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ROI

Return on ad spend per lead magnet, built from the verified journeys. Revenue is actual closed deal amounts after the fill, not projections. Click any tracker card to open the individual conversions behind it.

Verified journeys · launched May 1, 2026
Return tracker · {{ roiScopeLabel }} · May 1 → today
{{ roiDrillTitle }}
Nothing in this bucket yet.

The journey since launch · {{ roiScopeLabel }}

Closed revenue lands on its close date; spend comes from the month grid below. Diamonds mark budget changes.

Revenue · per period Cumulative revenue Spend · per period Cumulative spend Budget change
CLOSED REVENUE · AT CLOSE DATE {{ g2.t }} AD SPEND {{ g4.t }} {{ mk.n }} {{ xl.t }}
No budget changes logged yet · edit a month in the spend grid to record one {{ mi.txt }}
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Month by month · {{ roiScopeLabel }}

The story of each month: spend, fills, closes, and the running return.

{{ st.label }} {{ st.roas }} to date
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Synced from Meta Ads, by magnet{{ roiMetaAsOf }}. Past months are actuals; the current month is the implied monthly rate from last-7-day pacing. Edit a cell to override it; overrides become numbered budget-change diamonds on the timeline.

Magnet Rate/mo {{ h.t }} Total
{{ row.name }} $ $ {{ row.tot }}
All magnets {{ f.t }} {{ roiGridTot }}
Tinted cells are manual overrides, saved in this browser. The current month is prorated to today in every total. Clear a cell to fall back to the Meta actual.
Where the return lands · {{ roiScopeLabel }}
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Revenue = closed deal amounts on these contacts after their fill, across the Community sales and onboarding pipelines. HBA deals usually carry $0 (payout-based), so Community memberships drive the dollars; report volume is HBA's return. Spend runs May 1 → today, entered by month in the grid above, manual until an ads integration is connected. {{ roiExcluded }}.

Sponsorships

The 2026 sponsorship season: what sold, what each event raised, and what is still owed. Click any card to open the deals behind it; rows link to the HubSpot record.

Sponsor Sales + Allocation pipelines · {{ spSyncLabel }}
The 2026 annual packages
2027 annual partner packages · draft for evaluation
{{ pk.tier }} {{ pk.price }}
{{ ln.t }}
À la carte
{{ al.name }}
{{ al.price }}{{ al.unit }}
{{ al.note }}
The 2027 calendar · 6 events
{{ ev.name }}
{{ ev.season }}
{{ ev.cap }}
Draft lineup, nothing sold or in HubSpot yet. Summer capacity is the new constraint: each summer event runs 2 days with 2 sponsor slots per day. Title annual partners take 2 of those slots each; Winners Weekend sells separately to annual partners at $5,000. Once these become products and deals in HubSpot, this tab gets its own live tracker.
2026 season tracker
What each event raised · allocation pipeline
HubSpot data · {{ spSyncLabel }} · Sponsor Sales pipeline for deals and quotes, Sponsorship Allocation pipeline for the per-event split. Paid deals total {{ spPaidTot }}; the allocation pipeline distributes {{ spAllocTot }} across the four events.

Focus

The focus list. AI reads the data across this tool and drafts what to tackle; you set the owner, priority, and status. Call recordings join this read when they start flowing.

Focus · drafted from system data
{{ t.typeLabel }} {{ t.task }} {{ t.signal }} {{ t.where }} →
Call recordings · next. When call intelligence starts coming in, this page adds coaching moments, objection trends, and rep wins pulled straight from the conversations.

Opportunities

What's actually going live. Each product's go-live date (HBA Go Live, Keystone go live, Platinum Start) marks the moment a company's report volume starts producing, so this reads new volume live by month, per product.

