Internal · Regular Customers Only

CRM PIPELINE & REPORTING

212 PRINT LAB — REGULAR CUSTOMERS pipeline. Isolated from the 212 & Co School/DOE funnel. Shows which marketing source actually produces revenue.

Key Metrics

8.4%
Landing Page Conversion
1,204 → 101 leads
312
Order Form Submissions
this quarter
587
Giveaway Entries
this quarter
63%
Quote-to-Order Rate
quotes → orders
$48,920
Revenue
this quarter
$157
Avg Order Value
per order
94
Repeat Customers
reordered
27
Referral Customers
converted

Revenue by Marketing Source

Which source actually produces revenue. Original lead source is preserved across the customer lifecycle.

Instagram$12,400 · 142 leads
Google$9,800 · 98 leads
StreetOps$7,200 · 121 leads
Referral$6,100 · 41 leads
Flyer$5,400 · 87 leads
QR$4,200 · 64 leads
Giveaway$2,820 · 187 leads
TikTok$1,000 · 53 leads

Pipeline — 212 Print Lab Regular Customers

New Lead

42
Lead #1
Instagram
Lead #2
Facebook
+40 more

Intake Started

18
Lead #1
Instagram
Lead #2
Facebook
+16 more

Intake Completed

31
Lead #1
Instagram
Lead #2
Facebook
+29 more

Quote Needed

12
Lead #1
Instagram
Lead #2
Facebook
+10 more

Quote Sent

24
Lead #1
Instagram
Lead #2
Facebook
+22 more

Follow-Up

15
Lead #1
Instagram
Lead #2
Facebook
+13 more

Order Confirmed

19
Lead #1
Instagram
Lead #2
Facebook
+17 more

Payment Pending

8
Lead #1
Instagram
Lead #2
Facebook
+6 more

Paid

22
Lead #1
Instagram
Lead #2
Facebook
+20 more

Artwork Needed

6
Lead #1
Instagram
Lead #2
Facebook
+4 more

Artwork Approval

11
Lead #1
Instagram
Lead #2
Facebook
+9 more

Ready for Production

9
Lead #1
Instagram
Lead #2
Facebook
+7 more

In Production

14
Lead #1
Instagram
Lead #2
Facebook
+12 more

Ready for Delivery/Pickup

7
Lead #1
Instagram
Lead #2
Facebook
+5 more

Delivered

26
Lead #1
Instagram
Lead #2
Facebook
+24 more

Review Requested

21
Lead #1
Instagram
Lead #2
Facebook
+19 more

Reorder/Nurture

33
Lead #1
Instagram
Lead #2
Facebook
+31 more

Repeat Customer

17
Lead #1
Instagram
Lead #2
Facebook
+15 more

Lost / Not Ready

13
Lead #1
Instagram
Lead #2
Facebook
+11 more

Customer Segmentation Tags

T-Shirt CustomerDTF CustomerUV CustomerSticker CustomerBanner CustomerFlyer CustomerBusiness Card CustomerBusiness CustomerEvent CustomerApparel BrandGiveaway LeadFirst-Time CustomerRepeat CustomerReorderReferralHigh-Value Customer

Retargeting Audiences

Website VisitorsLanding Page VisitorsOrder Form VisitorsForm SubmittersQuote LeadsGiveaway EntrantsNon-BuyersPast CustomersRepeat CustomersHigh-Value CustomersReorder Customers

Available for advertising/retargeting integrations where supported and properly configured.

Automation Flows

Sales Follow-Up

  1. 1. Submit → SMS/email confirmation
  2. 2. 24h reminder
  3. 3. 3-day follow-up
  4. 4. 7-day final
  5. 5. Stops on purchase

Abandoned Lead

  1. 1. Contact captured, no finish
  2. 2. Short reminder to continue
  3. 3. Opt-out respected

Giveaway

  1. 1. Entry → CRM + tag
  2. 2. Confirmation
  3. 3. Eligible weekly pool
  4. 4. Documented random draw
  5. 5. Winner notify + fulfill
  6. 6. Non-winner → intro offer + retarget

Review

  1. 1. ~24h after delivery
  2. 2. Thank + Google review link
  3. 3. Ask for print photo/video

Reorder

  1. 1. Segment by product
  2. 2. 30 / 60 / 90-day reminders
  3. 3. Targeted to product history

Lead Source Tracking

  1. 1. Original source preserved
  2. 2. Latest source updated separately
  3. 3. Campaign-specific tracking