See what each lead source really costs you
Turn on Allow cost for a lead source, record what the lead cost with the small button under the lead source picker, and read the spend for each source in your lead source report.
Every lead costs something, but which one cost what?
An ad click, a referral fee, a purchased lead. Every lead costs something, and most teams only see the total at the end of the month. Lead Source Cost records the number on the appointment, at the moment the work is booked, so each source carries its own cost.
The spend is one big number
The month ends with a total, and nobody can say what each source contributed to it.
trending_downNo cost for any one sourceReferral fees live elsewhere
The fee you paid sits in a message or an expense, far from the appointment it paid for.
trending_downCosts detached from the workPurchased leads go unmeasured
You keep buying the list because no record says what it really costs you.
trending_downBudget set by habitOne small button, right where the source is picked
Turn on Allow cost for the sources that cost money. When someone picks one of them, a small cost button sits under the lead source picker, so the cost is captured as the work is booked.
- checkAllow cost on each lead source
- checkThe button only shows on those sources
- checkEntered as the work is booked
Spend by source, from your appointments
Your lead source report reads the costs saved on appointments. A cost saved on a client stays on the client and reaches no report, so the appointment is the place to record it.
- checkLead spend and average lead cost
- checkLead spend by source
- checkReads appointment costs only
Everything you need to cost a lead source
Allow cost per source
Turn it on only for the sources that cost money. The rest stay as they are.
Cost button on the record
When a source allows it, a small cost button sits under the lead source picker.
Lead source report
Read lead spend, average lead cost, and lead spend by source in Analytics.
Appointment costs
The report reads the costs saved on appointments, so record the cost there.
From a monthly total to a cost per source
Turn it on
Switch on Lead Source Cost in Settings, under Features.
Allow cost on a source
Under Operations, open a lead source and tick Allow cost on this lead source.
Record it on the appointment
Whoever books the work enters the cost with the button under the lead source picker.
Lead Source Cost is on Pro and up.
It ships off, so turn it on in Settings, under Features, then allow cost on the sources you pay for.
Built for any team that pays for leads
Clinics and practices
See what referrals and ads cost for each source.
Agencies and firms
Put a number on referral fees and purchased leads.
Field service and construction
Compare what you spend on each lead source.
A cost that travels with the work
Lead Source Cost is part of Genaya, so the number lands next to the lead source it belongs to.
Lead sources
The Allow cost option lives on each source under Operations.
Appointments
A cost saved on an appointment is the one your report reads.
Analytics
Lead spend, average lead cost, and lead spend by source.
Clients
The cost button shows here too, but a cost saved on a client reaches no report.
Questions teams ask before tracking lead cost
On the appointment, with the small cost button under the lead source picker. The source needs Allow cost turned on first.
No. The cost button also appears on a client, but the lead source report reads appointment costs only. A cost saved on a client reaches no report, so record it on the appointment.
Lead spend, average lead cost, and lead spend by source, built from the costs saved on appointments.
Pro and up. It ships off, so turn it on in Settings, under Features.
Ready to see what your leads cost?
Turn on Lead Source Cost, allow cost on your paid sources, and record it on your next appointment.