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GAClientGlenmore Accounting

Client

Dashboard
Leads, 1
Tests, 1

Data out and setup

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BWBrad WilliamsonCatch team

Website OS

All clients
Glenmore Accounting
Leads

sample data. Nothing here touches PostHog, Basin, GitHub, an ad account or a client site.

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Internal tool. Each client's data stays inside its own account.

⌘K

Aisha Singh

Book a consultation·43 days ago·glenmoreaccounting.ca·Qualified· Catch

What they wrote

“Personal tax for a rental property plus my T4 income.”

Service: A corporate tax return
Postal code: T3Y 1N8

Where they came from

Tracking completeness 25%

Direct

First visit from: Direct (typed or bookmarked)
Latest visit from: Same as first, or direct
Ad click: None
Landed on: /contact
Visits before submitting: 1
Time on site this visit: 321 seconds
First seen: Aug 22, 10:37 AM

Every visit before the form

From PostHog

1 visit.

DirectFirst visitSubmitted the formAug 25, 10:32 AM
Typed the address or used a bookmark
/contact· 1 page, 5 min

Lead quality

AI suggestion · unsure, needs a person

Not qualified

Reads like a price check; no timeline given.

Marked qualified by Brad Williamson 42 days ago

Note

The AI reads the answers only. Names, emails and phone numbers are never sent to it.

Contact

Name: Aisha Singh
Email: aisha.singh26@example.com
Phone: 403-555-0115

Ad platforms

Google AdsLive

Sent as a qualified lead · 38 days agoAccepted. Google matches on hashed contact data within 24 to 48 hours.
Checked the qualified lead (check mode, nothing counted) · 42 days agoValid. Nothing counted (check mode).

Matches on: Email, Phone, Name, Postal code. Consent: site has no consent banner.

Source

Received from: Basin webhook
Reference: sub_smtvqx
Submitted: Aug 25, 10:37 AM