Every lead you got, where it came from, who it went to and what it turned into. Paste the log and it tells you which sources pay you and what your territory map is actually costing. Nothing leaves this page.
Every tool in this kit reads your words from here, so you never edit a formula to change a noun.
One name per line. If it is only you, put your own name and leave it at one. The assignment section below turns itself off when there is one name.
One source per line, spelled the way you will spell it in the log. These are what the app compares. Put everything in, including the ones you think are free: word of mouth, a sign in a yard, a repeat customer. A source you leave out is a source you cannot judge.
Anything else is treated as still open, and open rows are held out of every close rate on this page. A close rate that counts unfinished work as a loss punishes you for having a pipeline.
This section is off when there is one name above. Skip it and everything else on this page still works.
Separate them with commas. Zip codes, Canadian postal codes, UK outcodes or your own names for areas all work the same way: this page only groups by whatever you type, so North side and M5V 3A8 are both fine as long as you spell them the same way in the log.
Why the third mode is there. A fixed map is only fair if you drew the line in the right place, and you cannot know that until you have a year of outcomes. Naming the zips that obviously belong to somebody and rotating the rest gives you an even split no matter where the boundary sits. If you already know your map is right, use the fixed one.
Paste a table or type them in one at a time. Either works, and the Set up tab is only there if you want a written setup sheet for the workbook or you are splitting areas between people. You can ignore it entirely.
One line per lead, meaning anybody who asked you for a price. Not just the ones you won. The ones you lost are half the answer.
Copy the rows out of a spreadsheet with the header row on top. Tabs or commas both work, column order does not matter, and extra columns are ignored. It looks for a date, a source and an outcome, and will use a zip, a person and an amount if they are there. It tells you which ones it could not find instead of guessing.
Paste the log first.
Paste the log first.
These are the three queue counts the workbook's Handoff tab holds. Type them in, or let the workbook compute them itself from the same rows. Either way they are the same three numbers.
Paste the log first.
It does not store anything. Close the tab and it is gone. There is no account and no server, and your log is never uploaded, which you can confirm by reading this file. That also means it cannot remember your log between visits: the workbook is the record, this page is the answer machine.
It does not tell you a lead source is bad. It tells you what a source produced in the window you pasted. A source with four leads in it is not a finding, it is four leads, and the table says so rather than ranking it against a source with two hundred.
It does not know anything about your prices, your costs or your margin. Dollars here are what you told it the job sold for. A source that brings big jobs at bad margin will look good on this page and bad in your job costing, and the job costing is right.
It does not decide your territory. It shows you what your territory is producing per person, so that a map you drew for driving reasons does not quietly become a pay decision without you noticing.
If two people cover different areas, their close rates are not a measure of the two people. Where a lead is can move a close rate further than who takes it. Before you conclude anything about a person from this page, look at what their zips did in somebody else's hands, and if you have never swapped, treat the difference as unexplained rather than as a verdict.
If you hand leads out rather than work them, the standard behind this app is a distribution rule, a run sheet for the first appointment, the language for the ten questions and the nine objections, a six week ramp for a new person and a workbook that keeps the log. That is The Appointment Standard.
What is in The Appointment Standard · $149, buy once, yours forever.
Your log stays in this page and is not sent anywhere. If you leave an address, the address and the headline counts above are all that reach me. Never the leads.