198Leads on listJob-fair sign-ups
164Dialed34 not yet called
33ConversationsReached the lead and got an answer
6Consultations booked18% of conversations
3Clients closed50% of booked consultations
14Already filed 2025Identified and set for recontact in 2027

Funnel

Share of the 164 dialed leads that reached each stage. The biggest drop is at pickup: more than half of dials went to voicemail.

Dialed
164 100%
A person picked up
46 28%
Conversation with an outcome
33 20%
Booked or callback set
9 5%
Booked
6 4%
Closed
3 2%

Where every lead stands

All 198 leads, classified from the call notes.

Conversations 33

Booked consultation6
Callback scheduled3
Already filed 2025 (recontact in 2027)14
Declined9
Call failed1

Picked up, no outcome 20

Answered, call ended after intro13
Call screener or assistant7

Voicemail 94

Message left18
No message left64
Mailbox not set up12

No contact 51

No answer17
Not yet called34

Calls logged per day

165 timestamped attempts, including the failed call. Volume more than doubled in the second week. All calls ran between 5:00 and 8:00 pm.

Booked consultations

Six bookings, and three became paying clients. Most bookings came from leads who hadn't filed for 2024 or 2025, often newcomers to Canada.

#AppointmentTypeLead situation
1Thu 24 Sep, 7:00 pmIn officeNewcomer; 2025 not filed
2Thu 24 Sep, 10:00 amPhoneFiled with a preparer; wanted a free second look
3Mon 28 Sep, 10–11 amPhone2024 and 2025 not filed
4Thu 1 Oct, 7–8 pmPhoneNewcomer; no 2025 return yet
5Thu 1 Oct, 7–8 pmPhone2024 and 2025 not filed
6Thu 1 Oct, 11:00 amIn office2024 and 2025 not filed

What the other conversations told us

Every conversation produced a usable answer, even when it wasn't a booking. The already-filed group was the project's main target.

Already filed 2025 14

Confirmed their 2025 return was filed11
Filed through a preparer or accountant2
New to Canada, no 2025 return needed1

Not interested 9

Use another preparer or family member3
Already filed or not eligible2
Declined or had no time4

Callback requested 3

Busy at work or commuting2
Asked for a French-speaking advisor1

Results by job fair

Leads grouped by the job fair where they signed up. More recent fairs converted better, though the samples are small.

Job fairLeadsDialedVoicemailConversationsBookedConversation rate
Fair A · Jun 202699542
44%
Fair B · Jun 2026109510
11%
Fair C · May 202646462960
13%
Fair D · May 202644300
0%
Fair E · Apr 20261312800
0%
Fair F · Mar 2026535123142
27%
Fair G · Mar 202611100
0%
Fair H · Feb 202621211261
29%
Fair I · Feb 202695321
40%
Fair J · Jan 2026326500
0%

Source: campaign call log, 198 leads, 9–25 Sep 2026. Outcomes are classified from Maya's call notes. Conversation = the lead or a family member was reached and gave an answer. Client and lead details removed for privacy.

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