennifer Ong suggested reusing existing client case studies and content rather than creating entirely new ads from scratch, proposing changes to the calls to action.” — Jennifer Ong (via Gemini meeting notes)

Has recorded client testimonials from named clients Mariam and Darylcontextspecificdraft

“Jennifer Ong and Jun Kai Goh discussed the editing of client testimonials from Mariam and Daryl.” — Meeting notes (Gemini)

Meta serves a maximum of about 30 seconds of video on stories (at most two 15-second stories) and prioritises videos under 90 seconds for reels, so 2-minute-30 landscape ads are limited to feed placementcheckcontextspecificdraft

“for story meta is only going to serve like 30 seconds of your video like at most they'll allocate two stories which is 155 so if you're running a 2 minute 30 ad it's not going to convert well” — Alexander Singh

Migrated contact data retained in text form includes pipeline stage, survey answers, last appointment, last activity and the original funnel web contact IDcontextspecificdraft

“We do have the final web ID as well in case we do get if we do get back access to that site” — Alexander Singh

Prior to the rebuild, pixels were not set up properly on the funnels or the calendar, which was the likely cause of past tracking issuescontextspecificdraft

“I don't think you guys had pixel uh set up properly uh in the past. Yeah. Which is probably why you had some tracking issues.” — Alexander Singh

Runs a 90-minute webinar funnel, which was the format in use before December 2025contextspecificdraft

“Oh, it's not. It's 90 minute versus 20 minutes. Sorry. It's a 90 minute 20 minutes.” — Jennifer Ong

Runs an existing webinar as part of the funnel, in either a 20-minute or 60-minute formatcontextspecificdraft

“Jennifer Ong raised concerns regarding the performance of the landing page and questioned whether to use a 20-minute or 60-minute webinar format.” — Meeting notes (Gemini)

Slack notifications from the legacy funnel web system have stopped working; the team only sees calendar entries from emailcontextspecificdraft

“My team me saying they don't even see the Slack integration working anymore. So, they they only see a calendar from their email, but they don't even see a Slack notification anymore.” — Jennifer Ong

Squarespace contacts shows a referral link giving the referring domain only (e.g. google.com, instagram.com), not the full path or search querycontextspecificdraft

“you should be able to see stats on where they are referred. Like it's called referral link... So wherever they last click from, you can see like the domain, but you can't see the root. You can't see the the full path.” — Alexander Singh

Subdomains count as separate entities on the platform, a workaround the agency has used before to migrate when the original account is inaccessiblecontextspecificdraft

“like you mentioned subdomains normally count as separate so we should be able to to do that” — Alexander Singh

The CRM platform allows a domain to be connected to only one sub-account at a time, which blocks the migration while the legacy account is lockedcontextspecificdraft

“cuz for high level they only allow a domain to be in one sub account at a time so I have to like dis disconnect it from funnel web” — Alexander Singh

The domain is registered with GoDaddy and the founder controls those credentialscontextspecificdraft

“Yeah, I think if you can I'll give you GoDaddy.” — Jennifer Ong

Three creatives have been recorded and edited but never launched as adscontextspecificdraft

“there's three creatives that I've created before recorded edited ready to go that we've never launched for ads” — Jennifer Ong

Website and funnel migration onto the Salesable platform is complete, with the funnel rebuilt as a 3-step structurecontextspecificdraft

“we more or less finished like the high level site uh or or salesable site.” — Alexander Singh

Where owner-level WhatsApp Business setup is blocked on a tenant account, the agency can route data out of that platform into another HighLevel account and run the automations therecontextspecificdraft

“maybe I'm just routing your data from sales out into another high level account and then from there I'm doing the the automations.” — Alexander Singh

Agency operates a cancel-anytime model with no locked-in contractscontextspecificdraft

“They emphasized a "cancel-anytime" model without locked-in contracts.” — Jun Kai Goh

The extra scope discussed in this call, including customer journey data migration, will not be charged beyond the original quotecontextspecificdraft

“not to worry everything we discuss here like it's not going to be extra like just cuz um we we like we we initially quoted you like 500 so we'll stick to that” — Alexander Singh

Agency charges a variable creative fee that depends on the volume of assets requiredcontextspecificdraft

“The agency charges a 1.5k monthly ad management fee, plus a variable creative fee that depends on the volume of assets required.” — Jun Kai Goh

Agency offers to host a client's CRM on its own HighLevel account, guaranteeing agency owner access so snapshots can be taken and handed over later, as an alternative to the client paying for their own accountcontextspecificdraft

“alternatively, like you could host it on our on our high level, but then what what that pretty much the only difference is that you can guarantee that we have owner access so that we can um like take snapshots and and hand it over to you in the future.” — Alexander Singh

Also offers group coaching programscontextspecificdraft

“The business also includes group coaching programs, all of which are hosted on Zoom.” — Jennifer Ong (via Gemini notes)

Also offers group coaching programs alongside one-on-one coachingcontextspecificdraft

“The business also includes group coaching programs, all of which are hosted on Zoom.” — Jennifer Ong

Creative fee is variable, depending on the volume of assets requiredcontextspecificdraft

“The agency charges a 1.5k monthly ad management fee, plus a variable creative fee that depends on the volume of assets required.” — Jun Kai Goh

Monthly live webinar series, targeted to launch late September or early Octobercontextspecificdraft

“Jennifer Ong highlighted the launch of monthly live webinars as a key initiative to reduce acquisition costs, proposing a tentative launch window of late September or early October to allow time for backend setup.” — Jennifer Ong (per meeting notes)

Offers a high-ticket one-on-one career coaching program for high-achieving professionals such as lawyers and finance executives looking to pivot careerscontextspecificdraft

“Jennifer Ong operates a high-ticket, one-on-one career coaching program designed for high-achieving professionals, such as lawyers and finance executives, who are looking to pivot into more fulfilling careers.” — Jennifer Ong (per meeting notes)

Offers a high-ticket one-on-one career coaching program for high-achieving professionals such as lawyers and finance executives who want to pivot careerscontextspecificdraft

“Jennifer Ong operates a high-ticket, one-on-one career coaching program designed for high-achieving professionals, such as lawyers and finance executives, who are looking to pivot into more fulfilling careers.” — Jennifer Ong (via Gemini notes)

Runs a high-ticket one-on-one career coaching program for high-achieving professionals looking to pivot careerscontextspecificdraft

“Jennifer Ong operates a high-ticket, one-on-one career coaching program designed for high-achieving professionals, such as lawyers and finance executives, who are looking to pivot into more fulfilling careers.” — Jennifer Ong

A 14-day welcome email journey is triggered both when a lead books an appointment and when they opt in without bookingcontextspecificdraft

“This is if they book a call. Then, even if they didn't book a call,” — Alexander Singh

A dedicated ad set focused exclusively on existing client case studies is being launched, split-tested against newly produced creativescontextspecificdraft

“Dedicated case study ad campaign The team will launch a dedicated ad set focused exclusively on existing client case studies.” — Notes (decision)

A master Google Sheet split into two tabs — leads and appointments — captures lead source, campaign/ad detail and submission datacontextspecificdraft

“Alexander Singh presented a master Google sheet split into two tabs (leads and appointments) to capture lead sources, campaign details, and submission data, noting that manual attribution will be used initially before adding an automated script after two weeks to prevent users from needing to fill out information twice” — Gemini notes (Alexander Singh)

A private integration using a Claude API token was set up on the platform, associated with weekly generated reportscheckcontextspecificdraft

“Like I saw one private integration set up with like a clot um API token.” — Alexander Singh

A ROAS sheet tracks revenue generated against ad spend and is used to evaluate funnel performance down to signed clientscontextspecificdraft

“Look at my rorowaz sheet. Okay, how much revenue did this generate versus the last page based off of the amount of ads that ad money that we spent.” — Jennifer Ong

A shared board (Miro) holds the new funnel links and assets for the client's reference and asset managementcheckcontextspecificdraft

“I made a mirror board so that it's a bit easier for you to reference things in the future, but that's not like 100% uh organized yet.” — Alexander Singh

A single opt-in form has been used across multiple funnels, which the agency identified as a source of tracking issuescontextspecificdraft

“I think you guys have been using the same form for for multiple funnels so it's going to lead to issues.” — Alexander Singh

A single opt-in form was shared across multiple funnels in the legacy setup, which the agency flagged as a tracking problemcontextspecificdraft

“I think you guys have been using the same form for for multiple funnels so it's going to lead to issues.” — Alexander Singh

A tech layoff case study video (LVMH) is excluded from the current campaign for being too job-specific rather than mindset-driven and likely to attract unemployed leadscontextspecificdraft

“Not so good because it might attract a lot of people who are unemployed and then that's Yeah.” — Jennifer Ong

A unique opt-in form was created for each of the five active funnels so that leads can be tracked at lead level, replacing a single shared form used previouslycontextspecificdraft

“previously, just just so you're updated as well, um you were using the same form for every LP.” — Alexander Singh

A9 was turned off early in the newer campaign and the historical winners were not given long run timescontextspecificdraft

