Analytics & lead tracking

I log every incoming phone call, form, and map inquiry into a dedicated CRM view, where leads are automatically tagged with details about the marketing source. During our 6 to 8 week reviews, we go through those leads together for a quick 15-minute reconciliation. You tell me which inquiries converted into paid jobs and estimated job values, and we map those numbers back to the exact campaigns that generated them.

Very little. I handle all tracking setup, call recording, form integration, and CRM maintenance behind the scenes. Your only job is to provide simple status updates on whether incoming leads booked a job, either through our quick review calls or directly inside the CRM.

Not necessarily. The CRM itself matters less than what it measures. What we really need is a reliable way to see which marketing efforts, like local SEO and Google Ads, bring in the most revenue, so we know where your budget is earning its keep.

My lead tracking system handles that, and it runs alongside the tools you already use. If you’d prefer to keep everything inside your current CRM, that may mean giving up some features of my tracking system. As a small business myself, I’m not able to offer custom technical integrations outside the tools I work with.

Longer sales cycles are precisely why we review performance every 6 to 8 weeks instead of every two weeks. Every lead is tagged at first contact, so we can easily attribute a closed sale back to a campaign run two months ago. Late-closing jobs can be accurately credited to the original marketing source.

We don’t want to leave underperforming campaigns on autopilot to burn through budget. So when our review data shows a low-converting channel or a source driving poor-fit leads, we adjust targeting, refine campaign messaging, or reallocate that budget directly into the channels yielding your highest-margin jobs.