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NT-104 / Decision pack

Lead-source quality review

Review what a source produced, not just its volume.

Compare enquiry counts, suitable enquiries and attributable spend using a declared service-fit definition. The sheet does not score individuals or supply leads.

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Editable .xlsxPDF guideNo macros

Start with the decision

What share of recorded enquiries met the declared suitability criteria?

Small sales teams reviewing their own enquiry-source records.

From input to next step.

  1. 01

    Define suitability

    Use relevant business-need criteria and a consistent review period. Keep individual records in the approved system.

  2. 02

    Reconcile the counts

    Enter total enquiries and the subset meeting the criteria. Use actual attributable spend and avoid double-counting shared sources.

  3. 03

    Review the source

    Compare observed shares and costs with uncertainty and sample size. Do not infer future performance from a small sample.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Enquiry source
Source A
All enquiries
40
Suitable enquiries
10
Attributed spend
200.00
Suitable share
25.0%
Cost per suitable enquiry
20.00

Before you use the result.

  • Suitable enquiries cannot exceed all enquiries.
  • Zero suitable enquiries leaves cost per suitable enquiry unavailable.
  • Do not use sensitive personal traits as criteria.

An aggregate source review, not lead enrichment or automated qualification.

A few useful answers.

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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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