View: All | Outreach | Referral | Inbound Current: Referrals + Networking

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

14

Referrals + Networking

Replies Received

5

35.7% replied

Rejected Leads

0

Status: Rejected

Clients Signed

10

71.4% signed

To Do

0

Currently at Lead Identified

In Progress

3

Actively being worked on

Completed

11

Signed or closed

Replied

2

Furthest stage: Replied

Call

2

Furthest stage: Call

Scorecard

0

Furthest stage: Scorecard

Proposal Sent

0

Furthest stage: Proposal Sent

Won

3

Furthest stage: Won

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

Avg Days to Reply

3.8

Open Proposal Value

£0

live, < 90 days from outreach

Closed Proposal Value

£0

Support Plans

7

£1,158/m

This Month

6

16.7% replied / 0% signed

Last Month

1

100% replied / 100% signed
MonthTotal SentReplied (count %)RejectedClients Signed RepliedCallScorecardProposal SentWon
June 2025 1 1 (100%) 0 0 (0%) 1 (100%) 0 (0%) 0 (0%) 0 (0%) 0 (0%)
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 6 1 (16.7%) 1 0 (0%) 0 (0%) 1 (16.7%) 0 (0%) 0 (0%) 0 (0%)

Industry — Overall (12 Months)

IndustryContactsRepliedReply %SignedSigned %
Healthcare 7 1 14.3% 1 14.3%
Eco 2 1 50% 0 0%
Accessibility / Inclusion 46 19 41.3% 3 6.5%
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%
Industry 2 1 50% 0 0%
Legal / Advocacy 4 0 0% 0 0%
Recruitment 1 0 0% 0 0%

Source of Contact — Overall (12 Months)

SourceContactsRepliedReply %SignedSigned %
Linkedin 11 2 18.2% 0 0%
Referral 12 4 33.3% 8 66.7%
Inbound 14 11 78.6% 1 7.1%
Networking 2 1 50% 2 100%
Email 59 23 39% 4 6.8%

Type of Message — Overall (12 Months)

TypeContactsRepliedReply %SignedSigned %
Personal 47 19 40.4% 2 4.3%
Scorecard 24 8 33.3% 2 8.3%

Industry — Monthly Breakdown

Industry Jun 2025 Jul 2025 Aug 2025 Sep 2025 Oct 2025 Nov 2025 Dec 2025 Jan 2026 Feb 2026 Mar 2026 Apr 2026 May 2026
Healthcare – 1 (0%) – 1 (0%) 2 (50%) – 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%) – –
Accessibility / Inclusion 1 (100%) 6 (66.7%) 1 (100%) 9 (44.4%) 7 (57.1%) 1 (0%) 2 (50%) 4 (25%) – 1 (0%) – 1 (0%)
Education – – 1 (0%) – – 1 (100%) – 1 (100%) 1 (0%) – – –
Legal / Advocacy – – – – 1 (0%) – – 2 (0%) – – – –
Industry – – – – 1 (0%) – – – – – – –
Recruitment – – – 1 (0%) – – – – – – – –
Retail / eCommerce – – – – – – – – – – – –

Source of Contact — Monthly Breakdown

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