Pulled from HubSpot · Aug 13, 2026
Go-live tracker · this entire month, daily
{{ hvTrackerTitle }} · companies with an August go-live date
Go-lives, year over year · reports/mo + 90-day projection {{ hvYoY.readout }}
2025 2026 Projected · Sep-Nov
{{ g2.t }} {{ xl.t }}
Projection basis: trailing 3-month go-live pace (~1,253/mo) plus a decaying share of the 1,304 reports/mo still in sales (35% / 20% / 10%). August's 1,404 is companies with a go-live date set this month, not volume live yet.
Demos booked monthly{{ hvDemo.readout }}
Aug '25Aug '26
Monthly demo volume · reports/mo{{ hvVol.readout }}
Aug '25Aug '26
Agreements signed monthly{{ hvAgree.readout }}
Jul '25Aug '26
{{ w.n }}
{{ w.label }}
{{ hvTrackInsight }}
Keystone dashboard lands here. Share the Keystone tracker the way you did Haven's and this tab fills in with the same go-live cards, demo pace, and agreement trend. The live pipeline is below.
Platinum dashboard lands here. Share the Platinum tracker the way you did Haven's and this tab fills in with the same go-live cards and trend charts. The live pipeline is below.
{{ st.label }}
{{ st.val }}{{ st.sub }}
Report volume gone live, by month
{{ l.name }}
{{ m.short }}
{{ p.name }} {{ p.allTime }}
{{ p.count }}
go-lives · 14 mo
{{ p.vol }}
reports/mo · {{ p.avg }}
{{ p.best }}
{{ oppInsight }}
Haven deep dive · the HomeBinder pipeline, live
Sales flow · 851 open deals
{{ f.label }} {{ f.n }}{{ f.conv }}
{{ c.n }}
{{ c.label }}
Onboarding · 122 in flight
{{ f.label }} {{ f.n }}
{{ hvOnbDone }}
Closed won / month {{ hvWon.readout }}
Jul '25 Aug '26
{{ hvInsight }}
The real pipeline · {{ oppTabName }}
Replaces: {{ boardPipelineNote }}
{{ col.group }}
{{ col.stage }} {{ col.count }}
+ {{ col.moreCount }} more · see Companies list

Outreach

The BDR data center, every call, email, meeting, and task logged in HubSpot. Braeden Robertson is the only BDR today, so these boards are his; each new rep will get their own view.

Pulled from HubSpot · Aug 13, 2026
From to
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{{ st.val }}{{ st.sub }}
{{ actInsight }}
BDR pipeline · Braeden's book · B2B Business Development Current state · not affected by the date range
{{ f.label }}
{{ f.n }}
{{ f.pct }}
{{ m.n }}{{ m.label }}{{ m.pct }}
{{ t.name }} {{ t.roTxt }}
{{ actAxisStart }} {{ actAxisEnd }}
Call outcomes · {{ actCallTot }} calls · {{ actRangeLabel }}
{{ o.label }} {{ o.n }} {{ o.pct }}
{{ actConnectNote }}
Meetings traced to a lead magnet Full journeys →
{{ g.name }} {{ g.n }}{{ g.sub }}
{{ actMagnetNote }}
{{ companyInitial }}
{{ companyName }}
{{ companyStage }} · {{ companyMerged }}
Company
Domain{{ companyDomain }}
Phone{{ companyPhone }}
City{{ companyCity }}
Monthly report volume{{ companyVolume }}
Source{{ companySource }}
Main contact
{{ companyContact }} Profile pulls on full migration
No contact associated. Migration pulls associations from HubSpot.
Opportunities
{{ p.tag }} {{ p.status }}
No opportunities yet. Products attach as the deal advances.
Team
BDR{{ companyBdr }}
Sales{{ companySales }}
Onboarding{{ companyOnb }}
Journey · stitched from HubSpot
{{ j.date }}
{{ j.text }}

Companies

One record per company, with contacts, source, phase, and product opportunities. Click a row for the full journey.

{{ totalCompanies }} companies · live from HubSpot
Lists
New list
List name
Filters
No filters yet. Search a property below to add one.
{{ f.label }}
Add a filter
Matches {{ nlCount }} companies today
Company Primary contact Source Phase Opportunities Team
{{ profileInitial }}
{{ profileName }}
{{ profilePhase }}
B2B Sales stage
Syncs to the deal stage in HubSpot's B2B Sales pipeline.

