Leads
95
79 JobTread-labeled + 16 HighLevel-recovered
Estimated
18
Reached a priced or recorded estimate stage
Approved
3
Approved customer orders in JobTread
Closed / Lost
43
JobTread job status marked Dead
How the 95 leads were reconciled
JobTread remains the outcome source of truth; HighLevel repairs the lead-count gap.
79Structured JobTread Lead Source = Savvy AI
16Additional likely Savvy leads found in HighLevel
5Found in JobTread under Website/Google instead
11No exact-name JobTread account found
Testing cleanup: two obvious test contacts were excluded. The 16 recovered leads have CBC website/ad/survey source evidence in HighLevel, but were not formally labeled Savvy AI in JobTread.
Definitions
These counts overlap intentionally and should be read as outcome milestones, not four mutually exclusive buckets.
Lead
A unique 2026 CBC contact with structured JobTread Savvy AI attribution or strong CBC website/ad/survey evidence in HighLevel.
Estimated
A lead with an approved or pending customer-order document, or a JobTread job explicitly marked Estimate Made. Approved leads are included in this count.
Approved
A unique customer with a JobTread customer-order document in approved status. Verbal green lights and pending trust/bank approval are not counted yet.
Closed / Lost
A lead whose JobTread job is marked Dead. Some closed leads may also have received an estimate before closing.
Read-only audit: No JobTread or HighLevel records, sources, statuses, estimates, opportunities, or messages were changed.