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Prep for the Sales Call in Seconds With One Lead's Full Story

The Lead profile shows everything UTM Grabber recorded about one person: how they found you, what closed them, every submission with its UTM values, and what they typed into your forms. It answers “who is this lead, and how did they actually get here?” and suggests the angle for the first call.

Published · Updated

/leadLeads, forms and tracking
Open the Full Sample →Ask Your AI for It
Lead profile sample report in the Studio look, sample data for Northwind Dental. Headline: Chloe Whitfield found you through Google and filled 1 form.Open full screen
Sample data from Northwind Dental, a fictional dental practice. Its headline reads: “Chloe Whitfield found you through Google and filled 1 form.” Click to open the full report.

How did this one lead actually find my business?

It depends on whether you need one person or the whole list. To prep for a first call, the Lead profile shows everything UTM Grabber recorded about one lead: how they found you, every submission and what they typed. Type /lead to run it. To rank all your leads, use the Lead quality scorer. To see which forms they came through, Form performance fits better. If tags look off, start with the UTM hygiene audit.

What it is: The Lead profile is a one-person journey report from the free UTM Grabber Reports skill for sales reps and owners that shows how a lead found you and suggests an opening for the first call.

What this report answers

How did this person first find us?
Which search or campaign brought them back to convert?
How many days did it take, and how many forms did they fill?
What should we open the call with?

Built for: Sales reps and owners who want to sound prepared on the first call.

What's in the report

The Lead profile sample report in the Studio look, with its 6 parts numbered to match the list
Click or tap a number or list item.Open the full sample →

Why You Can Trust What It Tells You

Finds the right lead

The report matches the email exactly, ignoring case, across every email field.

Private details stay private

Emails are masked, phone numbers keep only the last 4 digits, IP addresses and user agents are never printed, and referrers show the domain only.

Gaps are filled and labeled

When the first visit wasn't captured, the earliest form stands in, and the report says so.

Ask your AI

Type the shortcut, or ask in your own words. Your AI pulls your leads through your UTM Grabber connection and builds the report.

You ask: /leadWho is Jordan Reyes, and how did they find us?

Used UTM Grabber
  • check_site_health· UTM Grabber
  • get_woocommerce_orders· UTM Grabber

Claude answers: Chloe Whitfield found you through Google and filled 1 form. First form Sep 1, 6:33pm via Google Ads.

Example chat in Claude. Sample data from Northwind Dental, a fictional dental practice. Your AI uses your own leads.
  • /lead [email or name]
  • “Who is Jordan Reyes, and how did they find us?”
  • “Prep me for my call with our newest lead.”
  • “Tell me about the lead who filled 3 forms this week.”

What it uses

UTM GrabberRequiredEvery submission from one personFirst-visit fields (landing page, referrer and first-touch UTMs) from UTM Grabber Premium.
Your AIClaude, ChatGPT, Codex or Cursor

Report designs need Claude, Codex or Cursor.

Lead profile
RequiredOptionalAd, analytics and CRM connectors come from each platform or a third party.

Which plan do you need?

This report works on the free plugin. UTM Grabber Premium adds more detail.

What your AI can read from UTM Grabber
PlanWhat your AI reads
Free pluginThis reportYour last 30 days, with a fair-use allowance
StarterYour last 30 days, with first touch and more click IDs
Starter+ or PremiumYour full history, unmetered
Compare Plans →

See it in 4 looks

Same numbers, same story, 4 designs. View the sample full screen, or download it as a PDF or editable PowerPoint slides.

Lead profile report, Studio look

Studio

Client-facing reports

ViewPDFSlides

Lead profile report, Boardroom look

Boardroom

Presenting to leadership

ViewPDFSlides

Lead profile report, Ledger look

Ledger

Weekly ops reviews and analysts

ViewPDFSlides

Lead profile report, Classic look

Classic

Printed reports and long reads

ViewPDFSlides

Questions about this report

What if the email isn't in our leads?

You get a short, honest report that says how many submissions were searched and what to check, such as a typo or a date range that's too short.

Does it show the lead's IP address?

No. IP addresses and user agents are never printed, emails are masked and phone numbers keep only the last 4 digits.

Can I save the source to our CRM?

Yes. One of the next steps is to record the first touch in your CRM, so the source travels with the lead after the call. The report also flags duplicate submissions to merge.

Capture the Whole Journey, Starting Today

The free plugin remembers each lead's last click. Every UTM Grabber Premium plan, from Starter up, also records where they first found you, more ad click IDs and what kind of visit it was, from the day you upgrade.

Premium starts recording the day you upgrade. It can't fill in visits the free plugin never recorded, so every week on free is a week of first touches and click IDs you won't get back.

See UTM Grabber Premium Plans →Book a Demo
What UTM Grabber saves with each lead
Free pluginUTM Grabber Premium
Last-click UTM tagsSource, medium, campaign, term and contentYesYes
Google Ads click IDgclidYesYes
First touchThe source and campaign that found them, kept after later visitsNoYes
Meta and Microsoft Ads click IDsfbclid, msclkidPlus Google's wbraid and gbraidNoYes
Traffic labelsPaid, Organic, Social, Referral or Direct on every visitNoYes
AI assistant visitsChatGPT, Perplexity, Gemini, Claude and Copilot named as sourcesNoYes
WooCommerce ordersUTM tags savedFull source on every order
Cookie length30 daysYou choose

Related reports

Lead quality scorer

Who to call first and why, so your team works the best leads first.

/leads

Form performance

Every form on your site, including the quiet ones, and the one to fix first.

/forms

UTM hygiene audit

Where your attribution leaks, with the fixes in order.

/audit

See all 30 reports up close →

Want Us to Build This for You?

Get reports like this one with your logo and colors, set up for you. With the Support Package, we connect the AI Connector (MCP) to your data and hand you your own AI report builder, tuned to your business, for weekly, monthly and annual reports.

Get the Support Package →See What's Included

Works on free and paid plans, and with your agency. Cancel anytime, no contracts.

Done for you

$199/yr$349

Launch price · Real Value: $1,700

  • Expert SetupOur resident expert team installs UTM Grabber and wires every form, with a live test.
  • Diagnostics & FixesCaching, cookie and GDPR leaks found and fixed, then audited again all year.
  • Custom Reporting + MCPWe connect the AI Connector (MCP) to your data and hand you your own AI report builder.
  • Ongoing SupportNew funnels and forms wired all year, with priority answers.

Get This Report on
Your Own Leads.

Connect UTM Grabber to Claude, ChatGPT, Codex or Cursor with the AI Connector (MCP), add the free Reports skill, then type /lead. Or just describe what you need.

Connect Your AI →See UTM Grabber Premium PlansBook a Demo

Every plan can connect. The report designs need an AI app that supports skills: Claude, Codex or Cursor.

This sample is real output from the UTM Grabber Reports skill v2.0, built on sample data for Northwind Dental, a fictional dental practice. Once you set it up, every report uses your own brand colors and logo. Google Ads, Meta, Google Analytics and CRM connectors come from each platform or a third party, not from UTM Grabber. You add them to the same AI chat.