PLUMBING LEAD-SOURCE WORKSHEET
Illustrative structure, not customer results.

1. TEST PLAN
Desired work:
Service area:
Available repair visits / estimate slots / installation capacity:
Source or provider and exact product:
Written billing, sharing, credit and cancellation terms saved at:
Total affordable commitment (including fees):
How spending is checked and who pauses the test:
Start date / review date:
Who receives inquiries / backup:
Test call or form delivered and checked on:

2. ONE RECORD PER REQUEST (repeat this block for each new request)
Internal request ID:
Provider lead ID(s), if applicable:
Date and time first received:
Source recorded / evidence / unknown if uncertain:
Requested work and service area:
Fit: yes / no / unknown
If no, reason: unsupported service / outside area / no capacity / other
First response date and time / person responsible:
Contact outcome: reached / unable to reach / awaiting reply
Agreed next step and follow-up date:
Outcome: appointment / estimate / accepted work / completed / declined / pending
Completed-job ID if applicable:

CHARGE LOG (repeat for each charged delivery; link to the request above)
Provider / lead ID / charge reference:
Charge amount and date:
Credit-request deadline under the agreement:
Evidence location / date request submitted:
Status: not disputed / pending / declined / credit applied
Credit amount and date actually applied:
Multiple charged deliveries can belong to one unique request. Sum each charge
once in the source summary; do not add this log again to full campaign spending.

Keep contact details in your existing secure customer system. This worksheet does
not require copying names, phone numbers or addresses into a shared document.
Do not count repeat calls/messages/forms about one request as new inquiries.

3. SOURCE SUMMARY (one per source and inquiry date range)
Source:
Inquiry dates:
Outcome review date:
Unique inquiries:
Suitable / unsuitable / unknown fit:
Appointments / estimates / accepted work / completed jobs:
Pending work and next review date:
Media or delivered-lead charges:
Allocated management, setup and other acquisition costs:
Credits actually applied:
Total acquisition cost:
Prepaid balance still unused (track cash separately):
Acquisition staff time (record separately or value consistently):
Collected revenue from completed jobs:
Direct costs of delivering those jobs:

Cost per inquiry = total acquisition cost / unique inquiries
Cost per completed job = total acquisition cost / completed jobs
With zero inquiries, report spending and zero inquiries; cost per inquiry is undefined.
With zero completed jobs, report the spending and zero completions, not $0 per job.
Use the same cost basis and follow-up period across comparable sources.
Assign each request and completed job once using a consistent source rule.
Keep unknown/multiple-source requests separate when the source is uncertain.
Later completion belongs to the inquiry's original group. Attribution does not
prove that the channel caused additional work.

4. DECISION
Keep / change / pause:
Evidence for that decision:
What remains unresolved:
Next action / owner / due date: