Lead Tracking & Follow-Up
See which marketing produces qualified leads.
See your calls, forms, chats, appointments, and sales outcomes in one clear view. Then use lead quality and the revenue data available to see which campaigns are producing the strongest return on investment.
Marketing performanceQualified lead pipeline
All sourcesQualified opportunitiesBy marketing source
SearchMapsSocial
Lead activityReady for review
- Inbound callQualifiedReview
- Website formAppointment setBooked
- Live chatFollow-up assignedOpen
01Campaign-to-lead attribution
02Call, form & chat tracking
03Automated lead follow-up
04Qualified-lead reporting
Proof before promises
Work with us and watch your business grow.
See how the work came together for these businesses. Each case study explains the channels used and the results measured, so you can look past the headline number.
About these results
Primary care: Tracked in our Lead Dashboard. Repeat callers are excluded. Calls are not a count of new patients, appointments, clinical outcomes, or revenue.
Home services: Tracked in our Lead Dashboard. Repeat callers, forms, and texts are excluded. Calls are not a count of customers, estimates, booked projects, completed jobs, or revenue.
Pediatric dentistry: The call total is not a count of unique callers, booked appointments, or new patients. The exact reporting dates are not supplied in the historical source.
Built around business outcomes
Every inquiry needs a clear path to the next step.
- 01
See which campaigns, ads, keywords, and landing pages are creating useful opportunities for your business.
- 02
Give your team one place to review conversations, qualify leads, update the pipeline, and plan the next action.
- 03
Respond faster with texts, emails, reminders, internal alerts, AI-assisted conversations, and assigned follow-up tasks.
- 04
Use qualified leads, appointments, won business, and connected lead values to make better marketing decisions.
Follow the lead from source to outcome
A lead shouldn't disappear after the first call or form.
Choose a stage to see how the Lead Dashboard connects the marketing source, lead quality, follow-up, and business outcomes. Your team can see what brought the lead in and what happened next.
Calls, forms, chats, and bookings
Capture
Keep each inquiry connected to the marketing that brought it in.
Phone calls, website forms, chat conversations, landing pages, and appointments enter the Lead Dashboard with the source and customer-journey details available.
What the dashboard makes visibleSource, campaign, ad, keyword, landing page, contact details, and the original conversation are available for review.
Inside the Lead Dashboard
One connected view from first click to final outcome.
01
Lead attribution
Find out where the lead came from before deciding what the campaign is worth.
A conversion total can't tell you whether an inquiry was qualified, whether the caller booked, or whether the work turned into revenue. The YEAH! Local Lead Dashboard connects the marketing source to the conversation and the outcome, so your team has a more useful way to judge performance.
We set up call, form, chat, landing-page, and customer-journey tracking around your marketing. The campaign, ad, keyword, and source details available stay with the lead. Recordings, transcriptions, AI summaries, ratings, spam screening, lead values, and pipeline outcomes add the context you need for a real review.
- Phone-call tracking, recording, transcription, and AI summaries
- Website form, chat, landing-page, and customer-journey tracking
- Source, campaign, ad, and keyword attribution
- Lead qualification, ratings, spam blocking, lead values, and estimated revenue
- Custom dashboards, scheduled reports, and client access
- Connections with advertising and analytics platforms
02
Follow-up and CRM
Give the first inquiry an organized next step.
The Lead Dashboard is also where follow-up gets managed. Contact records, conversations, appointments, tasks, and pipeline stages give the people handling leads one shared view instead of scattering the story across inboxes, phones, and spreadsheets.
We build the pipeline and follow-up around the way your business actually works. That can include immediate responses, missed-call text-back, staff alerts, appointment reminders, longer nurture sequences, old-lead reactivation, review requests, and clear won, lost, booked, or unqualified outcomes.
- Contact records, visual pipelines, and custom stages
- Two-way text messaging and email
- Missed-call text-back and automated first responses
- Calendars, confirmations, reminders, internal notifications, and staff tasks
- Lead nurture, reactivation, review requests, and outcome tracking
- Qualified-lead and sales feedback for connected advertising platforms
03
AI-assisted response
Keep conversations moving when your team cannot answer immediately.
AI can help with the first response without making your customer experience feel like a generic bot. We can configure an AI voice receptionist for inbound and outbound calls, an AI chatbot for website conversations, and automated messaging that routes the lead to the right person or next step.
