# Lead Source Report: Which Channel Won the Job

Source: https://maito.app/workflows/report-which-lead-source-won-the-job

Maito matches paid jobs to their lead source each month, shows booked value by channel, and flags jobs with no source instead of guessing.

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

[Marketing](https://maito.app/workflows/team/marketing) · [Marketing agencies](https://maito.app/workflows/industry/marketing-agencies) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)
-   [Amplitude](https://maito.app/workflows/tool/amplitude)
-   [Mixpanel](https://maito.app/workflows/tool/mixpanel)
-   [PostHog](https://maito.app/workflows/tool/posthog)
-   [Airtable](https://maito.app/workflows/tool/airtable)
-   Microsoft 365
-   Windsor.ai
-   Supermetrics

## 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

**Maito** (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):

What did Facebook cost per booked job?

**Maito** (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.

## 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

Not connected yet? Your agent sends you a link to sign in.

## 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

### Where does the source data come from?

Your CRM, analytics such as PostHog, Mixpanel or Amplitude, and ad data through Windsor.ai or Supermetrics.

### What about jobs with no source?

They're listed as unknown. If the customer said where they heard about you, Maito says how it counted it.

### Can I ask follow-up questions?

Yes. Ask in the thread, such as cost per booked job for one channel.

## More marketing workflows

-   [Weekly competitor roundup Every Monday, see what competitors launched, changed or published. Marketing · On a schedule Works with Slack, Email.](https://maito.app/workflows/weekly-competitor-roundup)
-   [Daily ad spend check Each morning, see yesterday's spend and anything that looks wrong. Marketing · On a schedule Works with Windsor.ai, Supermetrics.](https://maito.app/workflows/daily-ad-spend-check)
-   [Turn one piece into many Turn a webinar, blog post or podcast into social posts, a newsletter and short quotes. Marketing · When you ask Works with Box.](https://maito.app/workflows/turn-one-piece-into-many)
-   [Write a first draft from a brief Give it a brief and get a draft that follows your style guide. Marketing · When you ask Works with Slack, Email.](https://maito.app/workflows/write-a-first-draft-from-a-brief)
-   [Check copy against brand rules Paste any copy and see what breaks your brand and style rules. Marketing · When you ask Works with Slack, Email.](https://maito.app/workflows/check-copy-against-brand-rules)
-   [Weekly marketing report Traffic, sign-ups and campaign results in one message, with what changed and why. Marketing · On a schedule Works with Amplitude, Mixpanel, Windsor.ai, Supermetrics, HubSpot, Salesforce.](https://maito.app/workflows/weekly-marketing-report)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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