Return Customer, Word of Mouth, Referral, Warranty, Truck Sighting, Contractor
Combined organic revenue$108,275
Baseline from Close Rate Analysis (3/11–7/30/26): 170 won / 284 resolved across all non-paid lead sources = 59.9% close rate.
🔍 Google Search Ads
Monthly spend ($)
Close rate%
✓ Tracked in overhead (Advertising)
Est. leads / mo—
Est. wins / mo—
Projected revenue—
Updated 7/31/26 to Trio's signed Aug–Dec budget: $2,500/mo Google Ad Spend + $1,100/mo Google Local Service Ad spend = $3,600/mo (was $2,038 actual-average). CPL ~$69 derived from Apr–Jul spend ÷ Google-source lead count (3/11–7/30/26 CRM); close rate 40.8% is real (120 resolved).
📌 Thumbtack
Monthly spend ($)
Close rate%
✕ Killed — removed from overhead tracker
Est. leads / mo—
Est. wins / mo—
Projected revenue—
Killed 7/31/26 per Bill — set to $0 and removed from the Overhead Tracker below. Small sample (13 resolved leads, 3/11–7/30/26) had already flagged this as a weak channel.
🅰️ Angi
Monthly spend ($)
Close rate%
✕ Killed — removed from overhead tracker
Est. leads / mo—
Est. wins / mo—
Projected revenue—
Killed 7/31/26 per Bill — set to $0 and removed from the Overhead Tracker below. 0 wins / 12 lost since 3/11/26 had already flagged this channel as never having closed a deal.
📘 Facebook / Meta
Monthly spend ($)
Close rate%
✓ Tracked in overhead (Advertising)
Est. leads / mo—
Est. wins / mo—
Projected revenue—
⚑ Paused since April 2026 and confirmed $0 spend Aug–Dec in Trio's signed budget (was doing brand-building, not lead-gen, per Robert 7/31 call). Only 7 resolved leads total — treat as very low confidence if reactivated.
Total Projected Revenue
—
Organic + all paid channels
Organic Baseline
—
Without any paid channels
Paid Channel Revenue
—
Google + Thumbtack + Angi + Facebook
Total Ad Spend / Mo
—
Already counted in overhead above
Wins / Mo (All Channels)
—
Organic + paid
Trio Solutions (marketing agency retainer, ~$3,642/mo) is tracked in the Advertising & Marketing overhead section below but is not modeled here as a lead channel — its output isn't tied to a specific lead source in the CRM.
