---
title: Weekly Call w/ Gilbert — Inventory & Google Ads Review (2026-02-04)
type: article
created: '2026-02-04'
updated: '2026-04-05'
source_docs:
- raw/2026-02-04-weekly-call-w-gilbert-119717144.md
tags:
- meeting
- inventory
- amazon
- google-ads
- doodle-of-farms
- adavacare
- reynolds-transfer
- gilbert
- operations
- advertising
layer: 2
client_source: Doudlah Farms
industry_context: food-beverage
transferable: false
---

# Weekly Call w/ Gilbert — Inventory & Google Ads Review (2026-02-04)

**Date:** 2026-02-04
**Attendees:** Gilbert Barrongo, Mark Hope
**Clients discussed:** [[wiki/clients/current/doudlah-farms/index]], [[wiki/clients/current/adavacare/index]], [[wiki/clients/current/reynolds-transfer/index]]

## Overview

Weekly operations and advertising review covering three areas: (1) improvements to Doodle of Farms' inventory tracking spreadsheet, (2) Google Ads performance analysis for Adavacare and Reynolds Transfer & Storage, and (3) Amazon keyword and sales trends for Doodle of Farms. Mark also previewed a longer-term plan to build an API-connected inventory management app.

---

## Key Decisions

- **Include `shipped/receiving` in Total Inventory.** The current sheet excludes inventory that has been shipped from the warehouse but not yet acknowledged by Amazon. This creates a blind spot that can trigger unnecessary reorders. All five inventory locations should be summed: at FBA, inbound to FBA, at AWD, inbound to AWD, and shipped/receiving.
- **Set a 2–4 month inventory target.** Reorder when stock approaches 2 months of supply; order enough to reach 4 months. Never exceed 4 months (carrying cost risk), never drop below 2 months (stock-out risk).
- **Automate warehouse order prep for Carly.** Carly (warehouse manager) currently receives unit counts and must manually convert to boxes, pallets, and weights. A new sheet will do this math automatically, reducing error risk.
- **Adavacare strategy: scale the surviving campaigns.** After pausing poor-performing location campaigns, conversion rates improved from ~2% to 5–7%. The play is to scale the high-converting campaigns rather than mourn lost impressions.

---

## Action Items

- [ ] **Gilbert** — Update inventory sheet: add `shipped/receiving` column to Total Inventory calculation; recompute reorder thresholds accordingly.
- [ ] **Gilbert** — Call Carly to confirm units/box, boxes/pallet, and weight specs; build a box/pallet calculator sheet that outputs ready-to-ship data.
- [ ] **Gilbert** — Email Carly re: cornmeal gluten-free claim from 2-star review; confirm packaging/labeling policy (note: shared factory with wheat may preclude a gluten-free label).
- [ ] **Gilbert** — Investigate Reynolds Transfer & Storage Google Ads performance drop since September; reconcile conflicting metrics (conversion rate up, but conversions and impressions both down); send findings to Sebastian.
- [ ] **Gilbert** — Investigate Adavacare CPC increase via Auction Insights and competitor analysis; confirm competition as root cause.
- [ ] **Mark** — Send Adavacare MCP/SpyFu findings to Sebastian; ask him to discuss with Gilbert.

---

## Inventory Management — Doodle of Farms

### Problem: Undercounted Total Inventory

The existing spreadsheet sums FBA on-hand + inbound to FBA + AWD + inbound to AWD, but omits the `shipped/receiving` column — units that have left the warehouse but haven't yet been registered by Amazon. This gap can make stock appear lower than it is, prompting unnecessary reorders.

> "The problem is that we keep on thinking, oh, we're almost out, but oh no, but there's actually some in a truck, but we're not counting it." — Mark

**Fix:** Add `shipped/receiving` to the Total Inventory formula. The five canonical inventory locations are:
1. At FBA
2. Inbound to FBA (Amazon-acknowledged)
3. At AWD
4. Inbound to AWD (Amazon-acknowledged)
5. Shipped/receiving (warehouse-dispatched, not yet in Amazon system)

### Inventory Target: 2–4 Month Band

| Threshold | Action |
|-----------|--------|
| Approaching 2 months | Trigger reorder |
| Reorder quantity | Enough to reach 4 months |
| Hard ceiling | 4 months (carrying cost) |
| Hard floor | 2 months (stock-out risk) |

Top velocity SKUs where this matters most: black beans, popcorn, yellow cornmeal, Old World (four top sellers).

