FOR THE MONTHLY
After GA4, they ask how many quotes.
Traffic is covered. The form chapter is the hole. One page, your logo, a button in the hub.
SAMPLE · MONTHLY FORM REPORT
Summit Roofing
Last 30 days
SAMPLE
96
Submits
7.5%
Conversion
62%
Phone / Desk
Traffic is there; phone drops before submit; three fields are almost unused.
✓ Shorten phone layout
✓ Drop unused fields
→ Recheck next month
You already have the traffic slide.
Then someone asks how the form did. That chapter is usually three tabs and a screenshot. This is the page so you stop building it the night before.
What’s on the page
01
The numbers
Submits, conversion, phone vs desk, where they stop.
02
The sentence
English, not a chart they have to decode on the call.
03
What you’d change
Three bullets so next month you can say if it moved.
THE FORM SLIDE
GA4 and Clarity stay.
This is the form slide. New projects on the desk. Old WPForms sites can wait.
Have the form chapter before they ask.
Give the monthly meeting one clear page for what happened, where people dropped, and what you’ll change next.