Client Acquisition Dashboard INTERNAL ONLY

The internal assistant — Growth / Analytics / CRO Council
Data as of: June 4, 2026 CRM Sync: 2026-06-04 Content tracker: 33 pieces AEO Tracker: 12 queries monitored
NSM
North Star Metric

Qualified Content-Sourced Conversations / Month

Best available proxy: active deals + open referrals. Full metric requires GA4 source attribution.
6
conversations (proxy)
Partial Data
1,438
Total CRM Contacts
Full database
47
Clients This Year
CY 2026
2.0%
Referral-Driven Rate
Earned Growth proxy
33
Content Produced
30 reviewed, 3 drafts

The Funnel: Content to Clients

C
33
Content Produced
reach: pending GSC
R
0%
Reach (AI Citations)
12 queries tracked, 0 found
E
--
Engagement
pending GA4 + email
L
304
Leads
298 prospects + 6 referrals
A
0
Appointments
0% of leads
C
354
Clients (total)
47 this year
R
6
Referrals
1.7% referral rate

STDC Metric Stack (See / Think / Do / Care)

SEE (Awareness)

Broadest Houston RE audience
AI Citation Share 0%
Search Impressions pending GSC
Content Pieces 33

THINK (Consideration)

Actively researching Houston RE
Click-Through Rate pending GSC
Return Visitors pending GA4
Email Open Rate pending email

DO (Intent)

Ready to buy, sell, or refer
Form Fills pending GA4
Phone Calls pending tracking
CRM Leads 304

CARE (Existing Clients)

Past clients + referral network
Referral Rate 1.7%
IOV Network 310
Repeat Engagement pending email

Growth Loop (Balfour Model)

Publish Content (33) → AI Citations + Traffic → Visitors Engage → Leads Initiate (304) → Clients Close (47 CY) → Referrals + Stories (6) ←←← Loop closes: referral stories become new content topics ←←←
Loop health: Active at content production and CRM stages. Middle stages (AI visibility + website engagement) pending GA4/GSC connection. Target: 20%+ of content-sourced clients contribute a testimonial or referral story back.

Referral Network & Earned Growth

6
Open Referrals
310
IOV Network Size
2.0%
Referral-Driven % (Earned Growth)
Active referrals: Julie Poon (from Matthew Crouch), Ryan Vidal (from Julio Caballero), Jason Hawken (from Kate Johnston), Jason Falk, Bill Justus, Mary Martinez (from Patti Martinez).
CRM Total: 354 lifetime clients, 47 current-year. 78 CRM groups. 1,438 unique contacts.

Inputs Needed to Fully Light Up This Dashboard

These data connections will unlock the grayed-out metrics above. Sorted by priority.
Priority Input Needed What It Unlocks Funnel Stages Impacted
P1 GA4 Property ID Website traffic, page engagement, conversion tracking, source attribution for North Star Reach, Engagement, Leads
P1 Google Search Console Verification Search impressions, click-through rates, keyword positions Reach, Engagement
P2 AI Answer Engine API Keys Citation share tracking across all AI answer engines, competitor comparison Reach (AI citation share)
P2 Email Platform Integration Open rates, click rates, reply rates, retention curves Engagement, Care
P2 CRM Deal Stage Tracking Appointment-to-client conversion rate, pipeline velocity Appointments to Clients
P3 Call Tracking Number Phone call attribution to content pages Leads (calls from content)

Conversion Rates Between Stages

Stage TransitionRateStatus
Content → Reach--Pending: GA4/GSC
Reach → Engagement--Pending: GA4/GSC
Leads → Appointments0.0%Live (0 active deals / 304 leads)
Appointments → Clients--Pending: deal stage tracking (47 CY clients exist)
Clients → Referrals1.7%Live (6 referrals / 354 clients)
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