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Lead Source Attribution Digest

Example prompt: "Every Monday at 8am, read the 'Enquiries' tab in my Google Sheet — each row has the date the enquiry came in, the source ('Rightmove', 'Zoopla', 'OnTheMarket', 'Direct Website', 'Referral', 'Walk-In'), the property they enquired about, and a status column ('new', 'viewing booked', 'offer made', 'agreed', 'lost'). Take all enquiries from the last 7 days and the last 90 days. For each window, count enquiries by source and conversion rate to 'viewing booked', 'offer made', and 'agreed'. Write a short summary highlighting which sources are over- and under-performing versus the 90-day baseline, and call out anything notable — a source going quiet, a sudden spike, a portal where viewings convert but offers don't. Save the report to Google Docs and email it to me and my director."

The Problem

We pay portal subscriptions in the thousands and we pay them every month regardless of what they bring in. The honest answer to "is Rightmove or Zoopla giving us better leads this quarter?" tends to be "I think so, probably". Lead source is logged dutifully on every enquiry, but nobody opens the sheet to add it up. We renew on instinct and habit rather than evidence, and we miss the slow drift when a once-reliable source starts to underperform.

How GloriaMundo Solves It

We build a Monday-morning attribution workflow that does the addition for us. An integration step reads the 'Enquiries' tab from Google Sheets. A code step filters to the last 7 days and the last 90 days and computes counts and conversion rates by source: enquiry → viewing booked, viewing → offer made, offer → agreed. An LLM step writes a short, plain-English summary that frames the week against the 90-day baseline rather than against an arbitrary target — overperformers, underperformers, anything that looks like a trend rather than noise. An integration step saves the report to Google Docs with a stable filename pattern so the run history is easy to browse. A final integration step emails the report to us and to the director. Glass Box preview shows the calculated tables and the drafted narrative before anything sends, so we can sanity-check the maths against our gut.

Example Workflow Steps

  1. Trigger (schedule): Runs every Monday at 8am.
  2. Step 1 (integration): Read the 'Enquiries' tab from Google Sheets.
  3. Step 2 (code): Filter to enquiries from the last 7 days and the last 90 days; bucket by source.
  4. Step 3 (code): Compute conversion rates by source for each window — enquiry to viewing, viewing to offer, offer to agreed.
  5. Step 4 (llm): Write a short narrative summary highlighting over- and under-performers versus the 90-day baseline and any notable shifts.
  6. Step 5 (integration): Save the report to Google Docs.
  7. Step 6 (integration): Email the report to the agency owner and the director via Gmail.

Integrations Used

  • Google Sheets — holds the enquiry log with source and status columns that drive the report
  • Google Docs — stores the weekly report so the run history is easy to browse
  • Gmail — delivers the report to the agency owner and director on Monday morning

Who This Is For

Estate agency owners and lettings directors paying for two or more portal subscriptions plus their own marketing, who want to see lead source performance every week rather than at renewal time when it's too late to adjust spend.

Time & Cost Saved

Compiling a credible lead source report manually — opening the sheet, filtering by date, counting per source, calculating conversions, writing it up — takes around 90 minutes done properly, which is why nobody does it weekly. This workflow takes that to a 10-minute Monday-morning read. The bigger value is the decision it enables: spotting a portal whose enquiries no longer convert to viewings is worth more than a quarter of subscription fees.