Each lead is scored on available data points, weighted by importance to deal readiness. The score adapts — leads aren't penalized for missing fields, only scored on what we know. Income alone doesn't tell the full story — capital availability and ownership experience are strong indicators of close probability.
| Time | Name | Income | Capital | Goal / Notes | Experience | Score |
|---|---|---|---|---|---|---|
| 12:00 PM | Ralph Panttaja | $600K | — | Looking at buying a vacation home, thought I would look at making money with it · HS | — | A |
| 2:00 PM | Cristina Castro | — | — | — | — | ? |
| 2:00 PM | Mike Polo | $120K | — | Money · HS | — | C |
| 4:00 PM | Sojan Paul | $450K | — | Tax write offs and passive income · HS | — | A |
| 5:45 PM | Sunil Rohira | — | — | — | — | ? |
| 6:00 PM | Aaron Cox | $300K | — | Would like to own 1-3 so my wife can retire early · HS | — | A |
| Time | Name | Income | Capital | Goal / Notes | Experience | Score |
|---|---|---|---|---|---|---|
| 11:00 AM | Hutera | — | — | — | — | ? |
| 11:00 AM | Louie Cuevas | $0 - $100K | — | I have always had rental property. I currently live in one I'm fixing. Almost finished. I owe about $100k and planning t... | — | D |
| 11:00 AM | Matthew Hutera | $500K - $750K | — | Financial freedom · HS | — | A |
| 1:00 PM | Guy Lasich | — | — | — | — | ? |
| 2:00 PM | Steve Gerner | — | — | — | — | ? |
| 2:00 PM | Jeremiah Brown | — | — | — | — | ? |
| 3:00 PM | Bryan Niederhelm | $525K | — | Lifestyle + cash flow + tax benefit · HS | — | A |
| 4:00 PM | Margo David | $250K - $375K | — | To see what happens. | — | B+ |
| 4:00 PM | John Ireland | $400K | — | Passive income · HS | — | A |
| 5:00 PM | Adrian Maharaj | $250K - $375K | — | Replace income, work in this full time. | — | B+ |
| 5:00 PM | Lisa Diggs | $20K | — | To live nice and comfy · HS | — | D |
| 5:00 PM | Susan Mecca | $150K | — | I want to retire in 7 or less years and I need to invest my money wisely. · HS | — | B |
| 5:00 PM | Yolanda Hughes | $40K | — | I just ran across this add · HS | — | D |
| 6:00 PM | Tom Ollman | $500K | — | Taxes · HS | — | A |
| 8:00 PM | Andrea Bisbano | $0 - $100K | — | To learn how to do this as quick as possible | — | D |
| Time | Name | Income | Capital | Goal / Notes | Experience | Score |
|---|---|---|---|---|---|---|
| 10:00 AM | Paula Jones | $150K - $200K | — | Cash flow | — | B |
| 11:00 AM | Brett Turner | $150K - $200K | — | Make more · STR Owner | Owner | A |
| 12:00 PM | Karen Richter | $30K | — | Make a comfortable income. Been considering it for years. · HS | — | D |
| 1:00 PM | Jeremy Wolfe | — | — | — | — | ? |
| 1:00 PM | Song | $100K - $150K | — | Build long-term wealth + tax advantages | I invest in other real estate | B |
| 1:00 PM | Pat Vance | $900K | — | Tax write-offs accelerated depreciation vs. W-2 Income, increased cash flow, family wealth transfer to next generation · HS | — | A |
| 3:00 PM | Angelina King | $0 - $100K | — | I want to retire comfortably and leave a legacy for my family | — | D |
| 3:00 PM | Xavier Bello | $650K | — | Lower my taxes and build wealth · HS | — | A |
| 6:00 PM | Bryce Wilson | — | — | — | — | ? |
| 6:00 PM | Joseph Williams | $0 - $100K | — | Replace my current income | Just exploring / learning | C |
| 6:00 PM | Frances | $250K | — | Generate $5k–$15k/month in additional income | I invest in other real estate | A |
| 7:00 PM | Doleila Lopez | $0 - $100K | — | A nice cabin style | — | D |
| 7:00 PM | Tamara Johnson | $0 - $100K | — | not sure | — | D |
