Put the guide into practice
Use these worksheets to examine data, document decisions and calculate results. Examples are clearly labeled; replace their inputs with your own.
Worksheets run in your browser. Your input counts stay on this page and are not uploaded. These educational resources are free to use; exporting contact data from the product requires an eligible plan.
Email campaign metrics worksheet
Replace these illustrative campaign counts with your own. Delivery means accepted by the receiving server; it does not prove inbox placement. Unique clicks and replies are counts of recipients within each campaign.
- Delivery rate: total delivered ÷ total sent
- 94.5%
- Aggregate CTR: total unique clicks ÷ total delivered
- 4.5%
- Reply rate: total replies ÷ total delivered
- 2.4%
- Campaign-average CTR: each nonempty campaign has equal weight
- 7.0%
The two CTRs answer different questions. Summed campaign counts may include the same person in both campaigns; this is not a deduplicated audience-wide rate. Campaigns with zero deliveries are excluded from the campaign average.
Account qualification checklist
Keep what you know separate from what still needs research. An available email or a Google rating does not identify a decision-maker or establish purchase intent.
Research needed: confirm account fit, a usable contact and the relevant role.
Contact sample evaluation
Review a sample using a defined selection method. These dimensions can overlap: a duplicate may also have an email. A small convenience sample does not prove the quality of the entire database.
Category fit: 90.0% · Duplicate rows: 10.0% · Email availability: 35.0%
Email availability is not a mailbox verification or delivery result. Set your own acceptance criteria before reviewing the sample.
Territory review capacity planner
Allocate a fixed number of records to review, weighted by a count you choose. Starting weights are the email-available counts stored in Leadz’s full-name roofing state snapshots dated March 12, 2026. They are historical example inputs, not current territory totals or revenue forecasts.
- Texas: 44 records to review
- Florida: 34 records to review
- California: 22 records to review
Allocation = capacity × state weight ÷ total weight, with largest-remainder rounding. A zero allocation can be valid. Reconcile coverage and select actual records before using this plan.
Download the example data
Fictional records with the actual 16 export column names. Not a live contact sample.
Illustrative raw campaign counts and their calculated rates. Edit your own values in the worksheet below.
Account fit, contact and role checks with unknowns kept explicit.
An illustrative sample review with independent fit, duplicate and availability counts.
Fictional duplicate-location and shared-inbox examples with suggested review decisions.
Stored public-page aggregates with source URLs, snapshot dates and aggregate last-updated dates.
Historical roofing state inputs and an illustrative 100-record review allocation.
CSV files open in common spreadsheet tools. Import ZIP codes and phone columns as text to preserve formatting. Percentages in static examples are saved results, not formulas; the editable worksheets above recalculate when you change inputs.
Apply the checklist to a real category
Inspect available fields in a public preview before creating a search. Business records, available email addresses and verified recipients are different things.
Browse business categories