Feed the Channels Whose Leads Actually Close
Close rate by first touch joins your CRM deals to UTM Grabber leads by email. For the channel of each person's first visit, it shows how many deals they opened, how many closed, what they were worth and how long they took. It answers “which channels bring the leads that actually close?”
Published · Updated
/pipelineLeads joined with ads, analytics and CRMNew in v2.0Joins your CRM
Which channels bring the leads that actually close as deals?
It depends on whether you measure leads or closed deals. To join your CRM deals to UTM Grabber leads and show each first-touch channel's close rate, value and days to close, Close rate by first touch is the report to run. Type /pipeline to get it. For spend through to revenue on one page, use Full-funnel performance. To rank single ads by customers, Which ads brought customers fits better. To find pages that never convert, pick Traffic that never converts.
What it is: Close rate by first touch is a CRM deal report from the free UTM Grabber Reports skill for sales and marketing leaders that shows which first-touch channels bring the leads that close.
What this report answers
Built for: Sales and marketing leaders who share a pipeline and argue about credit.
What's in the report
Why You Can Trust What It Tells You
Close rate on decided deals
Close rate is won divided by won plus lost, and the report always says how many deals are still open.
Best channel needs a clear lead
The headline names the best close rate only among channels with enough decided deals, when it beats the average by 5+ points.
Fair read on young deals
Changes in won deals and revenue are held back when this period has 10+ points more open deals than the last.
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: /pipelineWhich channels bring leads that close?
Used UTM Grabber, HubSpot, Google Ads and Meta Ads
check_site_health· UTM Grabberlist_forms· UTM Grabberget_entries· UTM Grabber· 1,120 leadsget_deals· HubSpot· 519 dealsget_campaign_spend· Google Ads· $18.9K spendget_campaign_spend· Meta Ads· $9,100 spend
Claude answers: Leads whose first visit came from Google Ads close 64% of decided deals. 519 deals, 229 won so far (57% of decided deals), worth $271K.
/pipeline- “Which channels bring leads that close?”
- “What's our close rate by first touch?”
- “How long do Google Ads leads take to close?”
What it uses
UTM GrabberRequiredYour leads, with their UTMs and click IDsFirst-touch fields from UTM Grabber Premium. Leads without them fall back to last touch, and the notes count them.Report designs need Claude, Codex or Cursor.
Close rate by first touchWhich plan do you need?
This report works on the free plugin. UTM Grabber Premium adds more detail.
On Free and Starter your AI reads only your last 30 days, which leaves out the window before and older leads that became deals later. Starter+ and Premium read your full history.
| Plan | What your AI reads |
|---|---|
| Free pluginThis report | Your last 30 days, with a fair-use allowance |
| Starter | Your last 30 days, with first touch and more click IDs |
| Starter+ or Premium | Your full history, unmetered |
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.
Questions about this report
Which CRMs does it work with?
HubSpot, Salesforce and Pipedrive, connected to the same AI chat. Those connectors come from each platform or a third party, not from UTM Grabber.
What about deals that never filled a form?
They get their own grey line, so totals tie out to your CRM, and a next step suggests capturing their source.
Why first touch?
Last touch often credits the channel that closed a journey another channel started. Comparing both shows which channels deserve credit for revenue, and the report never calls a channel weak on last-touch numbers alone.
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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 /pipeline. Or just describe what you need.
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.