30-day beta proof

Pilot Proof Dashboard

A board-ready outcome report showing whether DepositLeads is creating accountable banker activity, booked meetings, opened relationships, deposit growth, treasury wins, loan production, and source-level ROI.

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Leads contacted
5
1 bad-number outcomes
Meetings booked
3
Appointments and proposals
Deposits won
$705,000
3 accounts opened
Estimated ROI
732%
$37,460 modeled value
Treasury products sold
2
Loans originated
1
Bad-number rate
20%
Webhook attribution
67%

Board-Ready Pilot Narrative

3 accounts opened in the last 30 days, with $705,000 in attributed deposits and $37,460 in modeled annual value. 2 opened outcomes were tied directly to the core banking account-opened webhook.
5 leads contacted; 3 meetings or proposals booked.
3 opened relationships; 67% tied to account-opened webhook notes.
87% of deposit dollars are actual balances; the remainder is clearly labeled estimated until the core posts actual amounts.
2 treasury products sold and 1 loan relationship originated.

Account-Opened Attribution Proof

Core webhook wins
2
Manual wins
1
Actual deposits
$610,000
Estimated deposits
$95,000
Actual dollar coverage
87%
Beta cost model
$4,500

ROI by source

SegmentContactedMeetingsOpenedWebhook winsDeposits wonTreasury soldLoans originated
Arkansas SOS2111$425,00010
License approval1011$185,00010
UCC filing1110$95,00001
Market intelligence1100$000

ROI by county

SegmentContactedMeetingsOpenedWebhook winsDeposits wonTreasury soldLoans originated
Pulaski2211$425,00010
Faulkner1011$185,00010
Saline1110$95,00001
Benton1000$000

ROI by banker

SegmentContactedMeetingsOpenedWebhook winsDeposits wonTreasury soldLoans originated
Avery Brooks2211$425,00010
Morgan Lee2011$185,00010
Blake Carter1110$95,00001

ROI by product line

SegmentContactedMeetingsOpenedWebhook winsDeposits wonTreasury soldLoans originated
Business DDA + ACH payroll1111$425,00010
Remote deposit capture1011$185,00010
Equipment loan1110$95,00001
Hospitality1100$000
Professional services1000$000