Owner Inspections · Sales CRM (Monday board 716240073)
Lead Performance Report — July & August 2026
All leads with a Lead Entry date between 1 Jul and 31 Aug 2026. Generated 01 Sep 2026. A lead counts as converted when its Status is Booked or Won (i.e. it sits in the board's WON group). Days-to-convert is measured from Lead Entry to the first time Status was set to Booked/Won (from the board activity log).
Headline
1,114
Total leads
July 542 · August 572
266
Converted (Booked + Won)
July 129 · August 137
23.9%
Overall conversion
July 23.8% · August 24.0%
3.9
Avg days to convert
median 1.0 days · July avg 5.3 · Aug avg 2.5
377
Still open in pipeline
33.8% of leads · Q SENT/RESENT 243
471
Lost / closed out
42.3% of leads
$1,814,914
Quoted value (ex GST)
converted leads: $409,832
59
Fully Won (paid & delivered)
plus 207 Booked awaiting completion
Key takeaways
- 1,114 leads came in across the two months (542 July, 572 August); 266 have converted so far — 23.9% overall (23.8% July, 24.0% August, with 210 August leads still open).
- New construction is the engine: 371 leads (33.3% of volume) converting at 26.1%. The dominant offer is the 5-stage package (Slab → PCI) — 196 leads, 52.8% of NC, converting at 18.4%.
- Package options (paid NC bookings, BOOKINGS board): 110 bookings in July–August (46 / 64); 54 were offered and chose a package — Option 2 (free video + thermal) 53.7%, Option 3 (pay per stage) 40.7%, Option 1 ($150 off) just 5.6%. The other 56 bookings were 1–2 stage jobs that never see the options.
- Best-converting service with meaningful volume: Dilapidation Inspection (39.5%). Weakest: Insurance Claim Assessment (5.7%).
- Fastest to close: Building & Pest (avg 2.1 days). Slowest: Expert Witness (avg 7.9 days). Overall median is 1.0 days — most conversions happen fast or not at all.
- Sources: Direct 437 leads @ 34.6%, Google Organic 307 @ 16.3%, Google Ads 237 @ 16.0%.
- 377 leads (33.8%) are still open — 243 with a quote sent/resent and 100 awaiting info. That is the follow-up backlog.
Month-by-month overview
| Month | Leads | Converted | Conv. rate | Won | Booked | Open | Lost | Avg days | Median days | Quoted $ | Converted $ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| July 2026 | 542 | 129 | 23.8% | 43 | 86 | 167 | 246 | 5.3 | 2.0 | $871,564 | $181,362 |
| August 2026 | 572 | 137 | 24.0% | 16 | 121 | 210 | 225 | 2.5 | 1.0 | $943,350 | $228,470 |
| Total | 1,114 | 266 | 23.9% | 59 | 207 | 377 | 471 | 3.9 | 1.0 | $1,814,914 | $409,832 |
August brought +30 leads vs July (+5.5%). August leads are younger, so more of them are still open (36.7% vs 30.8% in July) — August conversion will keep rising as open quotes close.
