Lead Source ROI — Notion or Excel channel payback
By Nydaymuse · Updated
What belongs in a lead source ROI pack?
Sources with cost and hours, leads tagged by source, deals with amounts, and a rollup of won $ vs spend so low-ROI channels get cut.
Cold email “feels busy” while referrals quietly pay the rent. Freelancers need a calm source ROI sheet — not another full CRM SaaS.
Compass is Nydaymuse’s $12 dual-format lead source ROI pack: Leads, Sources, Deals, and Revenue_By_Source as Notion CSVs and as an Excel / Sheets workbook (README, Dashboard, Leads, Sources, Deals, ROI_Rollup, Monthly). Pick one.
Why source ROI beats gut feel
Beacon is follow-up cadence. Lane is the full Lead→Paid OS. Compass is the dual-format source layer: channel cost and hours versus won revenue.
Pair with Beacon, Lane, free Hook, and Roster for who to ping.
Tag every lead on day one
Every lead needs a source_id at first touch. Without it, monthly ROI is fiction. Keep source names stable (Warm referrals, LinkedIn outreach, Cold email, Directory…).
Monthly cut-or-double-down
The Monthly sheet asks you to refresh costs/hours, close Ghosted deals so Open $ stays honest, and pick one low-ROI channel to cut or cap.
Compass — dual Notion + Excel pack ($12)
Compass is buy-once, English, no support. Notion CSVs (Leads, Sources, Deals, Revenue_By_Source) plus an Excel / Sheets workbook (README, Dashboard, Leads, Sources, Deals, ROI_Rollup, Monthly). Fictional SAMPLE rows — delete and replace. Not Cue, Bound, or Pitch.
Frequently asked questions
Should I use Notion and Excel at the same time?
No. Pick one home base. Compass includes both formats so you can choose.
Is Compass a live Notion duplicate link?
No. You import CSVs (or rebuild from the outline).
How is Compass different from Beacon or Lane?
Beacon is follow-up cadence. Lane is the full Lead→Paid OS. Compass is the dual-format source ROI layer: channel cost vs won revenue.