Trades

The same question in every trade

What does a sale cost from each lead supplier, after the appointments that never sit and the pitches that don't sell? The words change from trade to trade; the sum doesn't.

Pick yours

SolarPanels, batteries, bought-in leads and a call centre Windows and doorsQuote visits, second visits and cooling-off cancellations Heat pumpsLonger decisions and sales that land weeks later Home improvementSeveral trades, each compared with itself

What Vanzio joins to it

  • The diary, if appointments live outside the CRM: appointment, rep, outcome, who booked it, when it was booked and confirmed. Each diary row is matched to its lead by lead number, or else by phone, email, or postcode and surname, which are used for the match and never kept.
  • First-call times from the dialler, for speed to first call and calling hours.
  • Hours from the rota, for hours per pitch, the call centre board and the pay sheet.
  • What each lead cost, from the export or as a cost per lead for each supplier.

Names, phone numbers, emails and street addresses never go into the reporting workbook. Postcodes are cut short and figures are shown by postcode area (G, ML, EH).

Try it on four numbers, or see the whole thing.

The 4-number check works out what a sale costs from each lead supplier from your spend, leads, pitches and sales, on your screen only. The demo is Demo Solar Ltd, a made-up installer with solar and windows divisions, and shows every figure the dashboard has.

Try the 4-number check Open the demo Book a 15-minute call

Every figure is defined on How every number is worked out.