Lead types (Type of Inspection)
JulyAugust
New Construction Stage Inspections
Investigation
Pre-Handover
Expert Witness
Pre-Purchase Inspection
Building & Pest
Dilapidation Inspection
Apartment Pre-Settlement Inspection
Maintenance
Insurance Claim Assessment
Pre-Sale Inspections
strata report
Condition report
137B
Drug Residue Testing
Commercial Building
| Service | Total | Share | July | August | Change |
|---|---|---|---|---|---|
| New Construction Stage Inspections | 371 | 33.3% | 175 | 196 | +21 |
| Investigation | 119 | 10.7% | 64 | 55 | -9 |
| Pre-Handover | 112 | 10.1% | 63 | 49 | -14 |
| Expert Witness | 94 | 8.4% | 52 | 42 | -10 |
| Pre-Purchase Inspection | 88 | 7.9% | 41 | 47 | +6 |
| Building & Pest | 84 | 7.5% | 36 | 48 | +12 |
| Dilapidation Inspection | 76 | 6.8% | 40 | 36 | -4 |
| Apartment Pre-Settlement Inspection | 50 | 4.5% | 22 | 28 | +6 |
| Maintenance | 40 | 3.6% | 13 | 27 | +14 |
| Insurance Claim Assessment | 35 | 3.1% | 19 | 16 | -3 |
| Pre-Sale Inspections | 14 | 1.3% | 7 | 7 | +0 |
| strata report | 13 | 1.2% | 4 | 9 | +5 |
| Condition report | 10 | 0.9% | 3 | 7 | +4 |
| 137B | 4 | 0.4% | 1 | 3 | +2 |
| Drug Residue Testing | 3 | 0.3% | 2 | 1 | -1 |
| Commercial Building | 1 | 0.1% | 0 | 1 | +1 |
| All services | 1114 | 100% | 542 | 572 | +30 |
Conversion rate per service — each month on its own
JulyAugust
New Construction Stage Inspections
Investigation
Pre-Handover
Expert Witness
Pre-Purchase Inspection
Building & Pest
Dilapidation Inspection
Apartment Pre-Settlement Inspection
Maintenance
Insurance Claim Assessment
Pre-Sale Inspections
strata report
Condition report
| Service | Jul leads | Jul conv. | Jul rate | Aug leads | Aug conv. | Aug rate | Total leads | Total conv. | Total rate |
|---|---|---|---|---|---|---|---|---|---|
| New Construction Stage Inspections | 175 | 38 | 21.7% | 196 | 59 | 30.1% | 371 | 97 | 26.1% |
| Investigation | 64 | 11 | 17.2% | 55 | 10 | 18.2% | 119 | 21 | 17.6% |
| Pre-Handover | 63 | 19 | 30.2% | 49 | 16 | 32.7% | 112 | 35 | 31.2% |
| Expert Witness | 52 | 10 | 19.2% | 42 | 5 | 11.9% | 94 | 15 | 16.0% |
| Pre-Purchase Inspection | 41 | 14 | 34.1% | 47 | 9 | 19.1% | 88 | 23 | 26.1% |
| Building & Pest | 36 | 5 | 13.9% | 48 | 9 | 18.8% | 84 | 14 | 16.7% |
| Dilapidation Inspection | 40 | 16 | 40.0% | 36 | 14 | 38.9% | 76 | 30 | 39.5% |
| Apartment Pre-Settlement Inspection | 22 | 10 | 45.5% | 28 | 6 | 21.4% | 50 | 16 | 32.0% |
| Maintenance | 13 | 5 | 38.5% | 27 | 4 | 14.8% | 40 | 9 | 22.5% |
| Insurance Claim Assessment | 19 | 0 | 0.0% | 16 | 2 | 12.5% | 35 | 2 | 5.7% |
| Pre-Sale Inspections | 7 | 0 | 0.0% | 7 | 0 | 0.0% | 14 | 0 | 0.0% |
| strata report | 4 | 0 | 0.0% | 9 | 0 | 0.0% | 13 | 0 | 0.0% |
| Condition report | 3 | 1 | 33.3% | 7 | 2 | 28.6% | 10 | 3 | 30.0% |
| 137B | 1 | 0 | 0.0% | 3 | 0 | 0.0% | 4 | 0 | 0.0% |
| Drug Residue Testing | 2 | 0 | 0.0% | 1 | 1 | 100.0% | 3 | 1 | 33.3% |
| Commercial Building | 0 | 0 | — | 1 | 0 | 0.0% | 1 | 0 | 0.0% |
| All services | 542 | 129 | 23.8% | 572 | 137 | 24.0% | 1114 | 266 | 23.9% |
Rate = (Booked + Won) ÷ leads entered that month. Chart shows services with 10+ leads; the table has all of them. Services with fewer than ~15 leads have noisy rates — treat them as indicative.
