AltaVista Lead Conversion Dashboard

The Green Shape · 126 opportunities forwarded from AltaVista · Reporting period: · Generated

🎯 LEAD STATUS TRACKER — 136 AltaVista leads, live HubSpot state

Refreshed from The Green Shape.xlsx + HubSpot live query · Jul 10, 2026
Every lead AltaVista has forwarded, with its current status: whether it's in HubSpot, when we last contacted them, and what action to take. Click any status card to filter the table below.
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Lead Date Contact / Company Inquiry Status Last Touch Action

📊 LEAD VOLUME TREND — Softness Followed by June Rebound

Source: The Green Shape.xlsx (AltaVista report) · 141 leads · Jun 2025 – Jun 2026
Volume softened from Oct 2025 through May 2026, but June 2026 rebounded to 15 leads (+114% vs May) — the biggest month since July 2025. The mid-year slump was real; the recovery is real too.
H2 2025 (Jul–Dec)
13.0 /mo
78 leads total
H1 2026 (Jan–Jun)
10.0 /mo
60 leads · ↓ 23% vs H2
June 2026 alone
15 leads
↑ +114% vs May (7)

Month-by-month (May 2025 → Jun 2026)

Rolling 3-month trend

Oct–Dec 2025 (Q4)
11.7/mo
Jan–Mar 2026 (Q1)
9.3/mo ↓ -20%
Apr–Jun 2026 (Q2)
10.7/mo ↑ +15%

Channel breakdown — both online and phone leads dropped

Channel H2 2025 H1 2026 Change Share of total
Online Correspondence 70 52 ↓ -26% 90% → 87%
Phone Correspondence 8 8 → flat 10% → 13%
Phone stayed flat while online dropped 26% — meaning what softened was web-form volume specifically, not phone intent. Phone actually grew as a share of mix (10% → 13%). Ask AltaVista whether SEO/web ranking of their lead-gen properties has slipped.

June rebound quality vs May low-point — bigger AND better

MAY 2026 — 7 leads
Companies:
Phoenix Management, Cushman & Wakefield, NAI Miami, GRS Management, KW Property Mgmt, CaraCo Development, CMC Management
Property-management dominated · 6 of 7 were proposal requests
JUNE 2026 — 15 leads ⬆
Enterprise brands: Hilton Hotels · Link Logistics · RPM Living · Cambridge Management · FirstService Residential · Castle Group (×2)
Institutional: University of Florida · Broward College · Highlands Christian Academy
Healthcare: Community Health of South Florida
Property mgmt: KW Property, Atlantis, ZRS · 2800 Island Blvd (direct)
✅ Diverse verticals · 11 of 15 proposal requests · national-brand names appearing for the first time this year
June didn't just recover in volume — the caliber of accounts stepped up: hotels, national multifamily developers, universities, and healthcare systems that weren't in the pipeline before. This is a strong AltaVista signal to build on.
Meeting talking points — your boss is right, and here's the data:
  • Peak month: July 2025 with 16 leads. We haven't matched it since.
  • Q4 2025 was strong (11/mo avg) — likely seasonal pre-budget inquiries from property managers.
  • Q1 2026 started softer (9/mo) — could be seasonal post-holiday slowdown.
  • Q2 2026 continued declining (7.3/mo) — this is the concerning part. Spring is usually a strong landscaping inquiry season.
  • Channel mix shifted — Online dropped 26%, but Phone held flat. Phone's share of mix grew from 10% to 13%. This points at web-form / SEO softness on AltaVista's side, not a total-demand collapse.
  • June 2026 rebounded to 15 leads (+114% vs May) — the biggest month since July 2025. Something changed for the better. Ask AltaVista what shifted (new campaign? competitor exited?) so it can be repeated.
  • Ask AltaVista: Has their SEO / paid-search performance dropped? Is The Green Shape's allocation specifically smaller? Are there new competitors in their network? Has their targeting (zip codes, industries) changed?

