Finding Value in Lead Sources
Running a moving company isn’t just about getting leads—it’s about knowing where those leads are coming from and which ones actually turn into paying jobs. Whether you’re advertising on Google, Angi, Yelp, or working with real estate partners, tracking your lead sources helps you see what’s working and what’s not.
By understanding where your leads originate, you can:
Invest more in channels that bring real jobs
Cut back on sources that don’t convert
Strengthen relationships with top referral partners
Make smarter choices with your marketing budget
In this article, we’ll show you how to use your Chariot reports to track and analyze your lead sources, so you can focus on what actually grows your business.
Reports for Lead Source Tracking
To better understand why tracking lead sources matters through Chariot, let’s explore how the platform makes this process straightforward and efficient.
For an overview of all Chariot reports, refer to Getting Started with Reports in Chariot.
New Leads by Source per Month: A visual representation of how many new leads you're getting each month, grouped by where they came from—like Google Ads, Yelp, website forms, or referrals. It helps you see which marketing channels are driving the most interest in your moving services over time.
New Leads per Week by Source: Total number of new leads created from the office, web form, or external integrations on a weekly basis. Each week runs from Monday-Sunday.
Jobs by Source: Understand where your booked jobs originally came from—whether it was a Google search, referral, marketing campaign, or your website. It connects each completed or scheduled move back to the original lead source, helping you understand what channels are actually generating revenue. It's vital to ensure lead sources are filled in and assigned correctly to derive maximum value from these reports. By reviewing the job timelines and source details, users can gauge the quality and efficiency of their marketing channels while improving input accuracy.
How to Track and Identify Lead Sources Effectively in Chariot
Lead source tracking is an essential feature in Chariot that allows users to identify the origin of their leads—whether created via web forms, entered manually by staff, or generated through integrations. This guide clarifies how lead sources work in Chariot and provides steps to identify them accurately.
Web Leads and User Input
When leads are created via web forms, the lead source is not automatically assigned as the website or any other predefined source. This is because the source field on the web form requires explicit user input.
Users must select the appropriate source from a dropdown menu when submitting the form. It’s important to ensure customers fill in this field accurately for effective lead tracking.
Identifying Lead Creation Methods
To determine if a lead was created manually or via external inputs (e.g., web form or integrations), review the earliest entries in the job’s timeline.
The job timeline will indicate whether the lead was created by a staff member in the office or if it originated from an external source, such as a web API.
Best Practices for Lead Source Management
Ensure form fields, especially the lead source dropdown, are clearly labeled and mandatory.
Train staff to accurately log leads and review timelines for clarity.
Stay informed about Chariot’s updates to make use of any new features improving lead tracking. With these practices, users can maintain a clear, actionable view of where leads are coming from, ensuring efficient management and follow-ups.