AltaVista Lead Conversion Dashboard

🎯 LEAD STATUS TRACKER — 157 AltaVista lead events, cross-checked in both systems

HubSpot + Service Autopilot (estimates through 2026-08-06) + AltaVista Datorama · Sep 15, 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.

All statuses — of — 📥 Export CSV

Lead Date	Contact / Company	Inquiry	Status	Last Touch	Action

📊 LEAD VOLUME TREND — Spring Softness, Recovery Held Through Summer

AltaVista Datorama (reconciled) + The Green Shape.xlsx · 161 leads · Jun 2025 – Aug 2026

Volume softened from Oct 2025 through May 2026, bottoming at 7 leads in May. June–August 2026 delivered 38 leads (12.7/mo), up 52% on March–May — so June was not a one-month blip, it held. Sourcing is healthy; the constraint is response, not supply.

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 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 September 2, 2026 · Source: HubSpot live data

⚠️ Two gaps found Sep 2, 2026 (AltaVista Datorama dashboard vs HubSpot): (1) 5 AltaVista leads never entered HubSpot at all — Marie Chaviano (FirstService, Aug 21), Shayna Webster (FirstService, Aug 19), Manuel Rojas (EAST Capital, Aug 19), Harvey / Las Vistas in Inverrary (Aug 10), Rodney Levi (KW Property Mgmt, Jul 24). (2) Of the 13 leads AltaVista forwarded in August, only 1 (Raul Iparraguirre) has any logged contact. Separately, 47 leads across the whole cohort have no logged contact and no deal. Note: "Last Touch" used to fall back to lastmodifieddate, so HubSpot bulk property sweeps read as outreach and hid this — it now shows logged contact only.

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.

Show Tier 1 leads ↓ Tier 2 ↓ Tier 3 ↓ Tier 4 ↓ 📥 Export Follow-Up CSV (with tier + template)

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:

📥 Export 86 Nurture Candidates CSV 📥 Export 4 Fresh Outreach CSV View Nurture List ↓

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

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:

View full lead-by-lead list ↓ Export AltaVista Review CSV

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.