SOP: Weekly Lead-Source Snapshot
What this covers
Section titled “What this covers”A short weekly pull of where our booked jobs came from — which channel/source drove each — so we can see what’s working and catch problems early. This is orientation, not a full report; the deep version is the monthly report.
Before you start — the inputs
Section titled “Before you start — the inputs”- ServiceTitan — read-only/reporting access; it’s our system of record for jobs and their lead source. (Garrett will point you to the exact report/view — don’t guess.)
- CallRail — ties inbound phone calls back to the channel that drove them.
- Last week’s snapshot, for comparison.
The steps
Section titled “The steps”1. Pull this week’s booked jobs by source
Section titled “1. Pull this week’s booked jobs by source”From the ServiceTitan lead-source report, get the count (and, if available, revenue) of booked jobs grouped by source for the week — e.g., Google Search, GBP, referral, repeat customer, Meta, etc.
2. Add the call attribution
Section titled “2. Add the call attribution”Cross-check with CallRail so phone-driven jobs are credited to the right channel, not lumped into “phone.”
3. Compare to last week
Section titled “3. Compare to last week”Note the movers — what’s up, what’s down, what’s new. You’re looking for signal, not precision.
4. Sanity-check for tracking gaps
Section titled “4. Sanity-check for tracking gaps”A source suddenly at zero usually means tracking broke, not that the channel died (a common one: a CallRail number or a UTM stopped firing). Flag a suspected tracking gap rather than reporting it as a real drop.
5. Write a 3-sentence takeaway
Section titled “5. Write a 3-sentence takeaway”Plain language: the top sources this week, anything notably up/down, and anything that needs a look. If Claude helps you summarize, verify every number against the source first (Using Claude).
6. Drop it where the team sees it
Section titled “6. Drop it where the team sees it”Post the snapshot + takeaway in the ClickUp reporting task (or wherever Garrett directs). Keep the format consistent week to week so trends are easy to read.
The weekly rhythm
Section titled “The weekly rhythm”| When | What you do |
|---|---|
| Friday | Pull the week’s lead sources, compare to last week, write the 3-sentence takeaway, post it. |
| Any day | If a source looks broken (zeroed out), flag it immediately — don’t wait for Friday. |
Guardrails
Section titled “Guardrails”- Don’t over-interpret small numbers. One week of 3 vs. 5 isn’t a trend.
- Tie everything to booked jobs, not impressions or clicks — big reach ≠ results (the Rep 5 lesson).
- Flag tracking gaps, don’t assume. A zero is a question, not a conclusion.
- Verify, don’t trust any AI-generated summary against the raw report.
Source: the reporting workflow in the marketing runtime. Last updated: June 2026.