How do you track leads from multiple sources?
Tag every lead with its source the moment it arrives. That's it. You need to know whether Facebook, Google, your website form, or word-of-mouth is actually filling your pipeline. Without source tracking, you're spending money on ads with no idea if they work.
Assign a source code to every lead immediately
The moment a lead comes in, label it. Facebook ad. Google search. Website contact form. Referral from Dave at the supply store. Pick a system and stick to it. This takes 10 seconds per lead but saves you months of guessing. If a lead calls from a Facebook ad, write Facebook in your notes. If they fill out your website form, that's already tracked by the form itself—you just need to log it. Referrals are the easiest: ask "Who referred you?" and write it down. The system doesn't matter. Consistency does. You're building a simple ledger of where money walks in from.
Use UTM parameters for paid ads
UTM parameters are the fastest way to track paid traffic without extra work. They're short codes you add to the end of your website URL that tell you exactly which ad someone clicked. Example: instead of sending people to yoursite.com, Facebook ads go to yoursite.com?utm_source=facebook&utm_campaign=spring_roofing. Google ads go to yoursite.com?utm_source=google&utm_campaign=gutter_cleaning. Google Analytics and most CRMs read these automatically. You set them up once in your ad account. Then when someone fills out your form or calls, you already know where they came from. No manual work. If you're running ads without UTM codes, you're flying blind.
Create a tracking sheet or CRM field for source
Keep a single source column in your lead log. Could be a spreadsheet. Could be a CRM. Either works. The only requirement: every lead has a source recorded. After 30 days, count them up. How many leads from Facebook. How many from Google. How many from referrals. How many from your website form. Then compare to what you spent. If Facebook cost you 500 dollars and brought in 2 leads, that's 250 per lead. If Google cost you 300 and brought in 8, that's 37 per lead. Now you know where to spend next month's budget. Don't overthink the setup. A spreadsheet with columns for date, customer name, job, and source works. Add to it every day.
Track which sources actually convert to jobs
Source data only matters if you connect it to outcomes. A lead is worthless if they never book or they waste your time on a quote they cancel. After two weeks, go back to your list. Mark which leads actually turned into jobs. You might find Facebook brings lots of tire kickers but Google brings serious work. Or referrals close at 60 percent while form submissions close at 20 percent. These numbers change your decisions. If referrals convert best, spend time asking satisfied customers for introductions. If Google converts but Facebook doesn't, shift budget. This is the actual reason to track sources. Not vanity. Not reporting. Just profit.
Bottom line
Pick a source tag system today and apply it to every incoming lead for the next 30 days. At the end of the month, count conversions by source. That number tells you where your next dollar should go.