Ask the simple question
“How did you find us?” Your team already has the conversation.
How They Found You
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LEAD SOURCE TRACKING FOR SMALL BUSINESSES
Ask “How did you find us?” Record the source of each call, walk-in or message. See which channels bring inquiries and how that changes over time—with simple lead source tracking for your whole team.
Illustrative sample · your workspace shows your business
A SMALL HABIT. A BETTER PICTURE.
Clicks are only part of the story. A customer can tell you what caught their attention—and your team can capture that answer in a tap.
“How did you find us?” Your team already has the conversation.
Tap the source. No campaign IDs, long forms, or spreadsheet cleanup.
Review real inquiries by source and time, then decide what to explore next.
FROM ANSWERS TO ACTION
First, get a reliable view of the sources bringing people to your door. With a clearer history, you can ask better questions, focus your marketing analysis, and bring a team in with something concrete to work from.
MADE FOR BUSY OWNERS
One quick tap while the conversation is fresh. Keep serving customers instead of filling out reports.
See which channels people mention and how that changes over time. No giant analytics dashboard to babysit.
When you work with a marketer or consultant, start with what customers actually say—not a hunch.
YOUR NEXT MARKETING DECISION CAN BE CLEARER
Set up your business, invite your team, and begin building a useful picture—one inquiry at a time.
START WITH A BETTER QUESTION
Use a practical routine, choose clear source options, and review what customers tell you. These guides help you get started.
A practical lead source tracking routine for small businesses: what to ask, what to record, and how to review calls, walk-ins and referrals each week.
Read the guide ↗Choose useful answer options for your business, ask a neutral follow-up, and keep unknown answers honest. Includes a ready-to-use source list and team script.
Read the guide ↗Compare a simple lead source spreadsheet with a shared inquiry tracker. Download a CSV template and learn what source counts can—and cannot—tell you.
Read the guide ↗GOOD TO KNOW
Ask each new caller, visitor or person messaging your business how they found you. Record their answer using the same source choices each time, then review the totals by date and location. How They Found You gives your team a shared place to record those inquiry sources.
Lead source tracking records the channel a person came from before contacting your business, such as Google search, a referral or a sign outside. In this app, the source is what the customer tells your team. A call is the contact type; Google search might be its source.
Yes. A spreadsheet can record the date, source, contact type and location for each inquiry. How They Found You is a focused alternative with shared source choices, inquiry history and source reports. It does not replace a CRM for sales follow-ups or deal management.
Start with sources your business actually uses: Google search, Google ad, social media, customer referral, website, sign or passing by, and Other. Keep Didn’t ask and Not sure available so your team can record an honest answer. Business owners can edit source choices in Settings.
Yes. Your team chooses the location, contact type and source for an inquiry. For example, record a phone call as the contact type and a customer referral as the source. You can customize contact types and sources for your business.
It shows which sources customers mention and how inquiry counts change over time. It does not connect to ad accounts, attribute individual campaigns or calculate profit, customer acquisition cost or return on ad spend. Those decisions also need reliable spend, sales and revenue data.
Customer answers are useful but incomplete. People may forget, say Google when they mean Maps or an ad, or remember only one of several sources. Treat the answers as one signal alongside website analytics, ad reports and sales results. Keep unknown answers instead of guessing.
Yes. Set up locations and invite teammates by email in Settings. Each inquiry records a location. Owners can compare sources in Insights, while staff access is focused on logging and reviewing their own inquiries.
The inquiry source, contact type, location and time are recorded. A first name is optional. The inquiry form does not ask for a phone number or last name. Your workspace requires sign-in and is not a public business listing.
Create an account, verify your email, and set up your business to start recording inquiries. You do not need to connect a Google or Meta ad account. A verified email address is used to sign in with a one-time code.
Yes. Use the app in your mobile or desktop browser. On a supported browser over HTTPS, you can add it to your home screen for quick access. Settings includes installation guidance for your device.