Lead generation programs rarely fail all at once. They drift: a list ages, a segment gets expensive, follow-up slows down. A short weekly review catches the drift while it is still cheap to fix.

The eight numbers

Weekly pipeline scorecard
#NumberWhy it matters
1New leads by sourceShows which audiences and campaigns are producing
2Cost per lead by sourceSpots the segment that is getting expensive
3Time to first contactLeads go cold while they wait
4Lead-to-opportunity rateTells you whether leads are really qualified
5Customer acquisition costThe number that decides whether a channel works
6Contact coverage of lists in useDecides how much email can carry
7Freshness of source communitiesWarns you before a list goes stale
8Opt-out rateAn early sign that messages are missing the mark

Numbers 6 and 7 are specific to Lead from Social. Coverage tells you which channel a list can support; freshness tells you how long it will stay useful. See Contact Coverage Explained and Why Social Data Has a Shelf Life.

A desktop monitor showing a spreadsheet
One shared scorecard, updated before the meeting, keeps the discussion on decisions instead of data gathering. Photo: Unsplash.

A 30-minute agenda

  1. 5 minutes: scorecard review. Only discuss numbers that moved.
  2. 10 minutes: the biggest problem. One issue, with an owner and a fix.
  3. 10 minutes: tests. What finished, what we learned, what starts next.
  4. 5 minutes: sources. Which audiences to refresh, retire or add.

Decisions the meeting should produce

  • Shift budget from the most expensive segment to the cheapest qualified one.
  • Retire or refresh a list whose source community has gone quiet, such as a page with no posts for months.
  • Add a new audience to test, chosen with an editorial score such as the Lead Potential Score in our Audience Reviews.

Start with the basics in What Is a Qualified Lead?, or explore audiences to add a new source to next week's review.