Lead Source Report
Lead Source Report with Cost per Signed Job. Record the source of every lead and the monthly spend, and see the close rate and cost per signed job by source. Free to clone.
Lead Source Report is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 5 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 5 projects, 2 AI agents, 5 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Tally and Tally Insights. Its automations include Signed lead alert, Weekly leads with no source and Monthly worst source report.
by @taskade
What you can do with Lead Source Report
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Lead Source Report works
- Signed lead alert: when a lead is set to Signed, then Email the owner.
- Weekly leads with no source: when Every Monday at 8 AM, then Find leads with no source and List the lead names.
- Monthly worst source report: when On the 1st at 8 AM, then Ask Tally Insights for last month and Email the owner.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Tally, Tally Insights
- Automations: Signed lead alert, Weekly leads with no source, Monthly worst source report
- Workspace: 5 projects, 2 AI agents, 5 automations