Reminder: Ad-spend only comparison. HJ also carries SDR/Dave time, nurture emails, and phone costs that VV does not.
Where to Invest Next
Recent performance (what we're projecting from)
Side
Spend (4w)
Avg/wk
Booked
CPBC
What extra spend would likely produce
Assumes current CPBC holds. More spend usually means slightly higher costs. Rough estimates.
Scenario (over 4 weeks)
Extra spend
Est. bookings
Est. completed
Pipeline to Revenue
How ad spend turns into customers and revenue. Using $25,000 average LTV per customer as placeholder.
The funnel so far
Stage
Hubjoy
VV
Total
How long it takes to close a customer
Active pipeline deals
Company
Side
Current Stage
Days open
Important context. HJ's real customer acquisition cost is higher - this report only counts ad spend. HJ also carries SDR time, nurture emails, and phone costs. The $25,000 LTV is a placeholder.
Deal-by-Deal Audit
VV Booked Calls
Wk
Created
Company
Outcome
Stage
Days
Hubjoy Paid Booked Calls
Wk
Created
Company
Outcome
Stage
Days
Excluded Deals
Created
Company
Source
Reason
Reconciliation
Bucket
Count
Methodology
What counts as a booked call
Any deal in the default sales pipeline with a createdate inside the reporting window.
Call outcome rules
Current Stage
Call Outcome
Expressed Interest
Pending (booked, not yet held)
Recycled
No-show
Discovery / Deep Dive / Audit / Closing / Proposal Signed / Closed Won
Completed
Closed Lost (with discovery completed)
Completed (call happened, deal didn't close)
How we assign VV vs Hubjoy
VV: contact custom_contact_source IN (VV-Zapier, VV-Discovery) OR hs_analytics_first_url contains try.hubjoy.co
Hubjoy paid: contact hs_analytics_source = PAID_SOCIAL AND not VV
Excluded: everything else (organic, referral, direct traffic, etc.)
Why we use createdate, not meeting date
Createdate never changes. Meeting date gets overwritten when calls are rescheduled.
Meeting date is sometimes blank on valid bookings.
Createdate is the moment the booking happened - closest event to the ad.
Lines up ad spend weeks with booking event weeks.
Data sources
Meta ad spend: Pipeboard MCP at campaign level for the reporting window.
HubSpot deals: API deal search, default pipeline, createdate in window.