HM
All clients

Client since Aug 2025 · Salt Lake City

Vantage Windows & Doors

At risk

Retainer

$2,100/mo

Meta Ads · Google Ads · Call Center AI

Leads (30d)

146

$34 cost per lead

Booked (30d)

50

Health

62

Last 8 weeks

Timeline

  1. Sent weekly results update: 34 leads, $34 CPL. Opened 4 min later

    AIToday 09:02

  2. Answered Jo'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

    EllieAug 2025

Contacts

  • Jo Vance

    Owner · jo@vantage.co.uk

  • Ellie Grant

    Client Success Manager (BSS)

Why health moved

  • -14No reply to last 3 emails (6 days)
  • -8CPL up 22% vs target
  • -5Skipped last monthly review call

Ellie to call this week. AI drafted a results recap + new creative plan to share