Executive Summary
Key marketing metrics for Apr 26 — all figures exclude ROCI Agency (reported separately)
Note: ROCI Agency LTD leads are excluded from all summary figures and charts. ROCI is reported separately in the Partner Performance section. April 2026: 21 ROCI leads · 9.5% conversion rate · 2 conversions.
Total Leads (excl. ROCI)
43
April 2026
Conversion Rate
18.6%
Excl. ROCI
New Accounts
29
April 2026
Trustpilot Score
5 ★
486 reviews · 4 in April
LinkedIn Impressions
1,270
April 2026
Newsletter Open Rate
27.8%
1,398 delivered
HubSpot Contacts
79
New contacts April 2026
Active Workflows
42
29 inactive
April 2026 in Context
April 2026 delivered 43 leads across all channels (excluding ROCI), a 23.2% decrease on March's 56. The breakdown: Broadbench Marketing (14), James Leckie Group (11), Contractor Calculator (6), Accrue Accounting (4), and Other Partners (8). Conversion rate was 18.6%, down from 26.8% in March, with 8 leads converting to clients. Trustpilot maintained its 5.0-star rating across 486 reviews, with 4 new reviews in April — all 5-star. LinkedIn impressions fell 41.5% vs March, signalling a need for content strategy review. The remortgage pipeline holds 590 products worth £484,896 ready for review.
Annual Lead Totals — 2024 vs 2025 vs 2026 YTD (excl. ROCI)
Lead Pipeline
Lead volumes, status breakdown and conversion analysis — Apr 26 — excl. ROCI
Total Leads (excl. ROCI)
43
Apr 26
Broadbench Marketing
14
Own-brand digital
James Leckie Group
11
Combined sites
Contractor Calculator
6
Monthly Leads by Partner — Apr 26
- Broadbench Marketing
- Contractor Calculator
- James Leckie Group
- Accrue Accounting
- Other Partners
April 2026 Lead Status Breakdown
Conversion Rate by Partner — 2026 YTD (excl. ROCI)
3-Year Lead Trend — Jan 2024 to Apr 2026 (excl. ROCI)
- Broadbench Marketing
- Contractor Calculator
- James Leckie Group
- Accrue Accounting
- Other Partners
Partner Performance
Individual partner lead trends, conversion rates and strategic recommendations — excl. ROCI
Contractor Calculator
Longest-running partner. Historically the highest volume source, now in significant decline.
2024 Total
287
2025 Total
100
2026 YTD
36
29.7% conv.
Suggestions to Increase Lead Volume
- →Request a dedicated landing page or content placement on contractorcalculator.co.uk targeting contractor mortgage and protection needs
- →Propose a co-branded email to their subscriber list targeting contractor financial planning
- →Introduce a referral incentive or revenue-share review to re-energise the relationship
- →Explore whether a product focus shift or rate change is driving the volume decline
James Leckie Group
Amalgamated group: IT Contracting, Contract Eye, Limited Company Help, Relevant Life Insurance, Bytestart.
2024 Total
122
2025 Total
117
2026 YTD
53
24.6% conv.
Suggestions to Increase Lead Volume
- →Relevant Life Insurance site is the most aligned — propose a dedicated Broadbench product page or calculator tool
- →Bytestart and Limited Company Help attract founder and director audiences ideal for Key Person cover
- →Request analytics data on which James Leckie site generates the most leads to focus investment
- →Explore a joint webinar or content series targeting limited company directors
Accrue Accounting
Accountancy referral partner with the second-highest conversion rate in 2026 at 43.8%.
2024 Total
12
2025 Total
95
2026 YTD
16
43.8% conv.
Suggestions to Increase Lead Volume
- →Highest quality leads after Broadbench Marketing — prioritise relationship investment and dedicated adviser contact
- →Propose a formal referral SLA with faster response times and regular performance reviews
- →Create co-branded materials (PDF guides, email templates) Accrue can share with clients
- →Explore whether Accrue has capacity to refer more clients — volume is still low relative to quality
Broadbench Marketing
Own-brand digital marketing: HubSpot journeys, organic search, social media, email, and direct.
2024 Total
110
2025 Total
137
2026 YTD
64
48.4% conv.
Suggestions to Increase Lead Volume
- →Highest conversion rate of all channels — increase budget allocation to own-brand digital activity
- →LinkedIn organic impressions declined 41% in April — review content strategy and posting frequency
- →Email newsletter open rate (27.8%) is above industry average — consider increasing send frequency
- →Organic search traffic is only 6% of contacts — SEO content investment would compound returns over time
James Leckie Group — Site Breakdown (Lifetime)
IT Contracting
914
leads
£434k
LCH
319
leads
£263k
Contract Eye
57
leads
£42k
Bytestart
22
leads
£10k
Rel. Life Ins.
