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Lead Tracking & Automations

Configure Your Lead Tracking & Create Automations That Save You Time

Streamline your lead flow & automate what slows you down—so every lead is tracked, followed up with, and never slips through the cracks.

Running digital ads and getting clicks, but have no idea which campaigns are actually driving leads—or where those leads are going? Without proper tracking or automation, your team might be stuck copying info from emails into your CRM and manually following up. I step in to connect the dots—setting up lead tracking that ties performance to real results and building automation that routes every lead straight into your CRM and email platform. You'll finally know which campaigns are converting, driving quality leads, and bringing in real revenue—so you can confidently shift your budget toward what actually works. No more dropped contacts, no more guesswork—just more deals closed, more time saved, and smarter campaigns that deliver.

Illuminated Stairs
Above the Clouds

Lead Tracking & Automations

01

Lead Flow Mapping

I trace the entire customer journey from click to conversion to identify gaps, delays, or dropped leads in your funnel.

02

CRM & Automation Setup

From email triggers to task creation and deal stages, I optimize your CRM or marketing platform to ensure seamless follow-up and visibility.

03

Form & Call Tracking

I audit and configure forms and call tracking systems (like WhatConverts or CallRail) to make sure every inquiry is captured.

04

Reporting That Actually Works

You’ll get clear, customized dashboards that show where leads come from, how they convert, and where to invest next.

Book your free discovery call today

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