Lead & Trade guide
How to track lead ROI as a small trade business
A simple way to measure lead spend, quote rate, win rate and profit per won job.
Edited by Lead & Trade using general UK hiring, quoting and platform privacy guidance. This is practical guidance, not legal advice or a guarantee of workmanship.
Track every stage
For each enquiry, record the source, lead cost, contact date, quote status, follow-up date and final outcome.
A lead that is not a fit should be marked quickly so you can separate poor-fit spend from missed follow-up.
Measure cost per won job
Compare total lead spend with the number of jobs won, then check whether the gross profit covers that acquisition cost.
Quote rate and win rate matter more than raw lead volume.
Practical checklist
- Write down the job scope, access notes, timing and budget range before asking for quotes.
- Keep your messages, photos, quote changes and payment notes in one place.
- Ask for written details where the work involves safety, certification, specialist materials or staged payments.
- Use Lead & Trade privacy-safe job posting so your full contact details are not public.