HM
All clients

Client since Mar 2025 · San Diego

Summit Solar Solutions

Watch

Retainer

$3,100/mo

Meta Ads · Google Ads · Call Center AI

Leads (30d)

82

$65 cost per lead

Booked (30d)

28

Health

69

Last 8 weeks

Timeline

  1. Sent weekly results update: 19 leads, $65 CPL. Opened 4 min later

    AIToday 09:02

  2. Answered Owen's question about lead quality

    AIYesterday 16:40

  3. Monthly review call, 32 min. Agreed to test a new offer

    EllieMon 11:15am

  4. Sent monthly invoice + performance summary

    AIFri 8am

  5. Shared 3 new ad concepts for approval. Approved 2

    AIWed 2:22pm

  6. Kickoff call. Client onboarded

    EllieMar 2025

Contacts

  • Owen Price

    Owner · owen@summit.co.uk

  • Ellie Grant

    Client Success Manager (BSS)

Why health moved

  • -6Lead volume down 15% this month
  • +3Opened every weekly update

Send a proactive CPL explainer with next steps