Use cases / Finance & Admin

Lead Source ROI Dashboard (Cost per Booked Job)

In short: You know cost per lead, not cost per booked/sold job, so budget goes to cheap bad leads. This workflow uses Ads/LSA + CallRail + CRM + Sheets/Looker + n8n sync to fix it, and it is rated hard to set up.

Trades
All Trades
Category
Finance & Admin
Difficulty
Hard
ROI lever
Marketing ROI
Tools
Ads/LSA + CallRail + CRM + Sheets/Looker + n8n sync

Workflow

  1. Tag every lead source/medium.
  2. Push booked/sold/revenue from CRM nightly.
  3. Dashboard: cost per booked, close rate, avg ticket by source.
  4. Weekly owner review, pause losers manually.

Starter prompt

You are a marketing analyst for [Company]. Input: a table of leads with source, cost, booked (yes/no), sold (yes/no), and revenue for [period]. Calculate per source: leads, cost per lead, booking rate, cost per booked job, close rate, and average ticket. Rank sources by cost per booked job and point out sources with too little data to judge. Recommend what to look into, not what to cut; the owner decides budget changes. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Example: Reallocating 20% of spend from worst to best source is the lever - needs 30 days of clean disposition data first.

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