“Even even in your new campaigns, I noticed that they weren't given like a lot of uh time run. Like I saw I saw A9 I think it was like it was turned off quite early.” — Alexander Singh

Ad sets remaining after the motherhood ad set was turned off are 'Harvard' and 'broad advantage'contextspecificdraft

“So when we took over this one had the motherhood ad set, but we turned that off, right? So we're left with pretty much the Harvard as well as broad advantage” — Alexander Singh

Ad structure being planned distinguishes top-of-funnel from middle- and bottom-of-funnel ads, with founder story run as an A/B test and client stories and testimonials proposed for mid- and bottom-funnelcontextspecificdraft

“we created the founder story, we're going to run that as an AB test. Okay. ... But then I would say for the midfunnel, bottom funnel, can we add some client stories, client testimonials, ads?” — Jennifer Ong

Ads are planned across top-of-funnel, middle-of-funnel and bottom-of-funnel stages, with client stories and testimonials assigned to mid and bottom funnelcontextspecificdraft

“But then I would say for the midfunnel, bottom funnel, can we add some client stories, client testimonials, ads?” — Jennifer Ong

Ads identified as historical winners to be relaunched are A9 (V29), A7, A4, New Hook 7 and Hook 10contextspecificdraft

“Hook 10 is the guilty living about uh feeling guilty about leaving a good job.” — Alexander Singh

Agency accounts for a transition period of about two weeks to a month when migrating platforms, keeping legacy access to catch missed leadscontextspecificdraft

“So let's say that transition period is like um two weeks or a month right. So during that period we would already tell you guys to switch over to sales but then we will still ideally we would still want some access to funnel web app” — Alexander Singh

Agency advises deferring a decision on shortening the client's existing long-form ad creatives until roughly one month of running the current campaigncontextspecificdraft

“like probably like after one month of running we can consider that.” — Alexander Singh

Agency advises deferring the customer-list Advantage Plus audience test until the current campaign stabilisescontextspecificdraft

“but yeah, I would probably wait for the campaign to stabilize a bit more first.” — Alexander Singh

Agency advises pausing the evergreen campaign for the two-week live webinar run to prevent the two campaigns cannibalising the same audiencecontextspecificdraft

“If it's just purely we're adding some urgency and scarcity and saying that this one is live it probably will not outperform your your main campaign and then cannibalize each other.” — Alexander Singh

Agency applies a messaging framework and rubric to filter which existing content is eligible to run as an adcontextspecificdraft

“when we are selecting our res so we have to have like a framework and rubrics going forward, right?” — Alexander Singh

Agency assessment is that the client's current tracking lacks the granularity to identify which specific ads generate the most efficient appointmentscontextspecificdraft

“Jun Kai Goh noted that the current tracking does not provide enough granularity to identify which specific ads generate the most efficient appointments.” — Jun Kai Goh

Agency built a streamlined CRM tracking tab showing only Meta leads and Meta leads that booked appointments, hiding the raw data tab, with a VLOOKUP pulling in matched recordscontextspecificdraft

“it's basically a VLOOKUP uh uh formula that will just check whether it exists in the other side and then it will pump it into this which which makes it a little neater.” — Alexander Singh

Agency conducts monthly review calls that analyse past performance and present strategy for the next three monthscontextspecificdraft

“Jun Kai Goh stated that the agency handles day-to-day inquiries via WhatsApp and conducts monthly review calls to analyze past performance and present strategies for the next three months.” — Jun Kai Goh

Agency configured Salesable to send customer journey data back to Meta, counting lead plus schedule as the optimisation signalcontextspecificdraft

“right now I set it up so that meta is giving data back to sorry sales is giving data back to meta on your customer journey... So if they become a lead and then they schedule that that's like a plus point already. So we're optimizing towards hopefully more schedules.” — Alexander Singh

Agency frames events and webinars around three incentive pillars: booking incentive, show-up incentive and signing incentivecontextspecificdraft

“for events and webinars, it's quite standard. There's always like three things to look out for, which is your booking incentive, uh show up incentive, and then signing incentive.” — Alexander Singh

Agency handles day-to-day inquiries via WhatsAppcontextspecificdraft

“Jun Kai Goh stated that the agency handles day-to-day inquiries via WhatsApp and conducts monthly review calls to analyze past performance and present strategies for the next three months.” — Jun Kai Goh

Agency handles day-to-day inquiries via WhatsApp and runs monthly review calls covering past performance and the strategy for the next three monthscontextspecificdraft

“Jun Kai Goh stated that the agency handles day-to-day inquiries via WhatsApp and conducts monthly review calls to analyze past performance and present strategies for the next three months.” — Jun Kai Goh

Agency keeps its own ads to around 30 secondscontextspecificdraft

“which is why I always keep our ads to like 30 seconds for the one minute ones we did for you it's okay because we u like they serve a different purpose sometimes” — Alexander Singh

Agency maintains a separate internal tracking sheet attributing appointments by month, campaign, ad set and creativecontextspecificdraft

“I did this on my own sheet so that I don't like mess up your your data. Uh, but I've tracked like every like pretty much everything I could I could attribute like cleanly. Uh, even down to the months, appointments, and where they come from” — Alexander Singh

Agency performs a manual check of email bounce data rather than trusting HighLevel's reportingcontextspecificdraft

“And I did do a a manual check as well because, you know, high levels reporting sometimes is not that accurate. I did do a manual check. Yeah, there aren't actually that many that bounced.” — Alexander Singh

Agency position is that large campaigns can be run with around 10 creatives rather than 30, and that how the winning ad is reached matters more than creative volume because an improperly found winner cannot be replicated or scaledcontextspecificdraft

“even for bigger campaigns um we can still run it with like 10 creatives we don't need to have 30 creatives but the way that we reach the winning ad right is very important because if we do it the wrong way we can't replicate the results and we can't just keep upping the budget.” — Alexander Singh

Agency position is that WhatsApp broadcasts of 500 to 2,000 RSVP reminders every three to four days, combined with nurture follow-ups, will trigger account banscontextspecificdraft

“sometimes for RSVPs, we have like 2,000 or something. So So or even like more than 500. If we're sending broadcast like every every three four days and then uh on top of that, we're also sending out like nurtures like nurture messages, follow-ups and all that, it will get banned.” — Alexander Singh

Agency previously went through a real estate agent client's full back catalogue of videos, using them for ideation for new ads rather than re-editing themcontextspecificdraft

“there was this real estate agent who had like I can't remember how many videos he had, but he wanted us to like go through um all of his past videos and just find anything that might be useful. Uh in his case, we didn't re-edit. Uh we just kind of used it to for ideation” — Alexander Singh

Agency proposal deliverable covers potential target personas, messaging pillars and campaign execution strategycontextspecificdraft

“Jun Kai Goh will draft a proposal outlining potential target personas, messaging pillars, and a campaign strategy based on the meeting.” — Jun Kai Goh

Agency proposes providing a tracking sheet for the sales team to log reply rates, appointment setting rates and closing ratescontextspecificdraft

“To better align leads with sales goals, Jun Kai Goh proposed providing a tracking sheet for the sales team to log reply rates, appointment setting rates, and closing rates.” — Jun Kai Goh

Agency proposes providing a tracking sheet for the sales team to log reply rates, appointment setting rates and closing rates, so messaging pillars and personas can be comparedcontextspecificdraft

“To better align leads with sales goals, Jun Kai Goh proposed providing a tracking sheet for the sales team to log reply rates, appointment setting rates, and closing rates.” — Jun Kai Goh

Agency provides the sales team a tracking sheet to log reply rates, appointment setting rates and closing ratescontextspecificdraft

“To better align leads with sales goals, Jun Kai Goh proposed providing a tracking sheet for the sales team to log reply rates, appointment setting rates, and closing rates.” — Jun Kai Goh

Agency recommendation is that video ads keep hooks short and that the first 15 seconds clearly articulate the value and outcomes for the target audience; the client's current video ads were assessed as too lengthycontextspecificdraft

“They noted that the current creative, specifically the video ads, was too lengthy and recommended that the first 15 seconds must clearly articulate the value and outcomes provided to the target audience.” — Jun Kai Goh

Agency recommends a separate budget for webinar campaigns, worked backwards from a client-set attendance KPIcontextspecificdraft

“for campaigning for a webinar I I feel that it's better if we have a separate budget from your normal legion that's one and then uh we would have to work backwards on that from your KPI” — Alexander Singh

Agency recommends adding a basic 'where did you hear about us' form to a Squarespace site as the practical way to capture organic lead sourcecontextspecificdraft

“he just adds a form in his website, which is just like where do you hear from us? Yeah. It's just the most basic uh traditional way, but it works.” — Alexander Singh

Agency recommends one trained virtual assistant to handle live chat engagement during a Zoom webinar, with the script seeded with 'leave one in the chat' style promptscontextspecificdraft

“normally what we would recommend is like for you to have a VA I think one is enough... throughout your webinar, your script has to have like those leave one in the chat and two in the chat.” — Alexander Singh

Agency recommends that the first 15 seconds of a video ad clearly articulate the value and outcomes provided to the target audiencecontextspecificdraft

