ServicesTracking Setup & Monthly Scoreboard

Know what your marketing brought in this month.

Calls, forms and bookings arrive in different places. So when a good month happens, nobody can say which marketing paid for it.

In month one of every monthly service, I connect your enquiry routes to one CRM and agree a starting baseline with you. After that you get one scoreboard a month: leads by source, recovered revenue, reviews, placements and AI enquiries.

Book a free discovery call

This step is part of every monthly service, so there is nothing extra to buy.

Chris MBS Latham standing with a laptop under his arm, smiling

Every enquiry, counted.

Results you can prove start with a baseline.

Before any campaign goes out, we record where you stand today: enquiries by source, open quotes, review count and where you show up in AI search. Every later report is compared with that.

It also settles who gets the credit. When a job comes from a recovery campaign, a review request or a podcast interview, the scoreboard shows it separately from your ads and your agency.

What the scoreboard shows

Leads by source. Calls, forms and bookings, and where each one came from.
Recovered revenue. Booked work from quiet quotes and past customers.
Reviews and referrals. New reviews, your rating and referred enquiries.
Placements. Interviews, quotes and stories that went live.
AI search. Enquiries that say they found you through AI, branded searches and visits from AI tools.

What's set up in month one

One CRM and pipeline, with up to three agreed enquiry routes.
Source capture using forms, campaign tags or call tracking numbers.
A "How did you hear about us?" question on forms and call scripts, with AI as an answer.
Lead assignment and internal notifications.
Tests confirming each route passes the right information into the CRM.
A written baseline for every number we plan to move.
Your first scoreboard, and a walkthrough for your team.

The scoreboard only shows the lines for the services you have.

Client work

Separate phone numbers for Google and Facebook ads

Google Ads+Facebook ads+Call tracking+Booking platform+CRM

The problem: This beauty salon ran Google and Facebook ads alongside an online store, a separate booking platform and a CRM. Most new business came in by phone, so the team couldn't tell which calls came from which ad platform, or separate paid leads from other enquiries.
What I did: Gave Google Ads and Facebook ads their own call tracking phone numbers, so calls from each platform could be counted and segmented separately. I also built source-specific landing pages and forms, and set up automation to carry the source into the CRM.
The result: The team got clearer visibility into which calls and enquiries came from Google and which came from Facebook.
Enquiries from other routes are still grouped together, and their exact source isn't always known.

Sample testimonial

For the first time we can see where enquiries come from, and what each month's work brought in.

Beauty salonCincinnati, OH

What should you know before starting?

Chris MBS Latham leaning in with a big smile, wearing a black Happiness Co. sweatshirt

Can I buy the tracking setup on its own?

No. It is the first month of every monthly service, because tracking is only worth having when someone acts on it every month. If you only want to know where things stand, start with the assessment.

Will this show every interaction and sale?

Source visibility depends on the routes, tools and information available. Complete attribution is not promised. Payment and revenue integrations need a separate check first.

We already have a CRM. Do we need a new one?

Usually not. I work with what you have where it can do the job, and tell you if it can't.

What if our records are a mess?

That is common. Month one includes sorting the lists you have. If it needs more than that, I say so before we start.

Who owns the data and the reports?

You do. Everything sits in your own accounts, and you keep it if we stop.

Free discovery call: Tracking Setup & Monthly Scoreboard

See what a month of marketing brought in.

Book a free discovery call and we'll look at what you can measure today.

Share a few details. I'll call you, usually within minutes and always within one business day. Nothing is booked or charged until we've talked.