Report which lead source won the job

Each month, see which ads and referrals turned into paid jobs, and which jobs have no known source.

Marketing · Marketing agencies · On a schedule · Updated

Works with

How do you report which lead source won the job?

To report which lead source won the job, connect Maito to your CRM, analytics and ad data. Each month it matches paid jobs to their source, shows jobs and booked value by channel, and works out cost per job for paid ads. It lists jobs with no source instead of guessing.

How it's done today

Staff guess which advert, referral or form produced each customer.

What Maito does

  1. Match accepted jobs to their original enquiry
  2. Use only the source tags and what customers said
  3. List jobs with no known source
  4. Report by source with spend where known

Example

Loop run: Oct 1, 8:00 AM · Monthly lead source report

marketing
Maito APP 8:00 AM

September: 38 accepted jobs, $61,400 booked. • Google Business Profile: 14 jobs, $22,900 • Referral: 9 jobs, $18,300 • Facebook ads: 6 jobs, $7,200 ($1,850 spend) • Website form: 5 jobs, $7,900 • Unknown: 4 jobs, $5,100 Catch: 4 jobs have no tag. Two customers wrote "my neighbour recommended you", so I counted those as referrals because they said so. The other two stay unknown. From the CRM, analytics and the Facebook ads export.

Priya 8:10 AM

@Maito What did Facebook cost per booked job?

Maito APP 8:10 AM

$308 per booked job ($1,850 for 6 jobs), or $3.89 of booked work per ad dollar. Six jobs is a small sample, so treat it as a rough signal.

Example complete

How to set it up

On a schedule Report which lead source won the job
Ask your agent

“On the 1st of each month, match last month's accepted jobs to their original lead source and post a report in #marketing with jobs, booked revenue and ad spend by source. List the jobs with no source.”

Connect CRM
  • HubSpot
  • Salesforce
  • Attio
  • Pipedrive
Connect analytics
  • Amplitude
  • Mixpanel
  • PostHog
Connect spreadsheet
  • Airtable
  • Microsoft 365
Connect ad platforms
  • Windsor.ai
  • Supermetrics

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What it won't do

Small samples are noisy, and it can't know a source nobody recorded. Treat monthly numbers for a single channel as rough.

Questions

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