Current
87
qualified leads
Target
120
per month
Drift
-27%
for 2 cycles
Latest check-in
Lead flow below target
Qualified leads missed goal for the second
review in a row.
Campaign spend increased
Online ads cost more, but conversion on core
pages stayed flat.
Tooling needs review
Current SaaS funnel stack may be adding
friction before handoff.
Linked work
In progress
Revise landing page offer
Update headline, proof, and primary call to
action.
Review
Audit ad campaigns
Pause weak segments and compare spend against
lead quality.
New
Check SaaS handoff path
Compare form, CRM routing, and trial follow-up
flow.
Suggested next steps
AI draft
Keep the goal, change the setup: revise the landing
page, cut spend on two weak ad groups, and test a
simpler handoff before the next weekly review.
Create project
Draft tasks
Request review