Quarterly generator marketing review: choose the next bottleneck

Start with new enquiries from each month of the quarter. Keep their sources and first dates. Check what happened to each group by the same review date.

The oldest group has had more time to sell and pay. Show that age gap. Compare groups at similar ages when judging channel quality.

Keep sales from old leads visible too. Tie them back to their original group rather than using them to inflate the newest campaign.

Review fit, reached leads, held visits, quotes, finished jobs and payments. Note unknown sources and missing job costs before calling a channel a winner.

List refunds, canceled work and unpaid balances. Use actual costs, including amounts owed where relevant. Ask the person who keeps the books to check the money view.

A cash total does not show company profit. Do not hide that gap behind a return figure.

Look at later service work, repeat business and retained service plans only where the records show them. State which group and period you mean.

A happy review is not proof of paid retention. A renewal due next month is not a renewal received. Keep each measure clear.

Ask the crew which jobs used more time than expected. A source that brings work you cannot serve well may need a different message or limit.

Keep one view of all cash and work at quarter end. Use it to check the books and crew load.

For a fairer source check, give each group the same time to sell. Choose a fixed age. Check each group at that age.

A new group may not be that old yet. Mark it still open. Do not fill the gap with hoped-for sales.

Rank the gaps by their likely effect and the work needed to fix them. Use evidence to pick the first task, then set its owner and review point.

1. Check the underlying records.
2. Agree the main gap with the team.
3. Confirm crew and office space.
4. Assign the first task.
5. Save the decision beside the old report.