Resources about
Webinar
5 Ways to Improve Lead Quality with Automated Reporting
We’ll be joined by PPC Protect Founder Neil Andrew to show how your agency can use automated reporting to win big in 2021.
Infographic
How SMBs generated leads and measured marketing success in 2020
How have SMBs navigated the pandemic? What challenges have they faced? How has their marketing efforts been impacted?
Webinar
Ring in the Leads
Make 2021 your best year yet. How? By cleaning house on all things sales-related. The new year is a great time to take stock of what’s working and what isn’t.
Webinar
Inside Track: Product tools, tips, and tricks
Join the Inside track — a live, virtual event that digs deep into what’s new at CallRail. This exclusive customer event only comes by once a quarter.
White Paper
Special Report: 2021 Digital Marketing Agency Outlook
2020 has been a rough ride for everyone, and agencies have proven to be a resilient bunch. We know because we surveyed 167 digital marketing agencies.
Guide
Presentation template: Pitching Conversation Intelligence to your clients
This slide deck is a template that can help agencies sell the value of CallRail’s Conversation Intelligence features to their clients.
Webinar
Replace your phone system with Lead Center
Join us to find out how much time, money, and hassle you could save by replacing your phone system with Lead Center.
Webinar
Back on Track: What 2021 Holds for Agencies
In a recent survey, 167 digital marketing agencies told us they’ve weathered the storms of 2020 surprisingly well. Join us to review recent survey data.
Guide
CallRail's Secret Menu
We’ve collected all the hidden features you didn’t know you were missing in this nifty little download.
Guide
Presentation template: Pitching Lead Center to your clients
This slide deck is a template that can help agencies sell the value of CallRail’s Lead Center to their clients.
Video
Make the most of your marketing with CallRail
Learn more about how CallRail can help you achieve greater marketing ROI.
Guide
Getting started with Lead Center
You’ll never miss a lead via phone call, text, or form submission with Lead Center. Download this guide to learn more about Lead Center.
Webinar
Business is Calling: How COVID-19 is Changing Customer Behavior
Calls have increased since the pandemic started. Learn how you can improve your marketing and meet customer needs in the new normal.
Guide
Everything you need to set up your business’s social media profiles
Learn how to setup your business's social media profiles to improve your online presence for customers.
Ebook
100M phone calls show how SMBs are adapting in a pandemic
Learn what CallRail call data reveals about the phases of the pandemic, painting a picture of how SMBs have been affected.
Guide
Statement of work template for marketing agencies: Event Campaigns
Use this template to help create a clear and concise statement of work for your clients when creating event campaigns.
Case Study
CallRail Summer School: Part 3 || The Lead Lifecycle
Register for our final summer school class and close more deals.
Webinar
CallRail Summer School: Part 2 || Masterclass: Build a Custom Report
Summer School is bringing you the second installment of our three-part event series on the lead lifecycle
Webinar
CallRail Summer School: Part 2 || Legal
Summer School is bringing you the second installment of our three-part event series on the lead lifecycle
Webinar
CallRail Summer School: Part 2 || Healthcare
CallRail Summer School is bringing you the second installment of our three-part event series on the lead lifecycle
Guide
Marketing Attribution Reporting Template
Download our marketing attribution template and identify the most effective and efficient marketing channels.
Guide
A getting started guide to tracking your online marketing efforts
To learn more about the advantages of visitor tracking and how to get started, downloaded this guide to tracking your online marketing efforts.
Case Study
See how an asphalt company paved the way for profit
How CallRail’s Lead Center helped Top Job Asphalt double sales & save $400 a month
Webinar
CallRail Summer School: Part 1 || Masterclass: Calls & Conversions
CallRail Summer School is in session, and we have uncovered a lot this semester - get your pencils ready.
Webinar
CallRail Summer School: Part 1 || Email and Offline Marketing
CallRail Summer School is in session, and we have uncovered a lot this semester - get your pencils ready.
Webinar
CallRail Summer School: Part 1 || Paid Search and Social
CallRail Summer School is in session, and we have uncovered a lot this semester - get your pencils ready.
Guide
A getting started guide to using Conversation Intelligence
Conversation Intelligence extracts valuable insights from your calls. Use this getting started to learn more about Conversation Intelligence and its features.
Webinar
Three ways three agencies are setting themselves apart — and winning over clients
Learn how agencies are differentiating themselves in a cluttered market.
Guide
Launching your first Google Ads campaign
There’s a lot that goes into building and launching a successful Google Ads campaign. This worksheet will help you get started.
Guide
Seven secrets to crafting a callable call to action
If you want your business phone to ring, you’ve got to start by giving people a reason to call. Carefully crafting an offer can make all the difference.
Webinar
CallRail Summer School: Part 2 || Home Service
CallRail Summer School is bringing you the second installment of our three-part event series on the lead lifecycle
Case Study
How Qshark Shortened Its QA Process by 90% with CallRail Conversation Intelligence
Read how Qshark CEO now spends 90% less time on his call quality assurance process thanks to CallRail's Conversation Intelligence.
