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.
10
Referrals + Networking4
40% replied0
Status: Rejected6
60% signed0
Currently at Lead Identified2
Actively being worked on7
Signed or closed2
Furthest stage: Replied2
Furthest stage: Call0
Furthest stage: Scorecard0
Furthest stage: Proposal Sent2
Furthest stage: WonStage counts and percentages below are based on each contact's furthest stage reached.
3.8
£0
live, < 90 days from outreach£0
3
£540/m0
0% replied / 0% signed0
0% replied / 0% signed| Month | Total Sent | Replied (count %) | Rejected | Clients Signed | Replied | Call | Scorecard | Proposal Sent | Won |
|---|---|---|---|---|---|---|---|---|---|
| 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%) | 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%) |
| Industry | Contacts | Replied | Reply % | Signed | Signed % |
|---|---|---|---|---|---|
| Healthcare | 8 | 1 | 12.5% | 1 | 12.5% |
| Accessibility / Inclusion | 23 | 9 | 39.1% | 0 | 0% |
| Eco | 2 | 1 | 50% | 0 | 0% |
| Other Service | 5 | 4 | 80% | 4 | 80% |
| Non-Profit | 5 | 3 | 60% | 1 | 20% |
| Technology | 1 | 1 | 100% | 0 | 0% |
| Consultancy | 3 | 3 | 100% | 1 | 33.3% |
| Education | 3 | 2 | 66.7% | 1 | 33.3% |
| Retail / eCommerce | 2 | 1 | 50% | 0 | 0% |
| Wedding Technology / SaaS | 1 | 1 | 100% | 0 | 0% |
| Industry | 2 | 1 | 50% | 1 | 50% |
| Legal / Advocacy | 3 | 0 | 0% | 0 | 0% |
| Source | Contacts | Replied | Reply % | Signed | Signed % |
|---|---|---|---|---|---|
| 27 | 11 | 40.7% | 1 | 3.7% | |
| 8 | 2 | 25% | 0 | 0% | |
| Referral | 8 | 3 | 37.5% | 4 | 50% |
| Inbound | 12 | 9 | 75% | 2 | 16.7% |
| Networking | 2 | 1 | 50% | 2 | 100% |
| Type | Contacts | Replied | Reply % | Signed | Signed % |
|---|---|---|---|---|---|
| Personal | 25 | 9 | 36% | 0 | 0% |
| Scorecard | 11 | 4 | 36.4% | 0 | 0% |
| Industry | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Healthcare | 2 (50%) | – | 1 (0%) | – | 1 (0%) | – | – | 1 (0%) | 2 (0%) | – | – | – |
| Accessibility / Inclusion | 7 (57.1%) | 1 (0%) | 2 (50%) | 3 (0%) | – | 1 (0%) | – | 2 (0%) | 2 (50%) | – | – | – |
| Eco | – | – | – | – | – | – | – | 2 (50%) | – | – | – | – |
| Other Service | 1 (100%) | – | 1 (0%) | – | 1 (100%) | 1 (100%) | – | – | – | – | – | – |
| Technology | – | – | – | – | – | – | 1 (100%) | – | – | – | – | – |
| Consultancy | – | – | – | – | 1 (100%) | 1 (100%) | – | – | – | – | – | – |
| Non-Profit | – | 1 (0%) | – | 1 (100%) | – | 1 (100%) | – | – | – | – | – | – |
| Education | – | 1 (100%) | – | 1 (100%) | 1 (0%) | – | – | – | – | – | – | – |
| Wedding Technology / SaaS | – | – | – | 1 (100%) | – | – | – | – | – | – | – | – |
| Legal / Advocacy | 1 (0%) | – | – | 2 (0%) | – | – | – | – | – | – | – | – |
| Industry | 1 (0%) | – | – | – | – | – | – | – | – | – | – | – |
| Retail / eCommerce | – | – | – | – | – | – | – | – | – | – | – | – |
| Source | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 9 (33.3%) | 2 (50%) | 3 (33.3%) | 6 (50%) | – | 1 (0%) | – | 2 (0%) | 1 (0%) | – | – | – | |
| 1 (100%) | – | – | 2 (0%) | 1 (0%) | – | – | 1 (0%) | 3 (33.3%) | – | – | – | |
| Referral | 1 (100%) | – | 1 (0%) | – | 2 (50%) | – | – | 2 (50%) | – | – | – | – |
| Networking | – | 1 (0%) | – | – | 1 (100%) | – | – | – | – | – | – | – |
| Inbound | 1 (0%) | – | – | – | – | 3 (100%) | 1 (100%) | – | – | – | – | – |