Average days to convert per service
JulyAugust
New Construction Stage Inspections
Investigation
Pre-Handover
Expert Witness
Pre-Purchase Inspection
Building & Pest
Dilapidation Inspection
Apartment Pre-Settlement Inspection
Maintenance
Condition report
| Service | Jul avg | Jul median | Jul n | Aug avg | Aug median | Aug n | Overall avg | Overall median | n |
|---|---|---|---|---|---|---|---|---|---|
| New Construction Stage Inspections | 4.8 | 1.0 | 38 | 2.6 | 2.0 | 59 | 3.4 | 1.0 | 97 |
| Investigation | 6.4 | 2.0 | 11 | 4.0 | 3.5 | 10 | 5.2 | 3.0 | 21 |
| Pre-Handover | 6.0 | 2.0 | 19 | 2.2 | 1.0 | 16 | 4.3 | 2.0 | 35 |
| Expert Witness | 8.3 | 4.5 | 10 | 7.2 | 0.0 | 5 | 7.9 | 1.0 | 15 |
| Pre-Purchase Inspection | 4.1 | 0.5 | 14 | 0.1 | 0.0 | 9 | 2.5 | 0.0 | 23 |
| Building & Pest | 3.6 | 0.0 | 5 | 1.2 | 0.0 | 9 | 2.1 | 0.0 | 14 |
| Dilapidation Inspection | 6.6 | 2.5 | 16 | 2.9 | 1.0 | 14 | 4.8 | 2.0 | 30 |
| Apartment Pre-Settlement Inspection | 2.7 | 1.0 | 10 | 3.2 | 1.5 | 6 | 2.9 | 1.5 | 16 |
| Maintenance | 7.0 | 5.0 | 5 | 1.0 | 0.5 | 4 | 4.3 | 3.0 | 9 |
| Insurance Claim Assessment | — | — | 0 | 0.5 | 0.5 | 2 | 0.5 | 0.5 | 2 |
| Condition report | 0.0 | 0.0 | 1 | 1.0 | 1.0 | 2 | 0.7 | 1.0 | 3 |
| Drug Residue Testing | — | — | 0 | 7.0 | 7.0 | 1 | 7.0 | 7.0 | 1 |
| All services | 5.3 | 2.0 | 129 | 2.5 | 1.0 | 137 | 3.9 | 1.0 | 266 |
How long conversions take (all services)
Same day
1–2 days
3–7 days
8–14 days
15–30 days
31+ days
n = converted leads with a Booked/Won timestamp in the activity log (266 of 266 conversions). 164 of 266 conversions (61.7%) closed within 2 days of the lead arriving; 4 took more than a month.
New construction — which offer are they on?
371
New construction leads
33.3% of all leads · July 175 · Aug 196
26.1%
Conversion
97 converted · July 21.7% · Aug 30.1%
3.4
Avg days to convert
median 1.0 · n=97
$1,025,066
Quoted value
converted: $230,800
"Offer" = the set of construction stages quoted to the customer, read from the stage selection stored on each lead's quote. Stage keys: 1 Bored Piers · 2 Slab Pre-Pour · 3 Frame · 4 Lock-Up · 5 Fixing/Waterproofing · 6 PCI/Pre-Handover.
5-stage package (Slab → PCI)
Single stage: PCI / Pre-Handover
4-stage (Frame → PCI)
No stages recorded
Full 6-stage (incl. Bored Piers)
Single stage: Fixing/Waterproofing
Single stage: Frame
Single stage: Slab Pre-Pour
3-stage (Lock-Up → PCI)
Custom mix: Frame + Lock-Up + PCI / Pre-Handover
Custom mix: Fixing/Waterproofing + PCI / Pre-Handover
Single stage: Lock-Up
Custom mix: Frame + Lock-Up
Custom mix: Lock-Up + PCI / Pre-Handover
Custom mix: Lock-Up + Fixing/Waterproofing
Custom mix: Frame + PCI / Pre-Handover
Custom mix: Slab Pre-Pour + Frame + Lock-Up
Custom mix: Slab Pre-Pour + Frame + PCI / Pre-Handover
Single stage: Bored Piers
Custom mix: Frame + Lock-Up + Fixing/Waterproofing
Custom mix: Frame + Fixing/Waterproofing + PCI / Pre-Handover
Custom mix: Slab Pre-Pour + Frame + Fixing/Waterproofing + PCI / Pre-Handover
| Offer (stages quoted) | Leads | % of NC | July | Aug | Converted | Conv. rate | Avg quote (ex GST) | Avg days |
|---|---|---|---|---|---|---|---|---|
