Know what your marketing is actually producing.
Spend, leads, quotes and jobs won, together in one place. Every enquiry traced from the ad that paid for it to the job it became, fed back to Meta so your ads keep getting better.
- Built in house by Welch Marketing
- Not offered by any other agency
- Free with the Growth Engine
The full picture
From first enquiry to job won.
WelchCRM follows every enquiry from the ad that paid for it to the work it became, so the whole journey sits on one screen.
- Ad spend£5,130paid to Meta for ads
- Leads in177enquiries came in
- Quotes sent101priced up, worth £379,230
- Jobs won14marked won out of 177
- Work won£112.5kbefore the client’s own costs
Next move Then it points to the next action. In this account: “4 people are waiting on a call from you.”
Example client account, all time, as shown in WelchCRM. Every account’s figures are its own.
Dashboard
See what each lead actually becomes.
The top row follows the money: what went in, what came through, what got priced and what you won. The step where the number shrinks most is where to focus.
How well the ads are working. If this climbs, we look at the ads and targeting.
How well enquiries turn into quotes. If it is high, leads are not being rung or visited quickly enough.
The number that matters most. Compare it with your typical job value to see the ads pay off.
Each cost is your ad spend divided by how many leads reached that step. Example account shown.
Conversion
Find the biggest drop in your pipeline.
Your conversion rates show where leads stall. Fix the biggest drop first and everything after it improves.
From enquiry to cash Of the 177 who came in
Spotted. 87 stop between Quote sent and Won it, the biggest fall on this list. Chasing the prices you have got out is the biggest lever you have got.
Paid leads
Move every lead to its next stage.
Synced with GoHighLevel. Open a lead, tap its new stage, record what the job is worth and set a call back, so your numbers stay current. Try it.
Quote sent
Ring them
Where it has got to, tap to move
What it is worth
Ring them back
Diary
Book the site visit while you are on the phone.
Choose the job, the day and the time. It lands in your diary straight away, and one tick sends your customer a confirmation text. Fewer no shows, a more professional start to every quote.
Put a job in
1Who is it for?
2Which day?
3What time?
Pick a time first.
Your areas
Know which areas bring in the right work.
Compare leads, quotes, jobs won and the value of work won by postcode. An area with fewer leads but more jobs won is worth more to you, and your budget should know it.
| Area | Leads | Quoted | Jobs won | Worth |
|---|---|---|---|---|
| CR0 | 15 | 10 | 1 | £6,000 |
| BR3 | 7 | 5 | 2 | £6,300 |
| DA1 | 7 | 6 | None yet | None yet |
| SM6 | 7 | 2 | None yet | None yet |
| BR2 | 6 | 1 | 1 | £3,200 |
| BR5 | 6 | 3 | 1 | £12,000 |
| DA7 | 5 | 3 | 1 | £6,500 |
Meta ads
See the ads behind the enquiries.
Live connected to your ad account: spend, times shown, taps and enquiries, campaign by campaign. Then follow one ad all the way to the work it produced.
Which ad brought them in Most leads first, all time
| Ad | Leads | Quotes sent | Jobs won | What they were worth |
|---|---|---|---|---|
| From £5500Campaign B | 60 | 35 | 4 | £41,500 |
| bathroom installCampaign A | 26 | 8 | 0 | Nothing won yet |
| From £5500 - 2Campaign B | 16 | 13 | 1 | £6,500 |
| Video Ad 1Campaign A | 10 | 0 | 0 | Nothing won yet |
| From £5500 - 3Campaign B | 6 | 3 | 1 | £6,000 |
| Got the bathroom. Need a fitter?Campaign A | 5 | 3 | 0 | Nothing won yet |
| Before/After PhotoCampaign B | 4 | 3 | 0 | Nothing won yet |
| Before/After VideoCampaign D | 1 | 1 | 1 | £3,500 |
Example account, all time. Times shown and taps are Meta’s own figures, not counts of people.
Your plan
Plan ahead using your own numbers.
Put in a monthly ad budget and WelchCRM turns your own history forwards. Then set monthly and quarterly goals and watch them fill up.
Example account: £28.99 a lead, 57% priced up, 14% of quotes won, £8,036 average job. Estimates, not promises.
Set a target for the month and see how many more jobs it would take.
Track three months together, counted the same way as your dashboard.
Goal rings shown as an example.
Conversions API, the feedback loop
Every job you win makes your ads smarter.
Most agencies tell Meta someone filled in a form. WelchCRM tells Meta who actually became a job, and what that job was worth. Through the Conversions API, every outcome you record goes straight back to your ad account.
So Meta stops chasing people who fill in forms and starts finding more people like the ones who pay you. The longer an account runs and the better it is kept updated, the more it has to learn from.
- Quoted, won or lost. Every stage you tap becomes outcome data.
- Job values included. Meta learns which enquiries were worth the most.
