Enquiries
Every enquiry, counted.
See how many enquiries come in, which form or ad they came from, and the times of day your customers actually submit.
Example chart: enquiries by day of week, with Saturday the busiest day.
Know which enquiriesturn into work.
Reports on enquiry volume, conversion, and won revenue, broken down by source, job type, and suburb, so decisions come from what actually happened, not a feeling.
Enquiries by source
Google Ads38 leads
Website form21 leads
Facebook9 leads
What leads are worth
Quoted
$184,500
Won
$61,200
Win rate 33% · up from 26% last quarter
Where jobs are won
Albany6 of 9 won
Takapuna4 of 8 won
Manukau1 of 7 won
See the whole picture.Then act on it.
Pipeline
Where leads sit and slip.
Follow each enquiry from new to won. See where leads fall off, reply speeds, call outcomes, and follow-up that still needs doing.
Example funnel: 48 new leads, 31 contacted, 14 at proposal, 9 won.
Revenue
Quotes vs won revenue.
Compare quoted value with what you actually win, broken down by job type and suburb, so you know what your pipeline is worth.
Example chart: won revenue by job type for the month.
Wins
Why jobs are won and lost.
Win rates by source, job type, and call-back requests. Loss reasons recorded in plain language, not guesswork.
Example chart: win rate by lead source, with Google Ads highest at 41 percent.
Follow-up
Which follow-up works.
See email engagement on your follow-up, from opens to quote requests, so weak sequences can be rewritten with evidence.
Example funnel: of 120 follow-up emails, 86 opened, 34 clicked, and 17 replied.
Reviews
Reviews and second chances.
Track review requests, referral emails, and reactivation campaigns, including quotes that reopen from past enquiries.
Example summary: 4.8 star average from 23 Google reviews out of 60 requests sent.
Your numbers,in your inbox.
Weekly or monthly report emails for you and your team: enquiries, conversion, and revenue, summarised.
Weekly
Enquiries and pipeline movement
- Enquiries, contact rate, and win rate
- Where leads are sitting and slipping
Example weekly report chart: enquiries trending up over five weeks.
Monthly
Revenue and job outcomes
- Quoted value vs won revenue by job type
- Win rates by source and suburb
Example monthly report: quoted value compared with won revenue.