Weekly Agenda — Dash.fi x Altgrowth

01 September KPIs

30

Social posts

35

Pieces of whitelisted content tested

3+

Winning ads — 10+ conversions under $250 CPA

15

Demos scheduled

10

Active whitelisting accounts connected by EOM

On the Call

Quick progress check against each target.

02 Whitelisting Performance Under CPA target

Performance to Date

18

Total conversions

$3,940.51

Total spend

$218.92

Blended CPA during testing

Overall testing is currently under the $250 CPA target

Blended CPA includes spend against the VSL landing page, which has generated 0 conversions

All 18 conversions have come through the standard landing page

Current Ad Group Performance 4 groups

Luke Kostka

10Conversions

$151.86CPA

Nykelle — Main

4Conversions

$139.68CPA

Nykelle — V2

2Conversions

$192.66CPA

Nykelle — V3

2Conversions

$217.51CPA

Testing Expansion This Week

Minimum of 10 new ad groups going live:

5 Luke ad groups

DTC ad group(s)

3 new Nykelle ad groups

Greg Meade ad group

03 Lead Tracking + HubSpot

18

Conversions in Meta

7

Currently showing in Partner Portal

Identify the source of the conversion discrepancy

HubSpot walkthrough showing exactly where all whitelisting leads live

Where quiz responses are stored

Confirm sales reps can access quiz results before calls

Visibility into lead → demo scheduled → demo completed → opportunity

Breakdown of all leads generated through the dedicated landing pages

04 Demo Funnel + Follow-Up

Progress toward 15 demos scheduled

What happens when someone completes the quiz but doesn't schedule?

Current sales follow-up process for leads who don't book

Review email/SMS demo reminders and timing

What happens with leads below the $10K monthly spend threshold?

Identify where leads are dropping off between conversion and scheduled demo

05 Creator + Whitelisting Pipeline

Current active whitelisting accounts

New accounts being connected

Upcoming creator deliverables

Creative pipeline for the remainder of September

Account rotation based on performance and usage rights

06 Social Media Update

Content Diversification

New creators are coming on board this week to diversify our content with more engaging formats

We're layering this in with statics and broader topical content, all rooted in the same throughline — solving real problems in a solution-focused way

What We're Optimizing For

Engagement and follower growth

Making our content overall more impactful

We're happy with the progress we are making towards our new creators, and we're seeing great momentum on LinkedIn in particular — we'll continue to lean in there.

07 Priorities This Week

01Resolve Meta → Partner Portal → HubSpot tracking visibility

02Launch 10+ new whitelisting ad groups

03Continue testing toward 35 pieces of whitelisted content

04Drive toward 15 scheduled demos

05Confirm owners and deliverables for the week