Knowing where your clients come from is one of the most valuable things you can track as a performing musician. BookLive’s Lead Sources feature lets you tag every client with the channel that brought them in — whether that’s word of mouth, WeddingWire, The Knot, Gig Salad, or a referral — and then see exactly how each source translates into booked performances and revenue. This article explains how to assign lead sources to clients and how to read your Lead Source Performance report.
What Are Lead Sources? #
A lead source is a label you assign to a client that records how they first found you. BookLive automatically creates a Word of Mouth lead source for your group to get you started. You can add as many additional sources as you need — including location-specific entries like “Gig Salad – Chicago” for more granular tracking.
Once lead sources are assigned across your client list, BookLive calculates the following metrics for each source:
- Leads — total number of clients tagged with that source
- Performances — total performances booked from those clients
- Conversion Rate — percentage of leads that converted to at least one booked performance
- Total Earnings — combined standard payment across all booked performances from that source
- Average Revenue Per Lead — total earnings divided by the number of leads
- Average Revenue Per Performance — total earnings divided by the number of performances
Step 1: Assign a Lead Source When Adding a Client #
The easiest time to capture a lead source is when you first create the client record.
- Go to https://booklive.com/login and sign in.
- In the left sidebar, click Clients.
- Click Add Client (or the + button).
- Fill in the client’s name, email, and other details.
- In the Lead source field, click the dropdown and select the source that applies. If the source doesn’t exist yet, scroll to the bottom of the dropdown and click Create new lead source, then type the name (e.g., “The Knot,” “Referral – Sarah M.,” “Gig Salad – Denver”) and confirm.
- Complete the form and click Save.
Step 2: Update a Lead Source on an Existing Client #
If you have clients without a lead source assigned, you can add or change it at any time.
- Go to Clients in the left sidebar.
- Click the client’s name to open their record.
- Click Edit on the client detail page.
- In the Lead source dropdown, select the correct source (or create a new one using Create new lead source at the bottom of the list).
- Click Save to apply the change.
Step 3: View the Lead Source Performance Report #
Once you’ve tagged clients with lead sources, you can see a full breakdown of how each channel is performing.
- In the left sidebar, click Clients.
- At the top of the Clients page, click View Lead Sources. This opens the Lead Source Performance report.
- The table shows each lead source alongside its metrics: Leads, Performances, Conversion Rate, Total Earnings, Average Revenue Per Lead, and Average Revenue Per Performance.
- Click any number in the Leads or Performances column to jump directly to the filtered client or performance list for that source.
- A No Lead Source row appears at the bottom if you have clients that haven’t been tagged yet — use this as a prompt to go back and fill in missing data.
Tips & Notes #
- Be consistent with naming. “Word of Mouth,” “word of mouth,” and “WOM” will be treated as three separate sources. Pick a naming convention and stick to it.
- Get specific where it helps. Instead of a single “Gig Salad” entry, consider “Gig Salad – Denver” and “Gig Salad – Chicago” if you serve multiple markets. This lets you compare performance by both platform and geography.
- Tag every new client. The report is only as useful as the data behind it. Make it a habit to assign a lead source every time you add a client — it takes two seconds and pays off over time.
- Use conversion rate to guide your marketing spend. A high conversion rate means leads from that source are more likely to book. A high Average Revenue Per Performance means those gigs tend to be larger. The best sources score well on both.
- Lead sources created for your group are available across all group members who have access to the Clients section.
