Channels — J. David Tax Law

Where leads actually come from — segmented by source, last 30 days

Total contacts (last 30d)
1,052
All channels combined
Became customer
134
13% overall close rate
Pinnacle paid spend (Google Ads)
$17,649
Driving 33 GCLID-attributed contacts → real CPL $535

Channel matrix

ChannelLast 30dPrior 30dΔ→ CustomerClose rate→ Opportunity% of totalw/ GCLID
OFFLINE (manual / pre-bridge)52847+481306%3550%
VENDOR — Plum407174+23310225%6139%
VENDOR — Squash521+5100%05%
PAID (true GCLID-attributed)330+3313%23%33
VENDOR — Pecan146+817%21%
DIRECT120+1200%01%
ORGANIC_SEARCH60+600%01%

Insight: vendor channels punch above their weight

Plum / Squash / Pecan are external lead-gen vendors (not Pinnacle's Google Ads). Their leads land in HubSpot via API/Zapier with no UTM/GCLID, so HubSpot tags them OFFLINE. The lead_source field reveals the true vendor. Some of these vendors close at 50-80% — way higher than typical. Investigation needed: are these warm referrals, qualified phone leads, or already-paying customers being re-tagged?

The attribution gap

Google Ads reports 125 conversions but HubSpot has only 33 contacts with a GCLID attached. That gap is what the bridge rollout is closing. NY market is fully wired. 5 markets pending (Austin, Charlotte, Dallas, Houston, San Antonio). Each takes ~5 minutes via Growform admin. Once complete, the "Real CPL" hero KPI on the Pulse page should converge to within ~30% of Google's reported CPA.