SOP Showdown
A media buyer notifies you that a client's Meta payment has failed. Before contacting the client, what is the first action you should take?
Attempt to manually retry the payment before reaching out to the client
A client asks why their campaign isn't producing the same results after only 2 weeks as another campaign running the exact same offer.
Set expectations around campaign optimization timelines & explain that campaigns typically need time to gather data and optimize
A campaign launched 5 days ago and has generated leads, but the CPL is slightly higher than the team's target. The client wants changes immediately.
Need to allow enough time for the campaign to gather data and avoid premature or unneccessary optimization
A prospect sees that over 500 patients have chosen your clinic and reads dozens of 5-star reviews before booking.
Social proof
Where does Kara live?
Austin, Texas, USA
A client submits a cancellation request via email and says they are unhappy with results. The AM wants to immediately jump in & explain campaign strategy, but the SOP says there is a required first step.
Sending the cancellation acknowledgment email immediately after receiving the request
A client says, "The ads aren't working. We have 30 booked appointments, but only 8 people actually showed up." The campaign is generating appointments at the expected rate, but the practice is struggling with confirmations, reminders, and patient follow-up.
The show rate/follow-up process, not the lead generation campaign itself
A practice is located near a major city border. A 15-mile radius includes a large body of water and areas where patients are unlikely to travel, causing wasted ad spend.
Using zip code targeting instead of a broad radius
A Facebook ad says, "Only 25 vouchers are available this week".
Scarcity
Where is 7Figures based out of?
An AM closes an upsell with a client for a new campaign. The setup fee has been collected and the new funnel line item has been created. What are the required internal steps to document the upsell?
Post the upsell note in Slack and updating Monday after setup payment is completed
A client says, "The leads are bad," but the data shows leads are coming in at target CPL and the issue is low follow-up from the practice.
Using data to diagnose the true bottleneck and coaching the client on their follow-up process
A Chiropractic campaign has been running for several weeks. The ads are getting impressions and clicks, but performance begins declining. Instead of immediately changing targeting, the team tests new hooks focused on different patient motivations:
Testing different creative angles/hooks to identify which emotional drivers resonate best with the target audience
A clinic's offer mentions "For the Next Week", encouraging people to act before time runs out.
Urgency
How many current active clients do we have?
490-500
At the end of the day, an AM completes their EOD report in Slack and needs to finalize their EOD Scorecard. What are the two main sections they must complete in the scorecard?
The first half tracking client management stats & the second half tracking daily activities
A client wants to pause their campaign because they "haven't seen enough results" after 30 days. The campaign has generated leads and appointments but has not had enough time to mature.
Reframe the conversation around data, progress, optimizations made, and the importance of allowing the campaign enough time to develop
A knee pain campaign is targeting everyone ages 45–70 within a geographic area. The team wants to test whether adding interests could improve audience quality.
Testing interests strategically while understanding that Meta's algorithm may perform better with broader audiences depending on campaign data
2 ads offer the same treatment. One simply says, "$49 Consultation." The other says, "$49 Consultation including a doctor evaluation, digital imaging, and a personalized treatment plan—a $350 value."
Because it increases perceived value and makes the price feel like a much better deal.
How many total AMs do we currently have on the team?
19 (including Seniors & Account Directors)
Will also accept 20 if counting Jamie
A happy client says they have someone they can refer. The referral eventually becomes a closed deal. What are the AM's responsibilities after the referral is made?
Update the Leaderboard Referrals tracker in AM Reporting with closed referrals and the generated deal amount
A client has been running campaigns for 6 weeks. They are frustrated with performance, have mentioned they are considering canceling, and are becoming increasingly emotional on calls. The AM has already reviewed campaign metrics, explained optimizations, and addressed their concerns, but the client continues to express distrust and threatens to leave.
Escalate to the Pod Leader or CSM for additional support and a strategic save conversation
A campaign has a higher-than-normal CPL. The ads have strong click-through rates, but leads are not converting into appointments. The team wants to create new ads immediately.
Review the full funnel to determine whether the issue is creative, the offer, landing page conversion, lead quality, or follow-up process
A Knee Pain ad consistently outperforms others by using hooks like:
Agitating pain points
How many total number of employees do we have at 7Figures (not counting VAs)?
49