01 / Where we start
Lead tracking & follow-up
Follow every lead from first contact to signed job.
A click is not a lead, and a lead is not a signed job. We bring every form, call and chat from every office into one list, remove duplicates and match each lead to what happened next.
Typical starting work
One record of every lead and what became of it.
We agree the deliverables, responsibilities and review points around your business.
- 01Lead ledger: one list of every lead, by office
- 02Owner report: spend, leads, inspections and signed jobs by office
- 03Response-time tracking for missed and slow replies
- 04An agreed definition of a qualified lead
A useful working relationship
What helps us
understand the work.
- Call and form records from the tools you already use
- Job outcomes from your scheduling or job-management system
- The people in each office who respond to leads
No accounts need to be connected to request a Lead Leak Check. Any later access or provider action is agreed separately.
Part of the same plan
Connect the work.
Every other service reads from the lead ledger, so decisions about ads, search and your website are tied to inspections and signed jobs.
See the processPractical questions
Before we begin.
Can you tell which marketing is generating revenue?+
Only as far as your records allow. It takes connected, reliable records and an agreed definition of a qualified lead. We first establish what the available evidence can support and say what remains unknown.
Will this automatically send follow-up messages?+
No. We track how quickly each office responds. Sending anything on your behalf needs its own agreement and your approval first.
Start with a Lead Leak Check.
See whether leads are being lost across your offices, and where, before you change anything else.