“They noted that the current creative, specifically the video ads, was too lengthy and recommended that the first 15 seconds must clearly articulate the value and outcomes provided to the target audience.” — Jun Kai Goh

Agency recommends topic-based SEO with on-page articles plus Microsoft Clarity or Hotjar to infer search intent from the first page a lead landed on, since exact search terms can never be knowncontextspecificdraft

“If I use like trackers like Microsoft clarity or I use um pot jar or these kind of tools, I can see where they landed first... So that's how people do do it. It's called like topic based SEO targeting but I think it's very like complex.” — Alexander Singh

Agency recommends uploading a customer list directly into an Advantage Plus audience rather than using traditional 1%, 3% or 5% lookalike audiences, on the basis that lookalikes are no longer as useful post-Andromedacontextspecificdraft

“what we do is we we pump in your customer list into the audience like cuz like specifically look alike like that thing is is is not as useful as it used to be. Um like 1% 3% 5% like none of that anymore. Right now with Andromeda the best way to do it I've tried before.” — Alexander Singh

Agency recommends video ad hooks be shortened to under 15 seconds, with the first 15 seconds clearly articulating the value and outcomes for the target audiencecontextspecificdraft

“They noted that the current creative, specifically the video ads, was too lengthy and recommended that the first 15 seconds must clearly articulate the value and outcomes provided to the target audience.” — Jun Kai Goh

Agency recommends WhatsApp for appointment confirmations and bookings in high-ticket consultation industries, observing far fewer confirmations via email than WhatsApp in its own event marketingcontextspecificdraft

“for most of the events that we do marketing for we normally like just almost only use WhatsApp but we do have email nurture as well. It's just that I don't really see a lot of confirmations from email as compared to WhatsApp.” — Alexander Singh

Agency removed the Meta 'related media' setting so Meta receives accurate messaging attribution instead of dynamically serving 10 to 15 ads without clear attributioncontextspecificdraft

“if let's say you have related media on and we are serving like 10 10 to 15 different ads um dynamically so meta is not going to be able to really understand fully like why they are targeting certain creatives and they won't really rely heavily on messaging.” — Alexander Singh

Agency runs an email signup test after new ads launch to report whether automated emails land in the primary inbox, spam or promotionscontextspecificdraft

“When when the new ads are running, like when when I've scheduled them already and they're running, I would always test one time. So, we'll know from there.” — Alexander Singh

Agency runs remote setters itself, making its phone infrastructure solution one it uses on its own operationcontextspecificdraft

“more relevant for people who let's say have like remote setters like for for example for us we do have remote setters uh so it's useful for us and then for our event clients” — Alexander Singh

Agency segments the client's email list so sending can start with one group and expand to the next, run as an ongoing processcontextspecificdraft

“on our side what we're doing is we also do want to segment your list in a way that uh we we know like maybe we can start sending to this group first um and then later we can expand it to the next group.” — Alexander Singh

Agency sends a weekly campaign update message explaining which ads were turned off and why, and which new creatives are being runcontextspecificdraft

“we we will update you on on the campaign pretty much every week. Yeah. So you you receive a message from us just telling you that um okay let's say it's Monday we have turned off like this ad why and then um what are some new creatives we might be running from your page and why” — Alexander Singh

Agency sets stop limits on spend so that budget cannot be fully consumed by a single failing creativecontextspecificdraft

“that doesn't ever happen because we do have like the stop limit set in place so it will never happen” — Alexander Singh

Agency standard operating procedure when onboarding is to start on new campaigns rather than inherit existing onescontextspecificdraft

“our SOP, just to be completely transparent as well, is generally to like just start on new campaigns.” — Alexander Singh

Agency strategy proposal is to focus on AI-based targeting and creative diversity in alignment with Meta's Andromeda updatecontextspecificdraft

“Jun Kai Goh proposed shifting the advertising strategy to focus on AI-based targeting and "creative diversity," in alignment with Meta's Andromeda update.” — Jun Kai Goh

Agency triggers new creative injection when metrics such as frequency risecontextspecificdraft

“we need to have certain uh SOPs in place to make sure that once we see certain metrics for example like frequency goes up then we want to throw in new new creatives that has to be in place.” — Alexander Singh

Agency turns off the Meta ad-level setting that allows multiple ads to be served through one ad ('related media') as standard when setting up campaignscontextspecificdraft

“So for our agency, like for our SOPs, we normally turn this setting off when we set anything up, but I think it really depends like media buyer to media buyer.” — Alexander Singh

Agency uses a change log recording which creatives were added on which date, because all ads run in a single campaigncontextspecificdraft

“when we when we add in ads right on my back end I have a change log to know like what I've added in at what date” — Alexander Singh

Agency's immediate recommendation is to buy one new physical phone with a local SIM to act as a master business number for outbound messages and follow-upscontextspecificdraft

“What I recommend is get a brand new phone with a physical SIM.” — Alexander Singh

Agency's media buying working style is to inform the client of the plan and proceed unless the client objectscontextspecificdraft

“generally speaking for me when I when I do my media buying um I tend to just like let you know like the plan and then if you're okay I'll just do it assuming unless you have any like objections.” — Alexander Singh

Agency's position is not to increase ad budget until it can confidently identify which ad to turn off and which is performingcontextspecificdraft

“the fact that I can't tell you like exactly right now which ad we should turn off, which one is doing well, all of that, it it means we shouldn't up the budget yet.” — Alexander Singh

Agency's proposed Meta strategy is AI-based targeting plus creative diversity, aligned with Meta's Andromeda update, built on distinct messaging pillars and formatscontextspecificdraft

“Jun Kai Goh proposed shifting the advertising strategy to focus on AI-based targeting and "creative diversity," in alignment with Meta's Andromeda update.” — Jun Kai Goh

Agency's proposed Meta strategy is AI-based targeting plus creative diversity, using distinct messaging pillars and formats rather than testing different hooks, in alignment with Meta's Andromeda updatecontextspecificdraft

“Jun Kai Goh proposed shifting the advertising strategy to focus on AI-based targeting and "creative diversity," in alignment with Meta's Andromeda update. They suggested creating distinct messaging pillars and formats rather than simply testing different hooks, which they noted is no longer as effective.” — Jun Kai Goh

Agency's standard practice is to tag leads and create a custom field for the customer journey rather than relying on the CRM's right-hand activity columncontextspecificdraft

“we will advise all our clients even the ones who are using our CRM like we will always tag them and we will all we will create a field like a custom field to input like the customer journey as opposed to leaving it in like you know the right column.” — Alexander Singh

Agency's working style is to make landing page changes first and inform the client afterwards, and to run such changes as split testscontextspecificdraft

“these are things I'll probably want to do like in the next one two days. I I'll just do it like normally I'll just do it first and then after that we'll let you know.” — Alexander Singh

All ads the client has run previously were top-of-funnel; no retargeting ads have ever been runcontextspecificdraft

“these ads that I've run previously are all top ofunnel ads. So, I've never retargeting ads which is why I said we should go and find some like middlefunnel bottom funnel type” — Jennifer Ong

All inactive funnels and folders are to be archived to improve account organisationcontextspecificdraft

“Like like we discussed, I mean, I'm I'm going to start archiving. I just confirmed with you the final thing just now. So, I think we can just archive everything else.” — Alexander Singh

All video ad creatives include a call-to-action at the endcontextspecificdraft

“Call-to-action inclusion in ads All creative content will include a Call-to-Action (CTA) at the end, despite internal concerns regarding video completion rates.” — Notes (decision)

An existing funnel was configured as a split test but had 100% of traffic routed to a single variant, so no true test was runcontextspecificdraft

“So this was a split test but if you can see like it's pretty much just a 100% like was set to let 100% of the traffic go here.” — Alexander Singh

Attribution is now recorded in a new custom CRM field called 'source channel', used as the source of truth, while legacy text tags are left in placecontextspecificdraft

“A new "source channel" custom field serves as the primary tracking mechanism, reducing reliance on inconsistent historical tags.” — Gemini notes (Alexander Singh)

Audience segments being compared in the funnel analysis include a 'mom' segment and a 'Harvard' segmentcheckcontextspecificdraft

“for example like for the mom site and for the Harvard site like there's a there's a slight difference maybe we have some insight as to oh perhaps the Harvard um TG uh you know required like a 90minut funnel” — Alexander Singh

Booking calendar availability is currently linked to two people only — Jennifer Ong and Zach — with a third (Tina) to return latercontextspecificdraft

“Uh ju just these two for now because uh Tina is so when she's back she will come back.” — Jennifer Ong

Candidate ad assets are compiled into a single pinned WhatsApp group message plus a shared Google Doc with a dedicated tab for the founder's suggested reelscontextspecificdraft

“could you do me a favor though and just help me com like I I know you sent it before u for some of them but can we just compile into one pinned message?” — Alexander Singh

Case study reels earmarked for ads require the CTA to be changed, with the founder to re-record CTAs once the agency confirms which assets and which CTAscontextspecificdraft

“the case study ones, I think you probably need to edit the CTA. So, I also want to get Okay. like which ones do you think are good to run as ads and then what are the new CTAs you want me to re-record for you to run as ads.” — Jennifer Ong

