Recommendations
10 active recommendations from the Growth Partnership
| Recommendation | Category | Status | Priority | Confidence | Owner | Created |
|---|---|---|---|---|---|---|
Scale Ontario Refinance Q3 spend by 35% Raise daily budget on cmp_01 from $220 to $300 (+36%). Expected: +7 Tier A/month at CPA ≤$310 | Budget | approved | high | high | Output Systems | 2d ago |
Test simplified income question on mobile /refinance Replace the 6-field income form with a 4-option range picker on mobile only. Desktop unchanged. Expected: Mobile completion +18pts | Landing page | in progress | high | medium | Output Systems | 5d ago |
Add HELOC-vs-Refinance decision card to /heloc and /refinance Deploy a 3-question decision card at top of both /heloc and /refinance landing pages. Expected: Completion +5pts on both pages | Qualification flow | proposed | medium | medium | Output Systems | 1d ago |
Enable Tier A instant push notifications for brokers Enable app-level push notifications on any new Tier A delivery; SMS backup after 5 min. Expected: Sub-8-min avg / booking rate +8pts | Follow-up | proposed | high | high | Amanda Beauchamp | 3d ago |
Split HELOC and Refinance into separate campaigns Duplicate cmp_02 into HELOC-only campaign with dedicated audience segments; move HELOC-only ads. Expected: HELOC CPA to $450 in 60 days | Campaign | scheduled | medium | medium | Output Systems | 4d ago |
Route debt-consolidation opportunities to Nadia Set opportunity routing rule: product=debt_consolidation → primary assignee br_08. Expected: Response <15min, booking +8pts | Broker routing | approved | medium | high | Amanda Beauchamp | 2d ago |
Refresh ad_03 — frequency approaching 3.0 Ship 2 new creative variants (one video, one static) targeting the same audience. Expected: CTR back to 1.05%, CPC to $2.35 | Creative | proposed | low | medium | Output Systems | 1d ago |
Add pre-qualification disambiguation question to chat Add gated first question on landing chat: 4 quick-select buttons. Expected: Completion 66% / abandonment 16% | AI chat | testing | medium | medium | Output Systems | 6d ago |
Build a First-Time Buyer nurture sequence 6-email sequence + monthly SMS with education and readiness milestones. Expected: 18% promotion rate over 90d | Nurture | proposed | low | low | Output Systems | 3d ago |
Deliver weekly executive summary to brokerage owner Auto-generate + email a 1-page executive summary every Monday at 7am ET. Expected: 3× engagement | Reporting | monitoring | low | medium | Output Systems | 10d ago |