Example · Marketing
Have you ever paid for a lead source all year and never signed a client from it?
The channel looked busy. Nobody could say which clicks or calls turned into paid work.
Who it's for
- You pay three or more channels: ads, listings, job boards or referral visits.
- Each channel lives in its own dashboard, and none of them talk.
- Someone stitches the numbers together by hand, maybe once a month.
When we'd say skip it
One channel? Its own report is enough. No record of where clients came from? Start recording that first. A report can't count what nobody wrote down.
Where the numbers stop adding up
- Money spent
- Leads or referrals in
- Contacted
- Won or lost
- Revenue booked
- Report
- Budget moved
Every channel counts its own clicks and calls. Not one of them knows who signed.
Joining the two is a manual job, done monthly at best. By the time it's finished, next month's money is already committed.
In home health, it's which hospitals and physicians send admissions. In staffing, it's which job boards send people who start. In construction, it's whether the home show or the ads signed the kitchen.
We'd build a source-to-revenue report.
It ties each channel's spend to the work that channel actually brought in.
Budget moves while it still matters
- Spend, leads and revenue sit together in one monthly view.
- Each source shows its cost per client won, not its cost per click.
- Sources that cost the most for each client are flagged.
- It lands on the 1st, with three lines on what changed and why.
What it's worth: the answer for your weakest source
List every channel you paid last year. Write its total cost beside it.
Now write the revenue each one brought. Every blank on that list is money spent on a guess.
Sample output · source report · home health
October: 7 sources, 483 enquiries, 49 admissions
| Source | Enquiries | Admitted |
|---|---|---|
| Physician referrals | 64 | 18 |
| Hospital discharge planners | 41 | 11 |
| Past patients' families | 12 | 6 |
| Website form | 35 | 5 |
| Search ads | 97 | 4 |
| Paid directory listing | 212 | 3 |
| Community events | 22 | 2 |
Flagged: the directory listing and search ads cost the most per admission.
How it runs, every step
Open the full run
When it runs
On the 1st of each month, with a lighter weekly pass in between.
What it reads
Your ad and listing accounts, such as Google Ads, Indeed or Angi. Your CRM or intake system. Your accounting or billing system. Each source is confirmed in the first conversation.
The six steps
- Pulls spend and activity from each channel.
- Matches every lead or referral to a client in your records.
- Joins each client to the revenue they brought.
- Works out cost per client won, source by source.
- Flags sources that cost more and bring less.
- Writes one page on what changed, and why.
Where a person decides
The report suggests. Your owner or marketing lead makes every budget move.
What it never does
It never changes a budget, a bid or a campaign. It never passes data from one channel to another.
Three things we'd need from you
Read access to your channel accounts and CRM. How you record where a client came from. One person who owns marketing spend.
Neighbours it often comes with
- Lead follow-up, so a good source isn't wasted by a slow reply.
- A daily books check, so spend and revenue agree with the books.
- Cross-sell, since current clients are the cheapest new revenue.
You become the owner who knows what each channel actually returns.
You stop paying for sources that never bring a client.
Yours won't look exactly like this. A first conversation is where we work out what it should look like.
Next step
Count it with us first.
One conversation, about an hour, with one of our co-founders. It's free and needs no access.
Every message is read by a person, with a reply most often inside one working day.