Client acquisition cost in the ROAS sheet encodes client count — a divided figure indicates two clients signed that month, an undivided figure indicates onecontextspecificdraft

“And then if you look at the CAC, you'll be able to see the number of clients because I will click into each individual one.” — Jennifer Ong

Client updates the sales and marketing sheet by Friday night so the agency can plan next moves over the weekendcontextspecificdraft

“I would like like if possible for maybe Friday night that would be useful like if Friday you could like just help to update the sheet um as far as you can like that would be very helpful so that over the weekend when we do our planning um we can consider like any next moves that we need to make.” — Alexander Singh

Closers add notes to the sales and marketing sheet on lead quality and why a lead was badcontextspecificdraft

“The reason I say that is because then you'll be able to see notes from my closers on the quality of the lead and why the lead bad.” — Jennifer Ong

Closers being hired are based in Australia and would need a local Singapore WhatsApp number to contact Singaporean leadscontextspecificdraft

“my closers that I'm in the process of hiring are based out of Australia. So, they would also need a local WhatsApp phone number because then if uh Australia person messages a local Singaporean to confirm the call, they'd be like very confused.” — Jennifer Ong

Coaching programs are delivered on Zoomcontextspecificdraft

“The business also includes group coaching programs, all of which are hosted on Zoom.” — Jennifer Ong (via Gemini notes)

Contacts migrated from the legacy funnel web system are tagged 'FW migrated' for identificationcontextspecificdraft

“Contacts migrated from the legacy funnel web system are explicitly tagged as "FW migrated" for identification.” — Gemini notes (Alexander Singh)

Creative refresh approach under consideration is re-editing existing videos in a different style or at 1.5x speed rather than re-recordingcontextspecificdraft

“you should just literally use that same video, that same script, but re-edit it in a different style. So, you don't have to re-record it, but just re-edit it in a different style. Or you can even just literally put that whole video, but have it re-edited at 1.5x speed and use it as an ad.” — Jennifer Ong

Creative refresh approach under consideration is re-editing the same existing video in a different style or at 1.5x speed rather than re-recordingcontextspecificdraft

“you should just literally use that same video, that same script, but re-edit it in a different style. So, you don't have to re-record it, but just re-edit it in a different style. Or you can even just literally put that whole video, but have it re-edited at 1.5x speed and use it as an ad.” — Jennifer Ong

Creative review is run through Frame.io, with client feedback on new versionscontextspecificdraft

“But can I just check like for the frame io side, right? The the tree that we sent you earlier. Um, are the new versions all okay so far?” — Alexander Singh

CTAs on repurposed Instagram reels need changing for ad use, with the founder offering to record voiceovers for new CTAscontextspecificdraft

“watch them and see if we need to change the CTA or if you need me to like record a voiceover or something for the CTA, uh, just let me know.” — Jennifer Ong

CTAs on repurposed organic reels may need to be changed for ad use, with the founder available to record replacement voiceoverscontextspecificdraft

“watch them and see if we need to change the CTA or if you need me to like record a voiceover or something for the CTA, uh, just let me know.” — Jennifer Ong

Decision was made to migrate back to Salesable as the primary CRM, accepting the loss of a few months of Funnel Web data rather than years of Salesable datacontextspecificdraft

“I'd rather you know lose a few months of data than to lose like years of data.” — Jennifer Ong

Domain reputation is being treated as broader than email, because it also affects SEO, so the main domain will be repaired rather than abandonedcontextspecificdraft

“we should save it uh because it's your main domain like whether or not you want to send emails from it in the future like there is a need to kind of regain that that reputation on that domain because it affects other things like SEO as well” — Alexander Singh

Each funnel is three pages and identical across funnels, so funnels can be manually rebuilt rather than portedcontextspecificdraft

“It's literally like three pages. It's it's literally the same three pages for every single funnel. So there's no no difference.” — Jennifer Ong

Email deliverability is a known weakness — the 14-day journey is not reliably delivering, and the sending address lands in the promotions tab rather than the inboxcontextspecificdraft

“actually even the 14-day email journey doesn't really matter because it's not actually getting really delivered.” — Jennifer Ong

Email sending is configured in the CRM with SPF and DMARC records in place, with a sender name of Jennifer and an underlying sending domain of mail.controlcareer.comcheckcontextspecificdraft

“it just wasn't sending out for for um the cases of like the SPF demark not being in the domain. So that's already settled.” — Alexander Singh

Email warm-up ramp plan is to start with 100 recipients on Friday, then 100 twice the next day, then 500 throughout the following day, scaling up only if results holdcontextspecificdraft

“So 100 at once and then we can try to do like the next day we can try to do like 100 two times like one in maybe one in the day and then one like a bit later. And then we uh the next day we could just do like 500 uh throughout the day and if it works then we can just uh keep ramping it up slowly.” — Alexander Singh

Emails are hosted on HighLevel, so there is no mailbox to log into and read like normal emailcontextspecificdraft

“it is still hosted on high level meaning that you will not be able to like log into a mailbox and and look at it like normal email.” — Alexander Singh

Errors are showing on legacy ad sets in the client's Meta ad account, and the 'related media' setting means the creative shown to a user may differ from the ad labelled in the back end, making attribution unreliablecontextspecificdraft

“if we left certain ads on now, like um on your back end, it would tell you like a nine for example, but what the user could be seeing could be like your motherhood ads.” — Alexander Singh

Existing ad tracking lacks the granularity to identify which specific ads generate the most efficient appointmentscontextspecificdraft

“Jun Kai Goh noted that the current tracking does not provide enough granularity to identify which specific ads generate the most efficient appointments.” — Jun Kai Goh

Facebook ads are being moved back to Salesable immediately so that new lead data stops accumulating in the inaccessible funnel web platformcontextspecificdraft

“all Facebook ads should now immediately move back to salesable so at least like we stop adding more information into funnel web and then we start adding into sales instead” — Jennifer Ong

Facebook ads are currently running the old creatives and are ready to be switched on against the new funnel once internal links are updatedcontextspecificdraft

“Alexander Singh stated that Facebook ads are ready to be turned on today once Jonathan updates their internal links” — Gemini notes (Alexander Singh)

Facebook Ads were paused to allow internal training of a new sales teamcontextspecificdraft

“Jennifer Ong is currently spending approximately 3k to 4k per month on Google Ads, while Facebook Ads have been paused to allow for internal training of their new sales team.” — Jennifer Ong (per meeting notes)

Facebook Ads were paused to allow internal training of a newly formed sales teamcontextspecificdraft

“Jennifer Ong is currently spending approximately 3k to 4k per month on Google Ads, while Facebook Ads have been paused to allow for internal training of their new sales team.” — Jennifer Ong

Facebook Ads were paused to allow internal training of the new sales teamcontextspecificdraft

“Jennifer Ong is currently spending approximately 3k to 4k per month on Google Ads, while Facebook Ads have been paused to allow for internal training of their new sales team.” — Jennifer Ong (via Gemini notes)

Founder-story creative and objection-handling creative are used for bottom-of-funnel ad targetingcontextspecificdraft

“Jun Kai Goh presented ideas for "Creative 2" and "Creative 7," focusing on objection handling and founder stories to target the bottom of the funnel.” — Notes

Funnel performance is compared by date range — January 2026 to September treated as the 20-minute funnel period, against the previous nine months as the 90-minute periodcontextspecificdraft

“So it would have been um January 2026 to to September 9 months period. We compare that to the previous 9 month period.” — Alexander Singh

Google Ads is currently outperforming Facebook Ads on return on ad spendcontextspecificdraft

“Historically, they spent about 5k per month on Facebook and 4k on Google, with Google currently performing better in terms of return on ad spend.” — Jennifer Ong

Google Ads traffic goes directly to a booked call and does not pass through a funnelcontextspecificdraft

“actually Google ads right now all lead to book call. So Google ads actually will not go through a funnel. all Google.” — Jennifer Ong

Graphic (non-video) ad creatives have been turned off and will not be used at the start of the new campaigncontextspecificdraft

“I've already told you that they like turn off the graphics, right? So I think this will Yeah, the graphics are off.” — Alexander Singh

Historical winning creatives must be re-validated because they ran under different campaigns (e.g. 28 November vs 25 December) and a different funnel before the move from Funnel Web back to Salesablecontextspecificdraft

“we need to get them back on to make sure to validate that it works with the current funnel because we also did make a funnel change from funnel web back to sales, right?” — Alexander Singh

Inactive funnels and folders in the platform are to be archived to improve organisationcontextspecificdraft

“[Alexander Singh] Archive Funnels: Archive all inactive funnels and folders to improve organization.” — Gemini notes

Landing page changes and A/B testing are deferred until the creatives have run 5 days to two weeks, so creative performance is not confounded with page changescontextspecificdraft

“I'm just worried we change it now because I've done it many times even for our own ads where like we change it too soon and then we haven't really like ran it enough and as a result we don't know whether it's the creatives that are bad or it's the LP.” — Alexander Singh

Lead data is held in a shared "Sales and Marketing" Google Sheet used to filter and review leads and assess lead qualitycontextspecificdraft

