Monthly Reporting: Lead Delivery & ROI Tracking

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Monthly Reporting: Lead Delivery & ROI Tracking


Upon full delivery of each monthly leads order, we will prepare and send you a PDF report for that order. 

The two page report is divided into two sections:


Lead Delivery Report #

The lead delivery section will provide metrics for:

  • Total leads delivered
  • Inbound calls generated
  • Inbound texts generated
  • Total inbound contact %


ROI Report #

The ROI report section will provide you with 3 tables to fill in your key metrics for.

  • Overall leads performance
  • Timeline to close leads / other contact metrics
  • Closing rates by ‘age of leads’ cohort


Read this doc to ensure you have your CRM setup for tracking success.

You can download the report template here.

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