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Tool Gate · How it works

How the gate works

How the Lead Source ROI gate works

This tool grades each paid lead source on return and lead quality before you scale it. Every source gets its own verdict from where it lands on a grid of ROAS against qualified rate: ROAS against a 1x cut line and a 3x scale bar, qualified rate against a 20% floor. No verdict comes from a weighted score or a blend: the Dashboard reports a blended ROAS and a blended cost per qualified lead, but no verdict uses them, and the set gets no verdict. The fit gate can only make a source's verdict worse.

The 5 sources

01ReferralROAS 13.5x · 75% qualifiedSCALE
02Google AdsROAS 4.1x · 35% qualifiedSCALE
03Facebook AdsgatedROAS 4.0x · 8% qualifiedFIX
04Cold email listROAS 0.5x · 3% qualifiedCUT
05LinkedIn AdsROAS 0.6x · 60% qualifiedFIX
qualified rate ↓ · ROAS →
ROAS under 1x
ROAS 1x to under 3x
ROAS 3x or more
Qualified under 20%
CUT
Cold email list
FIX
FIX
Facebook Ads
Qualified 20% or more
FIX
LinkedIn Ads
FIX
SCALE
Referral, Google Ads

1x, 3x and 20% are the workbook's default settings; you change all three on the Source Scorecard tab. A source exactly on a line counts as at or above it.

Qualified-rate floor gate · worsen-only

A source with ROAS at or above 3x can't read SCALE if fewer than 20% of its raw leads qualify: a strong return on cheap junk reads FIX until the fit improves.

Worked source · one source of the 5, not a verdict for the set

Facebook AdsROAS 4.0x · 8% qualifiedFIX

Why: Facebook Ads returns 4.0x on $6,000 of spend, over the 3x scale bar, but only 96 of its 1,200 raw leads qualify. That 8% rate is under the 20% floor, so the fit gate holds it at FIX instead of SCALE.

Dashboard$3,000 of spend to reallocate from CUT sources and $11,000 in FIX sources, with the verdicts counted 2 SCALE / 2 FIX / 1 CUT. It names no source to fix first.

A 4.0x return didn’t earn SCALE. Each source’s verdict comes from where its return and its fit land on the grid, one source at a time, and the fit gate reads the share of leads that qualify, not the revenue they happened to produce. Grades the lead-source numbers you enter - a planning tool, not financial or marketing-spend advice.