| Time | Name | Income | Capital | Goal / Notes | Experience | Score |
|---|---|---|---|---|---|---|
| 11:00 AM | Sergio | $150K - $250K | — | Build long-term wealth + tax advantages | I invest in other real estate | A |
| 2:00 PM | NIRMAL SHARMA | $500K - $750K | — | Create a revenue stream and finsncial indepeddnce | — | A |
| 5:00 PM | Jeralyn Thelen | — | — | Build long-term wealth + tax advantages | I’m looking to acquire my first STR (actively) | B |
| 5:00 PM | Kimani Lashley 🔥 | $250K - $375K | — | STR Owner | Owner | A+ |
| 6:00 PM | Lucia Crystal | $0 - $100K | Not ready | Build long-term wealth + tax advantages | Just exploring / learning | C |
| 7:00 PM | Raddell | $250K | — | Acquire a personal-use + income-generating property | Just exploring / learning | B+ |
| 8:00 PM | Sebastian Correa | $0 - $50K | — | — | — | D |
| Time | Name | Income | Capital | Goal / Notes | Experience | Score |
|---|---|---|---|---|---|---|
| 8:00 AM | David Tiger | $250K | — | Acquire a personal-use + income-generating property | I’m looking to acquire my first STR (actively) | B+ |
| 9:00 AM | Chad | $250K | — | Generate $5k–$15k/month in additional income | I’m looking to acquire my first STR (actively) | A |
| 11:00 AM | Mike | $100K - $150K | — | Acquire a personal-use + income-generating property | I’m looking to acquire my first STR (actively) | B |
| 11:00 AM | Ricardo | $0 - $100K | Not ready | Build long-term wealth + tax advantages | I’m looking to acquire my first STR (actively) | C |
| 1:00 PM | Karen | $0 - $100K | — | Acquire a personal-use + income-generating property | Just exploring / learning | C |
| 2:00 PM | Joshua | $0 - $100K | Not ready | Acquire a personal-use + income-generating property | Just exploring / learning | D |
| 3:00 PM | Brando Neal | $0 - $100K | — | Stability and life changer | — | D |
| 6:00 PM | Dean powell | $0 - $100K | Not ready | Generate $5k–$15k/month in additional income · STR Owner | I own 1+ short-term rentals | C |
| 6:00 PM | Latasha Tolson | $0 - $100K | — | My ultimate goal is to build passive streams of income and generate wealth for my family’s future. | — | D |
| 8:00 PM | Wesley Arrington | $0 - $100K | Not ready | Replace my current income | Just exploring / learning | D |
| 10:00 PM | Darnell Smith | $250K - $375K | — | $200,000 | — | B+ |
| 10:00 PM | Kim Carson 🔥 | $250K - $375K | — | Selling or buying additional properties · STR Owner | Owner | A+ |
| Time | Name | Income | Capital | Goal / Notes | Experience | Score |
|---|---|---|---|---|---|---|
| 9:00 AM | Perry | $0 - $100K | — | Replace my current income | Just exploring / learning | C |
| 10:00 AM | Amber | $100K - $150K | — | Generate $5k–$15k/month in additional income | I’m looking to acquire my first STR (actively) | B |
| 11:00 AM | Kris Lee | $0 - $100K | — | I want to own 3 to 4 STRs this year. | — | D |
| 2:00 PM | Rodolfo | $0 - $100K | — | Acquire a personal-use + income-generating property | I’m looking to acquire my first STR (actively) | C |
| 2:00 PM | Dawn | $0 - $100K | Not ready | Build long-term wealth + tax advantages | Just exploring / learning | D |
| 3:00 PM | Leonard | $150K - $250K | Not ready | Build long-term wealth + tax advantages | I’m looking to acquire my first STR (actively) | C |
| Time | Name | Income | Capital | Goal / Notes | Experience | Score |
|---|---|---|---|---|---|---|
| 10:00 PM | Vashon Bryant | — | — | HS | — | ? |
Primary metric: Website Schedules (call-confirmed pixel). Excludes mk | lifestyle | creative (different funnel).