0
leads
ROCI Agency LTD — Reported Separately
Excluded from all main metricsApril Leads
21
April Conversions
2
April Conv. Rate
9.5%
2026 YTD Conv. Rate
10.9%
vs 48.4% Broadbench Mktg
Lifetime Revenue
£4,537
Policies Written
6
Lead-to-Account Rate
1.2%
Accounts & CRM
New accounts, HubSpot contact data and adviser breakdown
New Accounts (Apr)
29
12-month total: 307
Monthly New Accounts — Last 12 Months
Accounts by Adviser — 12 Months
HubSpot — April 2026 Contacts
New Contacts
April 2026
Traffic Sources
Active HubSpot Workflows
42
Active
29
Inactive
Key Active Journeys
- [Data Quality] Set Bounced contacts to non-marketing
- [Data Quality] Set Unsubscribed contacts to non-marketing
- Send welcome email to newly registered member
- Platinum Prospects - Business Protection Workflow
- Protection Welcome Journey No WhatsApp
Remortgage Pipeline
Rolling 12-month pipeline value by review month — helping the team prioritise outreach
Total Products
590
All products in pipeline
Total Pipeline Value
£485k
Total received value
Rolling 12M Value
£207k
May 26 – Apr 27 (202 products)
Pipeline Value by Month — Rolling 12 Months (May 2026 – Apr 2027)
Total received value of mortgage products with review dates falling each month. Highest-value months represent the greatest outreach priority.
Products Due for Review by Month
Number of individual mortgage products requiring review each month. April 2027 is the peak month with 53 products.
Pipeline by Adviser
Pipeline by Product Type
Email Marketing
Campaign emails, newsletters and automated workflow emails — 2026 YTD
Newsletter Open Rate (Apr)
27.8%
1,398 delivered
Best Newsletter
38.7%
Feb 2026 · 1,733 delivered
Workflow Avg Open Rate
49.4%
Across 6 active workflows
Campaign & Newsletter Emails — Last 12 Months
Broadcast emails sent to the full list or segmented campaigns. Excludes automated workflow emails.
| Type | Delivered | Open % | Click % | |
|---|---|---|---|---|
| Mortgage May | Campaign | 1,392 | 26.7% | 0.1% |
| Newsletter Nov 25 | Newsletter | 1,840 | 37.4% | 0.9% |
| Mortgages Jan 26 | Campaign | 3,341 | 13.9% | 0.1% |
| BOE Base Rate Dec 25 | Campaign | 1,833 | 25.4% | 0.5% |
| Newsletter April | Newsletter | 3,008 | 22.4% | 0.3% |
| Mortgage March | Campaign | 1,701 | 22.5% | 0.5% |
| BOE base rate change (Clone) | Campaign | 868 | 19.9% | 0.2% |
| Aug Newsletter | Newsletter | 4,432 | 15.6% | 0.1% |
| Newsletter April | Newsletter | 1,398 | 27.9% | 0% |
| SourcePay Webinar - 3 | Campaign | 1,423 | 16.7% | 0.2% |
| Newsletter March | Newsletter | 1,454 | 21.5% | 0.1% |
| Newsletter Oct 25 | Newsletter | 1,508 | 28.8% | 3.5% |
| SourcePay Webinar - 2 | Campaign | 1,551 | 15.5% | 0.1% |
| November Newsletter | Newsletter | 1,010 | 19% | 0.5% |
| SourcePay Webinar - 1 | Campaign | 1,575 | 20.3% | 0.5% |
| Financial Reset Feb 2026 | Campaign | 1,711 | 23.5% | 0.1% |
| Newsletter Feb 26 | Newsletter | 1,733 | 38.3% | 3% |
| Mortgages Feb 26 | Campaign | 1,771 | 27.8% | 0.4% |
| Newsletter Jan 26 | Newsletter | 1,807 | 25.2% | 0.4% |
| November Newsletter 2 | Newsletter | 883 | 17.7% | 0.3% |
| Webinar Email 2 | Campaign | 1,594 | 24.9% | 0.6% |
| Webinar Email 1 | Campaign | 2,856 | 15.9% | 0.3% |
| Selectabase Campaign 2 03.25_Email 3 | Campaign | 1,169 | 13% | 0% |
| SSAS email Nov 25 | Campaign | 1,867 | 28.2% | 2.7% |
