Lead Tracking Setup
Calls are coming in. Forms are arriving. But which marketing is producing useful inquiries?
Playbook Studio can set up the missing connections between your website, campaigns, lead records, and reporting. A focused project within Setup Services, not another dashboard to keep guessing at.
Setup Services start at $500. Scope, tools, and final price are agreed before work begins.
What gets set up
We agree on the channels, forms, accounts, and outcomes that matter to your business. A project can include the following, depending on the existing tools and access.
Configure form-success or thank-you-page tracking and appropriate phone-call tracking. Check that a failed form or repeated thank-you visit does not masquerade as a new lead. Call measurement may require a compatible provider and separate number costs.
Set up consistent campaign links, GA4 events, and Google Ads conversion tracking where included. Review source/medium reporting and distinguish organic search from paid campaigns without treating every unassigned visit as a tracking failure.
Map supported source fields into your form records or CRM. Define lead routing where applicable, and build a simple view of inquiry volume and outcomes. Your team records qualification, bookings, and results.
The handoff
The agreed setup should make specific questions answerable: which tracked campaigns produced inquiries, which forms were completed, whether measured Google Ads actions arrive, and whether source details reach the intended lead record.
Reports should also show what is still unknown. Browser privacy choices, cross-device journeys, offline conversations, and unsupported integrations can leave gaps. A tracked click is not proof of a qualified lead or a booked job.
Which action is measured, where it is recorded, and what it does and does not mean.
Test the agreed paths, destinations, duplicate behavior, and reporting. Any production test submissions are coordinated with you.
Account locations, naming conventions, known limits, and the checks to repeat when a form, campaign, or website changes.
A focused setup
Tell us which marketing you are paying for, where inquiries arrive, and the question your current reports cannot answer. We work inside your existing accounts where possible.
Software subscriptions, call-tracking numbers, advertising spend, and ongoing management are not silently included. Any additional tools or work are discussed before purchase or implementation.
If you cannot tell whether the issue is traffic, the page, measurement, or follow-up, a Website Lead Leak Review within Marketing Review is a clearer starting point.
Lead Follow-Up and CRM Setup focuses on who responds, what happens next, and keeping the inquiry visible.
One-time setup services
Tell us what you need to track and which accounts you already use. Do not send passwords through the contact form.
Understand it first