Weekly Scorecard
Week of Aug 17 – Aug 23 · company-wide, monthly-retainer clients excluded ·
ranked by importance — #1 outranks #2, no debate. Off-track number → its movers become IDS case studies.
Correction (2026-08-25): The revenue pillar changed how it counts (Sean's call): money now lands in the week it was BILLED, not the week the card charge finally went through — and invoices still open at Monday-morning compute show as an amber Open amount instead of silently missing. Last week's Weather Masters $1,500 was also mis-counted under Unmatched (their payer changed with the ownership handoff); retainer money is excluded by design and the mapping is fixed.
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 counted in the week it was billed — paid vs open is always split out; an open invoice stays visible until it is paid, instead of vanishing into next week
$18,700 billed ▼ $550 WoW
Paid: $14,500 · Open: $4,200 (Boost Air — billed Thu — card failed ×1, no retry scheduled, needs a hand)
Last week finished at $19,250 billed — $18,550 paid, $700 still open (Act Right — invoice from Thu still open — a matching amount was billed & paid since, looks like a re-bill: old invoice needs voiding).
| Mover | Last wk | This wk | Δ |
|---|
| Boost Air scalingbilled Thu — card failed ×1, no retry scheduled, needs a hand | $2,450 | $4,200 open | +$1,750 |
| Seth's White Label Accounts | $3,500 | $2,250 | −$1,250 |
| Paradise (Veda) | $1,750 | $700 | −$1,050 |
All clients (11)
| AirBear STL scaling | $0 | $700 | +$700 |
| Heating & Air Paramedics scaling | $1,400 | $700 | −$700 |
| Sam's Air Control optimizing | $4,200 | $3,500 | −$700 |
| State Heating scaling | $2,100 | $2,800 | +$700 |
| Hughes Heating and Air below floor | $1,400 | $1,050 | −$350 |
| TruLine Heating and Cooling testing below floor | $350 | $700 | +$350 |
| Act Right testing below floorinvoice from Thu still open — a matching amount was billed & paid since, looks like a re-bill: old invoice needs voiding | $700 open | $700 | +$0 |
| Cold AC scaling below floor | $1,400 | $1,400 | +$0 |
2
Total appointments
77 ▲ 2 WoW
Monthly rock: $100,000 collected — the appointment count needed updates as the month runs.
| Mover | Last wk | This wk | Δ |
|---|
| Quality Pro Services - North Charlotte optimizing | 2 | 8 | +6 |
| TruLine Heating and Cooling testing | 3 | 9 | +6 |
| Cold AC scaling | 9 | 4 | −5 |
All clients (13)
| Sam's Air Control optimizing | 15 | 19 | +4 |
| State Heating scaling | 6 | 10 | +4 |
| AirBear STL scaling | 5 | 2 | −3 |
| Boost Air scaling | 14 | 11 | −3 |
| Paradise Heating testing | 4 | 1 | −3 |
| Act Right testing below floor | 2 | 0 | −2 |
| Heating & Air Paramedics scaling below floor | 4 | 2 | −2 |
| Hughes Heating and Air below floor | 6 | 4 | −2 |
| Quality Pro Services - Charleston testing below floor | 3 | 4 | +1 |
| Quality Pro Services - South Charlotte testing below floor | 2 | 3 | +1 |
3
Dispute rate booked appointments the client disputed or that fell through
14.3% ▼ 16.4 pts WoW
Cancellations: 6.5% of booked
· Kill-switch (wrong-intent, never booked): 6.7% 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 |
|---|
| TruLine Heating and Cooling testing below floor | 100.0% | 22.2% | −77.8 pts |
| AirBear STL scaling below floor | 60.0% | 0.0% | −60.0 pts |
| Heating & Air Paramedics scaling below floor | 0.0% | 50.0% | +50.0 pts |
All clients (12)
| Quality Pro Services - North Charlotte optimizing below floor | 50.0% | 0.0% | −50.0 pts |