| Contractor Tips Sep 25 | Campaign | 1,589 | 31.5% | 3.5% |
| Newsletter Sept 2025 | Newsletter | 1,538 | 31% | 0.4% |
| Selectabase Campaign 2 03.25_Email 1 | Campaign | 1,236 | 23.9% | 0.2% |
| Contractor Tips | Campaign | 1,173 | 24.9% | 10.1% |
| Newsletter Aug 2025 | Newsletter | 1,452 | 33.7% | 0.4% |
| Mortgage August Change of Base Rate | Campaign | 1,882 | 25.1% | 0.2% |
| Mortgage August | Campaign | 2,424 | 18.7% | 0.4% |
| Selectabase Campaign 02.25_Email 6 (Clone) | Campaign | 631 | 7.6% | 0% |
| Newsletter July 2025 | Newsletter | 2,557 | 22.4% | 0.4% |
| Selectabase Campaign 3 WK 4 Email 3 | Campaign | 1,613 | 6.9% | 0% |
| Selectabase Campaign 3 WK 4 Email 2 | Campaign | 1,597 | 7% | 0% |
| Selectabase Campaign 3 WK 4 Email 1 | Campaign | 1,626 | 7.4% | 0% |
| Selectabase Campaign 3 WK 3 Email 3 | Campaign | 506 | 20.2% | 0% |
| Selectabase Campaign 3 WK 3 Email 2 | Campaign | 1,637 | 8.6% | 0.1% |
| Selectabase Campaign 3 WK 3 Email 1 | Campaign | 1,645 | 7.4% | 0% |
| Selectabase Campaign 3 WK 2 Email 3 | Campaign | 1,652 | 6.5% | 0% |
| Selectabase Campaign 3 WK 2 Email 2 | Campaign | 1,670 | 9.2% | 0% |
| Selectabase Campaign 3 WK 2 Email 1 | Campaign | 1,674 | 9.7% | 0% |
| Selectabase Campaign 3 WK 1 Email 3 | Campaign | 1,690 | 11.8% | 0.1% |
| Newsletter June 2025 | Newsletter | 2,663 | 22.3% | 0.4% |
| Selectabase Campaign 3 WK 1 Email 2 | Campaign | 1,706 | 11.5% | 0.1% |
| Selectabase Campaign 3 WK 1 Email 1 | Campaign | 1,723 | 12.1% | 0.2% |
| RLP Campaign June 2025 | Campaign | 2,349 | 14% | 0.5% |
| Selectabase Campaign 2 03.25_Email 5 | Campaign | 1,134 | 13.5% | 0% |
Automated Workflow Emails
Emails sent as part of HubSpot automated journeys. Includes meetings booked data where tracked.
| Workflow | Enrolled | Completion | Avg Open % | Avg Click % | Meetings Booked | Meeting Rate |
|---|---|---|---|---|---|---|
Protection Welcome (No WhatsApp) | 312 | 63.5% | 58.3% | 12.4% | 47 | 15.1% |
Mortgage Welcome (No WhatsApp) | 289 | 69.6% | 61.2% | 14.1% | 62 | 21.5% |
Key Person PPC Welcome | 94 | 71.3% | 52.1% | 9.3% | 18 | 19.1% |
Missed Appointment Reminder | 178 | 50% | 44.7% | 8.9% | 31 | 17.4% |
Data Quality — Missing Fields | 203 | 76.8% | 38.6% | 5.2% | — | — |
158
Total Meetings Booked
51.0%
Avg Workflow Open Rate
18.3%
Avg Meeting Rate (workflows with tracking)
Trustpilot
Customer reputation, team performance and review allocation
Overall Score
5.0 ★
Excellent
Total Reviews
486
All time
April Reviews
4
All 5-star
Rating Distribution
Reviews by Team — 2026 Year to Date
Reviews by Team — Monthly Trend (2024–2026)
- Tom & Emily
- Jordan & Jo
- Mike & Jess
- Unallocated
Recent Reviews — Team Allocation
Assign a team to each reviewUse the dropdown on each review to assign or correct the team. Selections are saved immediately and persist across sessions.
"Jordan Tomlinson has done a fantastic job of arranging a mortgage for our situation… she is competent, professional and reliable."
"Really friendly, warm & Neuro friendly approach. Tom explained things clearly and didn't overwhelm me with information."
"Tom and team have always given us honest and clear advice. Always appreciate Tom's time and Emily is always a great support."
"Excellent service from start to finish. The team made the whole process straightforward and stress-free."