About this company

Domain
{{ profileDomain }}
Phone
{{ profilePhone }}
City
{{ profileCity }}
Lifecycle stage
{{ profileLifecycle }}
IEB member
{{ profileIeb }}
Source
{{ profileSource }}
{{ a.label }}
{{ a.value }}

Contacts

{{ profileContact }}
Primary contact · owner
No contact on the merged record. Migration pulls contact associations from HubSpot.

Product opportunities

{{ p.tag }} {{ p.status }}
No opportunities yet. Products attach here as the deal advances.
{{ profileDupNote }}

{{ sec.name }}

{{ f.label }}
{{ f.value }}
Products and Services
{{ ch.tag }}

Journey

{{ cpJourneySummary }}
First-touch audit {{ cpAttr.verdict }}
{{ cpAttr.note }}
{{ p.date }}{{ p.text }}
{{ j.date }}
{{ j.typeLabel }}
{{ j.text }}
~{{ cpReportVol }} reports / month since live · ≈ {{ cpReportProj }}/mo projected HomeBinder return
Money layer · next
Revenue this record produced (deal amounts already on the Community pipeline) against what it cost to acquire. ROI down to the company.

Contacts

People, associated to their company record. Click a company to open its profile.

Live from HubSpot associations
Lists
New contact list
List name
Filters
No filters yet. Search a property below to add one.
{{ f.label }}
Add a filter
Matches {{ ctNlCount }} contacts today
Contact Company Opportunity Owner Phase
{{ ct.initials }} No company · flagged for cleanup {{ ct.opp }} {{ ct.owner }} {{ ct.phase }}
{{ ctpInitials }}
{{ ctpName }}
{{ ctpPhase }}
{{ ctpTitle }} at {{ ctpCompany }}
Email
{{ ctpEmail }}
Phone
{{ ctpPhone }}
City / state
{{ ctpCityState }}
Lifecycle stage
{{ ctpLifecycle }}
Source
{{ ctpMktgSource }}
Report writing software
{{ ctpSoftware }}
Current products
{{ ctpProducts }}
Opportunities
{{ ctpOpp }}

{{ sec.name }}

{{ f.label }}
{{ f.value }}

Companies

Company name Company domain name Phone number
No company association · flagged for cleanup during migration

Journey

{{ ctpJourneySummary }}
First-touch audit {{ ctpAttr.verdict }}
{{ ctpAttr.note }}
{{ p.date }}{{ p.text }}
{{ j.date }}
{{ j.typeLabel }}
{{ j.text }}
~{{ ctpReportVol }} reports / month since live · ≈ {{ ctpReportProj }}/mo projected HomeBinder return
Money layer · next
Revenue this record produced (deal amounts already on the Community pipeline) against what it cost to acquire. ROI down to the contact.

Sources

Where leads actually come from. The three paid lead magnets first, then every source assigned in HubSpot, each with the companies, wins, and report volume behind it. Click a source to open its profile.

Pulled from HubSpot · {{ srcPulledLabel }}
Source Companies Closed won Win rate Rpts/mo Rpts/mo won
The attribution gap: 399 of the 526 closed-won companies have no source assigned, and 144,030 companies (mostly imported lists) carry no source at all. Every row above is real, but the unassigned pool is where most wins hide. Backfilling BDR Lead Source on the 399 won records is the single highest-value cleanup.
{{ srcProfile.type }}

{{ srcProfile.name }}

{{ srcProfile.desc }}

{{ st.label }}
{{ st.val }}{{ st.sub }}
Companies from this source · imported from HubSpot (≥60 reports/mo)
None of this source's companies are imported here yet
The counts above are live from HubSpot; ask me to pull this source's companies in and they'll list here with full profiles.

Journeys

Every company's full story, first touch to live, with an honest read on what marketing actually did. Origination, re-sparks, and assists are counted separately, so a last-touch report can't claim credit it didn't earn.

