Sample 30-Day Completed-Job Report
This is the exact report structure you receive on Day 30 of a $750 pilot campaign. It connects your approved email sends and dispatcher booking records to completed service visits, pending appointments, and job contribution where your records support it.
1. Campaign Replies, Bookings & Completed-Job Table
Completed jobs are counted only when a customer inquiry carrying the campaign booking link or dispatcher code is matched to a finished service invoice in your booking log by Day 30. Jobs booked during the 30-day window but scheduled for a later date are listed separately as pending.
| Campaign Touchpoint / Metric | Send Date & Approval Ref | Eligible & Delivered | Replies & Coded Bookings | Completed Jobs (Day 30) | Pending Jobs (Open on Day 30) | Attributed Job Contribution |
|---|---|---|---|---|---|---|
| Email #1 · Service Newsletter Seasonal checkup & open date invitation |
Day 5 · awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data |
| Email #2 · Service Q&A Newsletter Answers one real homeowner HVAC question |
Day 12 · awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data |
| Email #3 · Conditional Slot Promotion Sent only if open slots remain; skipped & refunded ($150) if full |
Day 21 · awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data |
| 30-Day Pilot Total (Attributed) | Day 30 Reconciliation | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data |
| Less Upfront 30-Day Pilot Fee ($750 less any $150 unfinished/skipped item refunds) | $750.00 (or $600.00 if Promo #3 skipped) | |||||
| Net Attributed Contribution After Pilot Fee | awaiting pilot data | |||||
2. Itemized Deliverable & Refund Ledger ($150 Per Item)
Cancel before kickoff for a full $750 refund. After kickoff, $150 applies to each of five completed items. Every unfinished item—including a promotional email we skip because your schedule filled—is refunded automatically.
| Item # | Pilot Deliverable | Fee Allocation | Completion Rule | Pilot Status |
|---|---|---|---|---|
| 1 | Account readiness, suppression check & campaign setup | $150.00 | Sender verified, exclusions applied, booking code tested | awaiting pilot data |
| 2 | Service Newsletter #1 (Day 5) | $150.00 | Approved by client and sent | awaiting pilot data |
| 3 | Service Newsletter #2 (Day 12) | $150.00 | Approved by client and sent | awaiting pilot data |
| 4 | Conditional Promotional Email #3 (Day 21) | $150.00 | Approved and sent (or $150 refunded if skipped) | awaiting pilot data |
| 5 | Day-30 Reconciled Completed-Job Report | $150.00 | Reconciled against dispatcher records and delivered | awaiting pilot data |
3. Attribution Limits & Optional Holdout Comparison
Some customers might have called anyway. A booking that arrives through a campaign link or dispatcher code proves attribution (the customer responded to the email), not necessarily that the visit would never have happened without the campaign.
Where your permitted customer list is large enough and you approve it before launch, we randomly split eligible households into a Send Group and a small Holdout Group over the exact same 30-day window (while both groups keep your ordinary automated service reminders):
Estimated Lift ($) = (Sent-Group Contribution per Household − Holdout-Group Contribution per Household) × Sent-Group Households
| Comparison Group | Assigned Eligible Households | Completed Jobs in Window | Contribution per Household | Estimated Incremental Lift |
|---|---|---|---|---|
| Campaign Send Group | awaiting pilot data | awaiting pilot data | awaiting pilot data | awaiting pilot data |
| Randomized Holdout Group (Ordinary reminders only) | awaiting pilot data | awaiting pilot data | awaiting pilot data |
When a holdout group is too small or not used, the report labels all results Attributed (Incrementality Unknown) so you can judge clearly whether ordering another month at $1,000 makes economic sense for your shop.
Want to see if a 30-day pilot fits your schedule?
In a 12-minute review we check your recent open appointment windows, what a completed visit contributes after direct costs, and whether your sender and booking records can support this report.