Lead tracking and CRM follow-up
Know Where Every Lead Comes From, and Follow Up on Every One
Marketing decisions are only as good as the data behind them. We set up call tracking, conversion tracking and a simple CRM pipeline, so every enquiry is captured, followed up quickly and connected to the job it became.
- NewInstant alert with source, service and location
- ContactedFirst response logged, with time to respond
- QualifiedA real opportunity, by your own definition
- Quote sentAutomatic, polite follow-up reminders
- Won or lostOutcome recorded, so reports show real return
Why it matters
The Leaks Nobody Sees
A missed call while the crew is on a roof. A voicemail returned the next day. A quote sent and never chased. A lead that came from Google but was logged as a referral. None of these appear in an ads dashboard, but together they decide what your marketing is really worth.
Tracking shows you where enquiries come from and which ones become work. Follow-up makes sure the good ones don’t go cold. Put together, they let you make marketing decisions on evidence, and often recover jobs you were already paying to generate.
What’s included
What We Set Up
Call Tracking
Tracking numbers by channel so every call is attributed to its source. Call recording is optional, with the disclosures your state requires.
Analytics and Conversion Tracking
Google Analytics 4 and ad platform conversions set up for calls, forms and key actions, without sending personal details to analytics.
Lead Quality Tagging
A quick way to mark each enquiry as qualified, unqualified or spam, so reports reflect real opportunities.
CRM Pipeline Setup
Clear stages, owners and reminders in a CRM that suits your team. We work with the one you already use where we can.
Speed-to-Lead Alerts
Instant notifications to the right person when a new enquiry arrives, by email, app or text.
Quote Follow-Up
Automated, friendly reminders for quotes that haven’t been answered, sent only to customers who agreed to hear from you.
Missed enquiry estimator
What Is a Missed Enquiry Worth?
Use your own numbers. The result is the revenue tied up in enquiries that slip through, which is exactly what tracking and follow-up are designed to protect.
Reporting
What Your Monthly Report Shows
- Enquiries by source, service and location
- Qualified lead rate, so volume never hides quality
- Cost per qualified lead by channel
- Booked jobs and revenue by channel, when you share job outcomes
- Response times and follow-up activity
- What we’re changing next month, and why
Part of the system
Where Tracking and Follow-Up Fit
Tracking and follow-up cover the Capture, Follow-Up and Measurement stages. Without them, it’s impossible to tell which marketing works, and enquiries leak between the click and the quote.
Getting started
What We Need From You
- Access to your ad accounts, analytics and website
- Your current CRM or job management tool, if you use one
- Agreement on what counts as a qualified lead for your business
- Someone on your team who updates lead status (we make it quick)
Honest limits
What Tracking Can’t Do
- No tracking is perfect.Privacy settings, consent choices and offline word of mouth mean some enquiries can’t be attributed.
- Data depends on habits.Reports are only as accurate as the lead statuses your team records.
- It informs decisions; it doesn’t make them.We use it to recommend changes, and you stay in control.
FAQ
Tracking and CRM Questions, Answered
What counts as a qualified lead?
We agree on a definition with you, usually a homeowner in your service area asking about a service you offer, with a realistic budget and timeline. Spam, job seekers, sales calls and out-of-area requests are excluded, so cost per qualified lead reflects real opportunities.
Which CRM do you use?
We prefer to work with the CRM or job management software you already use, as long as it can record lead source and status. If you don’t have one, we’ll recommend an option that fits the size of your team and budget.
Do I really need call tracking?
For most home service businesses, phone calls are the main way enquiries arrive. Without call tracking, those enquiries can’t be connected to the marketing that produced them, so you would be judging your channels on partial data.
Is call recording legal?
Recording rules differ by state, and some states require every party to consent. Recording is optional; if you turn it on, we set up the appropriate disclosure message, and we recommend confirming your obligations with your legal advisor.
Related services
Works Even Better Together
Google Ads & Local Services Ads
Search and LSA campaigns built around high-intent searches, tight service areas and qualified-lead tracking.
Contractor Websites & Landing Pages
Fast, mobile-first pages that answer homeowner questions and turn visits into calls and form enquiries.
Local SEO & Google Business Profile
Show up in the map pack and local results for the services and towns that matter most to your business.
Find Out Where Enquiries Are Slipping Away
Book a strategy call and we’ll map how enquiries reach your business today, from first click to booked job, and show you where they leak.