Lead source tracking

The phone rang, the job was booked, and now nobody can say which marketing brought it in.

Connect each lead source to what happened next.

When source, appointment, estimate, and job-result steps are connected and used consistently, the lead record can show more than clicks and raw lead counts.

How it works

What the workflow does after the right rules are connected and tested.

  1. Record where the customer first found you and the most recent source before the call or form.
  2. Save the source on the customer and lead records.
  3. Give each reported action a unique ID so it is counted once.
  4. Record whether the lead was a fit and why a lead was lost.
  5. Report appointments, estimates, and jobs won or lost by source.
What the team is working toward

Make the next step easier to see and complete.

  • Marketing reports use the same lead and estimate status your team sees every day.
  • Out-of-area, wrong-service, spam, and invalid leads are visible by source.
  • Budget decisions can focus on leads that become appointments, estimates, and won jobs.
Numbers to watch

Measure what happened after the lead arrived.

Leads that fitService appointments bookedEstimates sentJobs wonCost per booked appointment
What this can and cannot do

Source reporting becomes useful only after the required sources and job results are connected, tested, and recorded consistently. Privacy settings, people changing devices, and offline conversations can still leave gaps.

Your free growth audit

Build this around the way your shop handles leads.

Start with who responds, when messages can send, when follow-up stops, and which results your team needs to see.

  • 60+ documented checksBuilt around your shop and market
  • Written priority planWhat to fix now, later, or not at all
  • Yours to keepNo purchase or required sales call
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