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Occra Education

Education / Coaching← All clients
★★★☆☆2 months · since 2026-08-20Knowledge →Creative →
Education / Coaching
  • · Occra's tutors range in age from 21 to 26
  • · Regular lessons are priced at $360 per subject
  • · Occra considers its pricing to be at the market average
  • · Referral scheme pays $50 cash for each student referred
  • · Students who reach 10 referrals receive the newest iPhone
  • · Occra has seven tutors, following two recent new hires
AM: Jil

Needs attention now

LEAD NOTIFICATIONS DOWN: 19 Meta leads this month but zero WhatsApp notifications. Leads are not reaching the client. Dev Lead must check GHL → Zapier → Wassenger chain.

Goals & performance

Client for 2 months · since 2026-08-20

Oct 2026

19

leads · $2,339 spent

Sept 2026

45-58%

leads · $1,346 spent

Cost per lead

$123

was $30+312%

Monthly avg

54

leads/mo · $1,395/mo

Campaigns this month · 2 active

ActiveLead genWarp | Bofu | ABO | Lead Generation | Chem | Evergreen | Education | 30/09/2026$1,216 · 10 leads
ActiveLead genWarp | Bofu | ABO | Lead Generation | English | Evergreen | Education | 30/09/2026$1,124 · 9 leads
Spend, 30d
$2,260

18 leads

Running
2

campaigns, spend in last 7d

Owed
0

none overdue

Each lead is costing more — act before the client notices

Check the media buying board for the bottleneck, prepare an explanation, and hav

Monthly review overdue

Schedule a review call. The portal has performance data ready — open the client

People & directives

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

What we agreed

All →
  • preferenceContact them in the mornings, before 3:00 PM — afternoons are taken up with teaching. Future meetings to be scheduled in the morning.66d
  • preferenceWilling to try 'rage bait' style hooks (deliberate typos, visually unconventional) and A/B test hooks; talking-head educational videos and the bottle-spinning creative did not land.66d
  • preferenceFor English, highlight argumentative writing and comprehension — the areas students struggle with most.66d
  • preferenceKeep the current Gen Z, student-centred style for all social and ad content; not formal/professional talking-head educational style.66d

Critical — needs Dev Lead now

LEAD NOTIFICATIONS DOWN: 19 Meta leads this month but zero WhatsApp notifications. Leads are not reaching the client. Dev Lead must check GHL → Zapier → Wassenger chain.

Data completeness

50%
WhatsAppNo client group linked
Meeting notes1 note, last 59 days ago — expect ~2 (1/month)
Drive documents1 document ingested
Meta Ads179 daily rows from "OCCRA X ATLAS", last 0 days ago
Knowledge base34 facts (0 approved, 0 angle material) — no angle material, none approved
Creative history12 pieces extracted
ClickUp archive162 items
Lead notificationsMeta reports 19 leads this month but zero notifications in WhatsApp — automation may be down

Gaps — the team may assume we have this

  • No WhatsApp group — client conversations aren't being captured
  • Last meeting note is 59 days old — are review calls being recorded?
  • Only 1 meeting note but client has been active ~2 months — older review calls may not have been ingested
  • No angle material — creative strategy can't generate angles
  • Lead flow broken: 19 Meta leads, 0 notifications

Client health

Neutral
−No recent messagesNo WhatsApp activity in 30 days
+All wins1 win logged, no failures

Last six months

Spend$9,506.00
MayOct

Up 12% across the window, 2085.2 → 2338.1.

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

Leads373
MayOct

Down 86% across the window, 139 → 19.

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

Cost per leadOct$123
MayOct

Up 720% across the window, 15 → 123.

One move on Oct is 66% of it — without that step the line is close to flat.

By campaign purpose

  • Client acquisition$6,879.84 · 200 results · $34.40 each
  • Unclassified$2,627.56 · 171 results · $15.37 each

Creative pipeline

Facts
0
Material
0
Drafts
34
Insights
1
Angles
1
Decisions
2

Organic · 2026-10

Facebookapi
Followers
—+4
Impressions
834-5%
Reach
—
Engagements
694
Eng. rate
—
Posts
—
Instagramapi
Followers
—
Impressions
43,877-16%
Reach
5,327
Engagements
1,011
Eng. rate
18.98%
Posts
—

Team

1 assigned
  • JJil· Account manager

Account

Business
Education / Coaching
Services
—
Primary AM
Jil
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. 2026-08-20Ingested "Atlas x Occra – 2026/08/13 09:56 GMT+08:00 – Notes by Gemini": 34 new facts, 2 escalations.
  3. 2026-08-20Imported from the Drive client roster. History arrives via the notes sweep.