“Jun Kai Goh gained access to the shared "Sales and Marketing" Google sheet to filter and review leads by "Zoom" to better understand ad performance.” — Notes

Lead fields captured in the marketing sheet include income and country, sourced from the CRMcontextspecificdraft

“So all this information like your income country all this this is from high level right.” — Alexander Singh

Lead qualification includes screening for income ranges during booking callscontextspecificdraft

“Jun Kai Goh explained that video ads serve top and middle-funnel nurturing roles while static image ads handle conversions, and mentioned that lead qualification includes screening for income ranges during booking calls.” — Jun Kai Goh (via Gemini meeting notes)

Lead quality is measured by revenue and clients signed rather than top-of-funnel cost per lead in the ad managercontextspecificdraft

“I don't really care about page. all about actual clients that are coming through, right?” — Jennifer Ong

Lead quality is prioritised over cost per lead as the optimisation metriccontextspecificdraft

“Jennifer prioritized tracking lead quality over cost per lead, specifically using the "Sales and Marketing" spreadsheet for analysis.” — Notes (re: Jennifer Ong)

Lead-source tracking on the sales and marketing sheet is filled in manually, including for LinkedIn and organic trafficcontextspecificdraft

“it was manual.” — Jennifer Ong

Leads are tracked manually by opening Zoom calendar entries to identify which hook and which ad generated each appointmentcontextspecificdraft

“Jennifer Ong explained that they manually track leads by clicking into Zoom calendar entries to identify which hooks and ads generate appointments.” — Notes (re: Jennifer Ong)

Leads who submit the form but do not book a call are phoned by the team to try to get them to bookcontextspecificdraft

“uh both because basically when they fill in the form, if they don't book a call, we call them to try to convince them to book a call.” — Jennifer Ong

Live webinars are planned to resume with automated reminder emails and WhatsApp reminders set up beforehand so they can be run regularly without manual effortcontextspecificdraft

“I do eventually down the road want to start doing live webinars again, but I do have a lot of the automations set up beforehand to do it regularly like the reminder emails, the WhatsApp reminders and all of those things.” — Jennifer Ong

Marketing emails have been stopped; the only emails currently sent are onboarding emails to existing clientscontextspecificdraft

“I haven't been sending any marketing emails right now. All the emails that are sent is purely just um like for for clients who are onboarded.” — Jennifer Ong

Meta pixel is now configured on both the opt-in form and the calendar booking stage; opt-in submission fires a 'lead' event and appointment booking fires a 'schedule' event back to Metacontextspecificdraft

“Alexander Singh explained that submissions trigger a "lead" event for Meta, and when appointments are scheduled through the calendar, a "schedule" event is sent back to Meta to enrich data and help optimize ad delivery” — Gemini notes (Alexander Singh)

Migrated contact records retain pipeline stage, survey answers, last appointment, last activity and the original funnel web ID in text formcontextspecificdraft

“so we've got the information that we've got at least um in in text form for now uh is all of these things so whether or not they like what what stage in the pipeline they're at based on funnel web uh survey answers all all of the things last appointment last activity” — Alexander Singh

Migration timeline: contacts moved to Salesable within one to two days (by Tuesday night), followed by a verification call, with the domain shift occurring only after the funnel and ad analysis is completecontextspecificdraft

“So over the next one two days which is probably by Tuesday night um the contacts and all should all be moved and we will that includes like us double checking and making sure like nothing's broken.” — Alexander Singh

Most calls-to-action on the website send organic visitors straight to a booked call, with a free webinar available somewhere on the sitecontextspecificdraft

“So organic like SEO if if they go to the website most of the CTA all the CTA is book call. There is uh somewhere on the website where you can watch the free webinar and then call but most of the CTAs will” — Jennifer Ong

Neither the founder nor the agency holds owner-level access to Funnel Web or Salesable; both were set up under accounts owned by otherscontextspecificdraft

“We can't um do any of that cross migrations because I don't think that you guys have owner access for both platforms.” — Alexander Singh

New ad creatives are filmed in authentic, low-production, single-angle selfie-style formats such as in a car, walking in a park, or sitting on a sofacontextspecificdraft

“For "Creative 2," Jun Kai Goh recommended filming in a car to maintain an authentic, "talking to a friend" feel. For "Creative 7," they suggested a selfie-style approach, potentially while walking in a park or sitting on a sofa. Jennifer Ong confirmed that they would follow this guidance to ensure the content remains authentic and not over-manufactured.” — Notes

New Hook 1, New Hook 4 and New Hook 6 were assessed as having produced no notable historical resultscheckcontextspecificdraft

“And then what is left is November hook 7... Um, and then new hook one, new hook four, new hook six. This three, in my opinion, I don't think they have yielded any notable results in the past.” — Alexander Singh

Once the domain is finalised, roughly 30 website links plus LinkedIn and organic links must be repointed, and Slack and appointment automations verifiedcontextspecificdraft

“The most important will be Slack and also your appointments, right?” — Alexander Singh

Options under consideration for the landing page are a layout/design change or reusing the 20-minute page structure changed to say 60 minutescontextspecificdraft

“for LP probably the biggest move we can make is um either just a a design change like a layout change or we could just use the 20-minut one like you say and then change it to 60 minute.” — Alexander Singh

Overseas closers currently contact leads from their own personal WhatsApp accountscontextspecificdraft

“so they would WhatsApp from their own personal” — Jennifer Ong

Plan is to consolidate onto Salesable first and only later consider setting up a client-owned GoHighLevel account when advanced integrations such as WhatsApp Business are neededcontextspecificdraft

“I think step one is we just move to salesable first and then in the future once we like clean everything up and then we think okay hey there's new integrations like WhatsApp business or some of these other things maybe in the future we we want to do then we can go look into me setting up my own go high level” — Jennifer Ong

Pricing is not disclosed in videos or webinars; prospects must book a sales call to receive pricingcontextspecificdraft

“Pricing disclosure strategy defined Pricing will not be disclosed on videos or webinars; prospective clients must book a sales call to receive pricing details.” — Meeting notes (Gemini)

Sales cycle is a one-call close or one follow-up call within a week, roughly a two-week cyclecontextspecificdraft

“I'm quite confident if yours is like two weeks um it be able to to make very very good decisions when it comes to media buying” — Alexander Singh

Salesable has already refused a request to allow funnels to be copied in, which is why the funnels had to be rebuilt in the new platformcontextspecificdraft

“We tried. They already said no.” — Jennifer Ong

Sender names can be differentiated later — e.g. a booking/brand sender for confirmation messages and the founder's name for marketing messagescontextspecificdraft

“Let's say for confirmation messages maybe we want to make it uh say like booking at um Ctrl Alt Careerwe can do that as well and then for maybe some of the marketing messages we might want to have it from Jennifer so it feels a bit more personal” — Alexander Singh

Sending emails from a subdomain (e.g. mail.controlaltcareer.com) rather than the root domain is the recommended setupcontextspecificdraft

“the second thing is that you should be using a subdomain, which means that it's not your actual like you can use like control out career.com, but you should have like a mail in front.” — Alexander Singh

Separate calendars per lead source (Facebook ads, Google ads, LinkedIn organic, Instagram organic, email) are used so that lead source is identifiable at booking and specific closers can be assigned to specific calendarscontextspecificdraft

“each page the only difference of those pages is it links to a different calendar and that calendar is dash Facebook ad or Google ads or dash LinkedIn organic or dash Instagram organic or email.” — Jennifer Ong

Slack notification wording is being changed to include a '[new]' tag so leads can be identified without checking their sourcecontextspecificdraft

“on your Slack notification, right? I'm going to change the the wording a bit just so that it makes it I'll just put that like bracket new.” — Alexander Singh

Slack notifications are active for both form submissions and appointment bookingscontextspecificdraft

“Jennifer Ong and Alexander Singh discussed Slack notifications for both form submissions and appointments, with Jennifer Ong confirming both should remain active” — Gemini notes

Slack notifications from the legacy system have stopped working, leaving the sales team with only calendar entries and no lead detailscontextspecificdraft

“My team me saying they don't even see the Slack integration working anymore. So, they they only see a calendar from their email, but they don't even see a Slack notification anymore.” — Jennifer Ong

Smart lists are to be configured in the CRM to filter leads by Meta, Instagram and LinkedIncontextspecificdraft

“[Alexander Singh] Setup Smart Lists: Configure smart lists in the CRM to allow easy filtering for Meta, Instagram, and LinkedIn leads.” — Gemini notes (next steps)

Target timeline for the Salesable setup to be live is early next week, as early as Tuesday and mid-week at the latestcontextspecificdraft

“Uh, as early as Tuesday. Yeah. Just to make sure.” — Alexander Singh

Team workflow depends on only two systems — the calendar and Slack notifications — which the agency identified as simplifying the migrationcontextspecificdraft

“pretty much what affects your team and the way they work is just two things. So your calendar and your slack that's pretty much it which is not that complicated.” — Alexander Singh

Tenant accounts on a third-party HighLevel instance default to the host's Mailgun sending address, and a dedicated domain normally requires the host to white-label it for an extra feecontextspecificdraft

