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To-Do: Setup Tracking

To-Do: Setup Tracking

The Plan

The Tracking system monitors every phone call and form submission. It uses dynamic phone numbers on your website to trace exactly where a customer comes from, records the call audio, and generates a full AI text transcript of the conversation. It connects directly to your customer database, sends real-time alerts for new inquiries, and instantly texts the prospect if a call is missed or goes to voicemail.

Why This Matters

Without tracking, it is impossible to know which marketing efforts are actually generating leads. Every optimization decision becomes a guess. Tracking provides the attribution data that makes every future marketing investment measurable and provable. It also protects revenue by ensuring no missed call silently drops: the automated SMS immediately re-engages the prospect before they contact a competitor.

Required Fields

Google Business Profile

Connect Google Business Profile: A 'Click to connect' button that links your Google Business Profile to the the platform tracking system directly inside this To-Do.

Phone Numbers

Primary Sales Number: Your main inbound sales phone number. All tracked calls are forwarded to this number. the platform assigns a tracking number in front of this line — callers dial the tracking number, the system records and attributes the call, then connects the caller seamlessly.

Additional numbers can be added using the 'Add additional number' button.

The Website Tracking Pixel credentials and What Happens Next section.

Website Tracking Pixel

Login URL: The URL of your website's admin or backend login page.

Username / Email: The admin username or email for your website backend.

Password: The admin password. All credentials are encrypted at rest. Used exclusively to add the tracking pixel to your website.

What Happens Next

  1. the team sets up call tracking numbers and configures dynamic number insertion on your website.

  2. Tracking pixels are added and form submission tracking is configured.

  3. You receive a notification once everything is live and tracking.

Frequently Asked Questions

What is dynamic number insertion?

Dynamic number insertion swaps the phone number displayed on your website based on how the visitor arrived — a visitor from a Google Ad sees one tracking number, a visitor from Google Maps sees another. This attributes every call to its exact source.

Will my customers notice anything different?

No. The call experience is identical for the customer. The tracking system records the source and the call, then connects the caller to your real number instantly and invisibly.

How will I know when tracking is live?

You receive a notification once everything is live and tracking.


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