Verified Report
199 Customers — Where They Came From
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We took your full list of 199 closed customers from QuickBooks (Feb 24 – Mar 23) and matched every single one against the CRM by name, phone, and email. For each match, we pulled the source field to determine which ad campaign — if any — originally brought them in. These are real, verified closes tied to real customers.
Customers directly attributed to ad campaigns
135 of 199 customers found in CRM. 64 came through channels that bypass the CRM entirely (phone calls, walk-ins, referrals).
Equal close count — North NJ delivered the same number of customers at half the spend
Meta is the most efficient channel — $159/close vs $309-654 on Google
Each source maps to a specific form — Google forms for Google Ads traffic, Meta forms for Facebook/Instagram traffic
53 customers came through the main website form (organic or direct visitors) and 31 are in the CRM with no source at all. Plus 11 were 'self-service' or came through other paths. Many of these likely saw an ad before visiting the website directly — but without tracking on the main site, we can't connect the dots. When someone clicks an ad, then later comes back by typing in the URL, the trail goes cold.
Nearly a third of your closes (64 of 199) never touched the CRM at all. These are customers who called in directly, were referred, or walked in — and Josh entered them straight into QuickBooks. Without the CRM in the loop, there's no way to know if an ad brought them to your door. Some of these almost certainly saw an ad first.
With proper data layers on the main website, we'll be able to prove what's currently estimated
45 of your 199 closes are directly proven to come from ads. The real number is likely double that. As data layers improve, we'll close the gap between what we can prove and what's actually happening. Weekly reports start Monday.
Digilign — Marketing Systems that Deliver
