How it works
Four pieces. Set up for you.
PocketCMO follows one thread: the ad that caused the click or the call, the lead it turned into, and the invoice it became in your CRM.
- 01
We tag your website
A small snippet goes on every page of your site. When someone arrives from an ad, it records the campaign, the ad, the keyword and the page they landed on, and keeps that with them while they browse. If they fill in a form, that form submission carries the source with it.
Ad blockers and private browsing can stop the tag from recording. Those visits still show up, they just show up as direct.
- 02
We swap in tracking numbers
Your ads and your website show a tracking number instead of your main line. It rings straight through to the same phone you already answer, so nothing changes for you or your customer. Behind it, PocketCMO records who called, how long it lasted, whether it was answered, and which campaign sent them.
Someone who saved your old number years ago and calls it directly cannot be traced to an ad. That is a genuine limit, not something any tool solves.
- 03
We connect your CRM
Jobber first. PocketCMO reads your jobs and invoices and matches each one back to the lead that started it, using the phone number, email and timing. When a job is marked closed and invoiced, that dollar amount becomes the revenue attached to the campaign.
If your CRM is GoHighLevel, that connection is coming soon. Tell us what you use and we will be straight with you about where it stands.
- 04
You see revenue by campaign
One screen: spend, leads, booked jobs, revenue and return on ad spend, per channel and per campaign. Missed calls are listed separately so you can call people back. Nothing here is a projection — it is your ad spend against jobs your CRM says you actually booked.
Some jobs cannot be matched to any source. Those show as unattributed rather than being guessed at or spread around.
What you end up looking at
The report, once everything is connected.
Revenue by campaign source
Google Ads
Spend
$4,000
Leads
24
Booked
2
Revenue
$11,000
ROAS
2.8x
Meta Ads
Spend
$1,800
Leads
31
Booked
3
Revenue
$9,600
ROAS
5.3x
Calls & Maps
Spend
$900
Leads
12
Booked
3
Revenue
$8,400
ROAS
9.3x
Offline / QR
Spend
$250
Leads
4
Booked
1
Revenue
$2,400
ROAS
9.6x
Total spend
$6,950
Booked jobs
9
Booked revenue
$31,400
Return on ad spend
4.5x
Illustrative example — not client data
Want to see it against your own accounts?
A demo takes about twenty minutes. Bring your ad spend and the name of your CRM.