Strategic Recommendations
Data-led actions to improve lead volume, quality and partnership ROI
ROCI Partnership Review — Urgent
ROCI generated 64 leads in 2026 YTD at a 10.9% conversion rate, versus 48.4% for Broadbench's own marketing. This is the single biggest drag on overall conversion performance. A formal quality review with ROCI is recommended: define minimum lead qualification criteria, introduce a 30-day trial period with enhanced monitoring, and set a conversion rate floor (suggest 25%) below which the arrangement is paused. Consider redirecting budget to Broadbench Marketing channels where ROI is demonstrably higher.
Reactivate Email Campaigns — Gap Identified in April
April 2026 saw only one email sent (the newsletter). In January, five campaigns delivered 7,887 emails with a 27.4% average open rate. The absence of campaign emails in April represents a missed opportunity. A monthly mortgage/protection campaign should be reinstated as standard practice, targeting remortgage pipeline contacts (590 products due for review) with timely, personalised content. The Mortgage Welcome workflow's 21.5% meeting rate demonstrates the value of targeted email outreach.
Remortgage Pipeline — Proactive Outreach Campaign
590 mortgage products worth £484,896 are in the pipeline, with July 2026 (27 products) and December 2026 (29 products) being the peak months. A segmented email campaign targeting clients with products expiring in the next 3–6 months, combined with a personalised call from their adviser, could materially increase retention. HubSpot workflows should be configured to trigger this outreach automatically based on product expiry date — the Missed Appointment Reminder workflow (17.4% meeting rate) is a proven model to adapt.
LinkedIn Impressions Decline — Content Strategy Review
LinkedIn impressions fell 41.5% in April (1,270 vs 2,173 in March). Analysis of content categories shows Trustpilot posts have the highest engagement rate (4.86%) but only 75 posts historically. Business Protection posts generate the most total impressions (7,231) but at a lower engagement rate (3.00%). Recommendation: increase Trustpilot and Remortgage Review content (9.72% engagement rate on 1 post) and reduce lower-performing content. Consider LinkedIn document posts or newsletters to boost organic reach.
Pipeline Velocity — Welcome Stage Bottleneck
22 of 71 April leads (31%) remain in 'Welcome Booking Process' — the highest single status. Combined with 10 in 'Welcome Booked' and 8 in 'Automated Welcome', over 56% of April leads are yet to progress beyond the initial welcome stage. The Protection Welcome workflow has a 63.5% completion rate and 15.1% meeting rate — review whether the Missed Appointment Reminder workflow is triggering correctly for all stalled leads. Consider A/B testing the welcome email subject line.
Accrue Accounting — Scale the Relationship
Accrue Accounting delivered a 43.8% conversion rate in 2026 YTD on 16 leads — the second-highest quality source after Broadbench Marketing. With only 16 leads in four months, there is significant headroom to grow this partnership. Consider a structured referral incentive, co-branded content (e.g., a joint guide on contractor financial planning), and a quarterly business review to identify more referral opportunities within their client base.
Leverage Trustpilot as a Lead Generation Asset
With 486 reviews at 5.0 stars, Broadbench has an exceptional reputation that is underutilised in lead generation. Recommendations: (1) Add Trustpilot widget to all landing pages and email footers; (2) Create a monthly 'Review Spotlight' social post — Trustpilot posts have the highest engagement rate at 4.86%; (3) Include the 5-star rating in all paid and organic search ad copy; (4) Brief ROCI and other partners to reference the Trustpilot score in their referral materials. The April 1st post celebrating the 5-star rating generated 131 impressions and 7 interactions — above average for the month.
Social Media
LinkedIn and X (Twitter) — deep dive on content performance, engagement rates and campaign analysis
LinkedIn Impressions (Apr)
1,270
April 2026
LinkedIn Interactions (Apr)
73
April 2026
Posts Published (Apr)
28
14 LinkedIn · 14 X
Total Audience
584
Combined followers
LinkedIn & X Impressions — Monthly Trend (May 2025–Apr 2026)
LinkedIn Engagement Rate — Monthly Trend (%)
Performance by Content Category — All Time
LinkedIn Impressions by Content Category — 2026 Monthly
Top Posts — April 2026 (by impressions)
299
imp.
Buying a property when your income isn't "standard" can feel like an uphill battle…
198
imp.
"Key person cover is only for big businesses." "It's too expensive." "We've already…
131
imp.
We're proud to share that we've achieved a ⭐⭐⭐⭐⭐ 5-star rating from our clients!
115
imp.
Inheritance Tax (IHT) is often overlooked, until it becomes a problem…
83
imp.
Got a minute? If you've worked with us and liked what we do, we'd really appreciate…
72
imp.
Is your current mortgage deal coming to an end? Now is the time to review your rate…
66
imp.
The property market may feel uncertain right now, but for the right buyers, opportunity…