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LeadPerfectionCRMs and lead management

Your ads say leads. LeadPerfection says who sat and who signed. We connect the two.

Google Ads reports a pile of form fills, but in LeadPerfection those leads sit under a generic Internet source with no campaign attached, so your sold column never points back at an ad. That's how window, siding, kitchen and bath companies keep funding campaigns that fill the calendar with one-legger appointments and no contracts. We carry the click ID from your web form into the LeadPerfection lead, then send issued appointments and sold contracts back to Google and Meta so they bid on sales, not form fills.

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LeadPerfection · what breaks

What goes wrong between your ads and LeadPerfection

  1. 01

    "Every web lead just says Internet"

    LeadPerfection reads web leads out of a POP3 mailbox, and a standard form email doesn't carry the click ID. When the parser doesn't fill source and sub-source, a setter picks them, so you can't tell which campaign produced a sold job.

  2. 02

    Google is chasing form fills, not demos

    With only the thank-you page as a conversion, Google learns from tire-kickers, wrong-area leads and appointments where one spouse never showed. Your cost per demo climbs while lead volume looks great.

  3. 03

    Sold jobs that cancel still count

    A contract rescinded during the cancellation window stays in whatever number reached the ad platform, so return on ad spend looks better than your bank account and Google keeps buying more of the same leads.

  4. 04

    Calls get counted twice or not at all

    Google logs a call from the ad, CallSource or 800 Response records it again, and your call center keys in a third record as a new lead. Three versions of one homeowner, and none of them tied to the click that paid for it.

LeadPerfection · the fix

What changes once LeadPerfection and your ads agree

  • Bidding on appointments that actually sat

    Issued or demoed appointments from LeadPerfection become the conversion Google and Meta optimize toward, with sold contracts layered on once volume allows.

  • Sub-source reports that match your campaigns

    The campaign lands in the sub-source field from the URL, not a setter's guess, so LeadPerfection's cost analysis by source lines up with what you spent in each ad account.

  • Real contract value, minus cancellations

    Sold jobs report their gross amount, and anything that cancels is retracted so the platforms stop rewarding sales that never installed.

LeadPerfection · architecture

What LeadPerfection actually lets you hook into

LeadPerfection's public site lists no Google Ads, GA4, Meta Pixel, Zapier or webhook connection. These are the pieces it and its partners do document, and what we confirm on your account.

  1. 1

    Lead-email reader

    LeadPerfection's built-in mail client reads lead emails from any POP3 mailbox and puts the lead on a setter's screen. We confirm whether your parser can map a click ID and UTMs into fields on the lead.

  2. 2

    Source and sub-source on every lead

    Documented, with results and cost analysis down to the lowest sub-source. This is where campaign-level attribution has to live.

  3. 3

    CallSource and 800 Response

    Listed integrations that bring call records and recordings into LeadPerfection. Whether the ad click travels with the call is something we test on a live call.

  4. 4

    Partner API access

    One Click Contractor documents pulling jobs from a LeadPerfection sales API every 15 minutes, filterable by Source, SubSource and Disposition, and Hatch runs a two-way sync on the same interval. LeadPerfection's own site doesn't describe that API, so we confirm access for your account with them.

  5. 5

    No documented ad-platform sending

    Nothing on LeadPerfection's site describes posting conversions to Google or Meta, so issued and sold results get exported or pulled and sent server-side.

LeadPerfection · diagnose

Where LeadPerfection tracking breaks, in the order we check

On an in-home sales operation the click usually dies at intake, long before anyone sits at the kitchen table.

  1. 01

    Open the lead email from a test submission

    If the click ID isn't in the email, it can't reach LeadPerfection.

  2. 02

    Check the lead record's source and sub-source

    Set from the URL, or keyed by the setter from memory?

  3. 03

    Count calls in three places

    Google call conversions, CallSource or 800 Response records, and call-in leads in LeadPerfection for the same week.

  4. 04

    Compare demoed appointments with Google conversions

    Lead by lead for one closed week, to see what Google's bidding is actually learning from.

  5. 05

    Find sold contracts that later cancelled

    If they're still counted anywhere, return on ad spend is inflated.

LeadPerfection · prove

How we prove it on LeadPerfection

Run on real leads through your live site and tracking numbers, with results read from LeadPerfection.

Source of truth

LeadPerfection lead and appointment records: issued and demoed appointments, sold contracts with gross amount, and cancellations, by source and sub-source

  • One test lead from an ad-tagged URL, with the click ID confirmed on the LeadPerfection lead.
  • Source and sub-source on that lead set from the campaign, not by hand.
  • One tracked call followed from Google call reporting into the call-in lead, counted once.
  • Demoed appointments reconciled lead by lead against Google Ads and Meta.
  • Sold contracts sent with their gross amount and matched to the right campaign.
  • A cancelled contract retracted at every destination.
  • Rerun after the cancellation window closes, and again after any change to your web form or lead mailbox.

LeadPerfection · free audit

What we check in the free audit

  • Open the lead email from a test submission
  • Check the lead record's source and sub-source
  • Count calls in three places
  • Compare demoed appointments with Google conversions
  • Find sold contracts that later cancelled

Checked against

LeadPerfection lead and appointment records: issued and demoed appointments, sold contracts with gross amount, and cancellations, by source and sub-source

Get my free conversion tracking audit

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LeadPerfection · when not to buy

When you don't need this on LeadPerfection

Plenty of LeadPerfection shops are better off spending the money elsewhere.

  • If most appointments come from canvassing, home shows and promoters and paid ads are a small line item, LeadPerfection's own source reports are enough.
  • If your digital leads are bought from aggregators rather than clicks on your own ads, there's no click to carry, so per-source cost analysis in LeadPerfection is the right tool.
  • If your agency already stores the click ID on each LeadPerfection lead and imports demos and sales, an audit is enough and we'll say so.
  • If your sub-source report already matches your ad invoices within a few leads a month, leave it alone.

LeadPerfection · what we deliver

The event map from ad click to signed contract — LeadPerfection

  • Web lead submitted

    Fired from your site's form with the Google click ID, Meta click ID and UTMs written into the lead email LeadPerfection reads.

  • Lead created in LeadPerfection

    Source and sub-source set from the campaign, click ID stored on the lead so it survives to the sale.

  • Appointment set

    Tracked as a leading signal only. It's never the bid target, since set appointments include no-shows and one-leggers.

  • Appointment issued and demoed

    The qualified conversion sent back to Google and Meta, matched on the stored click ID.

  • Contract sold

    The money conversion, valued at the contract's gross amount from LeadPerfection.

  • Cancellation

    Retracted or adjusted at every destination. Home show, canvassing and promoter leads stay out of ad conversions entirely.

Written guarantee

95%+ tracking accuracy

Measured against LeadPerfection lead and appointment records: issued and demoed appointments, sold contracts with gross amount, and cancellations, by source and sub-source. Miss it and we keep working at no cost.

Get my free conversion tracking audit

From $400 · See packages

FAQ

LeadPerfection questions, answered

Not that LeadPerfection documents. Its integrations page covers call tracking, call center, AI lead response, contracting, payments and accounting, but no Google Ads, Meta, GA4 or Zapier connection, so the link gets built through your lead intake and LeadPerfection's records.

Free · 30 min

See which campaigns actually sell jobs in LeadPerfection

Free30 minutesNo obligation