Tracking and lead workflow
Growth needs clean signals after the click.
We set up the measurement and lead-handling layer: conversion events, source capture, CRM handoff, receipts and follow-up. Every budget decision then rests on numbers you can trust.
Scope, fee and delivery date agreed before any work begins.
Sample Lead Illustrative lead
Oakridge Plumbing Co.s•••••••@example.com
- Value
- $4,800—
- Owner
- Jordan R.Unassigned
- New09:18
- Contacted09:31
- QualifiedDay 3Not recorded
- WonDay 21Not recorded
Source attribution
- First touch
- Google Ads · SearchUnknown
- Campaign
- rescue-auditUnknown
- gclid
- Captured
EAIaIQob…Not captured - Landing page
- /ppc-auditUnknown
Leads by source 30 days · 84 leads
80 of 84 leads have a known source62 of 84 leads have no known source
Activity
- 09:14:02— Ad clickgoogle / cpc · gclid savedNot recorded
- 09:14:0509:14:05 Landing page viewutm_campaign=rescue-auditPage view, no campaign
- 09:18:4009:18:40 Form submittedgenerate_lead + Meta Lead, deduplicatedEmail to a shared inbox
- 09:18:41— CRM record createdOwner assigned automaticallyNot recorded
- 09:18:42— Receipt email sentConfirmation to the prospectNo confirmation sent
- 09:31:10Next day First reply13 minutes later, named ownerReply the next day
- Day 3— QualifiedBudget and timeline confirmedNot recorded
- Day 21Day 21 WonOffline conversion sent to Google AdsRevenue never tied to the ad
A clear starting point
Scope your lead tracking setup
What to share
Your forms, booking tools, CRM, ad channels and sales stages.
What we scope
An integration map connecting inquiry capture, source information, handoff and lead-status reporting.
What to clarify
Supported integrations, software fees, access and follow-up ownership are confirmed before implementation.
Send an inquiryClarify the briefReview a proposalApprove the work
Tracking setup
Growth only works when the numbers can be trusted.
We build the measurement layer before scaling traffic, because SEO and PPC decisions are only as good as the signals behind them.
GA4 events
Track the actions that matter, not just page views.
Search Console
See which searches create visibility and which pages need work.
Google Ads conversions
Give campaigns the right feedback loop before scaling spend.
Meta pixel and Conversions API
Cleaner remarketing and campaign learning, with deduplicated events.
Call and form tracking
Connect website actions to real conversations and opportunities.
Growth dashboard
Traffic, leads and campaign learning in one view.
Lead workflow
Every lead captured, routed and followed up.
We map the journey from first inquiry to sales follow-up, then scope the connections your team needs.
- 01
Lead capture
The inquiry, the service requested and the campaign source land in one record.
- 02
Lead routing
Each inquiry goes to an agreed inbox or CRM, with a named person responsible for replying.
- 03
Receipt and recovery
The prospect gets a confirmation, and a failed submission has a recovery path.
- 04
Follow-up path
You record whether the inquiry became a qualified lead, a conversation or a sale.
Start here
Tell us which tools you use.
Forms, inboxes, CRM and ad accounts. We’ll scope the handoffs, responsibilities and reporting before implementation.