“Normally it's the CL the tenant will have to like pay extra and then I white label it. I charge you a fee to get your your dedicated domain.” — Alexander Singh

Test bookings still complete successfully on the locked legacy funnel web system, but the team receives no lead details from themcontextspecificdraft

“No, because we did a test booking and it still works like we're still but we have no details on on these people.” — Jennifer Ong

Testimonial videos are being re-edited by the creative team against shared highlights, with an internal review before delivery to the clientcontextspecificdraft

“we're currently still amending it after the highlight that you shared with us yesterday. So, I'm getting the team to edit based off the highlights first and then we'll internally review before sending over to you.” — Jil Micole Lee

The "less than 5K" income bracket is retained in the lead target criteria on the basis that those leads are lower quality but still closablecontextspecificdraft

“Regarding income brackets, Jennifer Ong decided to keep the "less than 5K" option in the target criteria, noting that while lead quality is lower, these leads are still closable.” — Notes (re: Jennifer Ong)

The 20-minute funnel produced higher conversion rates but lower lead quality and fewer signings than the 60-minute funnelcontextspecificdraft

“you had higher conversion rates for 20 minute potentially but lower like signings it even in your your sales people's comments right I think um the quality was like I I would say it's probably just lower in general” — Alexander Singh

The agency has assigned a dedicated media buyer (Jonathan Lew) and a client strategy and account manager (Jil Micole Lee) to the accountcontextspecificdraft

“So Jonathan's our media buyer. ... Jill basically handles a lot of the client strategy and account stuff.” — Alexander Singh

The contingency plan if funnel web access is not recovered is to create a new subdomain on controlaltcareer.com via GoDaddy and route all funnels and calendars to Salesablecontextspecificdraft

“so let let's say for example we don't somehow get access funnal web. ... Can we just create a new one that's I don't know hello.controlaltcareer.com” — Jennifer Ong

The decision was made to run the 90-minute webinar funnel for now rather than rebuilding the 20-minute funnelcontextspecificdraft

“just run the 90minute webinar for now and don't rebuilding the 20-minute webinar.” — Jennifer Ong

The domain is registered with GoDaddy and credentials are being shared with the agency for subdomain managementcontextspecificdraft

“Yeah, I think if you can I'll give you GoDaddy.” — Jennifer Ong

The domain move is estimated to take at most half a day once the preceding steps are confirmedcontextspecificdraft

“And then from there it takes like maybe half a day at most for us to just like help you move your domain and everything over and then say like okay let's go.” — Alexander Singh

The existing landing page is being revised against specific client comments rather than fully redesignedcontextspecificdraft

“Existing landing page revision strategy The agency will revise the existing landing page based on specific client comments rather than initiating a full, paid redesign.” — Notes (decision)

The former sales manager moved the operation to Funnel Web because Salesable did not permit certain automations he wanted to buildcontextspecificdraft

“The reason he moved to funnel web was because he said salesable. He was trying to build some automations but saleseople didn't allow him to which is why he then moved to funnel web” — Jennifer Ong

The former sales manager set up numerous automations including Zapier connections, Google Sheets links and Slack notifications, and the founder does not know which are still in usecontextspecificdraft

“a lot of the the, you know, the Zapier, the Google Sheets, all that stuff, my sales manager set it up, but I don't even know if I need to keep using those things.” — Jennifer Ong

The founder edits and films the ad scripts herselfcontextspecificdraft

“I also need to edit finish editing the script. Sorry. And and film the scripts for you guys.” — Jennifer Ong

The founder personally selected roughly seven to eight existing Instagram reels and client success stories from her back catalogue for use as adscontextspecificdraft

“Jennifer Ong shares that they spent time selecting 7-8 existing Instagram reels and client success stories for ads” — Gemini notes

The founder-story creative is intended to be run as an A/B testcontextspecificdraft

“okay, we created the founder story, we're going to run that as an AB test.” — Jennifer Ong

The funnel was reduced from four steps to three, with A/B testing removed and URLs cleaned up for trackingcontextspecificdraft

“So there are three funnel steps. There were four at first, but I cut it down to three and then also just cut out like the AB test and and all of that.” — Alexander Singh

The Funnel Web platform has been in use for less than six months, while Salesable holds years of accumulated datacontextspecificdraft

“Funnel web I've only been using for less than six months.” — Jennifer Ong

The GoHighLevel account is to be shut down after a validation walkthrough of the migrationcontextspecificdraft

“Jennifer Ong requested a call with the team to perform a "sense check" on the migration process before shutting down the GoHighLevel account.” — Notes (re: Jennifer Ong)

The historical funnel analysis requested compares the 20-minute, 60-minute and 90-minute webinar versions to determine which converts best, though Facebook ads were paused for several months during the 20-minute periodcontextspecificdraft

“we have that 20 minute webinar for this whole year. ... Granted, I didn't run Facebook ads for a few months in between.” — Jennifer Ong

The historical funnel comparison is being analysed by date range — everything up to December 2025 treated as the 90-minute funnel and everything after as the 20-minute funnel — comparing January 2026 to September against the previous nine monthscontextspecificdraft

“so December 2025 you just treat you just assume that most of it or all of it was 60 minute and then assume that everything after that is 20 minute and then we just compare those date ranges. So it would have been um January 2026 to to September 9 months period. We compare that to the previous 9 month period.” — Alexander Singh

The landing page hero image is a photograph of the founder from her TEDx talk and is being replaced with a better-lit, front-facing photographcontextspecificdraft

“U because this one is like a side profile.” — Jennifer Ong

The lead tracking sheet currently requires manually checking URLs to determine lead sourcecontextspecificdraft

“your current sheet I I saw you guys are like manually checking the the URL, right? To decide which” — Alexander Singh

The legacy funnel web account is locked out for both the founder and the agency, blocking lead handling and domain migrationcontextspecificdraft

“Main main main thing I need solving is is I need to figure figure out why that funnel web is not working.” — Jennifer Ong

The legacy funnel web account was created and is owned by the company's former sales manager, who reports no issues on his sidecontextspecificdraft

“he's he said there's no issue on his side.” — Jennifer Ong

The marketing funnel drives traffic to a live webinar, after which prospects can book an appointment directly or be followed up with by the sales teamcontextspecificdraft

“The current marketing funnel drives traffic to a live webinar, after which potential clients can book an appointment directly or be followed up with by a sales team.” — Jennifer Ong (via Gemini notes)

The motherhood-targeted ad set and its associated graphics were paused for producing consistently low-quality leadscontextspecificdraft

“Both participants agreed to shut down the "motherhood" adset due to the consistent stream of low-quality leads identified in the tracking sheet.” — Notes

The prior media buyer used page posts rather than ghost ads for most creatives, so the same creatives can be re-run without issuecontextspecificdraft

“your past media buyer they use page post for quite a lot of the creatives. So page post just basically mean they link it to an actual post that exists on your page.” — Alexander Singh

The raw sheet from the former sales manager only covers leads from March onwards on Funnel Webcontextspecificdraft

“the raw sheet, right? But but that that only covers the the leads from March, right, for funnel web app.” — Alexander Singh

The Sales and Marketing Google Sheet contains only people who have booked a call, not leads who watched the webinar without booking, and is filled in manually including for LinkedIn and organic trafficcontextspecificdraft

“we don't put the leads. We don't put the leads in here. So, if someone watched the webinar but did not book a call, we don't put it in here. This is only everybody who's booked a call with us.” — Jennifer Ong

The sales and marketing sheet covers multiple channels, including Facebook ads, LinkedIn and organic trafficcontextspecificdraft

“So, so this one also, it's not just Facebook ads. Like you'll see there's like LinkedIn, there's there's organic traffic.” — Jennifer Ong

The Sales and Marketing sheet includes notes from closers on lead quality and the reasons a lead was badcontextspecificdraft

“the reason I say that is because then you'll be able to see notes from my closers on the quality of the lead and why the lead bad.” — Jennifer Ong

The sales and marketing sheet records only people who booked a call; webinar viewers who did not book are not enteredcontextspecificdraft

“we don't put the leads. We don't put the leads in here. So, if someone watched the webinar but did not book a call, we don't put it in here. This is only everybody who's booked a call with us.” — Jennifer Ong

The sales manager who set up the existing Slack channel has left the company, prompting a plan to create a new dedicated Slack channelcontextspecificdraft

“maybe because this Slack channel was created by my sales manager who has left.” — Jennifer Ong

The strategy call booking form asks two qualifying questions: a 1-to-10 happiness scale and monthly incomecontextspecificdraft

“So they are pretty much the one scale of 1 to 10. How happy are you right now? And then monthly income.” — Alexander Singh

The switch from the 90-minute webinar funnel to the 20-minute webinar funnel happened in December 2025 and was done sequentially, not as a split testcontextspecificdraft

“No. Sequentially.” — Jennifer Ong

The target timeline for full Salesable setup is early to mid next week, as early as Tuesdaycontextspecificdraft

“Uh, as early as Tuesday. Yeah. Just to make sure.” — Alexander Singh

The team agreed to run ads and test core functionality for about a week before addressing email flow optimisation and landing page tweakscontextspecificdraft