Guide
A getting started guide to tracking form submissions with CallRail
Form Tracking allows you to easily stay organized and on top of every form submitted to your website. Use this guide to learn how to track form submissions.
Guide
A getting started guide to creating your first tracking number
With call tracking, you'll have a way to track the conversions from your marketing campaigns. Use this guide to learn how to create your first tracking number.
Webinar
Live Q&A: How to outsmart competitive marketers with call tracking
Find out how top legal marketers rely on call tracking to spend smarter.
Webinar
Live Q&A: How to improve patient care with call tracking
Find out how HIPPA-compliant call tracking helps improve patient experiences.
Guide
PPC Budget Planning Worksheet
Plug in your PPC goals for customer acquisition, and our worksheet will auto-calculate your budget and ROI. Check it out!
Webinar
CallRail Summer School: Part 1 || Call Tracking 101
CallRail Summer School is in session, and we have uncovered a lot this semester - get your pencils ready.
Guide
Pitching CallRail to your clients
Download our pitch deck for agencies to help you frame your client's pain points and offer CallRail as a solution to their marketing attribution needs.
Webinar
How to Use High Impact Reporting to Boost Revenue
Join CallRail and our partners GeniusDM and DashThis as we share our reporting secrets.
Guide
Free UTM builder: Where is your traffic coming from?
Use this UTM builder to learn best practices for creating UTM parameters, and better analyze and understand where your website traffic comes from.
White Paper
Resource guide book for HIPAA and HITECH compliance
CallRail's healthcare plans help covered entities and the agencies serving them to maintain compliance with regulations set forth by HIPAA and HITECH.
Video
Digital Marketing Boot Camp: How to grow in a down economy
Watch to discover why setting the right goals today can have a direct impact on long-term revenue.
Video
Digital Marketing Boot Camp: Importance of Email Marketing
Jeremy Vale from Logical Position explains why email marketing is especially valuable today.
Video
Digital Marketing Boot Camp: Conversion Rate Optimization: Live Website Audit
We explain how to design your website for optimal conversion, step-by-step.
Video
Digital Marketing Boot Camp: Optimizing Call Tracking
Learn how to use call data to fine-tune spending, sharpen bid strategies, clear the way for the right traffic, and more.
Video
Digital Marketing Boot Camp: Integrating CallRail with Google Ads : The Do's & Don'ts
We'll help you figure out what to track, how to track it, and how to integrate your platform with Google Ads.
Video
Digital Marketing Boot Camp: Adapting Paid Social Strategy During COVID-19
We explain how to adapt your paid social strategy in today’s uncertain economy.
Ebook
Agency rollout checklist: Getting started in CallRail
Just getting started with CallRail and unsure where to begin? We've got you covered with our Agency rollout checklist to start onboarding your clients today.
Guide
Sample social media calendar for car dealerships
In this sample social media calendar, receive a guide for social media strategic planning for car dealerships.
Webinar
Webinar: Plug the leaks in your marketing program
Learn what tools home service pros rely on to make the most of their marketing investment.
Webinar
How to Transform Reporting into Storytelling
Get a better understanding of what data can be used to guide your decision making and help you retain more of your clients.
Webinar
Buddy check: Identifying revenue-driving partners (a Camp CallRail Workshop)
Partners enhance offerings, increase reach, and drive revenue. Seeking inspiration? Watch as our real-life partners will share real-world success stories.
Webinar
Archery: Targeting repeat customers (a Camp CallRail workshop)
Join our fourth Camp CallRail workshop to improve your up- and cross-selling strategies for the best short-term growth.
Webinar
Arts and crafts: Crafting data-driven campaign strategies (a Camp CallRail Workshop)
Find out how to take advantage of all your advertising data in our third Camp CallRail workshop.
Webinar
Treasure Hunt: Mapping buyer journeys from clicks to conversion (a Camp CallRail Workshop)
Watch this webinar to learn top challenges in tracking the buyer journey and key ways to solve for them.
Webinar
Storytelling: Creating content that converts (a Camp CallRail Workshop)
Register for our webinar and learn how to create content that engages prospects — and inspires them to act.
Video
Expert Q&A: Managing Through The Crisis: Facebook Ad Strategies For Turbulent Times (Noah Freeman)
CallRail is bringing together hand-selected digital agency leaders and experts to help guide you through the world's current state.
Video
Agency Expert Q&A: Free Money From Google, And What To Do With It (Ryan Garrow)
CallRail is bringing together hand-selected digital agency leaders and experts to help guide you through the world's current state.
Video
Agency Expert Q&A: How Agencies Can Build Additional Revenue Streams (Alex Glenn)
CallRail is bringing together hand-selected digital agency leaders and experts to help guide you through the world's current state.
