How to track where your customers come from
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 guidePRACTICAL GUIDES
Lead source tracking guides.
Simple routines, useful questions and a template for business owners who want clearer source data.
‘How did you hear about us?’ options and examples
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 guideHow to track lead sources without a CRM
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 guideA simple lead source tracking template
Start with date, source, contact type and location. Import this CSV into your spreadsheet. It includes one fictional example row and an optional first-name column.
Download the CSV templatePrefer one shared place for your team?
Record inquiry sources in How They Found You and review them by time and location.
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