Ask without leading
Ask ‘How did you hear about us?’ during the call, visit, or message. Let the customer give their own answer before offering choices.
HOW THEY FOUND YOU / LEAD SOURCE TRACKING
How They Found You is lead source tracking software for customer-reported inquiries. Ask how someone heard about your business, tap the answer, and compare the sources behind calls, visits, and messages—without maintaining a full CRM or connecting an advertising account.
For business owners and teams who regularly speak with new customers and want a consistent record of where inquiries come from. It fits a front desk or shared team workflow, including businesses with multiple locations. It records reported sources, not a complete digital journey or advertising return on investment.
Ask ‘How did you hear about us?’ during the call, visit, or message. Let the customer give their own answer before offering choices.
Record the source, contact type, and location. Keep ‘Didn't ask’ and ‘Not sure’ separate so missing answers do not look like a named marketing channel.
Compare recorded inquiries by source, date, and location. Use the results to guide your next marketing discussion, alongside sales and spending data from other systems.
Ask each new inquiry how they heard about your business, record the answer consistently, and review sources over time. How They Found You gives your team a shared place to record those answers for calls, visits, and messages.
No. The product records what customers say about how they found you. It does not require a full CRM or a connection to advertising accounts for that workflow.
Start with sources your customers can recognize, such as Google search, Google ads, social media, your website, customer referrals, or passing your location. Keep an Other option and distinguish uncertain or missing answers.
This is a team-entered inquiry-source record. The workflow described here asks staff to tap the customer's reported source; it does not promise call recording, automatic call attribution, or visitor surveillance.
Not by itself. Inquiry counts are not sales, profit, or advertising return on investment. Compare the reported sources with ad spending and sales information before making profitability decisions.
Yes. Teams can record a location with each inquiry and compare sources by location and date. This helps you ask more specific questions about differences between locations.
They are useful signals, not a complete attribution model. Customers may forget, mention only one of several touchpoints, or not know. Preserve those limitations when interpreting the results.
A Clear IT Networks product. Each tool in the suite focuses on a different job; choose the workflow you need.
Keep walk-ins and appointments in one clear team queue. See who is next and who is helping each customer.
Keep repair intake, assignments, due dates, blockers, and outside vendors in one clear workflow. Give customers a secure way to follow their repair from intake to pickup.
Bring online bookings, client questions, staff availability, and daily follow-ups together. Give clients one booking link and keep your team's day organized after the appointment lands.