| 5-stage package (Slab → PCI) | 196 | 52.8% | 100 | 96 | 36 | 18.4% | $3,655 | 5.1 |
| Single stage: PCI / Pre-Handover | 40 | 10.8% | 22 | 18 | 10 | 25.0% | $848 | 3.5 |
| 4-stage (Frame → PCI) | 35 | 9.4% | 11 | 24 | 14 | 40.0% | $2,724 | 2.0 |
| No stages recorded | 18 | 4.9% | 11 | 7 | 2 | 11.1% | $3,253 | 1.0 |
| Full 6-stage (incl. Bored Piers) | 13 | 3.5% | 3 | 10 | 6 | 46.2% | $4,286 | 2.8 |
| Single stage: Fixing/Waterproofing | 13 | 3.5% | 4 | 9 | 8 | 61.5% | $644 | 0.9 |
| Single stage: Frame | 11 | 3.0% | 6 | 5 | 3 | 27.3% | $658 | 3.7 |
| Single stage: Slab Pre-Pour | 8 | 2.2% | 3 | 5 | 2 | 25.0% | $840 | 1.0 |
| 3-stage (Lock-Up → PCI) | 6 | 1.6% | 2 | 4 | 4 | 66.7% | $1,920 | 2.2 |
| Custom mix: Frame + Lock-Up + PCI / Pre-Handover | 5 | 1.3% | 2 | 3 | 1 | 20.0% | $2,508 | 1.0 |
| Custom mix: Fixing/Waterproofing + PCI / Pre-Handover | 4 | 1.1% | 2 | 2 | 3 | 75.0% | $1,218 | 1.3 |
| Single stage: Lock-Up | 4 | 1.1% | 1 | 3 | 2 | 50.0% | $1,530 | 4.0 |
| Custom mix: Frame + Lock-Up | 3 | 0.8% | 2 | 1 | 0 | 0.0% | $1,680 | — |
| Custom mix: Lock-Up + PCI / Pre-Handover | 3 | 0.8% | 1 | 2 | 3 | 100.0% | $1,597 | 7.3 |
| Custom mix: Lock-Up + Fixing/Waterproofing | 3 | 0.8% | 1 | 2 | 1 | 33.3% | $1,463 | 0.0 |
| Custom mix: Frame + PCI / Pre-Handover | 3 | 0.8% | 1 | 2 | 0 | 0.0% | $1,363 | — |
| Custom mix: Slab Pre-Pour + Frame + Lock-Up | 1 | 0.3% | 1 | 0 | 0 | 0.0% | $2,370 | — |
| Custom mix: Slab Pre-Pour + Frame + PCI / Pre-Handover | 1 | 0.3% | 0 | 1 | 0 | 0.0% | $2,170 | — |
| Single stage: Bored Piers | 1 | 0.3% | 1 | 0 | 1 | 100.0% | $590 | 0.0 |
| Custom mix: Frame + Lock-Up + Fixing/Waterproofing | 1 | 0.3% | 0 | 1 | 1 | 100.0% | $1,920 | 1.0 |
| Custom mix: Frame + Fixing/Waterproofing + PCI / Pre-Handover | 1 | 0.3% | 1 | 0 | 0 | 0.0% | $1,870 | — |
| Custom mix: Slab Pre-Pour + Frame + Fixing/Waterproofing + PCI / Pre-Handover | 1 | 0.3% | 0 | 1 | 0 | 0.0% | $3,260 | — |
| All new-construction leads | 371 | 100% | 175 | 196 | 97 | 26.1% | $2,816 | 3.4 |
Stage inclusion — how often each stage appears in a quote
1. Bored Piers
2. Slab Pre-Pour
3. Frame
4. Lock-Up
5. Fixing/Waterproofing
6. PCI / Pre-Handover
Percentages are of the 353 NC leads that have a stage selection recorded.
Number of stages per quote
6 stages
5 stages
4 stages
3 stages
2 stages
1 stage
none recorded
New construction lead profile
Build type
house
(unknown)
granny_flat
Storeys (levels)
2 storey
1 storey
not set
(unknown)
3 storey
State
VIC
NSW
QLD
(unknown)
Average build size quoted: 36.3 sq (n=357). Add-ons selected: thermal imaging moisture meter ×29, drone roof inspection ×26, video ×6, pest inspection ×1.
Which package option did they buy? (paid bookings, July & August)
This block comes from the BOOKINGS board (paid bookings by booking entry date), not from the leads above, so the counts are bookings, not leads. On the quote page a new-construction customer who selects stages 3–6 is offered three options — Option 1 $150 off (pay in full), Option 2 free video at every stage + free thermal at PCI (pay in full), Option 3 $500 deposit then pay per stage. Customers booking only one or two stages never see the options.
