Article was delivered to the team on Apr 28 and is awaiting confirmation that it has been published. Follow-ups were logged on May 8 and May 15. This is the longest-open client item.
Overdue
MB-009: State Fair of Texas Case Study — Page & Creative Assets Needed
The LinkedIn promotion for this bottom-of-funnel asset can't be built until the updated State Fair case study page is live on matchboxstudio.com and the ad creative is delivered from the Matchbox side. As of the most recent follow-up (May 22), Morgan indicated readiness was expected shortly.
The full content upgrade was sent to Jeff for review on Jun 4 — including the downloadable checklist (PDF), the dedicated landing-page copy, and in-line CTA variants for related content. Client copy approval is targeted for Jun 9, after which asset design and the auto-response email can proceed.
MB-010: Drip / nurture email series — reactivation to support lead nurture
In progress
Recently Completed
MB-016: Brand Search RSA — Google branded search campaign built & activated
Completed Jun 2
MB-011: Brand Refresh Checklist — content finalized & delivered to client for review
Completed Jun 4
MB-015: "Get Out More Often" article — content finalized & delivered to client
Completed May 28
New Leads
3
this period
Conversions
4
this period
MQLs
1
this period
SQLs
1
active this period
Qualification stage:SQL — sales-qualified (per the client's working definition, Jeff has reached out after the form fill).
MQL — marketing-qualified.
Untagged — qualification still pending review.
Leads marked unqualified are excluded from this list. Counts reflect qualified leads with activity this period — the SQL is a returning lead (AMN Healthcare) that remained active this week rather than a newly created one.
Tagged SQL — under the client's working definition, this indicates Jeff has reached out after the form fill.
AMN Healthcare is a large healthcare workforce firm; it could map to the internal corporate-events-producer persona, where sizable events programs are common.
Active this week (4 page views, one contact submission), though the session originated before this reporting period.
Title isn't enriched in the data, so seniority and exact role can't be confirmed here.
Not yet marked — qualification is still pending review.
Personal Gmail address limits enrichment; company "SWEEP" carries no title or profile data.
Minimal engagement (2 page views, one submission).
No vertical-fit signal to suggest a target-persona buyer.
Conversions by Source
Contact form (Contact v2)
4
100%
Total
4
100%
All four conversions this period came through the website contact form.
Paid Media — LinkedIn & Google
Spend
$292.89
+$176.42 vs $116.47 prior week
Clicks
122
+10 vs 112 prior week
CTR
1.48%
-0.36pp vs 1.84% prior week
CPC
$2.40
+$1.36 vs $1.04 prior week
Conversions
0
vs 0 prior week
CPA
—
no conversions
Monthly Budget Pacing
Combined active daily cap: ~$55/day ($30 lead gen + $10 + $10 LinkedIn + $5 Google). June MTD spend: $270.66 through Jun 4 (~$68/day actual). Projected June at the current pace: ~$2,000+; at budgeted daily caps: ~$1,650 — both running above the $1,600/month target. The June campaign consolidation plan (Corey & Aida) is intended to bring pacing back in line.
Campaign
Spend
Clicks
CTR
CPC
Conv
Status
Drive Attendance (Lead Gen)
$141.24
7
0.43%
$20.18
0
Active
Brand Vision (Website Visits)
$60.00
48
1.21%
$1.25
0
Active
The Couch is Your Competition
$49.59
37
1.72%
$1.34
0
Active
Branded Search — Google
$34.38
23
45.1%
$1.49
0
Active
Generalists vs. Specialists
$7.68
7
1.67%
$1.10
0
Paused
"The Couch is Your Competition" (1.72% CTR, $1.34 CPC) and "Brand Vision" (48 clicks, $1.25 CPC) drove the bulk of the period's engagement efficiently, and the Google branded search campaign posted the expected high 45.1% CTR on brand terms. The lead-gen campaign "Drive Attendance" carried a $20.18 CPC on just 7 clicks and consumed roughly half of period spend ($141.24); this campaign is a stopgap gating the attendance article and is slated to be replaced once the dedicated gated asset is live. No paid conversions were recorded this period, consistent with May. "Generalists vs. Specialists" was paused during the period as part of the consolidation effort.
Email
No email campaigns were sent during this period, and the data pull returned no recent sent campaigns on record. Per current planning, the drip / nurture email series (MB-010) is being reactivated to support lead nurture — the email templates are already designed and Act-On is configured, so reactivation is a light lift now in progress.
Campaign Calendar — May–Jul 2026
Client-relevant milestones and action items across the current month and the next two. MB-009 (State Fair case study promo) and MB-013/MB-014 are on hold pending content/assets and don't yet have firm dates, so they aren't plotted below.
Content / ArticlePaid MediaEmailClient Actions
May 2026
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28MB-015 Sent
29
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June 2026
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31
1
2MB-016 Live
3
4MB-011 Sent
5
6Consol Plan
7
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9MB-011 Appr
10
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15MB-011 Due
16
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July 2026
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31
May 28MB-015: "Get Out More Often" article sent to clientContent
Jun 2MB-016: Brand Search RSA built & activatedPaid Media
Jun 4MB-011: Brand Refresh Checklist sent to clientContent
Jun 6June paid media consolidation plan to clientPaid Media
Jun 9MB-011: Client copy approval neededContentClient
Jun 15MB-011: Brand Refresh Checklist parent task dueContent