All case studies
Marketing agency · 6-person marketing agency · 5 weeks
Lead routing and source reporting for a 12-person marketing agency
Leads route to the right rep by source and service, and the owner can finally see which lead source pays.
Results
- 9 min
- Lead response time
- 64% → 0%
- Untagged leads
- +17%
- Close rate change
What was broken
Leads came in from four forms, two ad platforms and a chat widget. Nothing was tagged, so nobody knew which source produced revenue and reps argued over who owned what.
What I built
- One tagging scheme applied at capture: lead source, service line, location
- Round-robin routing with a 15-minute claim window before reassignment
- A snapshot the team can load into any new sub-account in under an hour
- A revenue-by-source dashboard fed from pipeline stage changes
Stack
- GoHighLevel
- Make
- Meta Lead Ads
- Google Sheets
Want the same plumbing in your account? The services page breaks down what's included, or book a call and we'll go through your setup.
Next step
Your version of this build
A 30-minute call. I map your current follow-up, point at the gaps, and tell you what I'd build first. If it isn't a fit, I'll say so on the call.