Hello, Robin and Ken.

The whole company, one pane. Numbers frozen June 10, 2026, from your costcoquote Amplitude (window March 11 to June 9; cbcins.com tracks separately in its own org) · auto-refresh goes live with the first key.

Your consumer funnel completes at 10.7%i. ~114 people walk away every dayi. Biggest drag: phones convert at roughly half the desktop rate (7.4% vs 15.1%)i. What that costs is your call to make: two numbers, below. For comparison: week-to-week completion has run 8.4–13.7% over the last 12 weeks (a different window and event basis, shown side by side, not equatedi).

Funnel health i

10.7%

of the 69,776 people who visited in 90 days, 11,514 reached a quote form; the tracker logged 1,231 submissions (we are verifying that counter against page-level data before treating it as finished quotes). Weekly comparison band: 8.4–13.7% i

phones 7.4% vs desktop 15.1% iOS 8.05% · Android 5.09% i

Walking away i

~114 people/day

Of every 100 who leave, fewer than 1 is ever re-contacted (0.19%). No triggered follow-up exists.

~470 employers/qtr leave name + email + company first i

What it's worth

Scenario · your two numbers

Your close rate (%) One closed deal's first-year value ($)

If the ~470 employers/qtr who walked after giving contact info became leads again: enter both numbers

Nobody guesses these. They save on this device only. More scenarios live in the experience detail below.

What to do about it

Five moves, each one carried by your own numbers. Check them off as they land; checks save on this device.

Point the generic-Costco links at the quote flow

Your largest tagged source (9,496 people/90d) lands on info pages and completes 3.1% end-to-end; the BHIP placement completes 10.3% end-to-end i

Same people, better landing path. Confirm link ownership with Costco first.
Joe P
Re-aim the untargeted blasts

~15,250 people/90d from blasts, paid social and the exec landing-page buy produced ~6 leads; the one small TARGETED Costco-member email hit 5.8% (n=52, a directional signal, not proof) i

Re-aim, don't just stop: the WeeklyInsider is also the only re-engagement touch that exists today.
Robin · Ken
Adopt the UTM tag standard

Over half your leads (roughly 53–55%, ~682 of 1,291 day-0 leads) arrive with no source tag i

Most of the marketing budget is flying blind. One naming standard fixes it for every campaign that follows.
Brandon
Fix the phone experience

Phones are ~70% of views and ~40% of submits; the quote forms ship a desktop layout shrunk to about half size on phones i

The pilot landing pages are this fix: phone-first capture on your own URLs.
Paper St
Decide the abandoner play

~470 employers/qtr type their name, email and company into page 1, see prices, and leave i

Whether page 1 stores that data today is the open question for your team. If it does, the re-contact list already exists.
Ken · Brandon, then Paper St

Channels i

Share of each channel's visitors who finish a quote:

Costco BHIP placement	6.1%
Targeted Costco-member email (n=52)	5.8%
WeeklyInsider newsletter	0.1%
wgu email blast (6,884 people)	0%
No source tag at all	~53–55% of leads

The last row is the named problem: most leads can't be traced to the marketing that bought them.

▸ Wires to HubSpot

New leads

This card becomes your live lead pulse (this week vs the 4-week mean, red when below). What we can already see site-side: ~400 logged submissions a month i

▸ Wires to HubSpot

Campaigns

Becomes per-campaign sends → visits → leads. What the frozen data already shows: ~13,600 untargeted-blast visitors produced about 4 leads while the small targeted email hit 5.8% (n=52). Untargeted email is dead; targeting works. The fix is targeting, not volume i

▸ Wires to HubSpot

Pipeline

Becomes deals by stage with stage-aging (a deal stuck too long surfaces red). Assumes deal stages are in use; we'll verify with your team.

Dashed cards aren't mockups. They're wired the day we get a read-only key. Solid cards are your own frozen numbers today.

The system map
every tool, what it does, who owns it, and how it connects → Experience detail
the full funnel pulse: every journey step, the friction data, states, scenarios →