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Viv's Schoolhouse

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What we know

10 statements from meetings, WhatsApp, documents and delivery

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  • contextbilling2026-07-08102d ago

    Monthly invoice sent to joan.hsieh@vivschoolhouse.com for processing.

    WhatsAppViv's Schoolhouse X Atlas· Atlas

  • contextclient-availability2026-07-02108d ago

    Joan runs late or misses scheduled calls due to parent meetings; Fridays are typically busy with meetings.

    Missed the 4pm start of the 2 Jul review while still in a meeting with a parent; on 1 Jul said Thursday preferred as she had two meetings on Friday.

    WhatsAppViv's Schoolhouse X Atlas· Viv's Schoolhouse (Joan)inferred, not stated

  • contextlead-followup-process2026-07-03107d ago

    Calling works — a called lead answered and arranged a school tour for next Tuesday 10am.

    Client: "Calls match do help". First appointment set after switching to phone follow-ups.

    WhatsAppViv's Schoolhouse X Atlas· Viv's Schoolhouse (Joan)

7 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.

  • decisionlead-capture-mechanism2026-06-17123d ago

    Revert back to the lead form mechanism — ads manager showed the initial lead form performed a lot better than WhatsApp messages.

    Client agreed: "Let's do that then". Supersedes the 3 Jun switch to WhatsApp enquiry.

    WhatsAppViv's Schoolhouse X Atlas· Jun Kai

  • decisionlead-form-qualifying-questions2026-06-17123d ago

    Add pre-qualifying questions to the lead form: whether it's the child's first time attending school, and age of the child this year.

    Jun Kai committed to adding them by the next day (18 Jun); lead info format shared 19 Jun.

    WhatsAppViv's Schoolhouse X Atlas· Jun Kai

  • complaintlead-quality-mismatches2026-07-2090d ago

    "Please look at the last 9 leads. they dont even have kids. its a waste of money to spend on such leads" — including elderly leads, e.g. Mr Willy in his 70s with grown children; leads say it was a mistake or they never enquired.

    Raised by An on 10 Jul and escalated 20 Jul. Jun Kai said he would adjust targeting accordingly.

    WhatsAppViv's Schoolhouse X Atlas· An

  • risklead-quantity-and-quality2026-07-2090d ago

    Churn risk remains live: Joan already raised discontinuing in June, and An is now framing the invalid leads as "a waste of money".

    Two separate people on the client side have questioned the value of the spend within six weeks.

    WhatsAppViv's Schoolhouse X Atlasinferred, not stated

  • commitmentaccount-communication-cadence2026-07-02108d ago

    Atlas to stay in closer contact this month and send more frequent updates.

    WhatsAppViv's Schoolhouse X Atlas· Jun Kai

  • commitmentcampaign-budget-and-creative2026-07-10100d ago

    Atlas to adjust ad targeting in response to elderly/invalid leads.

    WhatsAppViv's Schoolhouse X Atlas· Jun Kai

  • commitmentlead-tracking-sheet2026-07-02108d ago

    Client to update the lead tracking sheet in real time — reply rates, appointment statuses, and objections noted (especially location).

    So leads can be tied back to specific ads and budget shifted to what converts. An confirmed on 10 Jul that follow-ups and remarks were filled in.

    WhatsAppViv's Schoolhouse X Atlas· Jun Kai

Log meeting notes

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Facts

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Documents

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Nothing yet. Drafting is instant and free — agreement, invoice and deck from the client record, with [AM: …] markers where a human must fill in what the system must not invent.