We also build AI-supported websites with human strategy, writing, design, and review. We plan the website, voice receptionist, chatbot, calendar, and Lead Dashboard as one customer journey so the handoff makes sense when a real person needs to step in.
- Inbound and outbound AI voice receptionist
- AI chatbot and conversation routing
- Appointment booking and human handoff paths
- AI-supported websites with human help
- Business-specific scripts, answers, and escalation rules
- Consent, recording, privacy, calling-hour, and opt-out settings configured for the intended workflow
04
Reviews and reputation
Make the customer experience visible after the sale, too.
Reputation management is part of the same system. We can ask for reviews at the right point in the customer journey, monitor new feedback, and respond to every review in a voice that fits your business.
The patterns in those reviews add useful context. They show what customers value, where expectations may be unclear, and which parts of the service experience deserve more attention in your marketing, website, and team conversations.
- Automated review requests tied to customer status
- Monitoring for new reviews
- Thoughtful responses to every review
- Review insights that can inform messaging and service improvements
05
Setup, training, and fit
You get a working system, not another empty software login.
We set up the Lead Dashboard, connect the approved lead sources, build the pipelines and automations, train your staff, provide access, monitor lead quality, and maintain the system. The exact setup depends on your services, locations, response process, and the outcomes that matter to the business.
The Lead Dashboard is included for active Local Growth Engine marketing clients. It isn't sold as standalone software, so there isn't a separate dashboard price or another platform for you to put together on your own.
- Built for local service businesses, including home services, aesthetics, healthcare, and wellness
- Setup, staff training, client access, monitoring, and maintenance
- Pipelines and automations matched to the actual intake process
- Monthly marketing decisions informed by lead-quality review
The connected plan
How this work connects to the Local Growth Engine.
Get found, create demand, build trust, make it easier to get in touch, and use what happens next to improve the work. We agree on the services your business needs.
Select a part of the engine to see how it helps.
Inside the engine · 01 / 05
Get Found
Show up where local customers look when they need the services you provide.
- Strengthen the pages that answer real customer searches
- Improve your presence in Google Maps and local results
- Make your expertise clear to search engines and AI tools
Services working together
- Website & SEO Optimization
- Google Business Profile Optimization
Inside the engine · 02 / 05
Create Demand
Connect with people searching for help and introduce your business to the right local audience.
- Reach people actively searching for your services
- Put relevant offers in front of local prospects
- Use lead feedback to refine ads and targeting
Services working together
- Google & Local Services Ads
- Meta & Instagram Ads
Inside the engine · 03 / 05
Build Trust
Give prospective customers clear reasons to choose your business with confidence.
- Make it easier to request and respond to reviews
- Build credible mentions and signals of local expertise
- Bring useful proof into the customer journey
Services working together
- Review Marketing System
- Authority Building
Inside the engine · 04 / 05
Convert Inquiries
Help more of the right visitors take the next step, and make each inquiry easier to follow through.
- Remove friction from calls, forms, and booking paths
- Track where calls and form inquiries come from
- Use visitor behavior to improve pages and follow-up
Services working together
- Call & Form Tracking
- Website Heatmaps & Recordings
- Conversion Optimization
Inside the engine · 05 / 05
Learn & Improve
Use what happens after the inquiry to improve what happens before the next one.
- Review lead quality and booked outcomes
- Spot repeated questions and objections
- Refine targeting, pages, and follow-up
Services working together
- Monthly Progress Calls
- Analytics & Lead Dashboard
- AI Optimization
Follow the full lead journey
Can you follow a lead from the first touch to the final outcome?
Choose an area to see where context may be missing: the source, the conversation, qualification, follow-up, the pipeline, or the final result.
Source capture
Can each inquiry be traced to the marketing that created it?
We check whether calls, forms, chats, landing pages, and bookings keep the source, campaign, ad, and keyword details available.
- Call and form attribution
- Campaign and ad details
- Landing-page and journey data
Built for local operators
Built for businesses that serve local people
You need people who want the services you actually offer, not just a report full of clicks. That's who we build the marketing around.
The implementation process
How we put the plan to work.
Map the lead journey
We'll look at your marketing sources, calls, forms, calendars, sales process, qualification rules, and follow-up gaps.
Build the dashboard
We'll connect the approved sources, configure tracking, create the pipeline, and build the automations your process needs.
