Verified Report

Twin Rocks Water

199 Customers — Where They Came From

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How We Did This

QuickBooks ↔ CRM Cross-Reference

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.

The Big Number
45

Customers directly attributed to ad campaigns

Out of 199 total closes 23%
Total ad spend $16,840
Cost per ad-attributed close $374
All 199 Customers

Where They Came From

Not in CRM 64 customers
Organic/Direct 53 customers
Ad Campaigns 45 customers
In CRM, no source 31 customers
Self-Service 6 customers

135 of 199 customers found in CRM. 64 came through channels that bypass the CRM entirely (phone calls, walk-ins, referrals).

Google Ads — By Campaign

SGM vs North Jersey

Google SGM

$9,817 Ad Spend (4 weeks)
15 Verified Closes
$654 Cost Per Close

Google North NJ

$4,633 Ad Spend (4 weeks)
15 Verified Closes
$309 Cost Per Close

Equal close count — North NJ delivered the same number of customers at half the spend

Meta Ads

Facebook & Instagram Closes

Meta Original Territory 9 closes
Meta North NJ 6 closes
Total Meta Closes 15
Total Meta Spend $2,390
Meta Cost Per Close $159

Meta is the most efficient channel — $159/close vs $309-654 on Google

Ad Campaign Detail

All 45 Ad-Attributed Closes by Source

Quick Quote Google (SGM) 15 closes
Quick Quote Google North NJ 9 closes
GoogleNJ (direct) 6 closes
Quick Quote Meta (original) 7 closes
Quick Quote Meta North NJ 6 closes
Meta (direct) 2 closes

Each source maps to a specific form — Google forms for Google Ads traffic, Meta forms for Facebook/Instagram traffic

The Gap

95 Customers With No Ad Trail

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.

The Blind Spot

64 Customers Not in CRM

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.

The Real Picture

What We Can Prove vs What's Likely

What We Can Prove

45 Ad-attributed closes
$374 Cost per close
23% Of all closes

What's Likely True

75-90 Ad-influenced closes
$187-224 True cost per close
38-45% Of all closes

With proper data layers on the main website, we'll be able to prove what's currently estimated

AI Analytics

How We're Improving Attribution

🤖
AI cross-referencing QuickBooks ↔ CRM — Matching every customer by name, phone, and email to trace their source
🔗
Connecting ad clicks to closed sales — Following the full journey from first ad impression to final purchase
📊
Automated weekly reports — Every Monday with fresh data — closes, cost per close, campaign breakdown
📈
Data layers deepening over time — Every week the AI learns more patterns and can attribute more closes to campaigns
🎯
Closing the 64-customer gap — Working to connect the customers who bypass the CRM so no close goes untracked

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