What good looks like
Campaigns and sources that can be followed from first touch through quote, job, and revenue outcomes.
Have these details ready
- A controlled list of lead sources
- Campaign names and tracking links or forms
- A manual intake standard for phone and walk-in leads
Run the workflow
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Standardize source names
Remove ambiguous choices when a specific channel can be recorded. Keep naming stable across campaigns.
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Set up capture
Use Marketing capture, landing pages, campaigns, or site-builder tools to attach source and campaign context to submitted leads.
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Train manual intake
Give CSRs a short source question and require a specific answer for phone, referral, partner, signage, repeat, and walk-in inquiries.
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Audit attribution
Use Attribution and Timeline views to confirm source context survives customer and job conversion.
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Review outcomes
Compare qualified leads, won quotes, booked work, collected revenue, and acquisition cost by source—not clicks alone.
Check your work
Do not call the workflow complete until these statements are true.
- New leads carry a specific source
- Campaign context survives conversion
- Management reviews revenue and quality by source
If something does not look right
Many leads show Unknown
Check form mappings and retrain phone intake; fix capture at the source.
One campaign has several names
Choose one canonical name, update active capture points, and preserve old names only for historical reporting.