SwiftSocial / Acquisition field notes

See which inquiries became jobs, and what cash is left.

Pick a month of inquiries and a date to check their progress. This group is your cohort. Check the totals against your records. Leave unknown counts blank. Compare groups only when you use the same rules and give them the same time to turn into jobs.

A private review tool, not a benchmark or forecast. Use anonymous totals from your own records. Nothing is sent or saved automatically. Download a named review to open again later. Keep that file private.

01 / Set the cohort

Review nameUse an anonymous name. This will name your saved review. Anonymous operator codeUse an assigned code, not a business or person’s name. Inquiry cohort monthMonth of original inquiry, not sale or installation. Observation end dateAll counts reflect this date; use a date on or after month-end. Broad region (optional)Omit small locations that could identify an operator. Original acquisition channelUse the first source you can prove, not the last link clicked. Channel / campaign evidence referenceNo customer names, private links or contact details. Missing evidence stays unknown.

02 / Count the same opportunities

Remove duplicates. Count each household or project once at each step: inquiry → contacted → estimate held → job accepted → installation completed. Every record in a later step must also be in the step before it.

If your process skips a step, check how your records fit these rules first. Do not invent an estimate or contact to make the counts fit. Leave unknown counts blank. Use 0 only when you checked and found none.

Unique inquiries Contacted opportunities Held estimates Accepted jobs Completed installations

Use consistent stage definitions

Contacted: The first real reply from a person or an approved agent. An automatic message that says the request arrived does not count. Use the same contact rule for every record.
Held estimate: An estimate visit or call that took place. A booked visit or a quote sent is a different measure. Do not count those here.
Accepted job: Documented acceptance by the customer. A deposit, invoice or completed installation is a separate event.
Completed installation: Operator-confirmed completion. Keep permit and inspection status in source records under your documented completion rule.
Source and timing: Retain original inquiry month and source in the underlying records, including unknown source. Do not substitute this month’s sales or all-company installations.

03 / Reconcile before sharing

Aggregate source description Reconciliation statusThis choice records your status. The tool cannot check your source records. Definition decisions / unresolved differences

If you plan to publish this review

For a private review, skip this section. Before sharing findings publicly, obtain separate permission, check the figures, state the period and protect the operator’s identity.

Separate operator permission has been reviewed for the proposed publication scope.Internal preparation marker only. Ticking this does not obtain consent or authorize publication. Permission evidence referenceNo private link, email address or raw approval text. Approved scope / attribution

04 / Check what the work earned

Use actual figures for this same cohort, checked on the date above. Leave a blank when you do not know. Enter 0 only if you checked and found none. Use one currency and the same tax treatment throughout.

Add an actual cost and cash review Optional. The inquiry counts still work on their own.

05 / Review the results

Start with an anonymous code, the inquiry month and the date you checked the records.

Example and reset

Download review file keeps every field so you can reopen it here, including blanks. CSV is for comparing records in a spreadsheet. Keep your file private; nothing is sent to your team. Compare the same cohort at the same age. This worksheet does not establish causation.