2026 core lead benchmark trend
Available published August and September core benchmarks, followed by the provided October-created leads. ROCI is excluded. Export filter scopes are not certified like-for-like.
Broadbench · October 2026
2026 Marketing Report
Salesforce · HubSpot · GA4 · Google Search Console · Trustpilot · Remortgage review Verified sources
June archive link pending
Executive summary
October 2026 at a glance
October in context
More provided lead volume, own-brand progress and a focused follow-up opportunity.
The October export records 88 core leads, with 9 currently Converted (10.23%). Broadbench supplied 18 leads with 5 currently Converted. Accounting Web contributed 28 leads; 26 currently show To Be Followed Up.
Against the published September benchmark of 60 core leads, October is 28 leads higher (+46.67%). The current Converted share is 9.77 percentage points below September’s published 20%. Export filter scopes are not certified like-for-like, so this is a published-benchmark comparison, not a certified month-on-month result.
October produced 1,652 social impressions and 19 tracked clicks, while interactions fell to 61. Search Console recorded 142 web clicks, up 36.5% versus September. The Business Healthcare guide PDF attracted 20 clicks.
The Salesforce Accounts include 158 unique Account IDs with an October Status Change Date in the current snapshot. HubSpot recorded 120 October-created contacts. These account and contact measures are separate from Salesforce lead volumes and current Converted status.
Accounts follow-up opportunity28 accountsTo Be Followed UpCurrent status of Accounts with an October Status Change Date · not lead conversion
Lead origin & source analysis
Lead source position and Accounts activity
October core partner lead counts
Known business sources: 86 leads · ROCI excluded.
2 further leads came from other introducers
All Accounts snapshot — 4,927 unique Account IDs
158Accounts with an October Status Change Date
146Other partner accounts
12ROCI partner accounts · included
Filter: Status Change Date ≥ 1 October and < 1 November 2026. This counts unique report accounts, not creations or every status-change event.
Current-snapshot activity by Status Change Date
November 2025–October 2026, using stored dates in the 3 November snapshot. This is not a published KPI history.
Published historical account KPIs remain August 122 and September 97. The snapshot series is a separate measure.
Partner mix of the 158 Accounts
Named partner entries, including ROCI. The overall Accounts total remains 158. These are account counts, not lead acquisition or a separate channel attribution.
Current Client Status — Accounts
Current status of the 158 accounts with an October Status Change Date. Not Salesforce Lead Status or HubSpot contact status.
Current policy types — Accounts
83 accounts have current policy types; 75 do not. Counts are nonexclusive across policy labels and are not October sales.
October Accounts activity
Unique accounts by stored Status Change Date. Monday-start weeks are clipped to October.
Daily account counts
Partner × current Client Status
Current policy combinations
Account flag totals
Google Analytics 4
Website acquisition, engagement and conversion signals
October website snapshot
GA4 performance, kept distinct from Google Search Console. The 174 traffic-acquisition sessions and 180 session_start events are different source measures.
Sessions by primary channel group — 174 sessions
Average engagement is 53 seconds per active user and 25 seconds per session. The Events report records 86 total users, a different measure from 84 active users. Five form-submit events from five users are tracked activity, not validated enquiries or CRM conversions. Form starts and submits are not a matched-user funnel. Zero recorded key events does not establish zero enquiries.
Top page paths by views
October page-view totals. Repeat views are not unique people.
Top landing pages
Top 10 of 35 landing paths; October totals are 174 sessions, 84 active users and 72 new users. Landing page not recorded (GA4) is the source “(not set)” group: GA4 could not assign a landing page to 13 sessions from 9 active users. It is not a distinct actual webpage or an unknown marketing channel.
Pages generating form submissions
Five tracked form-submit events from five active users, filtered to form_submit. These are not independently confirmed enquiries or CRM conversions.
The filter reports submission events, not page views; unfiltered October page views remain 395. Page-level form-start breakdown: Unavailable.
Google Search Console — October
Search performance is separate from GA4 website engagement.
Top pages by web clicks
Top growing pages — reported additional clicks
Top queries
Clicks by device
Top countries
Search content opportunity
Build on Business Healthcare demand.
The Business Healthcare guide PDF recorded 20 clicks and a reported gain of 20 clicks. Develop supporting answer-led web content with clear internal links from the guide and Business Healthcare pages.
Search impressions are displayed as the source-rounded 34.5K. The source estimates 11 pages receiving first impressions; this is not a count of newly published pages.
Lead status & conversion
Salesforce core lead status and current Converted share
Current core Lead Status distribution
88 October-created core leads, ROCI excluded. Status uses the left-most populated Lead Status field.
Core conversion snapshot
9 core leads currently Converted
45 core leads currently show To Be Followed Up. 30 have zero open tasks: 26 Accounting Web and 4 Kingsway. The remaining 15 in this status have positive task counts.
Task counts are current coverage, not proof of overdue work, consent or missing interest. Account Status Change Date and HubSpot lifecycle stages are separate measures; no lead/account join is supplied.
Declared core product interest
13 nonexclusive Boolean interest flags, not policies, sales or consent. 50 core leads have at least one true flag; 38 have all flags false, which does not establish lack of need.
Current core open-task coverage
Blank task values are unknown, not zero. No task due dates or overdue flags are supplied. Only relevant form enquiries may enter the Protection Welcome Journey. Use the HubSpot form breakdown below to distinguish enquiries, newsletter signups and partnerships; task fields do not establish origin or consent.
