Measurement design
Agree on funnel stages, qualification criteria, owners, and source fields. Identify account access, form endpoints, call tracking requirements, and CRM limitations.
Lead Tracking & Marketing Analytics
Connect channel activity, qualified inquiries, and estimate outcomes with reporting your business can act on.
A phone call, a completed form, an estimate, and a sold job describe different events. Combining them into a single lead total makes decisions harder. A clear measurement plan defines each stage, identifies the available source data, and makes attribution limits visible.
Agree on funnel stages, qualification criteria, owners, and source fields. Identify account access, form endpoints, call tracking requirements, and CRM limitations.
Configure supported event collection and attribution. Test real completion paths with permission, check duplicate handling, and distinguish clicks from actual submissions.
Review channel costs, lead quality, estimate progression, and sales outcomes where records allow. Document missing data and changes in methodology.
Illustrative strategy • not a client result
A prospect may click an ad, submit a form, and later call before scheduling an estimate. Those can be multiple recorded actions from one opportunity. Reliable reporting needs a way to connect the records without pretending attribution is perfect.
All values are fictional examples, not benchmarks, forecasts or actual client results. Example cost uses $8,000 in hypothetical marketing spend ÷ 80 qualified inquiries. Stages require reliable qualification and sales records.
Possible indicators include cost per qualified inquiry, appointment rate, estimate-to-sale close rate, and acquisition cost. Each requires a consistent denominator and reliable records. Revenue and gross profit are reported only when supported by business data.
Measurement informs budget allocation across search, social, and website work. Sales feedback helps campaigns learn what a useful opportunity actually looks like.
See the full service mix ↗No. Customer journeys, privacy choices, offline conversations, and missing records create attribution gaps.
No. A click expresses intent to take a step; it does not prove a completed inquiry or appointment.
We agree on the definition with you, typically including service area, requested work, and a genuine project need. Qualification is separate from a guaranteed sale.
Only if costs and outcomes are available and the measurement period is appropriate. Otherwise we report what is known and what is missing.
Let’s discuss where your business stands today, where you want to grow, and what a customized marketing strategy could look like.
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