Weekly Scorecard
Week of Aug 3 – Aug 9 · company-wide, monthly-retainer clients excluded ·
ranked by importance — #1 outranks #2, no debate. Off-track number → its movers become IDS case studies.
Correction (2026-08-13): Ad spend on the Aug 10 card was understated — a name-mapping defect dropped seven accounts' spend (Boost Air, State Heating, Paradise, Weather Masters, QPS x3). The Aug 3-9 week showed 26% spend-of-revenue at the all-hands; the true figure is 44% ($9,900 on $22,275). Fixed Aug 13; earlier weeks in the strip self-corrected too.
Correction (2026-08-13): Second correction, same day: Amazing Exteriors (both accounts) are monthly-retainer — their ads run on the client's own card, so their spend is now excluded from the B2C spend pillar entirely. The Aug 3-9 spend is $7,842 (35% of revenue), not the $9,900/44% shown earlier today.
1
Revenue collected
$22,275 ▲ $9,574 WoW
| Mover | Last wk | This wk | Δ |
|---|
| State Heating scaling | $0 | $4,900 | +$4,900 |
| Sam's Air Control optimizing | $3,850 | $5,600 | +$1,750 |
| Paradise (Veda) below floor | $700 | $350 | −$350 |
All clients (11)
| AirBear STL scaling | $350 | $1,400 | +$1,050 |
| Seth's White Label Accounts | $1,500 | $2,500 | +$1,000 |
| Act Right testing | $0 | $700 | +$700 |
| TruLine Heating and Cooling testing below floor | $350 | $700 | +$350 |
| Cold AC scaling below floor | $701 | $1,050 | +$349 |
| Heating & Air Paramedics scaling below floor | $2,100 | $1,925 | −$175 |
| Boost Air scaling below floor | $2,800 | $2,800 | +$0 |
| Call on the Double optimizing below floor | $350 | $350 | +$0 |
2
Total appointments
77 ▲ 7 WoW
Monthly rock: $100,000 collected — the appointment count needed updates as the month runs.
| Mover | Last wk | This wk | Δ |
|---|
| Sam's Air Control optimizing | 23 | 13 | −10 |
| Boost Air scaling | 9 | 14 | +5 |
| Quality Pro Services - North Charlotte optimizing | 5 | 10 | +5 |
All clients (13)
| Quality Pro Services - South Charlotte testing | 1 | 5 | +4 |
| Cold AC scaling | 2 | 5 | +3 |
| Act Right testing below floor | 3 | 1 | −2 |
| AirBear STL scaling below floor | 2 | 4 | +2 |
| Heating & Air Paramedics scaling below floor | 10 | 8 | −2 |
| TruLine Heating and Cooling testing below floor | 0 | 2 | +2 |
| Call on the Double optimizing below floor | 2 | 1 | −1 |
| Paradise Heating testing below floor | 3 | 4 | +1 |
| Quality Pro Services - Charleston testing below floor | 3 | 4 | +1 |
| State Heating scaling below floor | 7 | 6 | −1 |
3
Dispute rate booked appointments the client disputed or that fell through
10.4% ▼ 12.5 pts WoW
Cancellations: 5.2% of booked
· Kill-switch (wrong-intent, never booked): 21.0% of leads — tracked separately, never counted as disputes.
Freshest week reads a little low by nature — late kills keep landing for a few days; last week's number self-corrects on next Monday's card.
| Mover | Last wk | This wk | Δ |
|---|
| Quality Pro Services - South Charlotte testing below floor | 100.0% | 20.0% | −80.0 pts |
| AirBear STL scaling below floor | 50.0% | 0.0% | −50.0 pts |
| Cold AC scaling below floor | 0.0% | 40.0% | +40.0 pts |
All clients (12)
| Call on the Double optimizing below floor | 50.0% | 0.0% | −50.0 pts |
| Act Right testing below floor | 33.3% | 0.0% | −33.3 pts |
| Paradise Heating testing below floor | 33.3% | 0.0% | −33.3 pts |
| State Heating scaling below floor | 28.6% | 0.0% | −28.6 pts |
| Quality Pro Services - Charleston testing below floor | 0.0% | 25.0% | +25.0 pts |
| Boost Air scaling below floor | 33.3% | 14.3% | −19.0 pts |
| Sam's Air Control optimizing | 17.4% | 7.7% | −9.7 pts |
| Heating & Air Paramedics scaling below floor | 20.0% | 12.5% | −7.5 pts |
| Quality Pro Services - North Charlotte optimizing below floor | 0.0% | 0.0% | +0.0 pts |
4
B2C ad spend vs revenue same spend, more collected = winning; payroll and software live in the monthly P&L, not here
$7,842 spend on $22,275 collected — 35% of revenue
