MSP lead tracking

Know which marketing brings managed services clients.

An MSP may sign a handful of contracts a year, months after the first visit to the site. The source of each enquiry is recorded the day it arrives, so when an agreement is signed, the marketing that started it is already on record.

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Salesforce
HubSpot
Pipedrive
Gmail
Twilio
Google Ads
Gravity Forms
Jotform
Webflow
Wix
Calendly
Typeform
Sound familiar

Heard in every MSP sales meeting.

“One new contract a quarter makes it impossible to tell what is working.”

Every enquiry is named and ranked by channel, not just the ones that close.

“Our marketing agency reports on traffic. I need to know about contracts.”

Channels rank by the enquiries and clients they produced. Traffic can wait.

“A prospect calls about managed IT and I have no idea how they found us.”

The source and the service pages they read, managed or security, come with the enquiry.

“They filled in the form on Friday and signed with another provider by Monday.”

The first reply goes out in seconds, automatically.

Step one

Enquiries that arrive sized and scoped.

  • The form can ask how big the company is, how IT is handled today, and whether they want managed services, security or both.
  • Our forms produce 3x the ROI of a standard form, measured across our own accounts.
  • The contact page, the cybersecurity page and whatever form the last web agency left behind are all tracked. How form tracking works.
  • Each enquiry lands in the dashboard as well as the inbox, so none hangs on one mailbox rule.
Submitted
Step two

What produces signed agreements.

  • Each enquiry records the channel that first found them and the one that was last in play.
  • Channels rank by the clients they produced, which matters when one agreement can run for years.
  • The agency's traffic report gets a second opinion.
  • The account is the MSP's, not the agency's or the web developer's.
Cancel that one
Step three

Answer like the provider they want.

  • Your reply time is the first SLA they see.
  • The reply goes out in seconds while the engineers stay on tickets.
  • Whoever calls back already knows the company size and which service pages they read.
  • A security enquiry is answered before anyone gets round to the shared inbox.
Two lanes with a chequered flag at a finish line, one marker crossing it and one stalled near the start.
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Where MSP enquiries come from

Four places a managed services enquiry starts.

01

Search for the problem, not the provider.

Most IT enquiries start with a symptom: a server that keeps falling over, a cyber insurance form asking about MFA, an office move. Organic search and Google Ads both catch them, and Lead Source keeps the two apart, with the Ads campaign named.

02

Referrals from people who already pay you.

Accountants, existing clients and a vendor's partner directory send some of the best enquiries an MSP gets. A link from another site arrives with that site named, so the referrer gets the credit instead of Direct.

03

Google Business Profile and the map pack.

Plenty of buyers want a provider who can turn up in person. The Business Profile gets its own line rather than vanishing into organic. The local listing finally shows its work.

04

AI assistants, asked for a shortlist.

“Which MSPs near me handle Microsoft 365 properly?” now goes to ChatGPT, Perplexity or Claude first. Enquiries they send arrive with the assistant named, not filed under Direct.

Why MSP attribution breaks

Long cycles bury the first click.

An MSP enquiry rarely converts on the first visit. Someone reads the security page in March, comes back through a branded search in June and fills in the form after a webinar. Most reporting hands all of it to whichever touch came last.

  • The CRM's lead source field says “Website”, which covers every channel the business pays for.
  • The agency's report counts sessions. Sessions have never signed an agreement.
  • A prospect who returns by typing the address lands as Direct, while the campaign that introduced them in spring gets nothing.
  • Lead Source keeps first touch and last touch on every enquiry, so the slow introduction and the final nudge both get their due.
What the report shows an MSP

One page that says what to renew.

The dashboard ranks every channel by the enquiries it produced and the clients those enquiries became, with the campaign and pages behind each one.

  • Which channel introduced the contracts signed this year, and which one closed them.
  • The service pages a buyer read before enquiring, managed IT, security or pricing, in the order they read them.
  • Campaigns that produced enquiries but never a client. That is usually where the next budget cut is hiding.
  • The history is kept, so next year's budget review starts from this year's signed agreements.
Every source

Every channel an IT enquiry comes through.

Google Ads Google Business Profile Organic search Meta LinkedIn Email Referral Direct

Whether they call, chat or fill in a form, the enquiry arrives with the marketing that produced it.

Long sales cycles do not excuse guessing.

See what brings your next contract.

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5-minute install Free to start 90-day refund
5-minute install

One script. No change ticket.

It goes into the site head once, and from then on each form on each page is recorded. There is nothing else to deploy.

That one line is all lead source tracking needs.

index.html
<!-- in your <head> -->
<script src="https://app.leadsource.co/ft.js" data-site="your-site-id"></script>
Why MSPs keep it

Four reasons it stays in the stack.

01

No new platform to run.

One line on the website and it works. Nobody on the team has to administer it.

02

Yours, not the agency's.

The account belongs to the MSP. Change marketing partner and the enquiry history stays.

03

$19 a month.

No card to start and no minimum term. Paid plans carry a 90-day refund.

04

Or get a second opinion.

If you would rather spend the time selling, our consulting team reads these numbers with you and says where the budget should go next.

Built around a managed services pipeline. Other readers can try agencies, law firms, in-house marketers, insurance agencies, business owners, or start at all use cases.

Questions, answered

MSP questions, answered.

Can I get lead attribution without a contract?

Yes. There is a free plan, the paid plans run month to month, and none of them has a minimum term. Unusual, for a business that sells multi-year agreements.

First touch or last touch?

Both, on every enquiry: the source that introduced them months ago and the one in play when they filled in the form, with the pages read in between.

Does it work with our CRM?

Yes. Source data lands on each lead in your CRM, so the pipeline you already work carries the attribution. Once they sign, the PSA takes over exactly as it does now.

Does it work for phone calls?

No. It records enquiries made through website forms and does not track phone calls. A prospect who rings the office directly will not appear, and it seems fairer to say so here than on a sales call.

Know what started your next agreement.

Free to start, no credit card. Paid plans carry a 90-day refund.

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