Analytic Call Tracking Client Workspace Setup (Onboarding)

Analytic Call Tracking Client Workspace Setup (Onboarding)

1. 01

   Create the client sub-account under the master Analytic Call Tracking account and assign user roles for the delivery team

   Confirm number provisioning is enabled for every area code the client serves before you promise a go-live date, since provisioning is instant but area code coverage is not universal.

2. 02

   Provision local or toll-free tracking numbers for the client's primary and secondary service areas

   Local numbers convert better for plumbers, dentists, and salons; reserve toll-free for clients running national campaigns. Keep a spare number per area code so a campaign launch does not wait on provisioning.

3. 03

   Install Dynamic Number Insertion on the client site and verify the swap fires on the pages that carry paid traffic

   Dynamic Number Insertion is available from the Professional plan ($79/mo monthly, $59/mo annual) upward, so Starter-tier clients stay on static numbers. Test in an incognito session and confirm the displayed number matches the source parameter.

4. 04

   Build IVR call flows and turn on call recording for inbound lead capture

   Starter includes 15 call flows and Professional includes 50, so map the client's routing tree before you build it. Recording storage bills separately at $0.0005 per minute, which matters for high-volume clients.

5. 05

   Connect Google Ads and Microsoft Ads so call conversions post back for smart bidding

   Native ad integrations are a Professional-plan feature. Without the connection, the client sees call volume but the bidding algorithm never learns from it.

6. 06

   Configure the white-label client portal with the agency's custom domain and automated invoicing

   White-label branding, the client portal, and automated invoicing sit on the Agency plan at $149/mo annual. Set per-call or retainer billing rules here so lead-gen clients are invoiced without manual work.

7. 07

   Run a live test call through each flow, confirm it lands in the 13-month or 25-month call history, and hand the client their reporting login

   Starter retains 13 months of call history and Professional retains 25 months, so tell the client their lookback window up front. Deliver a plain-language attribution summary as the first monthly report.