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Design4Space

Interior Design / Renovation← All clients
★★★☆☆2 months · since 2026-08-20· last heard 57d agoKnowledge →Creative →
Interior Design / Renovation

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AM: Junkai

Before you speak to them

An open complaintLead sheet rows went misaligned — "Yesterday 50 leads haywire" — editing was paused, sheet reverted to a previous version, and statuses had to be manually patched.
6 flagged risksRecurring duplicate/misleading lead entries — same number appearing under different names (social media username overwrites), and leads signing up twice causing cross-branch assignment conflicts.
Nothing heard in 57 daysLast statement on the record is dated 2026-08-22.
8 statements need re-confirmingOld enough that the client may have moved on. Worth raising on the next call rather than assuming.

Goals & performance

Client for 2 months · since 2026-08-20

Oct 2026

16

leads · $2,543 spent

Sept 2026

31-48%

leads · $4,535 spent

Cost per lead

$159

was $146+9%

Monthly avg

80

leads/mo · $12,357/mo

Campaigns this month · 1 active

ActiveUnclassifiedAtlas 2026 Campaign$2,543 · 16 leads
Spend, 30d
$4,381

27 leads

Running
1

campaigns, spend in last 7d

Owed
0

none overdue

No review calls on record

Schedule a review call and ensure Google Meet notes are turned on.

People & directives

No stakeholders recorded. Add the client’s key people so the system knows whose words carry weight.

What we agreed

All →
  • constraintIf designers get replies or confirmations, kindly help to update the sheet so that statuses can be tallied up.59d
  • constraintLeads that don't reply or don't show up can't be refunded or replaced, since they come direct from Facebook and Instagram ads; the client should update lead status in the Google Sheet instead.212d
  • decisionBroadcasts and followups have been sent — leads can now start being assigned out to designers for them to try and contact as well.59d
  • decisionUnconfirmed leads to be assigned out to IDs from Thursday/Friday after the Wednesday-evening broadcast; on 20 Aug Alex confirmed assigning can start, with branches updating the sheet on any replies59d

Data completeness

50%
WhatsApp988 messages, last 8 days ago
Meeting notesNo meeting notes on record
Drive documentsNo documents swept from Drive
Meta Ads216 daily rows from "D4S X Atlas", last 0 days ago
Knowledge base1 facts (0 approved, 0 angle material) — no angle material, none approved
Creative history2 pieces extracted
ClickUp archive71 items
Lead notificationsMeta: 16 leads, WhatsApp: 3 notifications — mismatch of 13

Gaps — the team may assume we have this

  • No meeting notes — client decisions and context aren't captured. Should have at least 1 per month of engagement.
  • No Drive documents — scripts, decks, and brand guidelines aren't ingested
  • No angle material — creative strategy can't generate angles
  • Lead notification mismatch: Meta says 16, WhatsApp shows 3. Some leads may not be reaching the client.

Client health

Satisfied
+Active communication15 messages in 30 days
−No meetings on recordNo review calls captured
+All wins1 win logged, no failures

Last six months

Spend$84,963.07
MayOct

Down 61% across the window, 6513.4 → 2541.3.

3 of 5 moves went the same way, so the direction is the series and not one period.

Leads536
MayOct

Down 72% across the window, 53 → 15.

3 of 5 moves went the same way, so the direction is the series and not one period.

Cost per leadOct$169
MayOct

Up 37% across the window, 123 → 169.

2 of 5 moves went the same way, so the direction is the series and not one period.

Creative pipeline

Facts
0
Material
0
Drafts
0
Insights
1
Angles
1
Decisions
0

Team

1 assigned
  • JJunkai· Account manager

Account

Business
Interior Design / Renovation
Services
—
Primary AM
Junkai
Secondary AM
—

1 win · 0 failures

Changelog

what happened, decided and delivered — the second brain
  1. 2026-08-30Delivered: Strategy run finished: 1 insights, 2 angles, 6 copy variants kept of 6.
  2. 2026-08-20Imported from the Drive client roster. History arrives via the notes sweep.