Campaign ROI · Data through 10/28/26 · pulled 10/29/26
The five things Sergio asked to see
From the L10 to-do: spending, qualified leads, agent recruiting, enrollments and return on investment. Two are fully tracked today. The other three fill in as the last connections land.
Two separate budgets
Budgets and spend
Medicare and agent recruiting run on their own budgets, so each is measured against its own. Nothing here is combined.
Medicare · $2,008 on lead ads
From ad to enrollment
Every Facebook form lead lands in the Lead Relay and on the agent's sheet. Each status is counted here. Cost at each step is lead spend divided by how many leads got that far.
- 31qualified leads$64.79 each
- 19called (status set on the sheet)$105.71 each
- 5reached a person$401.68 each
- 3appointments set (2 later canceled)$669.47 each
- 0met with an agentnone yet each
- ?enrolledwaits on the HQ and RxCare connection
- The gap is follow-up, not leads. 13 leads have no status on the sheet yet, and 14 more are marked “no answer.”
- One agent is taking every lead. The L10 paused this campaign until three beta agents and the integrations are ready.
- All three appointments came from three ads: Doctors and drugs V1, Four calls this week and Start V2.
From arrival to first call
Speed to lead
The share of leads handled within each window, counted from the moment the lead arrives. Faster first calls reach more people.
| Within | 60 sec | 5 min | 15 min | 30 min | 1 hr | 2 hr | 5 hr | 24 hr |
|---|---|---|---|---|---|---|---|---|
| Alert reached the agent | 100% | 100% | 100% | 100% | 100% | 100% | 100% | 100% |
| First call to the lead | not timed | not timed | not timed | not timed | not timed | not timed | not timed | not timed |
- The alert is instant. All 31 of Ryan’s leads reached him within seconds of arriving.
- The first call is not timed yet. The alert’s call button went out with 12 leads and has been tapped 0 times. Calls from the button fill this row to the second.
Every Medicare campaign
Medicare campaigns and ads
Open a campaign's ads to see every ad that produced a result, best first. Click an ad to play it.
Medicare leads · $2,008.40 spent
| Campaign | Spent | Leads | Cost per lead | Target | Appointments set | Cost per appointment |
|---|---|---|---|---|---|---|
| Medicare 2027 test · Facebook form · FL | $1,671.93 | 30 | $55.73 | $40.00 | 2 | $835.97 |
| Medicare 2027 test · Landing pages · FL | $123.51 | 0 | none yet | $40.00 | 0 | none yet |
| Medicare 2027 · Likes winners · form · FL | $121.50 | 1 | $121.50 | $40.00 | 1 | $121.50 |
| Medicare 2027 · New hooks · form · FL | $91.46 | 1 | $91.46 | $40.00 | 0 | none yet |
Medicare 2027 test · Facebook form · FL14 ads with leads · best first
Medicare 2027 · Likes winners · form · FL1 ad with leads · best first
Medicare 2027 · New hooks · form · FL1 ad with leads · best first
Medicare audience building · $897.11 spent
| Campaign | Spent | Page likes | Cost per like | Target |
|---|---|---|---|---|
| Medicare 2027 · Page likes · FL | $897.11 | 842 | $1.07 | $1.44 |
Medicare 2027 · Page likes · FL33 ads with page likes · best first
Cost is green at or under its target and red above it. Leads, sign-ups and likes use Facebook's default attribution. Targets: $40 a Medicare lead (HPM-141); a cost review above $1.44 a Medicare like (HPM-207). Appointments set include two later canceled.
Agent recruiting · $1,435 on lead ads
From ad to producing agent
Past campaigns ran through WebinarJam, so we can count sign-ups but not what happened after. The new CMS funnel with Carol tracks every step on her sheet and reports each one back to Facebook.
- 109webinar sign-ups$13.16 each
- ?watched the trainingtracked on the new CMS page
- ?appointment set with Caroltracked from Carol's calendar
- ?metCarol marks it on her sheet
- ?contractedCarol marks it on her sheet
- ?producingwaits on the HQ connection
- CMS 2027 Final Rule is the best buy so far: 89 sign-ups at $8.53 each in Florida.
- The new funnel is built and tested. It starts counting the day Carol’s campaign gets its budget and go.
Every recruiting campaign
Recruiting campaigns and ads
Open a campaign's ads to see every ad that produced a result, best first. Click an ad to play it.
