Give the visit a useful next step.

Put the visit to work.

The lawn-care record review below uses verified account data. Explore the record below and see how your office can use the visit history.

Start with one website and a person responsible for checking the records. Keep your existing calls, forms and customer history alongside the test.

An HVAC replacement visitor.

A matched homeowner looked at your replacement page. Your office checks the available address and sees whether the person already has an estimate in progress.

If they are already being handled, add the context to the existing record. If a separate follow-up is appropriate, use an offer your business can honor and record what happens. A page visit alone does not establish that they need a new system.

A postcard for a service you want to sell.

With paid collection, combine your service-area ZIPs with a relevant page rule. Review the records that qualify before sending them to your mail provider through an integration.

The collection rule uses the page where identification is attempted. A visit elsewhere in the journey does not automatically satisfy that rule.

Count lead charges, connection costs, print and postage. Use a tracked response path and compare completed work with the full test cost. Read the website visitor postcard guide.

An agency testing one client site.

Choose a client with traffic and an office that can respond. Agree on the trade, service area and handoff before adding more sites.

At the review, show matched records separately from inbound enquiries. Discuss the records that fit, the additional conversations and the jobs won. The agency page explains how to start.