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    lead source roi attribution

    1

    Reconcile real estate marketing spend and revenue to calculate true ROI and optimize budget allocation.

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    lead source roi attribution

    lead source roi attribution

    Example session with this skill installed

    Analyze my Q3 spend of $15,000 on Zillow (200 leads, 4 closings, $48k revenue) vs $8,000 on Meta (350 leads, 2 closings, $22k revenue). Calculate ROI and suggest a $20k Q4 budget split.

    • Read your context and instructions
    • Compiled the lead source roi

    I have reconciled the Q3 lead source data and modeled a Q4 budget allocation based on your current acquisition costs and conversion rates.

    Q3 Lead Source Economic Analysis

    MetricZillow (Premier Agent)Meta (Lead Forms)Total/Avg
    Total Spend$15,000.00$8,000.00$23,000.00
    Leads Generated200350550
    Cost Per Lead (CPL)$75.00$22.86$41.82
    Closings426
    Conversion Rate2.00%0.57%1.09%
    Gross Revenue$48,000.00$22,000.00$70,000.00
    Cost Per Acquisition (CAC)$3,750.00$4,000.00$3,833.33
    ROAS3.20x2.75x3.04x
    Net ROI220%175%204%

    Q4 Budget Allocation Scenarios ($20,000 Total)

    Scenario A: Efficiency Optimized (Recommended)

    • Zillow Allocation: $14,000 (Focus on higher conversion and ROAS)
    • Meta Allocation: $6,000 (Maintain top-of-funnel volume at lower CPL)
    • Projected Result: ~5.2 closings based on Q3 weighted averages.

    Scenario B: Volume Aggressive

    • Zillow Allocation: $10,000
    • Meta Allocation: $10,000
    • Projected Result: ~575 leads, but higher risk of lower conversion based on Meta's 0.57% rate.

    Next steps

    1. Verify if the 2 Meta closings originated from Q3 leads or were trailing leads from Q2 to ensure cohort accuracy.
    2. Review the lead-to-appointment rate for Meta leads to see if the low conversion is a sales follow-up issue or a lead quality issue.
    3. Confirm if the Zillow revenue includes any co-brokerage splits that haven't been deducted from the $48k total.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    Real estate marketing spend often feels like a black hole where attribution gets lost between the CRM and the closing table. This skill reconciles lead source economics by mapping actual funnel data, spend, and retained commission to identify which channels are actually driving profit versus just volume.

    What it does

    • Funnel reconciliation maps lead stages from initial inquiry to final transaction revenue across disparate sources.
    • Economic calculation derives CPL, CAC, and ROI/ROAS using explicit denominators and zero-case handling for accurate reporting.
    • Attribution modeling applies defined windows to multi-source credits to prevent double-counting of commissions.
    • Sensitivity analysis runs budget scenarios to test how shifts in spend affect projected outcomes based on historical lag.
    • Evidence-based reporting generates structured tables that separate confirmed records from modeled assumptions.

    How it works

    1. Data Ingestion where you provide spend, lead counts, revenue, and attribution windows for a specific period.
    2. Reconciliation to remove duplicates and assign credit across multi-touch lead journeys.
    3. Metric Generation where the skill calculates unit economics and identifies performance outliers.
    4. Scenario Modeling to output evidence-supported budget reallocations based on your specific business targets.

    Frameworks & tools

    This skill works with data exports from real estate CRMs, transaction management software, and advertising platforms. It is designed to process spreadsheets, CSVs, and raw ledger records.

    Why this beats prompting it yourself

    Generic prompts often fail to handle the significant time lag between a real estate lead and a closing, leading to skewed ROI. This skill enforces strict period matching and cohort definitions to ensure you aren't comparing this month's spend to last year's closings.

    Use cases

    • Audit monthly marketing spend across Zillow, Google Ads, and social media.
    • Compare the profitability of purchased lead lists versus organic SEO leads.
    • Build budget scenarios for the next quarter based on current cost-per-acquisition.
    • Reconcile team commission splits against lead source costs to find true net ROI.

    Known limitations

    Does not provide future financial guarantees or legal advice. Requires manual export of CRM and spend data if live connectors are not authorized in the session environment.

    How to use

    Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.

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