| Campaign | Spend | % Budget | Schedules | % Scheds | Cost/Sched | Leads | CPL | Lead→Sched | Rating |
|---|---|---|---|---|---|---|---|---|---|
| mk | schedule | creative | $25,849 | 40.9% | 93 | 41.5% | $277.95 | 801 | $32.27 | 11.6% | Best CPS |
| mk | schedule | optimal | fin | $22,202 | 35.2% | 79 | 35.3% | $281.04 | 4,618 | $4.81 | 1.7% | Workhorse |
| mk | schedule | aux | $8,313 | 13.2% | 36 | 16.1% | $230.92 | 1,392 | $5.97 | 2.6% | Cheapest |
| mk | schedule | creative | dudes | $6,776 | 10.7% | 16 | 7.1% | $423.49 | 2,035 | $3.33 | 0.8% | Expensive |
| Ad Set | Campaign | Spend | Scheds | Cost/Sched | Leads | CPL | Lead→Sched |
|---|---|---|---|---|---|---|---|
| high ticket | iii | 2% | creative | $4,432 | 24 | $184.65 | — | — | — |
| high ticket | iii | 3% | creative | $6,923 | 21 | $329.69 | — | — | — |
| control | -sched [controls] - Copy | optimal | fin | $19,774 | 66 | $299.61 | — | — | — |
| control | -sched [branded] - Copy | optimal | fin | $2,428 | 13 | $186.74 | — | — | — |
| control | -sched | aux | $8,312 | 36 | $230.89 | — | — | — |
| high ticket | ii | 5% | creative | $3,391 | 11 | $308.26 | — | — | — |
| high ticket | i | 3% | creative | $1,296 | 8 | $162.04 | — | — | — |
| high ticket | iii | 1% | creative | $1,904 | 7 | $272.06 | — | — | — |
| high ticket | i | 1% | creative | $1,070 | 6 | $178.38 | — | — | — |
| high ticket | i | 5% | creative | $1,387 | 6 | $231.10 | — | — | — |
| high ticket | iii | 3% | dudes | $1,284 | 4 | $320.90 | — | — | — |
| high ticket | ii | 1% | creative | $1,327 | 3 | $442.28 | — | — | — |
| high ticket | ii | 3% | creative | $2,091 | 4 | $522.79 | — | — | — |
| high ticket | iii | 2% | dudes | $780 | 3 | $260.09 | — | — | — |
| high ticket | iii | 1% | dudes | $852 | 3 | $284.05 | — | — | — |
| sign | [wide] | creative | $1,419 | 3 | $472.86 | — | — | — |
Showing ad sets with ≥3 schedules. Ad sets with 0-2 schedules omitted for clarity.
| # | Ad Name | Ad Set | Campaign | Spend | Scheds | Cost/Sched |
|---|---|---|---|---|---|---|
| 1 | high income | lakeside ii - Copy | control | -sched | aux | $4,683 | 28 | $167.26 |
| 2 | high income | lakeside ii - Copy 2 | high ticket | iii | 2% | creative | $3,699 | 23 | $160.80 |
| 3 | high income | lakeside ii - Copy 2 | high ticket | iii | 3% | creative | $4,759 | 16 | $297.41 |
| 4 | high income | lakeside ii - Copy 2 | high ticket | ii | 5% | creative | $3,133 | 11 | $284.81 |
| 5 | high income | lakeside ii - Copy 2 | high ticket | iii | 1% | creative | $1,823 | 7 | $260.44 |
| 6 | high income | client ii - Copy 2 | high ticket | i | 3% | creative | $136 | 6 | $22.59 |
| 7 | high income | lakeside ii - Copy 2 | high ticket | i | 1% | creative | $960 | 6 | $159.96 |
| 8 | high income | lakeside ii - Copy 2 | high ticket | i | 5% | creative | $1,120 | 5 | $224.04 |
| 9 | high income | lakeside ii - Copy | control | -sched | aux | $2,066 | 5 | $413.15 |
| 10 | high income | lakeside ii - Copy 2 | high ticket | ii | 3% | creative | $1,625 | 4 | $406.14 |
Top 10 ads by schedule count. "lakeside ii" creative dominates — it's the same ad running across multiple ad sets and campaigns.
| Week | Spend | Schedules | Cost/Sched | Leads | Lead→Sched |
|---|---|---|---|---|---|
| Mar 1–7 | $15,933 | 56 | $284.52 | 902 | 6.2% |
| Mar 8–14 | $17,156 | 61 | $281.24 | 1,783 | 3.4% |
| Mar 15–21 | $16,707 | 58 | $288.05 | 2,858 | 2.0% |
| Mar 22–26 (partial) | $13,345 | 49 | $272.36 | 3,305 | 1.5% |
🔥 11.6% lead-to-schedule rate is 4.6x the account average. Higher CPL ($32) but leads convert at a much higher rate — the quality is there.
📊 Generates the most leads at $4.81 CPL but only 1.7% convert to schedules. Massive top-of-funnel volume, weak bottom-of-funnel.