“Prioritization of functional ad testing The participants agreed to prioritize running ads and testing core functionality for about a week before addressing email flow optimizations and landing page tweaks.” — Gemini notes

The team verified the booking system still functions by running a test booking, though no lead details are visiblecontextspecificdraft

“No, because we did a test booking and it still works like we're still but we have no details on on these people.” — Jennifer Ong

The webinar funnel was switched sequentially from a 90-minute webinar to a 20-minute webinar in December 2025, with no true split test runcontextspecificdraft

“Jennifer Ong clarifies that they did not run a true split test; instead, they switched funnels sequentially in December 2025, moving from a 90-minute funnel to a 20-minute funnel.” — Gemini notes

The webinar landing page may already exist inside Salesable, built by the former sales manager before the Funnel Web migration, which would remove the need to recreate itcontextspecificdraft

“I think he already created this landing exact landing page in Salesable ... So there's probably a funnel, the exact funnel is probably already inside of Salesable.” — Jennifer Ong

Three ads filmed and edited by the client's previous agency are to be set aside rather than runcheckcontextspecificdraft

“I definitely think that we can park aside the three ads that was done by my old agency. Those ones I don't think we need” — Jennifer Ong

Tracking at the time of the call did not provide enough granularity to identify which specific ads generate the most efficient appointmentscontextspecificdraft

“Jun Kai Goh noted that the current tracking does not provide enough granularity to identify which specific ads generate the most efficient appointments.” — Jun Kai Goh

Two calls booked on the morning of the call did not appear in Slack and arrived under an unfamiliar calendar name ('career consultation' rather than '1-on-1 career consultation call - Zoom'), suggesting another calendar link is still livecontextspecificdraft

“this is what it used to look like um on Slack like when it was working in um funnel web and it does say oneonone career consultation call- Zoom whereas today is like in a weird format the the calendar like it's it's name career consultation it's not 101-career consultation” — Jennifer Ong

Two migration options were offered: a safe migration moving only contacts not already in Salesable, or a VLOOKUP-based update of every lead which risks overwriting older useful datacontextspecificdraft

“the first one is we do a very safe migration which means that only leads that are new that are not in salesable like we move them over right the second one is that we just do uh basically like a vlookup” — Alexander Singh

Users no longer part of the marketing operation are to be removed from the legacy platform as soon as possiblecontextspecificdraft

“I'll probably want to recommend like if we could ASAP just delete out users that are not part of the part of your marketing anymore.” — Alexander Singh

Using closers' personal phone numbers avoids ban risk but removes conversation analytics and management oversightcontextspecificdraft

“you you you lose out on a lot of things, right? Like for example, like maybe analytics,” — Alexander Singh

Verification of the migration will be done as a live walkthrough call in which the agency fills in the landing page form and steps through the whole lead journey with the client, flagging automations for deletioncontextspecificdraft

“I will flag out like the automations I want to delete because there's a lot of like things there but it's good to just double check with you as well.” — Alexander Singh

Website hosting is being migrated from GoHighLevel to Salesable so that leads are booked correctlycontextspecificdraft

“Jennifer Ong added that website hosting must be migrated from GoHighLevel to SalesAble to ensure leads are booked correctly.” — Notes (re: Jennifer Ong)

After leaving a fashion startup, the founder weighed launching a venture-capital-backed fashion SaaS business against career coaching, and chose career coachingcontextspecificdraft

“after leaving a fashion startup and weighing a venture capital-backed fashion Software as a Service business against career coaching” — Jennifer Ong (via Gemini meeting notes)

Agency carries seven phones with two SIMs each as a result of repeated WhatsApp bans when it started running eventscontextspecificdraft

“I have like seven phones in my bag right now cuz like I kept getting” — Alexander Singh

Agency recently worked with a real estate agent client that had a robust CRM, an engagement used as reference for funnel ownership and tagging decisionscontextspecificdraft

“this is quite relevant because we just worked with like this real estate agent recently that um had like quite a robust um CRM as well.” — Alexander Singh

Atlas Media lost access to a previous HighLevel account with its original domain locked inside it, and has been on its current HighLevel account for about four yearscontextspecificdraft

“our high level is a new high level that we used although it's like it's been four years already but um few months before we got this high level we had another high level and we had our original domain like stuck in there and we also lost access so it's before us and we cannot get it back.” — Alexander Singh

Founder Jennifer Ong deliberately designed her career around motherhood before becoming pregnantcontextspecificdraft

“Jennifer Ong corrected Jun Kai Goh regarding a motherhood ad concept, explaining that their personal story involved deliberately designing a career for motherhood before becoming pregnant, after leaving a fashion startup and weighing a venture capital-backed fashion Software as a Service business against career coaching.” — Jennifer Ong (via Gemini meeting notes)

Founder Jennifer Ong's own career history includes a transition from BlackRock to a fashion startupcontextspecificdraft

“Jun Kai Goh proposed focusing on underutilized assets, particularly targeting mothers and leveraging Jennifer Ong’s personal career history—such as the transition from BlackRock to a fashion startup—to differentiate the brand from other career coaches.” — Meeting notes (Gemini)

Securing the Zoom dialler setup required extensive trial and error and direct contact with the Zoom teamcontextspecificdraft

“but to get that Zoom thing is not that easy. So uh that's what we spend quite a lot of time trying to figure out. So we're in contact with like the Zoom team uh and then we're able to to get that for for you guys.” — Alexander Singh

The fashion software startup path the founder considered involved accelerators including Antlercontextspecificdraft

“Jennifer Ong noted that the software startup involved accelerators like Antler and the pursuit of external validation, but career coaching ultimately provided the desired lifestyle flexibility.” — Jennifer Ong (via Gemini meeting notes)

The legacy funnel web account was created and is owned by the company's former sales manager, who works US hours and is hard to reachcontextspecificdraft

“Yeah. Yes. Cuz Yeah, he created this.” — Jennifer Ong

Ad targeting includes high-earning finance and technology professionals at companies such as Google, Goldman Sachs, McKinsey, Citibank and ByteDancecontextspecificdraft

“Jun Kai Goh noted that this format targets high-flying finance and technology professionals from companies like Google, Goldman Sachs, McKinsey, Citibank, and ByteDance, drawing filming style references from Kale Sim.” — Jun Kai Goh (via Gemini meeting notes)

Founder's stated requirement is to operate on a single consolidated platform rather than pay for two systems holding split datacontextspecificdraft

“I want to just use one platform. There's no reason to use two platforms. I'm paying for two platforms. It's doing the exact same thing.” — Jennifer Ong

Google Ads is currently the better-performing channel on return on ad spend compared with Facebookcontextspecificdraft

“Historically, they spent about 5k per month on Facebook and 4k on Google, with Google currently performing better in terms of return on ad spend.” — Jennifer Ong (via Gemini notes)

Previous campaigns often produced irrelevant prospects who were not financially qualifiedcontextspecificdraft

“Jennifer Ong emphasized that they prioritize high-quality leads over a lower cost-per-lead, noting that previous campaigns often yielded irrelevant prospects who were not financially qualified.” — Jennifer Ong (via Gemini notes)

Target client profile includes lawyers and finance executives seeking a pivot into more fulfilling careerscontextspecificdraft

“Jennifer Ong operates a high-ticket, one-on-one career coaching program designed for high-achieving professionals, such as lawyers and finance executives, who are looking to pivot into more fulfilling careers.” — Jennifer Ong

Agency advises that hiring location for setters and closers should not be decided based on phone system limitations, since bans occur at high volume regardless of locationcontextasserteddraft

“I would say that don't make that decision dependent on the phone. Yeah. Because even locally, you're still going to get banned by by the way like even if you WhatsApp web from a local” — Alexander Singh

Agency observes that local Singaporean setters achieve better set rates due to cultural relevance, while local setters and closers tend to be less aggressive on KPIs than remote staffcontextasserteddraft

“just because of like the close rates as well like your sorry the set rates as well like Singaporeans are going to respond better to Singaporeans.” — Alexander Singh

Agency position is that CRM data is less valuable than ad account data because Meta's AI is stronger than any CRM or agency at using itcontextasserteddraft

“In my experience, CRM data is less important than ad account data. Um, just because data is only powerful when you have strong AI, right? And Meta's AI is definitely stronger than any of like high level or or even like an agency.” — Alexander Singh

Agency position is that HighLevel's built-in email tracking, including bounce and open rates, is unreliable and reports better numbers than reality, so third-party specialist tools should be used for deliverability trackingcontextasserteddraft

“high levels email tracking is actually garbage. Like if you follow high level, it'll tell you like your bounce rate and everything, right? ... It's way better than what it actually is.” — Alexander Singh

Agency position is that Mailgun should not be used for sending in Singapore because it leads to being bannedcontextasserteddraft

“The MG that you see right now is from mail gun. So, it's a service provider. I don't recommend using mail gun in Singapore uh because it's just going to get you banned.” — Alexander Singh

Agency states Singapore does not permit VoIP calls from overseas, so overseas closers cannot place true local callscheckcontextasserteddraft

