Agency portfolioSeptember 2026
  • UTM Grabber1,292 leads across 4 clients
  • Sample datafictional business

The portfolio grew 12% to 1,292 leads.

1 client grew and 1 slipped against August. Fernhill Fitness Studio is the biggest client with 44% of portfolio leads. Saltmarsh Family Law slipped the most: 108 leads, down from 150.

By Brightline Agency4 clients1,292 leads30 days

Portfolio leads

1,292

▲+12%vs August

1,155 August

Clients up

1

of 4 with an earlier period

Clients down

1

Biggest drop: Saltmarsh Family Law

Avg. tagging

55%

Lowest: Bluebird Pediatric Therapy, 19%

The book

Every client at a glance.

Leads this period, change against August, and how many leads arrived fully tagged.

Clients by leads

#ClientLeadsChangeTaggedTop sourceDaily
1Fernhill Fitness Studio572Flat66%Google, 45%
2Copperleaf Roofing398▲+66%75%Google, 69%
3Bluebird Pediatric Therapy214▲+4%19%Google, 38%
4Saltmarsh Family Law108▼−28%58%Google, 67%

Tagged: leads with source, medium and campaign. Green 80% or more, amber 50% to 79%, red under 50%. Highlighted: the client that slipped the most.

The book

Best client

+66%

Copperleaf Roofing: 398 leads, up from 240

Needs attention

−28%

Saltmarsh Family Law: 108 leads, down from 150

Tagging gap

19%

of leads from Bluebird Pediatric Therapy arrived fully tagged

Biggest client

44%

of portfolio leads come from Fernhill Fitness Studio

Growth map

Which clients are growing.

Across: leads this period. Up: change against August.

Volume vs growth

−50%−25%0%25%50%75%0200400600800Leads this periodChange vs AugustFernhill Fitness StudioCopperleaf RoofingBluebird Pediatric Ther…Saltmarsh Family LawGrowingBig, slippingSmall, growingAt risk
−50%−25%0%25%50%75%0200400600800Leads this periodChange vs AugustFernhill Fitness StudioCopperleaf RoofingBluebird Pediatric Ther…Saltmarsh Family LawGrowingBig, slippingSmall, growingAt risk
Show the numbers
ItemLeads this periodChange vs August
Fernhill Fitness Studio5722.1%
Copperleaf Roofing39866%
Bluebird Pediatric Ther…2144.4%
Saltmarsh Family Law108−28%
The vertical line is the median client (306 leads).

Next steps

Who to call first.

  1. This week

    Call Saltmarsh Family Law

    Leads fell 28% to 108 (from 150). Check paused campaigns, budget caps and form errors on saltmarshfamilylaw.com before the next report goes out.

    High impactLow effort−42 leads vs August

  2. This week

    Fix UTM tagging for Bluebird Pediatric Therapy

    Only 19% of its leads arrived with source, medium and campaign, so its campaigns can't be credited. Run the UTM hygiene audit for them.

    Medium impactLow effort

  3. This month

    Pitch more work to Copperleaf Roofing

    Leads grew 66% to 398. A growing account is the easiest one to expand.

    High impactMedium effort

  4. This quarter

    Lower the portfolio's reliance on Fernhill Fitness Studio

    It sends 44% of all leads. Grow two smaller accounts so one client's dip can't sink the month.

    Medium impactHigh effort
How we built this report
  • Each client's leads come from its own UTM Grabber site, September 2026.
  • Change compares each client with August; a client counts as up or down when it moved by 5 leads and 10% or more.
  • Avg. tagging is the plain average of the clients' fully tagged shares.