Glossary

Lead source

The channel an enquiry came from, such as a referral, a website form, a social message or a phone call.

Recording the source when the lead is created lets you see later which channels produce clients and which produce wasted time. Without it, marketing spend is judged by instinct. It is one field, filled in once.

Founding agencies, by invitation

Per seat, set with each agency. We reply within a working day.