✅ ROSTER-VERIFIED — AltaVista contacts at confirmed active-client companies

Cross-referenced against The Green Shape's 465-client active roster
These 6 AltaVista contacts work at companies that are verified current paying clients of The Green Shape. This is the strongest evidence of AltaVista's actual ROI — not just HubSpot lifecycle tags, but real revenue.
Contact Company / Property Lifecycle Stage
Hermes Rivera Sentry Self Storage Management ✓ Customer
Australia Rodriguez Terra Beachside Condo ✓ Customer
Yoanna Jorge Easton Group (10165 NW 19 St) ✓ Customer (just updated)
Fernando Arias ISRAM Delray JV LLC ✓ Customer (just updated)
Francheska Castaño NAI Miami ✓ Customer (just updated)
Sarah Salomon NAI Miami (Hialeah Condos) ✓ Customer (just updated)
Methodology: Cross-referenced the 135 AltaVista-tagged HubSpot contacts against The Green Shape's 465-client active roster (matched via HubSpot company IDs). Only contacts whose associated company matched an active-client record were flagged. This eliminates dependence on lifecycle-stage hygiene.

🔴 LIVE — HubSpot AltaVista Funnel

Refreshed June 5, 2026 · Source: HubSpot live data
Customers
17
Won deals · 12.8% conversion · roster-verified
In Pipeline
113
Active opportunities · 88% of all AltaVista contacts
Truly Dropped
3
Arthur Barron · Tamme Dalton · Joe Latka
Total Tracked
133
All AltaVista-tagged contacts in HubSpot
⚠️ Data hygiene note: Joe Latka was set to Customer earlier today but reverted to Lead at 2026-06-05 14:12 UTC (modified externally). The lifecycle stage requires manual maintenance — recommend setting up a HubSpot workflow to auto-progress contacts when deals close.
📊 Original Excel-based Analysis (May 2025 – May 2026 reporting period) — kept for historical comparison
Converted to Clients
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Proposal Sent, Not Won
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Open pipeline for nurture
No Proposal Sent
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Disqualified
—
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Won Revenue
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From AltaVista leads
Open Pipeline $
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Proposals awaiting decision
✓ All 126 leads accounted for:
Key insight: —

📅 Follow-Up Action Plan — 90 Leads Awaiting Response

Each follow-up lead is tiered by days since last touch and matched to a template type. Recommended cadence: ~10 sends/week starting with Tier 1, working down to Tier 4. Templates and rationale below the matrix.

Email Templates

📋 Phase 2 — Action Plan for All 126 Leads

Each lead has a recommended next action based on full verification (Excel + HubSpot + Outlook). The 86 leads with proposals/outreach sent (but not converted) are ready for HubSpot nurture enrollment:

💎 Top 5 Opportunities from AltaVista (by pipeline value)

The five highest-value leads AltaVista has sent — proof of the deal-size they're driving.

🎯 AltaVista Vendor Scorecard — for your meeting

Of the 68 leads where no proposal was logged in the Estimates Excel, here's the verified breakdown after cross-referencing: inquiry text, service area, HubSpot status, AND 27 deep Outlook searches across both your inbox and customer@thegreenshape.com:

📊 Data quality finding — Estimates file is incomplete

After cross-referencing the originally-unmatched 68 leads against HubSpot:
  • 5 leads were misclassified — they actually have HubSpot deals or are customers (Brian Kling at Greif, Natascha Bondar at Avison Young, plus 3 with active OPEN_DEAL). Now reclassified above.
  • 178 proposal-related emails exist in HubSpot across these leads, mentioning subjects like "Palm Pruning Proposal – FountainSpring 1 HOA", "Proposal for Select Tree/Palm Trimming 2026", and "Landscape Maintenance 2025-26". Many proposals are sent via email but never logged in the Estimates Excel file.
  • HubSpot is the source of truth, not the Estimates file. Recommendation: enforce that every proposal sent via email is also entered as an estimate, OR adopt HubSpot deal pipeline as the single source.

HubSpot status of the originally-unmatched 68 leads

Conversion Funnel

Status Breakdown

All AltaVista Leads

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Lead Date ▾ Contact Company Status HubSpot Verdict Detail Pipeline $ Won $ Last Estimate Rep
Data sources: Opportunities Altavista.xlsx (126 leads) · Estimates Sent to Altavista leads.xlsx (333 estimates) · Matching: email-first, fuzzy company/address fallback.