You paid for that ad. You put your name on that truck. You should know which one makes the phone ring. This guide walks you through it step by step, with the choices that stay yours.
What happens when someone calls
Say a homeowner sees your ad on Facebook. The ad shows a number that only that ad uses. They call it. The call passes through the call tracking tool, then rings your phone like any other call. You answer the way you always do.
Behind the scenes, the tool writes down a few facts. Which number they dialed. The time. How long you talked. The number they called from. If you turn on call recording, it saves the call too. Later, you open a report and see your calls sorted by where they came from.
That idea has a name: attribution. It means giving credit to the ad, sign or listing that started the call. Call tracking does this for the phone.
An example you can copy
Say you paint houses. People find you five ways: a Facebook ad, a Google ad, your Google Business Profile, a yard sign at every job, and word of mouth.
You set up four numbers, one for each of the first four. Word of mouth keeps your regular number. You can't print a number on a friend's advice.
You give each number a plain name, so the report reads like a note to yourself:
- Facebook spring
- Google search
- Google profile
- Yard signs
After a month, you sit down with the report. The numbers here are made up to show how you read it. Yours will be different.
- Facebook spring: 11 calls. You listen to a few. Most asked about work you don't do.
- Google search: 6 calls. Four turned into quotes.
- Yard signs: 5 calls, all from streets near jobs you just finished.
The number with the most calls is not the winner. The count that matters is calls that turn into booked work. Now you can make a real choice. Fix the Facebook ad so it says what you do, or move that money to what works. The report shows you. You make the call.
Before you start
Have these ready:
- A list of every place your number shows up, paid or free
- The phone you answer work calls on
- Logins for your ad accounts, your site and your Google Business Profile
- A monthly amount you can spend on a call tracking tool
- The place you keep customer records: a CRM, a sheet or a notebook
Tell people before you record
Read this before you turn on recording. Recording laws are not the same everywhere.
In some places, only one person on the call has to agree to the recording. That one person can be you. In other places, every person on the call has to agree. The rules change from state to state and from country to country.
Before you record, check the rules for both sides of the call: where you are, and where the person calling is. Get the permission those rules ask for before the recording starts. A short notice before the call connects, such as "This call may be recorded," is one part of that. On its own, it is not enough everywhere. If you are not sure, or you don't have that permission, leave recording off.
A few more good habits:
- Recordings hold private details, like names and home addresses. Keep them behind a password. Delete the ones you no longer need.
- Do not take card numbers on a recorded call.
- If your tool sends a text after a missed call, check the texting rules first. Texts have their own consent rules.
This is general information, not legal advice. If you are not sure what applies to your calls, ask a lawyer before you record.
Set it up in nine steps
1. List every place people find you
Write down each of your marketing channels. Ads, listings, your site, yard signs, your truck, mailers, flyers. Mark the ones you pay for. Start with those, because that is where your money goes.
2. Pick a call tracking tool
Many companies sell call tracking software. Before you sign up, ask each one these questions:
- Can I get local numbers in my area code?
- Will calls ring my phone with no change to how I answer?
- Can it play a recording notice before the call connects?
- Does it show each call with its number, time and length?
- Can it send call data to my CRM or a sheet?
- What do I pay each month, for each number, and for each minute?
- If I leave, can I take my numbers with me?
Write the answers down side by side. Then pick the tool you will actually open every week. A report you never read is worth nothing.