The Plan
This task sets up a tracking system that monitors every phone call and form submission. It uses dynamic phone numbers on the website to identify the source of each lead, records call audio, and generates AI-based text transcripts. The system also connects to the customer database, sends real-time alerts for new inquiries, and triggers an automated SMS when a call is missed.
Why This Matters
Without tracking, it is not possible to accurately determine which marketing efforts generate leads. Optimization decisions become assumptions rather than data-driven actions.
Tracking provides clear attribution, making marketing performance measurable. It also helps recover missed opportunities by automatically re-engaging prospects when calls are not answered.
Required Fields
Google Business Profile
Connect Google Business Profile
A “Click to connect” option is provided to link the Google Business Profile directly to the tracking system within this To-Do.
Phone Numbers
Primary Sales Number
The main inbound sales phone number. All tracked calls are forwarded to this number.
The platform assigns a tracking number that sits in front of this line — calls are routed through the tracking system, recorded, attributed, and then connected seamlessly.
Additional phone numbers can be added as needed.
The Website Tracking Pixel credentials and What Happens Next section.
Website Tracking Pixel
Login URL
The URL of the website’s admin or backend login page.
Username / Email
The admin username or email for the website backend.
Password
The admin password. All credentials are encrypted at rest and used only to install the tracking pixel.
What Happens Next
Call tracking numbers are created and dynamic number insertion is configured on the website.
Tracking pixels are installed and form submission tracking is enabled.
A notification is sent once tracking is fully active.
Frequently Asked Questions
What is dynamic number insertion?
Dynamic number insertion changes the phone number displayed on the website based on the visitor’s source. This allows each call to be accurately attributed to its origin.
Will the customer experience change?
No. Calls are routed seamlessly. The system records and attributes the call, then connects it to the main number without any visible difference to the caller.
How is tracking activation confirmed?
A notification is sent once the system is live and actively tracking.