LEAD GENERATION WORKSHEET
Prepared October 19, 2026 by the Space Office team
Guide: https://www.spaceoffice.ai/blog/lead-generation

Use for one offer and one enquiry cohort. This is not a guarantee of
leads, customers, or revenue.

1. OFFER AND FIT
Offer and need served:
Service area / product scope:
What can be fulfilled and what is excluded:
Capacity and response owner:
Required fit evidence:
Helpful context to collect later:
Questions needing human clarification:
Source, owner, and checked date for each criterion:

2. CHANNEL PLAN (REPEAT)
Route and buying situation it serves:
Useful material / destination:
Next action promised to the reader:
Source-label convention:
Budget and included expenses:
Owner and response process:
Start, stop, and review dates:
What justifies continuing, revising, or stopping:

3. CAPTURE AND RESPONSE
Required fields and reason for each:
Scope and conditions shown near the action:
Explanation of information use and follow-up:
Confirmation and actual response expectation:
Where the record arrives and who reviews it:
End-to-end test record:
Failure / exception path:

4. ENQUIRY RECORD (REPEAT)
ID, date, business/site/current requirement:
Recorded source and attribution convention:
Validity evidence:
Duplicate matching rule and related record:
Fit: fits / outside scope / uncertain
Verified criteria and unknowns:
Actual request and contact preferences:
Response owner and next action:
Current state and date:
Actual completed step (separate from activity such as email sent):
Reason for decline, cancellation, or no progression if known:

5. FICTIONAL FOUR-WEEK CLEANING-SERVICE PILOT
Scope: commercial office-window assessments in two service districts.
Distinct enquiry: one business, site, and current requirement.
Source: first valid submission; preserve later activity on that record.

Source       Sessions Raw Duplicates Invalid Distinct valid
Organic page    220    14      2        1          11
Paid search     250    16      2        1          13
Partner          30     2      0        0           2
Total           500    32      4        2          26

Source       Distinct valid Outside scope Fits scope
Organic page        11           3           8
Paid search         13           3          10
Partner              2           0           2
Total               26           6          20

32 - 4 - 2 = 26 distinct valid enquiries; 26 - 6 = 20 fitting scope.
Sessions are recorded visits, not unique people. Source attribution
is a convention, not proof of causal or incremental demand.

Current states within 20 fit enquiries:
8 needs/timing confirmed + 7 awaiting reply + 5 not ready = 20.
Within 8 confirmed: 5 assessments held + 2 scheduled + 1 cancelled = 8.
Within 5 held: 3 proposals + 2 needing further scoping = 5.
Within 3 proposals: 1 signed + 2 open = 3.
These are nested stages: do not add them as separate leads.

Partial cash costs: $500 paid search + $100 page assets = $600.
$600 / 20 scope-fitting enquiries = $30 per scope-fitting enquiry.
Excluded: staff time, follow-up, delivery, overhead, and other costs.
Not CAC, profit, or the cost of a proven additional sale.
Signed work does not establish collected revenue.

Illustrative next step: clarify service area for six unsuitable requests
and assign seven awaiting replies before increasing volume. Two partner
requests are insufficient to declare a universal channel winner.

6. REVIEW RECORD
Period and cohort:
Raw / duplicate / invalid / distinct valid counts:
Fit decisions and evidence:
Needs-confirmed cases and actual response states:
Assessments / proposals / signed / paid states kept separate:
Included costs, exclusions, and denominator for each measure:
Source and attribution limits:
Known capacity or response bottleneck:
Next change, owner, and review date:

OPTIONAL SPACE OFFICE HANDOFF
Iron: fit criteria and verification of permitted enquiry evidence.
Nitrogen: capture, confirmation, clarification, and response copy.
Hydrogen: coordination and review of definitions, evidence, and handoff.
Human: verify records, approve fit decisions, contact, and commitments.
Use only permitted records needed for the task. Account access, spending,
sending, and external implementation need their own defined scope.