- 01Fix a short list of sources and capture one at first contact
Google search, Google Ads, Local Services, referral, repeat, social, other. The field is required to create a lead and it is a pick-list, not a text box. Thirty seconds of discipline at the start is the whole foundation.
- 02Give each channel its own front door
A tracking number per channel for calls, a tagged form per source for the website, and a referral code or a name for word of mouth. The source then records itself for most leads and the question is only needed for the rest.
- 03Carry the source through to the invoice
Lead, quote, job, invoice, all on one customer record, so the source assigned at first contact is still attached when the money arrives. This is the step that most setups miss, and it is why "cost per lead" is all they can report.
- 04Report cost per paid job, by channel, monthly
Spend divided by paid jobs, per source, with average job value beside it. Fund what books, cut what fills forms, and give referrals the program they have been quietly earning. Kaizen carries the source on the record from first text to final payment, so this report exists without a spreadsheet.
| Channel | Leads | Paid jobs | Spend | Cost per job |
|---|---|---|---|---|
| Google Ads | 40 | 4 | $3,000 | $750 |
| Local Services | 18 | 9 | $1,800 | $200 |
| Referral | 11 | 9 | $0 | $0 |
| Verdict without tracking | Fund Ads | |||
| Verdict with tracking | Fund LSA and referrals |