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Video tutorial
Where your leads come from, what each channel costs and brings back, and posting finished jobs to your social accounts.
0:00 Intro 0:14 Lead sources 0:27 The channel table 0:45 By month 0:59 Spend 1:16 Google Ads conversions 1:37 Meta 1:53 Your social accounts 2:05 Drafts from finished jobs 2:21 Schedule or post
Marketing shows where your leads come from, what each channel costs and what it brings back, and posts your finished jobs to your social accounts. The tabs in this video are for owners and admins.
Open More, then Marketing. Lead sources opens first. Pick the period at the top, or choose Pick months. Tiles sum up the period, from leads to return on spend.
The table has a row per channel, from each lead's source: leads, estimates, jobs won, revenue, spend, the cost per lead, estimate and client, and the return. Click a channel to see its won jobs and where its leads are now. CSV downloads the table.
By month shows the funnel, where leads came from, and leads, estimates and jobs won by month, then spend against revenue and the cost per client by channel. Pick one channel at the top to see it alone.
On Spend, type what each channel cost, a row per channel and a column per month. Click Add a row to add a channel; each cell saves when you leave it. Marketing expenses filed in Accounting with a channel count by themselves, so don't type them twice.
Ad platforms sends results back to your ads, so they learn which clicks become jobs. For Google Ads, follow the steps on the page, add your account ID and the action IDs for Estimate booked and Job won, tick Sending on, and click Save. Check with Google tests it without recording anything.
For Meta, which covers Facebook and Instagram, paste your dataset ID and an access token from Events Manager, and pick the stages to send. Each platform's table shows what was sent, waiting or failed, with Retry failed.
Social posts to your company's own accounts. Under Your accounts, click Connect Facebook, Connect Instagram or Connect Google, for your Business Profile, up to five accounts.
Once an account is connected, each completed project, or new Google review, brings a draft post written with AI, with the job's photos, to Waiting for you. It says what was done and the city, never the client's name or address.
Open a draft to check the words, photos and accounts. Then click Schedule and pick a time, or Post now; nothing posts until you do. New post writes your own. Coming up lists what's scheduled, and Posted links to each post.
Fill in Spend at the end of every month, so your cost per lead and per client always stays true. Next: Company settings.
Filmed in ECHOPS with sample data.
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