| Spend mover | Last wk | This wk | Δ |
|---|
| Quality Pro Services - North Charlotte optimizing | $894 | $620 | −$274 |
| Heating & Air Paramedics scaling below floor | $881 | $674 | −$206 |
| Quality Pro Services - Charleston testing below floor | $380 | $578 | +$199 |
All clients (13)
| Paradise Heating testing below floor | $462 | $660 | +$198 |
| TruLine Heating and Cooling testing below floor | $0 | $187 | +$187 |
| Cold AC scaling below floor | $408 | $239 | −$169 |
| Act Right testing below floor | $229 | $392 | +$163 |
| Call on the Double optimizing below floor | $334 | $173 | −$161 |
| Boost Air scaling below floor | $788 | $941 | +$153 |
| State Heating scaling below floor | $740 | $880 | +$139 |
| Quality Pro Services - South Charlotte testing below floor | $416 | $512 | +$96 |
| Sam's Air Control optimizing below floor | $1,808 | $1,731 | −$77 |
| AirBear STL scaling below floor | $322 | $253 | −$69 |
5
Total leads
195 ▼ 6 WoW
| Mover | Last wk | This wk | Δ |
|---|
| Sam's Air Control optimizing | 42 | 28 | −14 |
| Heating & Air Paramedics scaling | 20 | 8 | −12 |
| Boost Air scaling below floor | 36 | 44 | +8 |
All clients (15)
| Quality Pro Services - North Charlotte optimizing below floor | 10 | 18 | +8 |
| Quality Pro Services - South Charlotte testing below floor | 8 | 16 | +8 |
| Amazing Exteriors - San Antonio scaling below floor | 20 | 14 | −6 |
| TruLine Heating and Cooling testing below floor | 0 | 4 | +4 |
| Act Right testing below floor | 4 | 7 | +3 |
| AirBear STL scaling below floor | 8 | 5 | −3 |
| Amazing Exteriors optimizing below floor | 12 | 9 | −3 |
| Call on the Double optimizing below floor | 7 | 4 | −3 |
| Cold AC scaling below floor | 7 | 9 | +2 |
| Paradise Heating testing below floor | 7 | 9 | +2 |
| Quality Pro Services - Charleston testing below floor | 5 | 7 | +2 |
| State Heating scaling below floor | 15 | 13 | −2 |
Week by week
| Jun 22 | Jun 29 | Jul 6 | Jul 13 | Jul 20 | Jul 27 | Aug 3 |
|---|
| Revenue collected | $19,800 | $10,650 | $19,750 | $16,750 | $18,000 | $12,701 | $22,275 |
| Appointments | 0 | 0 | 0 | 35 | 67 | 70 | 77 |
| Dispute rate | — | — | — | 34.3% | 25.4% | 22.9% | 10.4% |
| Ad spend | $5,143 | $5,538 | $7,683 | $7,819 | $7,660 | $7,662 | $7,842 |
| Leads | 0 | 1 | 2 | 155 | 205 | 201 | 195 |
| Meeting rating | — | — | — | — | — | — | — |
Retainer clients (excluded from every number above) also collected $1,000 this week — counted in the P&L, not here.
Rate the meeting
- 10 — we hit the real problems, and every problem left with a plan
- 7.5 — most problems left with a plan, but one or two got only talk
- 5 — we talked about problems, but some came to no plan
- 2.5 — mostly talk, almost nothing left with a plan
- 1 — we left problems on the table, or never got to them
Find a week
Each row is a week — click the dollar figure to open that week's card.
Weeks before Aug 3, 2026 show numbers only (snapshots began then).
August 2026
| Mon | Tue | Wed | Thu | Fri | Sat | Sun | |
|---|
| 27 | 28 | 29 | 30 | 31 | 1 | 2 | $12,701 |
| 3 | 4 | 5 | 6 | 7 | 8 | 9 | $22,275 → |
| 10 | 11 | 12 | 13 | 14 | 15 | 16 | |
| 17 | 18 | 19 | 20 | 21 | 22 | 23 | |
| 24 | 25 | 26 | 27 | 28 | 29 | 30 | |
| 31 | 1 | 2 | 3 | 4 | 5 | 6 | |
July 2026
| Mon | Tue | Wed | Thu | Fri | Sat | Sun | |
|---|
| 29 | 30 | 1 | 2 | 3 | 4 | 5 | $10,650 |
| 6 | 7 | 8 | 9 | 10 | 11 | 12 | $19,750 |
| 13 | 14 | 15 | 16 | 17 | 18 | 19 | $16,750 |
| 20 | 21 | 22 | 23 | 24 | 25 | 26 | $18,000 |
| 27 | 28 | 29 | 30 | 31 | 1 | 2 | $12,701 |
June 2026
| Mon | Tue | Wed | Thu | Fri | Sat | Sun | |
|---|
| 1 | 2 | 3 | 4 | 5 | 6 | 7 | |
| 8 | 9 | 10 | 11 | 12 | 13 | 14 | |
| 15 | 16 | 17 | 18 | 19 | 20 | 21 | |
| 22 | 23 | 24 | 25 | 26 | 27 | 28 | $19,800 |
| 29 | 30 | 1 | 2 | 3 | 4 | 5 | $10,650 |
Auto-generated every Monday 10:30 AM Central from the master sheet (appointments), Stripe (revenue collected), and Meta (ad spend). Questions → #🗣️delivery-chat.