Call Tracking & Lead Source Setup

Service Scope

One business, one website, one supported call-tracking provider, up to three source groups, and one supported analytics destination. Includes one provider-managed number pool or up to three static tracking numbers, within the client-purchased plan.

Connect supported phone inquiries to marketing sources. Configure a call-tracking provider, relevant website number placement, and a practical reporting view for your team.

Pricing and Service Period

The price is USD 799.00 for the complete one-time project within the stated scope. Additional websites, accounts, quantities, data preparation, or implementation requirements are quoted separately.

Define the Call and Source Rules

We agree on the business number, service area, tracked sources, and the definition of a reportable call. Recording is disabled unless explicitly approved and supported by client-provided requirements.

Configure Numbers and Source Capture

We configure supported static numbers or one dynamic-number-insertion pool and check routing to the client business. Source groups and the selected analytics connection are configured within the provider capabilities.

Test Routing and Reporting

We complete up to five test calls, check source labeling and available reporting, and document the number setup, routing, and limits of caller-source identification.

Testing and Quality Review

• Verify test calls reach the approved business destination
• Check number display and source labels on representative visits
• Confirm the selected reporting destination receives supported call signals

What's Included

• 1 supported call-tracking provider
• Up to 3 marketing source groups
• 1 number pool or up to 3 static tracking numbers
• 1 supported analytics connection
• Up to 5 routing and source-label test calls
• 1 configuration guide and handoff
• 1 consolidated correction round

Client Requirements

The client retains ownership of accounts and supplies the information and permissions needed for the approved work.

• An eligible provider account, purchased numbers, and usage credit
• Website access and an operational business phone number
• Approved call definition, routing instructions, and recording settings
• One named contact for approvals, account ownership, and consolidated feedback
• Timely access, usable source data, and approval of the agreed measurement definitions

Delivery and Revisions

Standard delivery is 5–7 business days after all required access, source data, approvals, and supported account capabilities are confirmed. External account approvals, unavailable data, platform processing, and client-dependent development can affect the schedule.

One consolidated correction round is included for the approved definitions, configuration, quantities, or factual findings. New objectives, replacement datasets, extra accounts, changed designs, and additional features require a separate scope.

Important Scope Boundaries

• Phone numbers, call minutes, provider subscriptions, or telephony charges
• Call-center staffing, sales qualification, or voice-agent development
• Guaranteed source identification for every call

Software, hosting, cloud usage, phone usage, paid apps, and third-party connector fees are purchased separately. Measurement is limited by available data, platform capabilities, consent choices, and browser behavior. No specific sales result or complete attribution of every customer is promised.