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Tracking where your clients come from

Referrals, load boards, social media, the website: knowing which sources bring paying clients tells you where to spend time and money.

Business3 min readCorvane Ashmoor & Co.

Most small businesses guess where clients come from. A simple log shows the truth within a few months.

For each lead

  • Name and date.
  • Source: referral, website, social, call, event.
  • Whether they became a client.
  • What they are worth a year.

Act on it

Do more of what brings good clients, and less of what does not.

Our lead source tracker totals wins and value by source.

General information, not legal, tax or financial advice.

This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.

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