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JD2 Electrical contractors
general-home-improvementONBOARDINGHYBRID RETAINER
Previous Period — Invoice From
1 Apr 2026 – 30 Apr 2026
£1,000
No appointments£1,000 retainer
0 appts / 0 leads
Jess to invoice Tom
Appointment delivery bonus on this client
£0
Conversion Rate (Appts / Leads)
20.0%
1 appts / 5 leads
Target: 20%+
KPI Progress
1/8 appointments
7 to unlock
13%
First 8 appointments covered by £1,000 retainer. Overage at £100 per appointment.
Billing Cycle
27 of 31 days elapsed
4
days remaining
4 days to hit KPI
Cycle resets soon — push for the unlock
Billing Configuration
Appointment History
1 May - 31 May
Appointments
Leads
6 May17 May27 May
Invoice Breakdown
Monthly Retainer
1 of 8 appointments included
£1,000
Total Invoice
£1,000