Reconciled Leads
95
79 JobTread-labeled + 16 HighLevel-recovered
Estimated Leads
18
Reached a priced or recorded estimate stage
Dead / Lost
43
JobTread job status marked Dead
Recorded Formal Approval — Minimum
$80,910.84
3 approved customer orders currently attributable in JobTread
Recorded + Known Verbal Green Light
$153,253.70
Documented floor; includes Delaney pending trust approval
Cash Recorded Collected
$17,539.29
Sum of JobTread invoice amountPaid values
How the 95 leads were reconciled
JobTread is the intended outcome source of truth, but current attribution/status hygiene is incomplete; HighLevel repairs part of 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
Attribution warning: these revenue figures are documented minimums, not a proven complete 2026 total. Sixteen likely Savvy leads were missing or mislabeled, 78 of 79 labeled accounts still show account status New Lead, and pending/dead/approved states conflict across several jobs. Two obvious test contacts were excluded.
Definitions
Lead counts and revenue amounts overlap intentionally; they are milestones, not 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.
Formally approved value
Current approved base customer orders, deduplicated by customer/job. Superseded proposal revisions are not counted twice.
Approved + verbal green light
Formal approved contract value plus Delaney’s current verbal green light. Her amount remains likely pipeline until trust approval and JobTread approval are recorded.
Cash collected
Actual JobTread invoice amountPaid values. This is cash recorded, not total contract revenue.
Dead / Lost
A lead whose JobTread job is marked Dead. Some dead leads previously received estimates.
Read-only audit: No JobTread or HighLevel records, sources, statuses, estimates, opportunities, or messages were changed.