First Person Marketing
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Lead tracking

(monthly, ongoing support)

Know where every lead came from

Track every form, call and chat lead back to the campaign that brought it in.

On any plan, from $790 a month

Choose my planGet a free recommendation

The problem

When form, chat and email leads arrive without their source, you can't tell which marketing is working. Good leads get credited to the wrong channel.

Best for businesses getting leads from several channels; teams with a CRM but no source data; owners who want to know where leads come from.

  • Leads arrive without any source information
  • Your CRM can't tell you which campaign brought a customer
  • Marketing gets credit for the wrong channels

How we fix it

  • We track every form and chat lead
  • We connect it to your CRM and report by channel
app.firstpersonmarketing.com
Task board for a service in the client portal
Every service gets its own task board in your client portal

How lead tracking works

Each step is a task in your client portal. You see the hours logged against it, and nothing is marked done until you approve it.

  1. 1

    Lead sources review

    Analytics team

    We review where your leads come from

  2. 2

    Form tracking

    Development team

    We set up form and chat tracking

  3. 3

    Source and UTM capture

    Development team

    We capture source and campaign data

  4. 4

    CRM connection

    Development team

    We send it into your CRM

  5. 5

    Leads by channel report

    Analytics team

    You get a report of leads by channel

What you get

What to expect

Typical timelines. Results depend on your market, budget and starting point.

  1. First 5 days

    We check what your current tracking records and what it misses.

  2. Month 1

    We fix or set up tracking for leads, calls or sales, and build your reports.

  3. Every month

    You see which channels bring leads and revenue, and what to change next.

What clients say

All reviews
“On voit enfin quelles campagnes font sonner le téléphone. Mise en place un peu technique au début, mais l'équipe a tout expliqué simplement.”
Thomas LefèvreCall tracking, Sep 2026Français
“We're a two-location dental practice and were basically invisible on Google Maps. Three months in, the second office finally shows up when you search from the neighborhood next door. I like that I can see exactly what they worked on each week in the portal instead of getting a vague monthly email.”
Megan R.Local SEO, Oct 2026English
“Llevábamos meses sin publicar nada en Instagram. Ahora aprobamos el calendario a principio de mes y se olvida uno del tema. Los diseños van con nuestra marca y las respuestas a comentarios son rápidas.”
Lucía FernándezSocial media marketing, Oct 2026Español

From $790 a month

Runs on your plan hours, from $65 an hour on our largest plan instead of our $95 standard rate. Unused hours roll over.

  • Starter, 10 hours for $790 a month: for one or two ongoing services, like SEO or social media.
  • Growth, 25 hours for $1,800 a month: for a mix of services across search, ads and content.

Sign-up takes about 2 minutes. Your first task is due within 5 days of starting the service.

Choose my plan

90-day money-back guarantee. Ask us a question

Included

  • Form and chat tracking
  • Lead source capture
  • Lead reports by channel

What we need from you

  • Access to your website, forms and CRM
  • Your lead sources today
  • Approval on form changes

Who works on lead tracking

Each step goes to the team that specializes in it. Every task is checked before it reaches you, and your portal shows which team did it and the hours it took.

90 days or your money back

Try us for 90 days. If you're not happy with the progress, you get your money back.

Choose my planRead the guarantee terms

Questions about lead tracking

Do you track phone calls too?

Calls are covered by call tracking, which works alongside this service.

Does it work with our CRM?

We connect to common CRMs. The CRM connection is one of the steps.

Who does the work?

Specialists from our Analytics and Development teams. Each task is checked before it reaches you, and shows which team did it and the hours it took.

Can I start with just lead tracking?

Yes. The Starter plan (10 hours a month) suits one or two ongoing services, so lead tracking can run on its own, alongside any agency you already use. You can start other services later from your client portal.

Is there a long contract?

No. Plans renew monthly and you can change or cancel from the Billing page in your client portal. A cancelled service ends at the end of that calendar month.

How is lead tracking billed?

It runs on your monthly plan hours, at a lower rate than our $95 standard. Unused hours roll over to next month, and extra hours are billed at your plan rate.

Can I get my money back?

Yes. Every monthly plan has a 90-day money-back guarantee. Every task also waits for your approval, and you can ask for changes.

Get a free recommendation

Not sure lead tracking is what you need? Tell us your website, goal and budget. We'll reply by email with the services and monthly hours we'd suggest. Free, and you don't need an account.

No obligation. We never share your details.

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