Monthly Performance
Report Generator

• Log into GHL and switch to the contractor's sub-account
• Go to Reporting in the left sidebar
• Set the date range to the previous full month
• Record Leads Captured — total new contacts created
• Record Missed Calls Recovered — missed calls that received a text-back
• Record Estimates Booked — confirmed appointments booked
• Record Review Requests Sent — automated review requests delivered
• Log into the contractor's Google Business Profile and record new reviews received
• Note any Open Items — issues, action items, or things needing attention

• Navigate to conduittrades.com/internal/monthly-report-generator
• Enter the access password when prompted — password is stored in the Conduit Trades password manager
• The report form will load after authentication

Section 01 — Client & Report Info

• Client Name — contractor's business name exactly as it appears in GHL
• Report Month — example: May 2026
• Report Date — today's date
• Prepared By — your name (pre-filled as Ken Kanarowski)

Section 02 — Performance Metrics

• Enter all six numbers pulled from GHL and Google in Step 1
• If a metric is zero enter 0 — do not leave blank
• If a metric is unavailable enter N/A and explain in the narrative

Section 03 — Report Narrative

• Executive Summary — 2 to 3 sentences summarizing the month overall
• What Worked — specific wins and what performed well
• Issues Found — any gaps, problems, or underperforming areas
• Next Steps — 2 to 3 action items for the coming month

• Click the Generate Report button at the bottom of the form
• Wait for the live preview to load below the form
• Review the preview — confirm all numbers, client name, and month are correct
• If anything is wrong scroll back up, fix the field, and click Generate Report again
• Do not send until the preview looks exactly right

• In the Send This Report panel below the preview
• Click Copy Subject Line first — paste it somewhere temporarily so you don't lose it
• Click Copy HTML — this copies the full report code to your clipboard

• Open GHL and go to Conversations
• Search for the contractor by name and open their contact
• Click the Email tab in the compose area at the bottom
• Paste the subject line into the Subject field
• Click the <> HTML toggle in the message toolbar to switch to HTML mode
• Paste the copied HTML into the body
• Confirm the From address shows [email protected]
• Click Send

• After sending, record in your client tracking sheet:
• Client name
• Report month
• Date sent
• Any open items noted for follow-up