Core lead creation timing · October
Monday-start weekly groups clipped to 1–31 October. These are creation-date counts, not conversion events occurring in those weeks.
All 31 daily core counts and current Converted status
Trustpilot reviews
Public profile and October review activity
Six reviews were published during October, all five-star. The score of 5.0 and total of 519 are the current public profile accessed 3 November, not an October 31 snapshot. Monthly review counts use publication dates, not experience or reply dates.
HubSpot contacts & workflows
October contacts, sources and workflow activity
October-created contacts
120HubSpot contacts created from 1 to 31 October 2026. Lead status and conversion reporting use the uploaded Salesforce CRM Lead Status in the Lead Status & Conversion section.
October contact sources and submitted forms
Record creation source · 120 contacts
Original traffic source · 120 contacts
First submitted form type · October-created contacts
Named first forms · 10 form-created contacts
Six Speak to an Expert enquiries: four from organic search and two from direct traffic. Three newsletter signups and one partnership enquiry were direct. Form type and relevant interest determine suitable routing; a mortgage enquiry is not automatically a protection request.
October workflow enrollment events · 1–31 October
1,286 total enrollment events across nonunique objects. Repeat enrollments can be counted; these are not unique people, new leads or conversions.
Refer to the Workflow report for conversions and meetings booked.
Partner performance
October core partner lead contribution
Per-source counts and current Converted status from the provided October-created leads. Product flags and task coverage do not establish form submission, newsletter signup or consent.
2 further leads came from other introducers
ROCI Agency LTD · separate leads19 leads4 currently Converted · 21.05%
ROCI is excluded from all core KPIs and charts. These 19 leads are distinct from the 12 ROCI partner accounts in the separate Accounts with an October Status Change Date.
Separate ROCI status, interest and October timing
Current ROCI Lead Status
ROCI declared interest · nonexclusive
ROCI weekly creation-date counts
All 31 ROCI daily counts
Remortgage pipeline
Ready for Review product snapshot
All source product types included; not a remortgage-only product group.
Exact source field · receipt period unspecified
All supplied products by Review Date month
September 2026–June 2027. Bars represent product counts; amounts group the Total Received Amount field by review month, not receipt month.
Monthly product and Total Received Amount table
All supplied products by adviser
All supplied products by product type
Snapshot-forward rolling 12 months
November 2026–October 2027, anchored to the 3 November snapshot.
All 12 snapshot-forward review months
No rows are supplied for July–October 2027. This does not prove that the complete business pipeline is empty. Received amounts are not forecasts.
Earlier review months
September–October 2026 labels before the snapshot month; not proof of overdue or missed reviews.
October-report anchored comparator · separate window
October 2026–September 2027, calculated from the same 3 November snapshot; not historical 31 October state.
Current account-task field on product rows
Account task values may repeat across product rows. The numeric sum is not a unique account/task total and does not establish overdue work or appointment outcomes.
Provider breakdown · all supplied products
Rate-type breakdown · all supplied products
Email campaigns
October 2026 email campaigns
Four Regular A/B campaigns · 1–31 October
Period-scoped HubSpot Analyze results. Regular-only campaigns: 0; the four campaigns are A/B campaigns.
Delivery and audience health
All email types · separate scope
1–31 October activity including automations. The 43 unique email assets are not 43 campaigns.
Four campaign results · cumulative snapshot at 3 November
Displayed campaign results are cumulative as at 3 November and are distinct from the October period-scoped Analyze figures above.
| Campaign | Send date | Delivered | Open rate | Click rate |
|---|
Historical comparison · January–September
Published January–September results are shown separately below. Campaign scopes differ from October’s Regular A/B campaigns; these are historical benchmarks, not a like-for-like month-on-month comparison.
Recommendations
Marketing actions from verified October signals
- 01
Rebuild social participation alongside stronger click activity.
Interactions fell to 61 from 95 in September, while tracked clicks rose to 19. Test adviser-led questions, concise explainers and participation-focused formats with a clear next step.
- 02
Expand Business Healthcare search content.
The guide PDF generated 20 clicks and a reported gain of 20 clicks. Build accessible web answers and supporting FAQs, strengthen internal links, and align the guide with relevant enquiry paths.
- 03
Coordinate targeted Accounts follow-up.
28 Accounts with an October Status Change Date currently show To Be Followed Up. Align relevant nurture messages and adviser follow-up to that current account status; do not treat this as a new-lead or conversion measure.
- 04
Review the 30 core follow-up leads with zero open tasks.
Within the 45 To Be Followed Up core leads, 26 Accounting Web and 4 Kingsway leads have zero open tasks. Review the appropriate next action in CRM rather than assuming overdue work or consent. Broadbench’s 18 leads include 5 currently Converted, a positive own-brand progression signal.
- 05
Keep Protection Welcome Journey entry tied to form submissions.
- 06
Plan adviser and nurture capacity for April 2027 reviews.
April is the largest supplied forward review month: 52 products in the 3 November snapshot. Plan review preparation and appropriate marketing support around that workload. These products’ £61,173.80 Total Received Amount is an attached source-field total, not forecast receipts, loan pipeline value or October revenue.
Social media performance
LinkedIn and X activity in October