View: All | Outreach | Referral | Inbound Current: All sources

Date logic: "Total contacts per month" anchored on Outreach Sent Date. "Replies %" is a cohort metric — of contacts reached in that month, how many ever replied (regardless of when). "Clients Signed" anchored on Date Signed (set automatically when status is applied; falls back to Outreach Sent Date for pre-existing records). Rejected uses Last Contact Date.

Total Contacts

105

All sources

Replies Received

41

39% replied

Rejected Leads

53

Status: Rejected

Clients Signed

16

15.2% signed

To Do

82

Currently at Lead Identified

In Progress

13

Actively being worked on

Completed

87

Signed or closed

Replied

19

Furthest stage: Replied

Call

10

Furthest stage: Call

Scorecard

8

Furthest stage: Scorecard

Proposal Sent

14

Furthest stage: Proposal Sent

Won

7

Furthest stage: Won

Stage counts and percentages below are based on each contact's furthest stage reached.

Avg Days to Reply

9.6

Open Proposal Value

£0

live, < 90 days from outreach

Closed Proposal Value

£11,800

Support Plans

8

£1,158/m

This Month

3

33.3% replied / 0% signed

Last Month

7

14.3% replied / 0% signed
MonthTotal SentReplied (count %)RejectedClients Signed RepliedCallScorecardProposal SentWon
July 2025 9 6 (66.7%) 15 3 (33.3%) 1 (11.1%) 2 (22.2%) 1 (11.1%) 1 (11.1%) 1 (11.1%)
August 2025 6 4 (66.7%) 4 5 (83.3%) 0 (0%) 0 (0%) 0 (0%) 1 (16.7%) 3 (50%)
September 2025 13 4 (30.8%) 13 0 (0%) 6 (46.2%) 1 (7.7%) 1 (7.7%) 0 (0%) 0 (0%)
October 2025 12 5 (41.7%) 7 1 (8.3%) 3 (25%) 2 (16.7%) 0 (0%) 1 (8.3%) 1 (8.3%)
November 2025 3 1 (33.3%) 6 1 (33.3%) 1 (33.3%) 0 (0%) 1 (33.3%) 0 (0%) 0 (0%)
December 2025 4 1 (25%) 2 1 (25%) 0 (0%) 0 (0%) 1 (25%) 0 (0%) 0 (0%)
January 2026 9 3 (33.3%) 5 0 (0%) 0 (0%) 0 (0%) 2 (22.2%) 0 (0%) 0 (0%)
February 2026 4 2 (50%) 0 1 (25%) 0 (0%) 2 (50%) 0 (0%) 0 (0%) 1 (25%)
March 2026 4 3 (75%) 0 0 (0%) 0 (0%) 1 (25%) 0 (0%) 2 (50%) 0 (0%)
April 2026 1 1 (100%) 0 1 (100%) 0 (0%) 0 (0%) 0 (0%) 1 (100%) 0 (0%)
May 2026 7 1 (14.3%) 1 0 (0%) 0 (0%) 1 (14.3%) 0 (0%) 0 (0%) 0 (0%)
June 2026 3 1 (33.3%) 0 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%)

Industry — Overall (12 Months)

IndustryContactsRepliedReply %SignedSigned %
Accessibility / Inclusion 47 18 38.3% 3 6.4%
Healthcare 9 2 22.2% 1 11.1%
Eco 2 1 50% 0 0%
Other Service 10 6 60% 6 60%
Non-Profit 7 3 42.9% 1 14.3%
Technology 3 1 33.3% 0 0%
Consultancy 9 5 55.6% 1 11.1%
Education 5 3 60% 3 60%
Retail / eCommerce 2 1 50% 0 0%
Wedding Technology / SaaS 1 1 100% 0 0%
Industry 2 1 50% 1 50%
Legal / Advocacy 4 0 0% 0 0%
Recruitment 1 0 0% 0 0%

Source of Contact — Overall (12 Months)

SourceContactsRepliedReply %SignedSigned %
Linkedin 15 4 26.7% 0 0%
Email 59 22 37.3% 4 6.8%
Referral 12 4 33.3% 8 66.7%
Inbound 14 11 78.6% 2 14.3%
Networking 2 1 50% 2 100%

Type of Message — Overall (12 Months)

TypeContactsRepliedReply %SignedSigned %
Personal 50 19 38% 2 4%
Scorecard 24 8 33.3% 2 8.3%

Industry — Monthly Breakdown

Industry Jul 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Jan 2026 Feb 2026 Mar 2026 Apr 2026 May 2026 Jun 2026
Accessibility / Inclusion 6 (66.7%) 1 (100%) 9 (44.4%) 7 (57.1%) 1 (0%) 2 (50%) 3 (0%) – 1 (0%) – 2 (0%) 2 (50%)
Healthcare 1 (0%) – 1 (0%) 2 (50%) – 1 (0%) – 1 (0%) – – 1 (0%) 1 (0%)
Eco – – – – – – – – – – 2 (50%) –
Other Service – 3 (66.7%) – 1 (100%) – 1 (0%) – 1 (100%) 1 (100%) – – –
Technology – – 1 (0%) – – – – – – 1 (100%) – –
Consultancy 2 (100%) – 1 (0%) – – – – 1 (100%) 1 (100%) – – –
Non-Profit – – – – 1 (0%) – 1 (100%) – 1 (100%) – – –
Education – 1 (0%) – – 1 (100%) – 1 (100%) 1 (0%) – – – –
Wedding Technology / SaaS – – – – – – 1 (100%) – – – – –
Legal / Advocacy – – – 1 (0%) – – 2 (0%) – – – – –
Industry – – – 1 (0%) – – – – – – – –
Recruitment – – 1 (0%) – – – – – – – – –
Retail / eCommerce – – – – – – – – – – – –

Source of Contact — Monthly Breakdown

Source Jul 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Jan 2026 Feb 2026 Mar 2026 Apr 2026 May 2026 Jun 2026
Linkedin 1 (100%) – 1 (0%) 1 (100%) – – 2 (0%) 1 (0%) – – 1 (0%) 3 (33.3%)
Email 6 (83.3%) 3 (100%) 11 (36.4%) 9 (33.3%) 2 (50%) 3 (33.3%) 6 (50%) – 1 (0%) – 2 (0%) –
Referral 2 (0%) 2 (0%) – 1 (100%) – 1 (0%) – 2 (50%) – – 2 (50%) –
Networking – – – – 1 (0%) – – 1 (100%) – – – –
Inbound – 1 (100%) – 1 (0%) – – – – 3 (100%) 1 (100%) – –

Proposal Rejections — Reasons (All sources)

ReasonCount£ Value
Budget too low 1 £4,300
Ghosted 1 £1,500