### Warehouse Order Automation

Carly currently receives unit counts and must manually convert to boxes and pallets — a manual step that introduces error risk. The proposed solution is a dedicated sheet that:
- Pulls the "quantity to ship" figure from the main inventory sheet
- References product data (units/box, boxes/pallet, box weight)
- Outputs: number of boxes, number of pallets (full + partial), total weight

This gives Carly everything she needs to execute a shipment order without doing any math herself.

### Long-Term Vision

Mark is planning an internal app with direct Amazon API access to manage inventory across all channels: Amazon FBA/AWD, physical warehouse, retail orders, and bulk orders. The spreadsheet approach continues in the interim.

---

## Google Ads Performance

### Adavacare

**Account context:** Assisted living facilities in Milwaukee; ~10 facilities, ~3 open beds each, ~30 beds to fill. Average resident revenue ~$5,000/month with ~22-month average stay.

| Metric | Before (Jan 2025) | Recent |
|--------|-------------------|--------|
| CPC | ~$2.63 | ~$6.00 |
| Impressions | ~24,000 | ~6,000 |
| Clicks | ~1,100 | ~400 |
| Conversion rate | ~2% | 5–7% |
| Conversions | ~13–24/month | ~23–24/month |
| Cost per conversion | Flat | Flat |

**Root causes identified:**
1. **Competition:** Industry-wide CPC for assisted living / elder care rose ~32% YoY (LocalIQ Healthcare Benchmarks). Milwaukee may be running even hotter. Auction Insights confirm a crowded landscape — Adavacare holds ~21% impression share; aggregators like A Place for Mom, Caring.com, and SeniorLivingNearMe.com dominate.
2. **Budget tightening:** Two poor-performing location campaigns were paused, which reduced impressions and clicks but improved overall conversion rate.

**Strategic read:** The surviving campaigns are performing well (5–7% CVR). The right move is to scale them, not to restore the paused campaigns. The CPC increase is largely an external market condition, not an optimization failure.

**Next step:** Gilbert to pull Auction Insights data and competitor analysis; Mark to send MCP/SpyFu findings to Sebastian (account manager) and ask him to loop in Gilbert.

### Reynolds Transfer & Storage

**Problem:** Performance dropped sharply starting September 2025 — impressions, clicks, and total conversions all fell significantly. Cost per conversion jumped from ~$32 to over $100.

**Conflicting signal:** Conversion *rate* appears up, but total conversions are down and impressions are down. Mark flagged that these three metrics moving in that direction simultaneously don't add up and warrant closer inspection.

**No obvious cause found:** Gilbert reviewed the change history and found no significant account changes in September. No campaigns were paused or budgets cut at that time (unlike Adavacare).

**Next step:** Gilbert to dig into the account, reconcile the metric discrepancies, and send findings to Sebastian.

---

## Amazon Performance — Doodle of Farms

### Overall Sales Snapshot (Last 30 Days)

- **Trend:** Recovering — impressions and organic units both rising.
- **ROAS:** 3.42 (up from ~3.35 the prior week). Organic sales growth is the primary driver, diluting ad spend cost across more total revenue.
- **Returns:** Record low of 153 units despite rising sales volume. Top return SKUs: cornmeal and popcorn (mostly accidental orders, not product dissatisfaction).

### Customer Feedback Flag

A 2-star review on cornmeal noted the packaging does not indicate the product is gluten-free. Mark noted this may be intentional — the cornmeal is ground in a shared facility with wheat flour, which could preclude a gluten-free claim. Gilbert to share the review with Carly to assess labeling options.

### Keyword Performance (Weekly Search Query Report)

| Keyword | Direction | Notes |
|---------|-----------|-------|
| Popcorn (brand purchase trend) | ↑ ~3x | Doodle of Farms #1 sponsored, #5 organic for "organic popcorn" |
| Cornmeal Organic (brand purchase trend) | ↓ ~50% | Caused by inventory stock-out; bids increased to recover |
| Amish popcorn (competitor) | Flat/declining | Sales flat; organic ranking dropped significantly; not appearing on "organic popcorn" search results page |

**Competitive note:** Amish popcorn brand appears to have lost its organic search placement — possibly related to prior concerns about unverified organic claims. Their 90-day sales trend is flat.

---

## Related

- [[wiki/clients/current/doudlah-farms/index]]
- [[wiki/clients/current/adavacare/index]]
- [[wiki/clients/current/reynolds-transfer/index]]
- [[wiki/knowledge/google-ads/cpc-inflation-assisted-living]]
- [[wiki/knowledge/amazon/inventory-management-fba-awd]]