“you can't actually like Singapore doesn't allow like VIP calls which means that you can't call from a normal call even overseas.” — Alexander Singh

A campaign compiling best-performing ads has been booking calls, though the quality of those calls has not yet been evaluatedcontextasserteddraft

“Jennifer Ong disagreed, stating that this "winning" campaign has been booking calls, though they acknowledged that the quality of these calls remains to be evaluated.” — Notes (re: Jennifer Ong)

Agency also provides SEO servicescontextasserteddraft

“Um but in in SEO, right, because we do do SEO as well, a lot of our clients have this issue or question” — Alexander Singh

Agency claims specialised expertise in software and web app developmentcontextasserteddraft

“They have an in-house creative team to film content for ads and possess specialized expertise in software and web app development.” — Jun Kai Goh

Agency has developed a method for WhatsApp/phone systems in Singapore with high deliverability and without account bans, cracked approximately two months before this meetingcontextasserteddraft

“we recently cracked the code I think like we found a way to do it with very high deliverability not no no no getting banned” — Alexander Singh

Agency identifies its specialty as back-end workcontextasserteddraft

“we've seen so many situations and I think dealing with um back end is where our specialty kind of is.” — Alexander Singh

Agency provides content creation and ad creative productioncontextasserteddraft

“Jun Kai Goh stated that their agency provides content creation, ad creative production, landing page development, and automation services.” — Jun Kai Goh

Agency runs its own remote setting team and advises clients on remote setter and closer setupscontextasserteddraft

“because we do we are quite experienced with like remote setters and and things like that.” — Alexander Singh

An ad set labelled "A9" is kept active on the basis that it consistently generates clientscontextasserteddraft

“Jennifer Ong requested that the "A9" adset remain active as it consistently generates clients.” — Notes (re: Jennifer Ong)

Team calendars and Google Calendar are already largely connected on the Salesable accountcontextasserteddraft

“Your Google Cal and all your team calendars are also mostly” — Alexander Singh

Agency assessed the client's existing video ad creative as too lengthycontextasserteddraft

“They noted that the current creative, specifically the video ads, was too lengthy and recommended that the first 15 seconds must clearly articulate the value and outcomes provided to the target audience.” — Jun Kai Goh

Agency's working principle is to do for clients what it does for itself, on the basis that it will do what it believes is bestcontextasserteddraft

“for me and Jai we we tend to do like we we normally just do for our clients what we do for ourselves because I mean obviously we'll do what we think is best” — Alexander Singh

Requires an agency that works closely with the sales team to ensure leads match the ideal client profilecontextasserteddraft

“They require an agency that cares about the business's success and works closely with their sales team to ensure leads are aligned with their ideal client profile.” — Jennifer Ong

Sales approach is consultative — leads are nurtured before an offer is made, rather than presenting high price points on videocontextasserteddraft

“Jennifer Ong expressed a preference against sharing high price points on video, opting instead for a consultative sales approach to nurture leads first.” — Jennifer Ong (per meeting notes)

Founder chose career coaching because it provided the lifestyle flexibility she wanted, over pursuing external validationcontextasserteddraft

“Jennifer Ong noted that the software startup involved accelerators like Antler and the pursuit of external validation, but career coaching ultimately provided the desired lifestyle flexibility.” — Jennifer Ong (via Gemini meeting notes)

Agency approaches migration from a business lens rather than a purely technical one, prioritising how the client's team actually works over what is technically rebuildablecontextasserteddraft

“more on a business from a business lens, you know, like not just a technical lens because like technically there there are many things technically we could just rebuild the whole thing in high level, right? Um but but what are we really trying to like what are you really trying to achieve out of this migration?” — Alexander Singh

Agency avoids ABO (ad set budget optimisation) and starts with CBO so Meta can allocate spend, since it normally runs a single ad setcontextasserteddraft

“I always stay away from ABO. Um, just because it's better to start with CBO to let Meta just decide whatever it wants to do because we normally run with one adset anyway.” — Alexander Singh

Agency does not run separate testing and scaling campaigns; its main campaign is always evergreen with creatives managed on a rolling basiscontextasserteddraft

“we don't have any um testing and scaling campaigns some some agencies talk about this day you might have heard it online but they run like let's say a testing and a scaling campaign we don't do that so our main campaign is always evergreen” — Alexander Singh

Agency identifies its specialisation as paid ads, defined by acting immediately when it sees a winning signalcontextasserteddraft

“that's what we meet me at drink pretty much like that's how we g agency. So like we specialize in kind of pay ads because whenever we see something good right we just hit.” — Alexander Singh

Agency position is that an objection-handling video should be kept in the ad set so Meta's Andromeda sequencing can serve it to people who dropped offcontextasserteddraft

“after and in the Andromeda update uh there is this thing called sequencing right in in meta. So meta is going to sequence your videos in your adset like in the adset based on what it thinks the customer needs right. So an objection handle video is very good” — Alexander Singh

Agency position is that creating distinct messaging pillars and formats is more effective than simply testing different hookscontextasserteddraft

“They suggested creating distinct messaging pillars and formats rather than simply testing different hooks, which they noted is no longer as effective.” — Jun Kai Goh

Agency position is that duplicating an old creative does not necessarily carry over its results, but it does carry over the messaging, which is the most important element of an ad campaigncontextasserteddraft

“when you create new ads even if I duplicate the old one it doesn't necessarily carry over the same results but what is for sure right is that we're carrying over the same messaging which I think is the most important thing in like a ad campaign.” — Alexander Singh

Agency position is that manual audience targeting is no longer significant and will not be available as an option going into 2027contextasserteddraft

“currently audience is not actually a big thing. Like you can't really do manual targeting anymore. Going into 2026, oh, sorry, into 2027, you won't even have like manual targeting options.” — Alexander Singh

Agency position is that problem/pain ads combined with one aspirational ad produce the best conversions, while mechanism-focused ads convert less wellcontextasserteddraft

“sometimes you talk more about maybe the mechanism and I don't think those will work as well as like um like hiding the mechanism because in a in a landing page funnel we want to be as vague as we can get them to like figure it out themselves.” — Alexander Singh

Agency position is that the key to Facebook ads is finding the winning creative faster, not spamming creatives or spending the whole budgetcontextasserteddraft

“The key to Facebook ads is not so much like spamming creatives, but it is or it's not so much trying to um satiate your budget. It's more about trying to find the winner faster.” — Alexander Singh

Agency position is that top-of-funnel creative alone is sufficient when driving to a landing page, but would not be sufficient with an instant formcontextasserteddraft

“The only reason why we can get away with that for now, I guess, is because we are we are using a LP, right? So, in in this case, it does lead to like uh decent conversion still. If let's say we were using an instant form, then top of funnel would not be sufficient because it's just not giving them enough info.” — Alexander Singh

Agency states it does not believe minor creative variations are effective after Meta's Andromeda updatecontextasserteddraft

“we don't believe that after Andromeda doing um it like minor variations is going to really be beneficial for the campaign.” — Alexander Singh

Agency states it is transparent about its own oversights and will tell the client when it has overlooked somethingcontextasserteddraft

“like I said we we're quite like transparent when it comes to how we do things. So if we overlook something we'll just let you know.” — Alexander Singh

Agency tracks 'human action' metrics — hook rate, hold rate, watch time, click-through rate and bookings — as the primary campaign signalscontextasserteddraft

“What is important is that we are tracking the human action. So your hook rate, your hold rate, how long are they watching, uh the clickthrough rates as well as whether they're booking, that's like the most important.” — Alexander Singh

Agency's preferred Meta account structure is one campaign, one ad set, CBO, managing all creatives at the creative level rather than across many ad setscontextasserteddraft

“that's why for Chunkai and myself like we like to um propose this uh one campaign, one adset, one like basically CBO structure uh and we just manage all the creatives at one level rather than having like 10 different adsets.” — Alexander Singh

Agency's stated focus is appointment booking rate and funnel effectiveness rather than cost per lead, unless cost per lead spikes to around $150contextasserteddraft

“I don't really care about the cost per lead unless it's like extremely high, right? Unless it's like $150, then maybe we will turn it off. Um, but what we're really really interested to know is your booking rate” — Alexander Singh

Founder judges marketing on signed clients rather than page-level or top-of-funnel metricscontextasserteddraft

“I don't really care about page. all about actual clients that are coming through, right?” — Jennifer Ong

Mothers identified as a target audience segment for the brand's advertisingcontextasserteddraft

“Jun Kai Goh proposed focusing on underutilized assets, particularly targeting mothers and leveraging Jennifer Ong’s personal career history—such as the transition from BlackRock to a fashion startup—to differentiate the brand from other career coaches.” — Jun Kai Goh (per meeting notes)

Requires an agency that works closely with the sales team so that leads are aligned with the ideal client profilecontextasserteddraft

“They require an agency that cares about the business's success and works closely with their sales team to ensure leads are aligned with their ideal client profile.” — Jennifer Ong (via Gemini notes)

The agency's media buying position is that minor creative variations are not effective post-Andromedacontextasserteddraft

“we don't believe that after Andromeda doing um it like minor variations is going to really be beneficial for the campaign.” — Alexander Singh

Documents

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