Service Momentum
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Coastal Comfort HVACmike@coastalcomforthvac.comYour workspace
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Service Momentum

Know where you stand

Useful numbers, with their source and limits in plain sight.

Revenue · Oct 1 – Oct 19

$7,704
Recorded

22 completed jobs

$2,502
Booked this week

8 visits on the schedule

$359
Average job

All completed cleanings

150
Customers

In your book

All time vs $150,000

$109,188

recorded all time · 304 jobs

$40,812 to go · 72% of $150,000

October vs September

September: $9,243 ($9,243 recorded + $0 estimated)

October so far: $7,704 ($7,704 recorded + $0 estimated). $1,539 to go to match September.

Repeat customers

70%

62 of 88 past customers booked again.

Counts customers whose first cleaning was at least one cleaning cycle ago.

Leads by source · Oct 1 – Oct 19

Google9
Referral6
Website5
Facebook ads4
ChatGPT ads2
Phone / text4

30 leads since Oct 1 · from website forms, your tracking number, and leads you added.

UTM detail · Oct 1 – Oct 19

30
Leads in range

Website and manually added, by date received

4
Meta ads

Facebook or Instagram: ad UTM, click ID or referrer

2
ChatGPT ads

utm_source chatgpt · which ad is in Content below

24 other or unknown. Meta ads = utm_source facebook, fb, ig or instagram, a Meta click ID, or a facebook.com / instagram.com referrer. ChatGPT ads = utm_source chatgpt or chatgpt.com.

SourceUTM sourceCampaignContentLeadsMeta ads
Website formgoogle(none)(none)90
Referral(none)(none)(none)60
Website form(none)(none)(none)50
Website formfacebookfall_tuneupbefore_after44
Phone call(none)(none)(none)40
Website formchatgptcoastal_fallseasonal_clean20

Uses the From and To dates above. A lead with no UTM, click ID or referrer can still have come from an ad: Meta’s in-app browser often hides where a visitor came from.

Where to?

Jump between your day, customers, and work.

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