110
NC bookings (paid)
July 46 · August 64 · BOOKINGS board
54
Chose a package option
49.1% of bookings · July 26 · Aug 28
53.7%
Option 2 share of choosers
July 57.7% · Aug 50.0%
40.7%
Option 3 share of choosers
July 38.5% · Aug 42.9%
5.6%
Option 1 share of choosers
July 3.8% · Aug 7.1% — the $150 discount barely sells
JulyAugust
Option 1
Option 2
Option 3
Legacy “< 5 inspections – no discount”
No option (not offered)
| Package option | July | Jul % of choosers | Aug | Aug % of choosers | Total | % of all bookings | % of choosers | Median fee (ex GST) | Total fees (ex GST) |
|---|---|---|---|---|---|---|---|---|---|
| Option 1 — Discounted Package $150 off, pay in full up front | 1 | 3.8% | 2 | 7.1% | 3 | 2.7% | 5.6% | $2,341 | $8,281 |
| Option 2 — Value-Added Bonuses Free video each stage + free thermal at PCI, pay in full | 15 | 57.7% | 14 | 50.0% | 29 | 26.4% | 53.7% | $3,430 | $97,429 |
| Option 3 — Stage-by-Stage Plan $500 deposit credited to final stage, pay per stage | 10 | 38.5% | 12 | 42.9% | 22 | 20.0% | 40.7% | $3,705 | $79,875 |
| Legacy “< 5 inspections – no discount” Old manual label, no longer used by the quote tool | 0 | — | 1 | — | 1 | 0.9% | — | — | — |
| No option (not offered) 1–2 stage bookings; the options only show when stages 3–6 are all selected | 20 | — | 35 | — | 55 | 50.0% | — | $814 | $64,042 |
| All NC bookings | 46 | 64 | 110 | 100% | $249,627 |
Option choice by state
| State | Option 1 | Option 2 | Option 3 | Choosers |
|---|---|---|---|---|
| NSW | 1 | 16 | 9 | 26 |
| VIC | 1 | 10 | 7 | 18 |
| QLD | 1 | 3 | 6 | 10 |
Why half the bookings show no option
Of the 55 bookings with no option: 35 with 1 stage, 9 with 2 stages, 7 with 3 stages, 3 with 5 stages, 1 with none recorded. Their median fee is $814 versus $3,400–3,700 for option bookings — they are single-stage jobs (a PCI, a frame or a slab inspection), not missing data. The few 3–5 stage bookings without an option are most likely staff-created bookings that bypassed the quote page.
Read-through: among customers who were offered the package, Option 2 (bonuses) wins about half and Option 3 (pay per stage) most of the rest; Option 1 (the straight $150 discount) was chosen by 3 of 54. Since Q4 2025 Option 1 has fallen from a third of choosers to under one in ten, while Option 2 rose from 40% to over 50%. Option 3 bookings show only the $500 deposit as received, so its “amount received” understates revenue.
New construction status breakdown
| Status | Leads | % |
|---|---|---|
| Booked | 79 | 21.3% |
| Awaiting Info | 59 | 15.9% |
| Q SENT | 44 | 11.9% |
| Not Responsive | 39 | 10.5% |
| Q RESENT | 38 | 10.2% |
| Went with another company | 37 | 10.0% |
| Cancelled | 20 | 5.4% |
| Won | 18 | 4.9% |
| Out of our area | 15 | 4.0% |
| Lost | 7 | 1.9% |
| 1st Attempt Not Answered | 6 | 1.6% |
| 3rd time no answer | 4 | 1.1% |
| 2nd Attempt Not Answered | 3 | 0.8% |
| Construction follow up | 1 | 0.3% |
| Not Interested | 1 | 0.3% |
Lead sources
JulyAugust
Direct
Google Organic
Google Ads
Bing Organic
Facebook Organic
ChatGPT
(unknown)
DuckDuckGo
Referral
Yahoo
| Source | Leads | Share | July | Aug | Converted | Conv. rate | Jul rate | Aug rate | Avg days |
|---|---|---|---|---|---|---|---|---|---|
| Direct | 437 | 39.2% | 207 | 230 | 151 | 34.6% | 33.8% | 35.2% | 4.0 |
| Google Organic | 307 | 27.6% | 140 | 167 | 50 | 16.3% | 15.0% | 17.4% | 2.5 |
