Comparing lead sources is easier when you use one worksheet and your own records. A click, a phone call, and a paid lead may be billed in different ways, so start with the terms for each source. For the wider picture, see the local marketing playbook for service companies.
Count every cost for the same period
Choose a recent period that includes normal route weeks. For each source, record lead or ad fees, membership charges, referral rewards, and the staff time spent contacting and following up. Include your website, local ads, and other costs that helped bring in your own calls. A referral can have no per-contact charge and still take time or money to earn.
Next, count the contacts that became completed, paid jobs. Keep scheduled visits separate from finished work. If recurring service is part of your decision, record the later visits separately and use only the period you can verify.
Use a simple comparison
- Add each source's fees and the value of staff time spent on it.
- Count completed jobs attributed to that source during the same period.
- Divide total source cost by completed jobs. Keep sources with no completed jobs visible instead of dropping them from the worksheet.
- Compare that cost with the gross profit you record for those jobs, using your own books.
This does not prove one source caused every job. Customers may see a referral, an ad, and your website before they call. Use a consistent method to record how they found you, and mark uncertain answers as unknown.
Separate ads from lead marketplaces
A pay-per-click ad charges for an ad click under its own terms. That click is not the same thing as buying a shared contact record. Yelp's current help page describes how advertisers can manage cost per click; check its live rules and your campaign before comparing charges. Yelp cost-per-click guidance.
For any paid contact plan, read how the provider defines a billable contact, whether the contact is exclusive or shared, what fees apply, and how disputes or cancellation work. Those details vary by plan, so do not assume one provider's terms describe another.
Compare it with the work already reaching you
Track calls, web forms, and referrals with the same care. Add the relevant ad, website, referral, and follow-up costs, then count completed jobs. If a call goes unanswered, record whether you returned it and what happened. Do not count it as a lost job unless your records show that result.
Make the next step clear
If you want help with inbound follow-up, list the channels, intake questions, and next steps you want covered. The written order should name those tasks and channels. Review the plan when your needs change.
SvarKlar answers your calls with AI, and a caller it misses gets a text back within seconds. See the route callback checklist and the voicemail recovery checklist for practical examples.
Use your own completed-job records and current provider terms to compare lead sources. Keep unanswered contacts and unknown outcomes separate from completed work.
Want to map your inbound tasks and channels? Book a call or see how the service works.
More guides like this are collected in the pool service resource hub.