| Boost Air scaling | 35.7% | 0.0% | −35.7 pts |
| Quality Pro Services - South Charlotte testing below floor | 0.0% | 33.3% | +33.3 pts |
| State Heating scaling below floor | 33.3% | 20.0% | −13.3 pts |
| Sam's Air Control optimizing | 20.0% | 10.5% | −9.5 pts |
| Quality Pro Services - Charleston testing below floor | 33.3% | 25.0% | −8.3 pts |
| Cold AC scaling below floor | 44.4% | 50.0% | +5.6 pts |
| Hughes Heating and Air below floor | 0.0% | 0.0% | +0.0 pts |
| Paradise Heating testing 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
$9,839 spend on $18,700 collected — 53% of revenue
| Spend mover | Last wk | This wk | Δ |
|---|
| TruLine Heating and Cooling testing | $392 | $1,146 | +$755 |
| Sam's Air Control optimizing | $1,900 | $1,227 | −$674 |
| Quality Pro Services - Charleston testing | $643 | $940 | +$297 |
All clients (14)
| Quality Pro Services - North Charlotte optimizing below floor | $724 | $971 | +$247 |
| Quality Pro Services - South Charlotte testing below floor | $623 | $870 | +$247 |
| Act Right testing below floor | $230 | $0 | −$230 |
| Hendersonville HVAC below floor | $0 | $158 | +$158 |
| Hughes Heating and Air below floor | $506 | $659 | +$154 |
| Paradise Heating testing below floor | $833 | $753 | −$81 |
| Boost Air scaling below floor | $801 | $755 | −$46 |
| AirBear STL scaling below floor | $416 | $453 | +$37 |
| State Heating scaling below floor | $1,080 | $1,047 | −$33 |
| Heating & Air Paramedics scaling below floor | $503 | $471 | −$32 |
| Cold AC scaling below floor | $420 | $389 | −$31 |
5
Total leads
223 ▲ 6 WoW
| Mover | Last wk | This wk | Δ |
|---|
| TruLine Heating and Cooling testing | 11 | 22 | +11 |
| Quality Pro Services - Charleston testing | 6 | 16 | +10 |
| Amazing Exteriors - San Antonio scaling below floor | 18 | 11 | −7 |
All clients (16)
| Hughes Heating and Air below floor | 16 | 10 | −6 |
| Quality Pro Services - North Charlotte optimizing below floor | 17 | 12 | −5 |
| Boost Air scaling below floor | 38 | 42 | +4 |
| Heating & Air Paramedics scaling below floor | 9 | 6 | −3 |
| Quality Pro Services - South Charlotte testing below floor | 10 | 13 | +3 |
| AirBear STL scaling below floor | 7 | 5 | −2 |
| Amazing Exteriors optimizing below floor | 14 | 16 | +2 |
| Sam's Air Control optimizing below floor | 29 | 27 | −2 |
| State Heating scaling below floor | 19 | 21 | +2 |
| Act Right testing below floor | 1 | 0 | −1 |
| Cold AC scaling below floor | 16 | 15 | −1 |
| Hendersonville HVAC below floor | 0 | 1 | +1 |
| Paradise Heating testing below floor | 6 | 6 | +0 |
Week by week
| Jun 29 | Jul 6 | Jul 13 | Jul 20 | Jul 27 | Aug 3 | Aug 10 | Aug 17 |
|---|
| Revenue billed | $10,650 | $19,750 | $16,400 | $14,500 | $18,301 | $20,175 | $19,250 | $18,700 |
| Appointments | 0 | 0 | 0 | 0 | 70 | 78 | 75 | 77 |
| Dispute rate | — | — | — | — | 24.3% | 16.7% | 30.7% | 14.3% |
| Ad spend | $5,538 | $7,683 | $7,819 | $7,660 | $7,662 | $7,842 | $9,071 | $9,839 |
| Leads | 1 | 1 | 0 | 45 | 201 | 195 | 217 | 223 |
| Meeting rating | — | — | — | — | — | — | 8.3 | 8.0 |
Retainer clients (excluded from every number above) also collected $1,500 this week — counted in the P&L, not here.
Rate the meeting
Last meeting scored 8.0/10 (3 ratings).
- 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).
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 | $16,400 |
| 20 | 21 | 22 | 23 | 24 | 25 | 26 | $14,500 |
| 27 | 28 | 29 | 30 | 31 | 1 | 2 | $18,301 |
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.