Best cost/schedule at $230.92 but appears paused in week 4 ($0 spend). Was delivering consistently before that.
⚠️ Cheapest CPL ($3.33) and highest CTR (10%) but worst lead-to-schedule rate (0.8%). Lots of tire-kickers. $423/schedule is unsustainable. Only launched week 3 — may need more time to optimize, but the funnel quality signal is concerning.
The same creative ("lakeside ii") runs across nearly every ad set. Aggregating by creative name:
Dominant creative. Performs best in 2% lookalike ($160.80/sched) and aux control ($167.26/sched).
Low volume but incredible efficiency. Only $136 spent for 6 schedules in one ad set. Worth scaling.
Inconsistent. Some ad sets hit, others miss. Not enough data to be conclusive.
11.6% lead-to-schedule rate is 4.6x the account average. Yes, CPL is $32 vs $5 elsewhere — but you're paying for quality. Each lead is 6.8x more likely to schedule. The math works: $277.95/schedule vs $281–$423 for the "cheap lead" campaigns.
Lead-to-schedule rate is declining weekly: 6.2% → 3.4% → 2.0% → 1.5%. Leads are growing (902 → 3,305) but schedules are flat (~55–61/week). The funnel is getting leakier — more top-of-funnel volume isn't translating to more calls.
Best CTR (10%) and cheapest CPL ($3.33) but worst schedule rate (0.8%). Only launched week 3 with $1,958, then scaled to $4,818 in week 4 (getting 11 of its 16 schedules). Trending in the right direction but $423/schedule is still the most expensive. Give it one more week at current spend before deciding.
6 schedules from only $136 spend = $22.59/schedule. That's 12x cheaper than the account average. Low volume so far — only running in one ad set (high ticket | i | 3%). Worth testing across more ad sets to see if it scales.
| Priority | Action | Expected Impact |
|---|---|---|
| P0 | Investigate the declining lead→schedule rate (6.2% → 1.5%). Check landing page, form flow, and nurture sequence for changes since March 1. | Restoring to 4% would add ~40 schedules/month at current lead volume |
| P1 | Test "client ii" creative in 3–4 additional ad sets (high ticket iii 2%, iii 3%, aux control). Currently only in one ad set. | If $22.59/sched holds at scale, could 3–5x schedule volume from that creative |
| P1 | Reactivate aux campaign — it was the cheapest at $230.92/schedule and went to $0 spend in week 4. | Was delivering 11–13 schedules/week at best CPS. Lost ~10+ schedules this week. |
| P2 | Within creative campaign: shift budget toward 2% lookalike ($184.65/sched) and away from ii | 3% ($522.79/sched) and sign [wide] ($472.86/sched). | Could save $2–3K/month at same schedule volume |
| P2 | Within optimal | fin: branded ad set ($186.74/sched) outperforms controls ($299.61/sched) by 38%. Test increasing branded budget share. | Could lower blended CPS by $30–50 if branded scales |
Primary metric: Website Schedules (call-confirmed pixel event). Excludes "mk | lifestyle | creative" campaign (separate purchase funnel). Lead-to-schedule conversion rates may differ from Ads Manager due to attribution window differences.
10 leads missing income data (17%)
53 leads missing capital data (88%)
Capital data only available from GHL — HubSpot leads missing this field
0 no-shows (0%)
0 cancelled (0%)
60 attended or upcoming (100%)
| Priority | Action | Expected Impact | Effort |
|---|---|---|---|
| P0 | Add income + capital pre-qualification to ad funnel before booking | Filter out unqualified leads before they consume rep time | Medium — requires funnel page update |
| P1 | Ensure capital availability field is populated on all GHL contacts | 88% of leads missing capital data — critical for scoring accuracy | Low — form field already exists |
| P1 | Prioritize "creative" campaign schedule ad sets (2% and 3% high ticket) — best cost/schedule | Reallocate from dudes campaign ($423/sched) to creative ($162-$185/sched) | Low — budget reallocation only |
| P2 | Automate this report weekly — pull GHL + HubSpot data every Monday AM | Management team gets consistent visibility without manual requests | Low — Scarlett can run this on cron |
Data sources: GoHighLevel CRM + HubSpot CRM + Facebook Ads API v22.0
Financial Readiness Score combines income (40%), capital (35%), ownership (15%), and timeline (10%)
All times shown in Eastern Time (ET). Ad spend is March 1–26 MTD.
Generated by Scarlett