Pulled from HubSpot · Aug 13, 2026
Journeys · companies and their contacts
Views
New journey list
List name
Filters
No filters yet. Search a property below to add one.
{{ f.label }}
Add a filter
Matches {{ jbNlCount }} journeys today
{{ jbTotal }} records sorted
{{ st.label }}
{{ st.val }}{{ st.sub }}
{{ jbEmptyText }}
Try a different combination or clear the search.
{{ jbCount }}

Every row is a real HubSpot record whose history includes one of the three lead magnets. Click one to open the contact's full journey and first-touch audit. Report volume sits on the company, so this is where the money arm lands next: deal amounts from the Community pipeline against what each verdict class actually produced.

Reporting

Funnel and conversion, built from live HubSpot counts.

B2B funnel · BD → Sales

Prospect through booked meeting, across both B2B pipelines

{{ f.label }} {{ f.count }}

Reading: the 1,065-opportunity Engage/Discovery pool converts to 106 booked meetings (10%). Lifting that 2 points is ~21 more meetings a month.

HBA Sales outcomes

Closed won309
Closed lost9
Closed paused19
Win rate (won vs lost)97%

Onboarding health

HBA Company Onboarding

Complete346
Live pending QA/QC78
Delayed30
Canceled85

Properties

Manage what's tracked on companies and contacts, and what shows on their profiles. Synced from your live HubSpot schema.

{{ propTotal }} {{ propTabLabel }} properties exist in HubSpot. The curated set below is what this tool surfaces; everything else stays searchable.
No properties match "{{ propSearch }}"
Try a different label or internal name.
{{ g.name }}
{{ p.label }}
{{ p.name }}
Cleanup candidates found in your schema
average_inspector_wage is labeled "Inspections Per Month" (mislabeled internal name)
current_membership_level is labeled "XXX - to delete"
HelloSign Meta 1-30, Calendly Q&A 1-10, and attendee fields 2-5 add ~50 noise properties on contacts
sales_rep is labeled "Sales Rep (OLD)" alongside the live sales_replive

My workspace

Your personal connections. Each teammate signs in with their @inspectiongo.com account and connects their own tools here.

JR
JD Russell
jd.russell@inspectiongo.com · signed in with Google SSO
Admin
Google account
Calendar, Gmail, and Drive feed your profiles and daily view
Google connected · jd.russell@inspectiongo.com
Calendar, Gmail, and Drive syncing
Calendar
Demos and onboarding calls land on your dashboard
Gmail
Email threads show on company and contact profiles
Drive
Agreements and files attach to the company record
Salesmessage
Your line's calls and texts sync to Call intelligence under your name
Salesmessage connected · your line
Calls and text threads syncing to Call intelligence
Zoom
Your cloud recordings auto-import and score after every call
Zoom connected · jd.russell@inspectiongo.com
Recordings auto-import within minutes of each call

Admin settings

Platform level: stages, the HubSpot connection, scoring rubric, and rep mapping. Personal tools live in My workspace.

Pipeline stages

Synced from HubSpot

Edits here write back to HubSpot so both tools stay in step. B2B Sales shown.

{{ es.name }}

Revenue assumptions

Used wherever the tool projects return from HomeBinder volume: monthly report volume × revenue per report.

Avg revenue per report
$ / report

Integrations

HubSpot Connected · 36,515 opportunities
Zoom, Salesmessage, Google Per user · each teammate connects in My workspace

Rep mapping

HubSpot owners tied to tool accounts. Calls and scores attach to these people.

Braeden Robertson BDR · B2B Business Development Mapped
Alec Ahee Sales · B2B Sales Mapped
Jaime Barnett Onboarding · HBA + Community Mapped

Scoring rubric

Criteria used by call intelligence, per role.

Sales (demo calls)Discovery · objections · next step · talk ratio · follow-through
BDR (outreach)Opener · qualifying · booked demo · persistence · follow-through
OnboardingSetup completeness · activation · time-to-live · satisfaction