Track Detailing Lead Sources Through to Completed Work

Choose a small, consistent source list

Start with categories the team can identify: Google Business Profile, organic search, paid search, social, referral, repeat customer, partner, and unknown. Add detail only when it supports a decision.

Keep unknown as an honest option. Forcing a guess makes the report look complete while reducing its usefulness.

Record the source at intake

Where website tracking is used, distinguish a campaign parameter from the customer's own explanation. Both can be useful, but they answer slightly different attribution questions.

Lead source:
Campaign or referring partner, if known:
Customer's answer to how they found us:
First inquiry date:
Qualified or not, with reason:
Quote outcome:
Completed job reference:

Preserve attribution when records move

A lead becoming an appointment should not lose its source. A returning customer may have an original acquisition source and a separate reason for the current booking.

Avoid counting the same inquiry twice because it appeared in a website form and a phone call. Review likely duplicates carefully rather than automatically merging ambiguous contacts.

Calculate channel results with visible definitions

Do not call gross job value profit. Include relevant ad, agency, promotion, and administration costs when evaluating the channel.

Qualified leads divided by total inquiries.
Approved quotes divided by quoted opportunities.
Completed jobs attributed to the channel.
Acquisition cost using clearly defined campaign costs.
Contribution and repeat work, where reliably measured.

Make a decision from the evidence

If a channel attracts out-of-area inquiries, improve targeting or service-area clarity. If qualified leads stall at quoting, investigate the offer and process before blaming the channel.

Use a large enough period to avoid reacting to one unusual job. Marketing performance changes with seasonality, capacity, and the services you choose to promote.

The practical takeaway

Judge sources by useful completed work, with consistent definitions and honest unknowns.

Explore the relevant WeavrCRM workflow · Review integrations and requirements