Train the team
We'll give your staff access and show them how to handle conversations, stages, appointments, tasks, and outcomes.
Review and improve
We'll monitor lead quality and use qualified-lead, appointment, and available sales feedback to improve the marketing system.
Straight answers
Questions about Lead Tracking & Follow-Up
01What is the YEAH! Local Lead Dashboard?
It's the system we set up and manage for tracking leads, reviewing where they came from and whether they were a good fit, organizing contacts and pipeline stages, booking appointments, handling follow-up, and reporting on what happened afterward. Your team gets access to one YEAH! Local Lead Dashboard built around your business.
02Can I buy the Lead Dashboard by itself?
No. The Lead Dashboard is included for active Local Growth Engine marketing clients and isn't offered as standalone software. We use it to connect the marketing work with lead follow-up and qualified-lead reporting.
03Do you set everything up and train our staff?
Yes. We'll configure the approved tracking sources, pipelines, stages, calendars, notifications, and automations; provide access; train the staff members who'll use it; monitor lead quality; and maintain the system as part of the Local Growth Engine.
04Can the dashboard show return on investment?
It can connect marketing sources to qualified leads, appointments, sales outcomes, lead values, and estimated revenue when that information is available and kept current. How complete the return-on-investment reporting is depends on the sources, integrations, permissions, and sales data connected to the system.
05What can the AI voice receptionist and chatbot do?
We can configure them to answer common questions, collect lead details, route conversations, support appointment booking, follow up, and hand the conversation to a person based on defined rules. Exactly what they do depends on the business, approved scripts, calendar setup, consent requirements, privacy needs, calling hours, and opt-out rules.
06Does this replace our staff?
No. The system helps your staff respond, stay organized, and see what happened with each lead. AI and automation can handle defined parts of the process, but people still need to provide oversight, handle exceptions, and step in when a conversation needs human judgment.
07Do you handle online reviews too?
Yes. We can configure review requests, monitor incoming reviews, and respond to every review as part of our reputation management work.
08What businesses is this best for?
It's designed for local service businesses that depend on calls, forms, consultations, quotes, or appointments. That includes home services, aesthetics, healthcare and wellness practices, and other teams that need to connect marketing sources with lead quality and follow-up.
09How do you handle privacy for healthcare and wellness businesses?
We plan healthcare and wellness workflows around the client's approved data-handling rules, integrations, access controls, and required agreements. Protected health information shouldn't go to every channel or automation. Recording, transcription, messaging, chat, and AI-assisted workflows have to be reviewed for the specific business before they're enabled.
Google reviews
What local business owners say after working with us.
5.063 reviews
Clear communication matters. So does marketing that creates measurable opportunities for the business.
★★★★★
The team was professional, knowledgeable, and easy to work with from start to finish.
★★★★★
Justin and his team consistently go above and beyond by creating a customized marketing strategy tailored to your organization's unique goals.
★★★★★
They know what they're doing and im looking forward to growing my business with the help of him and his team.
★★★★★
He is quick to respond to needs and it’s great to actually receive updates on the performance of my dollars being spent.
★★★★★
I immediately implemented and I’m looking forward to some growth and to hire him to help us grow even more!
★★★★★
Justin first helped us organize our Google Business Profile, which boosted our local visibility and reputation.
Start with a conversation
Let's look at the leads you want more of.
Tell us about your business, your current marketing, and where inquiries fall short. We'll talk through what needs work and whether we're a fit.
What to expect
Talk through your business
Which services and locations do you want to grow? What makes an inquiry useful to your team?
Review what needs work
We'll look at your current marketing and the path from finding you to getting in touch.
Agree on the next step
If we're a fit, we'll outline priorities, scope, responsibilities, and costs before work starts.
A message from our owner
Most digital marketing agencies talk big and deliver small.
Most agencies are obsessed with one thing: traffic.
We are focused on generating qualified leads that turn into paying clients, customers, or patients.
Most agencies are not built to serve local businesses. Their strategies are cookie-cutter, out of touch, and disconnected from how your business really works.
I have spent over 12 years working with local business owners. I know you care about new leads. Real people. Real appointments. Real revenue.
We are here to help you grow consistently, profitably, and predictably.
Justin Herring Owner
No Contracts. We Earn Your Business Every Month.
