Module 2: Converting and Following Up · Lesson 5 of 5

Follow-Up Automation and Call Tracking

Respond in minutes, follow up consistently and know which marketing produces jobs.

1 min readUpdated 2026-09-26

Lesson objectives

  • Set up instant lead acknowledgement
  • Understand how call tracking attributes leads

Speed to lead

Local customers often contact several businesses. Responding first - even with an automatic 'we've got your request, here's when we'll call' text - can make the difference.

  • Instant SMS and email acknowledgement for every form.
  • Missed-call text-back so callers aren't lost to voicemail.
  • Follow-up reminders at set intervals until the lead books or opts out.
  • Review request after the job is completed.

Call tracking

Call tracking uses different phone numbers for different sources (ads, website, profile) so you can see which channel generated each call. Check local rules on call recording and disclosure before enabling recording.

Action steps

  1. Turn on instant acknowledgement for forms
  2. Set up missed-call text-back

Checklist

  • First response happens within minutes
  • Calls attributed by source
  • Review requests automated

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