Pull one month■
You don't need software or a report from your agency. Pull these from your CRM, your calendar and your books. Leave a box blank if you don't know it. That's useful to know too.
Catchcapture the lead
Lead economicsConvertget to a run appointment
Lead → run apptCloseclose the sale to a job
Run appt → saleThe whole machine
The mathYour recovery pool■
You paid to generate every one of these. Some never made it to a run appointment: those are your ghosts, and winning them back is Convert work. Some sat through the estimate and didn't buy: those are DNS (did not sell), and winning them back is Close work.
These numbers raise questions. They don't answer them■
- Where is the biggest gap between the opportunities coming in and the jobs going out?Your funnel above points at it. Start there.
- If I had twice the leads tomorrow, would that gap get better or just more expensive?More leads on a leaky funnel just costs more.
- What's one thing my team could fix this month that doesn't cost a dime in ads?Speed to answer, confirmations, follow-up on the ghost list.
- Do I know these numbers by lead source?Cost per lead is one number. Cost per sale by source tells a different story.
Fix the leak first. Then scale.
Want a second set of eyes?■
The numbers show you where to look. Knowing why it's leaking takes lead-source data, a look at the process and an outside read. Start with a free call.
A 20-minute intro call
We'll look at your scorecard together and see whether it makes sense to go further. No pitch deck. If I'm not the right fit, I'll tell you.
Book a free 20-minute call →Scorecard Session
Your numbers broken down by lead source. We find where the system is leaking, pick the highest-leverage fix, and you leave with a concrete 30-day plan. If you go on to Diagnose, the full $750 is credited toward it.
Book the Scorecard Session →The Next Move■
One thing worth fixing in your business, and exactly what to do about it. Straight to your inbox.