| Google Ads | 237 | 21.3% | 130 | 107 | 38 | 16.0% | 16.2% | 15.9% | 4.2 |
| Bing Organic | 33 | 3.0% | 19 | 14 | 7 | 21.2% | 26.3% | 14.3% | 5.6 |
| Facebook Organic | 26 | 2.3% | 16 | 10 | 3 | 11.5% | 12.5% | 10.0% | 4.3 |
| ChatGPT | 25 | 2.2% | 7 | 18 | 5 | 20.0% | 42.9% | 11.1% | 5.4 |
| (unknown) | 24 | 2.2% | 14 | 10 | 7 | 29.2% | 35.7% | 20.0% | 4.3 |
| DuckDuckGo | 8 | 0.7% | 3 | 5 | 1 | 12.5% | 0.0% | 20.0% | 3.0 |
| Referral | 6 | 0.5% | 1 | 5 | 1 | 16.7% | 0.0% | 20.0% | 0.0 |
| Yahoo | 4 | 0.4% | 2 | 2 | 0 | 0.0% | 0.0% | 0.0% | — |
| Microsoft Ads | 2 | 0.2% | 0 | 2 | 1 | 50.0% | — | 50.0% | 0.0 |
| 1 | 0.1% | 1 | 0 | 1 | 100.0% | 100.0% | — | 0.0 | |
| Inbound Call | 1 | 0.1% | 1 | 0 | 1 | 100.0% | 100.0% | — | 40.0 |
| Claude | 1 | 0.1% | 1 | 0 | 0 | 0.0% | 0.0% | — | — |
| Twitter/X | 1 | 0.1% | 0 | 1 | 0 | 0.0% | — | 0.0% | — |
| Gemini | 1 | 0.1% | 0 | 1 | 0 | 0.0% | — | 0.0% | — |
By state
| State | Leads | Share | July | Aug | Converted | Conv. rate | Jul rate | Aug rate | Avg days | Quoted $ | Converted $ |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NSW | 467 | 41.9% | 224 | 243 | 134 | 28.7% | 29.9% | 27.6% | 2.9 | $704,332 | $193,455 |
| VIC | 426 | 38.2% | 210 | 216 | 87 | 20.4% | 20.0% | 20.8% | 4.3 | $756,315 | $140,910 |
| QLD | 170 | 15.3% | 87 | 83 | 41 | 24.1% | 19.5% | 28.9% | 5.3 | $290,055 | $61,885 |
| (unknown) | 51 | 4.6% | 21 | 30 | 4 | 7.8% | 14.3% | 3.3% | 13.2 | $64,212 | $13,582 |
Where every lead sits today (Status)
Booked
Q SENT
Not Responsive
Went with another company
Awaiting Info
Cancelled
Q RESENT
Out of our area
Won
Lost
Not in our service
1st Attempt Not Answered
We don't do this service
2nd Attempt Not Answered
| Status | Bucket | Total | % | July | Aug |
|---|---|---|---|---|---|
| Booked | Converted | 207 | 18.6% | 86 | 121 |
| Q SENT | Open | 163 | 14.6% | 66 | 97 |
| Not Responsive | Lost | 116 | 10.4% | 77 | 39 |
| Went with another company | Lost | 101 | 9.1% | 45 | 56 |
| Awaiting Info | Open | 100 | 9.0% | 36 | 64 |
| Cancelled | Lost | 88 | 7.9% | 37 | 51 |
| Q RESENT | Open | 80 | 7.2% | 47 | 33 |
| Out of our area | Lost | 67 | 6.0% | 30 | 37 |
| Won | Converted | 59 | 5.3% | 43 | 16 |
| Lost | Lost | 56 | 5.0% | 34 | 22 |
| Not in our service | Lost | 19 | 1.7% | 10 | 9 |
| 1st Attempt Not Answered | Open | 11 | 1.0% | 2 | 9 |
| We don't do this service | Lost | 11 | 1.0% | 4 | 7 |
| 2nd Attempt Not Answered | Open | 9 | 0.8% | 6 | 3 |
| 3rd time no answer | Open | 9 | 0.8% | 6 | 3 |
| Not Interested | Lost | 7 | 0.6% | 6 | 1 |
| DO NOT CONTACT | Lost | 3 | 0.3% | 1 | 2 |
| 1. Qualify | Open | 2 | 0.2% | 2 | 0 |
| Wrong Contact Details | Lost | 2 | 0.2% | 2 | 0 |
| Construction follow up | Open | 1 | 0.1% | 1 | 0 |
| BSB & ACC | Open | 1 | 0.1% | 0 | 1 |
| CALL AGAIN | Open | 1 | 0.1% | 1 | 0 |
| Looking for Tax Depreciation | Lost | 1 | 0.1% | 0 | 1 |
Quote-tool engagement (Lead Stage)
| Lead stage | Leads | % | Converted | Conv. rate |
|---|---|---|---|---|
| Viewed Quote | 514 | 46.1% | 6 | 1.2% |
| Left | 282 | 25.3% | 4 | 1.4% |
| Booked | 241 | 21.6% | 239 | 99.2% |
| Accepted Quote | 48 | 4.3% | 3 | 6.2% |
| (blank) | 19 | 1.7% | 5 | 26.3% |
| Paid Online | 10 | 0.9% | 9 | 90.0% |
"Left" = the customer never opened the quote. "Viewed Quote" leads convert at 1.2% vs 1.4% for those who left — getting the quote opened is the single biggest lever.
