Running WhatConverts as a service, Attribution Analytics

WhatConverts Agency Implementation, Multi-Channel Lead Attribution for Retainer Clients

Learn how to set up WhatConverts call tracking, form capture, and campaign attribution for your PPC and service-based clients, then package it as a recurring revenue service. This course covers dynamic number insertion, lead qualification workflows, CRM integration, and custom reporting to help agencies prove marketing ROI and retain clients longer.

Open the decision record for WhatConverts

What does running WhatConverts for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
From $60 per month (entry tier), based on pricing tiers.
Time to first value
Not published
Payback
Not modeled

Is WhatConverts worth running as a client service?

WhatConverts can enable high-value managed reporting services, but delivery costs and client pricing are not supported by evidence here.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • WhatConverts subscription (entry tier)
  • Google Ads account
  • Facebook Ads account
  • CRM system (e.g., Pipedrive)
  • AgencyAnalytics for client reporting
  • Calendly for scheduling integrations

People and inputs

  • Technical staff to install tracking codes
  • Time for initial setup and configuration
  • A process for creating custom reports per client
  • Documentation for client onboarding

Estimated investment: Starting at $60 per month for the entry tier (if available), plus potential setup time.

Included with the course

7 working documents for delivering this service.

  • WhatConverts White-Label Setup Checklistchecklist
  • Call Tracking Number Deployment SOPsop
  • Lead Qualification Filter Templatetemplate
  • Multi-Channel Attribution Report Builder Worksheetworksheet
  • CRM Integration and Lead Export Guideguide
  • Monthly Client Reporting Dashboard Templatetemplate
  • WhatConverts Retainer Pricing and Packaging Worksheetworksheet

Listed by name. These documents are not yet published as individual downloads.