- Automatic. Nothing extra to do beyond keeping your leads moving.
Skipped updates mean Meta learns less, so keeping leads current is the single biggest thing you can do. Better outcome data helps optimisation. It does not guarantee improved results.
real jobs
WelchCRM rewards
Win work. Unlock rewards.
Every job you mark won counts towards real rewards, and the little wins along the way get celebrated too. All counted from the jobs you win in WelchCRM.
-
£50k
work won
Branded Welch plaque
Black Welch cap
-
£100k
work won
Framed award
Navy Welch cap
-
£250k
work won
Engraved trophy and a filmed case study shoot
Grey Welch cap
-
£1M
work won
We fly you out to Dubai, or anywhere, and film it
Red Welch cap
Every milestone also unlocks a reward off your monthly retainer.
Try it
The moment you mark a job won.
Confetti, the value counting up and your month’s total updating. Inside WelchCRM, never a message to your phone.
- First BloodFirst job won
- Hat-Trick3 jobs in a week
- Best Month EverNew record
- Lightning7 day streak
- Goal SmasherBeat your target
- LegendaryRare and hidden
- Trophy cabinetUnlocked badges in full colour, locked ones with a progress bar, plus your milestone plaques and personal records.
- Personal records“New record: best month ever.” Your best month, biggest job and best cost per job, tracked.
- Shareable win cardsOne tap turns a badge or milestone into a branded story graphic with your logo, ready to post.
- Weekly hype emailYour week in wins, straight to your inbox.
- The Welch AwardsEvery December, we celebrate the clients who smashed it.
Only at Welch Marketing
Better data. Sharper decisions. More work won.
- GatherEvery lead, quote and job recorded against the ad and area it came from.
- AnalyseCost per lead, quote and job won, conversion rates and your strongest areas.
- OptimiseBack what works, chase what stalls, and feed real outcomes back to Meta.
Your routine
Ten minutes a day keeps it working for you.
Your numbers are only as good as your updates. WelchCRM already knows what you spent and who enquired. What happened next comes from you.
Paid leads
Every day
- Ring new leads as fast as you can
- Move each lead to its new stage
- Enter the quote value when you price up
- Book site visits in the diary
Dashboard
Every week
- Clear everyone waiting on a call
- Chase quotes that have gone quiet
- Mark jobs won or lost, with the job value
Areas and plan
Every month
- Check which areas won work
- Review how you are tracking against your goal
- Share what you are seeing with us
What your numbers might be telling you
| If you see | It often means | Try this |
|---|---|---|
| Few leads turn into quotes | Leads are not rung fast enough, or visits are not booked | Call within minutes and book the visit on the first call |
| Lots of quotes, few jobs won | Price, presentation, or no follow up | Chase every quote within 48 hours, then again after a week |
| People waiting on a call | Call backs are slipping | Clear the list daily and set a call back on every lead |
| Cost per lead rising | Ads tiring, or the wrong audience | Tell us. We refresh the ads or targeting |
| Wins but low job values | Small jobs in the wrong areas | Check your areas and tell us where to push |
Available now
What is included.
- DashboardSpend through to work won, with cost per lead, quote and job.
- Paid leadsA pipeline board synced with GoHighLevel.
- DiaryBook site visits with confirmation texts.
- Your areasLeads, quotes and work won by postcode.
- Meta adsLive spend, reach, taps and enquiries, down to the ad.
- Your planBudget projections plus monthly and quarterly goals.
- Conversions APILead outcomes and job values fed back to Meta.
- RewardsMilestones, streaks, badges and the Welch Awards.
- Also insideOrganic leads, quotes, jobs and inbox.
- Coming soonSpeed to lead auto diallingAnd much more in development.
Questions
About WelchCRM.
What does WelchCRM cost?
Nothing extra. It is included for active Welch Growth Engine clients.
Do I still need GoHighLevel?
WelchCRM runs alongside GoHighLevel and syncs with it, so your automations keep running and you work from the simpler screen.
Is my data secure?
Each client signs in with their own password, and spend and revenue can be kept to the owner only.
What do I need to do?
Ten minutes a day. Move each lead when something changes and add the value when you price up. The numbers do the rest.
What is the Conversions API?
It is how WelchCRM sends your lead outcomes, quoted, won or lost, and the job value, back to Meta. Meta then learns which enquiries became real work and finds more people like them.
How do rewards work?
Every job you mark won in WelchCRM counts towards milestones at £50k, £100k, £250k and £1M of work won, each with a real reward. Streaks, badges and personal records celebrate the wins along the way.
What is coming next?
Speed to lead auto dialling is in development, along with more features we are building for clients.
Get WelchCRM on your account.
WelchCRM is included at no extra cost for active Welch Growth Engine clients. Book a strategy call and we will show you it running on a real account.
Meta ad spend is completely separate from our fees and is paid by you directly to Meta.