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What to Track in Client Communication

What to Track in Client Communication

Track initiated conversations, the share of detailed leads that convert, and the cost per conversation. There are three steps between a click and a deal, revealing what needs fixing: ads, initial messages, or your responses.

Main Points

  • A click doesn't distinguish between a random visitor and a buyer.

  • Track transitions, not just totals.

  • Use separate links for each traffic source.

  • A week is the right measurement period.

Why Are Clicks Useless?

A click only indicates that an ad was noticed. It doesn't differentiate between a casual visitor and someone ready to buy, and it doesn't show if a conversation took place.

The classic trap: optimizing ads based on cost per click. Clicks may decrease in cost, but conversations drop, leading to incorrect conclusions.

What to Measure Instead?

Metric

What It Indicates

Initiated Conversations

Ads attract the right people

Share with Details

The lead isn't empty

Converted to Deals

You respond appropriately

Cost per Conversation

Is the economics viable?

It's convenient to measure weekly: a month is too slow, a day too noisy.

How to Identify Where Leads Are Lost?

Focus on transitions, not just totals.

  • Many clicks, few conversations: the issue is with ads or landing pages.

  • Many conversations, few details: leads are coming in empty.

  • Many details, few deals: the problem lies in your responses and timing.

Each metric needs different solutions, and without separation, you'll be guessing.

How to Measure Without Complex Systems?

Just use a separate link for each source: one for ads, another for social media profiles, a third for QR codes. This way, you can see where conversations come from, not just clicks.

If there's a short path between a click and a chat, these metrics will gather themselves: how many people initiated, how many reached the end, and with what responses. That's how Mate works, and no separate analytics are needed for this.

Frequently Asked Questions

How Many Leads Are Needed to Draw Conclusions?

Aim for a couple of dozen conversations per source. With just five leads, differences between channels are random, and decisions based on them lead you astray.

What to Do If Numbers Are Poor Everywhere?

Start with the closest transition to revenue. Improving ads when leads are already being lost means paying to lose more.

Is CRM Necessary?

Not initially. A simple table with four metrics per week is enough to see what's happening. CRM addresses volume, not understanding.

How to Separate Advertising Leads from Others?

Use a separate link for each source. Asking in conversations “how did you find us” is not advisable: it disrupts the dialogue and gives inaccurate answers, as people genuinely forget.

What Counts as One Conversion in Communication?

An initiated conversation, not a sent message. A person who says “hello” and disappears is not a conversion. Count dialogues where the client specifies their needs.

How to Know If Advertising Is Paying Off?

Divide expenses by the number of initiated conversations and compare with your margin per deal. If a conversation costs more than you earn on every second one, the channel isn't profitable at the current conversion rate.

Does WhatsApp Business Statistics Help?

Partially. In the WhatsApp Business app, you can see the number of sent, delivered, and read messages, but not the client's source or the conversation's outcome. You'll need to tag sources with links yourself.

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