Agent recruiting leads · $1,434.84 spent
| Campaign | Spent | Webinar sign-ups | Cost per sign-up | Target |
|---|---|---|---|---|
| CMS 2027 Final Rule · FL | $759.38 | 89 | $8.53 | $15.00 |
| Agency Ceiling · FL | $173.88 | 4 | $43.47 | $15.00 |
| Legacy Program · Traffic · FL | $156.69 | 1,030 page views | $0.15 per view | none set |
| CMS 2027 Final Rule · 7 states | $113.83 | 11 | $10.35 | $15.00 |
| Agency Ceiling · FL Agencies | $81.27 | 1 | $81.27 | $15.00 |
| Hybrid Agent test · FL | $78.76 | 2 | $39.38 | $15.00 |
| Legacy Program · Leads · FL | $71.03 | 2 | $35.52 | $25.00 |
CMS 2027 Final Rule · FL2 ads with sign-ups · best first
Agency Ceiling · FL2 ads with sign-ups · best first
CMS 2027 Final Rule · 7 states2 ads with sign-ups · best first
Agency Ceiling · FL Agencies1 ad with sign-ups · best first
Hybrid Agent test · FL1 ad with sign-ups · best first
Legacy Program · Leads · FL1 ad with sign-ups · best first
Agent audience building · $653.47 spent
| Campaign | Spent | Page likes | Cost per like | Target |
|---|---|---|---|---|
| HPM · Page likes · FL | $653.47 | 748 | $0.87 | $1.00 |
HPM · Page likes · FL18 ads with page likes · best first
Cost is green at or under its target and red above it. Leads, sign-ups and likes use Facebook's default attribution. Targets from the content engine: $15 per CMS sign-up, a $25 ceiling per Legacy sign-up, $1.00 per agent like.
Every agent
Per agent
Every lead the Lead Relay has routed to each agent, and how far it got. Click a name for that agent's own page.
| Agent | Program | Leads | Called | Reached a person | Appointments set | Met |
|---|---|---|---|---|---|---|
| Ryan PhillipsOpen the agent's page | Medicare | 31 | 19 (61%) | 5 | 3 | 0 |
| Alexa Ortizon the roster, no leads routed yet | Medicare | 0 | – | – | – | – |
| Carol AdamesCMS funnel waits on budget and go | Recruiting | 0 | – | – | – | – |
| Luis Vazqueztest sign-ups only | Recruiting | 0 | – | – | – | – |
Monday to Sunday
Week by week
Spend and results for each week, each budget on its own, with what each result cost.
| Week of | Medicare of $2,000 a week | Agent recruiting |
|---|---|---|
| Aug 24 | – | $187 spent0 sign-ups ($91 spent)118 likes at $0.82 |
| Aug 31 | – | $476 spent25 sign-ups at $11.85190 likes at $0.95 |
| Sep 7 | – | $543 spent37 sign-ups at $8.50303 likes at $0.75 |
| Sep 14 | – | $735 spent43 sign-ups at $13.63137 likes at $1.09 |
| Sep 21 | – | $68 spent2 sign-ups at $34.24 |
| Sep 28 | – | – |
| Oct 5 | – | – |
| Oct 12 | $804 spent, 40% of budget14 leads at $49.36136 likes at $0.83called 13 · reached 4 · appts 2 | $79 spent2 sign-ups at $39.38 |
| Oct 19 | $1,726 spent, 86% of budget14 leads at $76.07634 likes at $1.04called 6 · reached 1 · appts 1 | – |
| Oct 26 to 28 (so far) | $375 spent, 19% of budget4 leads at $63.1072 likes at $1.70called 0 · reached 0 · appts 0 | – |
Medicare campaigns are paused while the lead integrations and beta agents get ready (L10, 10/27).
Return on investment
Turn cost into return
Return needs one more number from leadership: what a win is worth to HPM. Type a value to see the return.
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Data sources
How it's wired
Where every number on this page comes from, and what is still being connected.
Coming later
- Google Ads and the Closed subscriber campaign. Brings non-Facebook spend onto this page once those leads run through the Lead Relay.
- UHC co-op funding. Shows net cost after UHC's Med Supp funding and AEP match, and the Georgia results JJ reports by Dec 3.
Feedback on this page
Tell us what works and what to change.
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