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

44

All sources

Replies Received

19

43.2% replied

Rejected Leads

9

Status: Rejected

Clients Signed

8

18.2% signed

To Do

80

Currently at Lead Identified

In Progress

13

Actively being worked on

Completed

26

Signed or closed

Replied

2

Furthest stage: Replied

Call

5

Furthest stage: Call

Scorecard

4

Furthest stage: Scorecard

Proposal Sent

8

Furthest stage: Proposal Sent

Won

2

Furthest stage: Won

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

Avg Days to Reply

10.8

Open Proposal Value

£0

live, < 90 days from outreach

Closed Proposal Value

£0

Support Plans

3

£540/m

This Month

0

0% replied / 0% signed

Last Month

0

0% replied / 0% signed
MonthTotal SentReplied (count %)RejectedClients Signed RepliedCallScorecardProposal SentWon
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%) 2 0 (0%) 0 (0%) 1 (14.3%) 0 (0%) 0 (0%) 0 (0%)
June 2026 4 1 (25%) 0 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%)
July 2026 0 0 (0%) 0 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%)
August 2026 0 0 (0%) 0 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%)
September 2026 0 0 (0%) 0 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%)
October 2026 0 0 (0%) 0 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%)
November 2026 0 0 (0%) 0 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%) 0 (0%)

Industry — Overall (12 Months)

IndustryContactsRepliedReply %SignedSigned %
Healthcare 6 0 0% 1 16.7%
Accessibility / Inclusion 14 5 35.7% 0 0%
Eco 2 1 50% 0 0%
Other Service 4 3 75% 3 75%
Non-Profit 4 3 75% 1 25%
Technology 1 1 100% 0 0%
Consultancy 3 3 100% 1 33.3%
Education 2 1 50% 1 50%
Retail / eCommerce 1 0 0% 0 0%
Wedding Technology / SaaS 1 1 100% 0 0%
Industry 1 1 100% 1 100%
Legal / Advocacy 2 0 0% 0 0%

Source of Contact — Overall (12 Months)

SourceContactsRepliedReply %SignedSigned %
Email 15 6 40% 1 6.7%
Linkedin 7 1 14.3% 0 0%
Referral 7 2 28.6% 3 42.9%
Inbound 10 9 90% 2 20%
Networking 2 1 50% 2 100%

Type of Message — Overall (12 Months)

TypeContactsRepliedReply %SignedSigned %
Personal 16 4 25% 0 0%
Scorecard 7 3 42.9% 0 0%

Industry — Monthly Breakdown

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

Source of Contact — Monthly Breakdown

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