How to set up a simple lead source tracking habit
Know which calls and referrals turn into paid jobs.
- Pick a short list. Use a handful of sources such as referral, Google, yard sign, repeat customer and other.
- Ask every new caller. Ask how they found you and write it on the job at first contact.
- Record the result. Mark whether the lead became a quote, a job or nothing.
- Review monthly. Count leads and booked jobs per source.
- Spend where it pays. Put time and money behind sources that book work.
- Keep it simple. One field filled in every time beats a perfect system used once.
Common questions
How many sources should I track?
Five to seven is enough. More makes the habit harder to keep.
What if the customer does not remember?
Write unknown and keep going. The pattern still shows over time.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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