Step 01
Choose a group of inquiries
Use one source, service, and intake period. Follow those same inquiries through the process. Do not mix this week’s new leads with jobs sold from last month’s leads.
Step 02
Agree on the definitions
Count unique, valid inquiries. Contacted means a two-way conversation. Booked means a scheduled appointment. An estimate is a delivered scope. A sold job is an accepted agreement, not collected cash.
Step 03
Look at the handoffs
Use the tool below to calculate the share reaching each next stage. A low rate is a question to investigate, not proof of a cause. Allow time for open opportunities to mature.
Step 04
Choose one action
Review a few actual records with the person who owns the next step. Agree on one change, an owner, and a review date. Keep repeat and referral opportunities in a separate group.
Your working scorecard
Follow the handoffs.
Enter counts for the same group of inquiries, in order. Your entries stay in this browser session and are not sent to Aurex.