What is the monthly ROI receipt email?
On the 1st of each month (UTC) Legiit Leads emails you a receipt for the month that just ended, titled What {Month} {Year} returned. It totals what the month produced, from searches run to proposals accepted, and sets that against what you paid for your plan. Months where you did nothing are skipped, so it only arrives when there is something to show.
What is in it
The subject line is Your {Month} {Year} ROI receipt. Inside you may see these lines:
- How many searches ran, how many leads were found, and how many problems were verified.
- How many outreach emails you approved, how many proof-page opens there were, and how many calls were booked.
- The value of proposals accepted, with the number of deals won.
- The estimated pipeline still in play.
- What you paid, and, when there is enough to compare, how many times over the accepted proposals returned it.
The last three lines only appear when there is a figure to print. A month with no accepted proposals will not show a proposals line or a multiple.
At the bottom is an Open Legiit Leads button.
Which numbers are real and which are estimates
Accepted proposals are real money: it is the total of the proposals your prospects actually accepted. The multiple is that total divided by what you paid, so it is a real comparison too.
What you paid is one month of your plan price. If you pay yearly, it is your annual price divided by 12, so the month's results are compared with a single month's cost. While you are on the 7 day free trial it still shows your plan's monthly price, even though nothing has been charged yet.
The estimated pipeline is not money anyone has committed. It is worked out from the opportunity scores of the leads your searches turned up that month that have since reached Contacted or Replied, so treat it as a rough measure of what is still open rather than a forecast.
When it is skipped
If the month had no searches, no approved outreach emails and no accepted proposals, no receipt is sent for that month. Each account gets one receipt per month.
Seeing the current month
You do not have to wait for the 1st. The Dashboard shows the same figures for the month so far in a green strip that starts with This month's receipt:, listing proposals accepted, pipeline in play, calls booked and the multiple. The strip stays hidden until there is an accepted proposal or some pipeline to show.
Still stuck?
A real person on the Legiit team will help. No bots, no runaround.
Contact Supporthelp@legiit.com