Booked date Aug 24, 2023, 12:00 PM · from sales sheet conversion date
Moved the appointment a week out at the customer's request.
Left a voicemail.
Waiting on the HOA.
Score = 50 + the points above, held between 0 and 100. Points = (that group's historical close rate − the overall rate) × 100, capped at ±20, only where the group has 10+ decided leads.
Extracted from the notes, follow-ups and form text only; nothing is inferred. A correction you save wins over any future re-read.
No form submission. The master sheet lists the source as “Elevated Website”.
Master sheet Lead Source: “Elevated Website”
Sales sheet Lead Type: Elevated Website
Shop / warehouse · 1,200 sq ft (from the notes) · 84401
Not enough comparable jobs to guide from (4 matched Shop / warehouse, 1,200 sq ft ±30%; 5 needed). Widen the match by clearing the square feet or the project type.
Jobs whose notes mention cracking, leveling, patching, spalling, pitting, moisture or damage closed at — (n=0, median job —) against $5.20/sq ft for the rest (n=18). Too few of either to compare yet. Tick “needs repair or leveling” to limit the comps to those jobs.
| Date | Where | Sq ft | Total | Rate |
|---|---|---|---|---|
| Aug 24, 2023 | Ogen 84401same zip | 1,165 | $6,750 | $5.79 |
| May 30, 2023 | Mona 84645 | 1,200 | $2,150 | $1.79 |
| May 30, 2023 | Mona 84645 | 970 | $5,213 | $5.37 |
| Apr 29, 2023 | Fruit Heights 84037 | 865 | $4,340 | $5.02 |