Quoted value by service (ex GST)
| Service | Leads priced | Total quoted | Avg quote | Converted value | Value conv. rate |
|---|---|---|---|---|---|
| New Construction Stage Inspections | 364 | $1,025,066 | $2,816 | $230,800 | 22.5% |
| Investigation | 77 | $133,220 | $1,730 | $25,870 | 19.4% |
| Pre-Handover | 95 | $72,890 | $767 | $26,500 | 36.4% |
| Expert Witness | 67 | $215,203 | $3,212 | $45,202 | 21.0% |
| Pre-Purchase Inspection | 85 | $67,850 | $798 | $19,550 | 28.8% |
| Building & Pest | 83 | $74,100 | $893 | $17,800 | 24.0% |
| Dilapidation Inspection | 56 | $71,565 | $1,278 | $18,650 | 26.1% |
| Apartment Pre-Settlement Inspection | 43 | $25,250 | $587 | $9,300 | 36.8% |
| Maintenance | 38 | $30,970 | $815 | $7,510 | 24.2% |
| Insurance Claim Assessment | 27 | $77,000 | $2,852 | $4,600 | 6.0% |
| Pre-Sale Inspections | 12 | $9,500 | $792 | $0 | 0.0% |
| strata report | 0 | $0 | $0 | $0 | — |
| Condition report | 8 | $10,500 | $1,312 | $3,500 | 33.3% |
| 137B | 0 | $0 | $0 | $0 | — |
| Drug Residue Testing | 2 | $1,000 | $500 | $550 | 55.0% |
| Commercial Building | 1 | $800 | $800 | $0 | 0.0% |
| All | 958 | $1,814,914 | $1,894 | $409,832 | 22.6% |
Quote price is read from the quote link stored on each lead (quotePrice, ex GST). Leads with no quote generated are excluded from value totals.
Method & data notes
- Source: Monday.com "Sales CRM" board, 1,114 items with Lead Entry (date7) between 2026-07-01 and 2026-08-31, pulled 2026-09-01.
- Converted = Status ∈ {Booked, Won}. "Won" on this board means the job is completed/paid; "Booked" means paid deposit / scheduled. Both are sales conversions.
- Lost = Went with another company, Cancelled, Lost, Out of our area, Not in our service, We don't do this service, Not Interested, Do Not Contact, Wrong Contact Details, Not Responsive, Looking for Tax Depreciation. Everything else is Open.
- Days to convert = first Status change to Booked/Won (board activity log) minus Lead Entry date. 0 converted leads had no matching log entry and are excluded from day averages only.
- New-construction offers are read from the
stagePricesselection in each lead's generated quote link. Columns "Construction Status" and "C C T D" were empty for all of these leads. - Quote values are ex GST from
quotePriceon the quote link; 156 leads had no priced quote. - Package options (Option 1/2/3) come from the Monday BOOKINGS board (1184174010), column “Package Discount”, filtered to New Construction Stage Inspections with an entry date in July–August 2026 and pulled 1 Sep 2026. That board records paid bookings, so its counts differ from the lead conversions above (different base and date).