Lead tracking and quote follow-up makes sure you know where every enquiry came from and that no quote is left hanging. We set up tracked numbers for each channel, an automatic text reply when you miss a call on a job, and a follow-up routine for every quote you send. Then we report which sources produced work.
What it is
It is the measuring and catching layer under every other bit of marketing. Without it, you are guessing which ad, listing or page brought a customer. With it, you can cut what does not work and fund what does.
The catching part matters just as much. Trades working in towers lose calls in elevators, parkades and stairwells, and while their hands are full. A caller who hears voicemail often dials the next listing. A quick automatic text, such as "Sorry, on a job right now. I'll call you back today. [Business name]", keeps many of those callers waiting for you instead.
Who it is for
It suits any trade that:
- regularly misses calls while working
- sends quotes and often hears nothing back
- spends on ads or listings without knowing which ones pay
- has an office person or partner who could follow up, but has no system for it
It is a good first service for established businesses, because it makes every later decision clearer. It is also built into the marketing desk.
What is included
- Tracked numbers for each source: website, Google profile, ads and any print or vehicle signage you use.
- Missed-call text reply set to your wording and hours.
- Quote follow-up templates for text and email, with placeholders such as [Customer first name] and [Type of job].
- A simple quote log, a shared sheet or your existing job software, so follow-ups are not forgotten.
- A monthly source report: calls, texts, quotes and won jobs by channel.
We do not record calls without telling callers, and we set any recording up with a clear notice. Your customers' details stay in your systems.
Timeline
Most setups take one to two weeks. Numbers are ordered and tested in week one, along with the missed-call reply. Templates and the quote log follow in week two. You see the first source report at the end of month one, and it gets more useful each month as the history grows.
How results are measured
This service is measurement, so its own results are easy to see:
- share of calls answered, and missed calls that got a text back
- quotes sent and followed up
- quote win rate before and after the routine
- cost per won job for each paid source
Here is a sum worth running. If you send 30 quotes a month and win 10, raising that to 12 through steady follow-up adds two jobs. At a $900 average job and 40% margin, that is $720 a month in margin, from a routine that costs your team a few minutes a day.
How it fits with your other marketing
Tracking is what makes the rest of your marketing honest. Once every number is traced, the monthly sheet can say which project pages, reviews or ad groups brought jobs and which only brought browsers. That is how we decide where the next month's effort goes, whether you take this service alone or as part of the full desk.
It also changes conversations with your crew. When everyone can see that a missed call from a Lougheed tower was answered by text within minutes and booked the next day, the routine stops feeling like admin. If you would like to see what tracking costs within a plan, the pricing page lays out each level.
Mistakes to avoid
- One number for everything. You cannot tell which channel worked.
- Following up once, never again. Two polite touches is the usual sweet spot.
- Sounding pushy. A follow-up should offer help, not pressure. Our templates are written that way.
- Tracking with no one reading it. The monthly report only helps if you act on it. We make that part of the check-in.
For the owner's-time side of this, read how many hours marketing really takes. We handle the setup and reporting; your team handles the customers. We are a marketing service, not a contractor, and we never quote or perform trade work ourselves.
Frequently asked questions
Do you answer the phone for us?
No. We are not an answering service. We set up the numbers, the automatic text reply for missed calls and the follow-up templates, and your team answers and quotes.
Will tracked numbers hurt our Google listing?
Not when they are set up properly. We keep your main number as the primary one where it matters and use tracking numbers in a way Google supports. We check this during setup.
What does a quote follow-up look like?
A short, polite text or email a few days after the quote, then one more a week later. For example: 'Hi [Customer first name], just checking the quote for [Type of job] made sense. Happy to answer anything. [Your name], [Business name].'
Can we keep our existing phone number?
Yes. Your existing number stays yours. Tracking numbers forward to it, and you can stop using them at any time.