Video
Agency Expert Q&A: Helping Brick-and-Mortar Businesses Temporarily Pivot To E-Commerce
CallRail is bringing together hand-selected digital agency leaders and experts to help guide you through the world's current state.
Webinar
Finding Meaning in Metrics: Six Tips for Businesses Struggling to Measure Marketing Success
Stop wondering which marketing efforts are working—and start knowing. Register today.
Webinar
Conversation Intelligence: 5 ways sales and marketing professionals are using AI to clear the path to purchase
Powered by AI, conversation intelligence transforms call data into insights that boost sales performance and conversions.
Guide
The Ultimate CallRail SOW Template for Marketing Agencies
Use this template to help create a clear and concise statement of work for your clients.
Webinar
Spending Smarter: Essential Advertising Adjustments for Uncertain Times
Coronavirus Marketing Strategies: Increase Conversions and Revenue without Increasing Ad Spend
Webinar
How to get the most out of CallRail in a changing business landscape
Join us to learn tips and tricks to use CallRail in the best way possible to solve new challenges throughout these uncertain times.
Case Study
How Workshop Digital increased ROI and conversion rates with CallRail
Read this case study to learn how Workshop Digital used CallRail's Analytics Suite to gain up to 67 percent more leads and 11 percent higher ROI.
Webinar
Content Strategy for all Stages of the Buying Cycle
Join us for a 30 minute webinar to learn the best ways to map your content marketing to each stage of the buyer’s journey.
Webinar
How to Improve Analytics for Multi-Location Businesses
Uncover common mistakes and learn best practices for multi-location analytics
Webinar
Quarterly Customer AMA
On this live webinar, we’ll discuss our new products and features and provide an exciting sneak peek at what’s coming next at CallRail.
White Paper
The Google My Business Checklist for Success
Learn how to build and optimize your Google My Business listing to get the most out of Local Search
Webinar
Local Search Strategy: How to optimize your GMB Listing
Attendees will learn the latest strategies from local search experts from CallRail and SEMRush.
Guide
Google My Business Quick Start Guide
Download our Google My Business Quick Start guide to learn the GMB basics fast.
Guide
The Ultimate Guide to Google My Business
Our Guide to Google My Business will teach you how to create a GMB profile that delivers SEO results without much effort.
Guide
Digital Campaign Checklist
A step-by-step checklist of all the elements needed to launch a successful multi-channel digital campaign.
Ebook
How to use CallRail to build profitable services at your agency
In this guide, we lay out the information you need to successfully turn CallRail into a revenue-generating opportunity for your agency.
Ebook
Checklist: Is your client a fit for CallRail?
Get your checklist today and start recognizing right-fit clients immediately.
Webinar
Integrating CallRail and Salesforce
In this short demo we take a look at how CallRail interacts with Salesforce and show you how to get the most out of your integration.
Guide
A/B Testing Best Practices
Learn the best practices for A/B testing to determine which campaigns are the most effective.
Guide
Attribution reporting: Get organized with CallRail
Determine which channels are driving conversions and providing value
Ebook
Dental Guide to Call Tracking
Learn how call tracking can deliver the missing insights that your dental practice needs to better engage your target audience and increase your marketing ROI.
Webinar
Discover the Benefits of CallRail’s Agency Partner Program
Watch this webinar to learn about the benefits of joining CallRail's agency partner program.
Guide
Getting Started with CallRail
This guide will help you setup your CallRail account and configure your first tracking number.
Webinar
Grow Your Agency with Call Tracking
In this webinar, Madelyn Newman (Director of Product Marketing), will share ways to grow your agency using call tracking.
Webinar
Campaign architecture: The art of organizing advertising data
Learn why Campaign Architecture is critical for growth-oriented teams that strive to take an intelligent and outcomes-based approach to digital advertising.
Ebook
Attribution Report: How Today’s Marketers Measure Campaign Performance
CallRail found common pain points among marketers, especially when it comes to attribution. Read our report to get more information.
Video
CallRail 5-Minute Overview
In this short demo we take a look at the CallRail interface and help you get a feel for the structure of your CallRail account.
Ebook
Designing Lead Gen Forms that Actually Generate Leads
This ebook offers great ways to optimize your forms depending on your industry, campaign goals, and more
Guide
Form Tracking Essential Quick Guide
Download this quick guide to understand the advanced features that come with Form Tracking Essentials.
Ebook
The Agency Marketer’s Guide to Client Retention
In this ebook, you'll learn tips for mastering client retention.
Ebook
The Automotive Guide to Call Tracking
In this ebook, you'll learn how call tracking allows automotive marketers to bridge the attribution gap between offline and online conversions.
Ebook
Call Tracking 101
In this ebook, we'll introduce you to the basics of call tracking.
Guide
Get started with PPC right away with our quick-hit checklist
We give you the basics in this list to help you go fast after your PPC goals.
Video
How 150,000+ digital marketers track & prove the ROI of their campaigns
Save your spot for a Product Tour to see what CallRail will help you do.
Webinar
How messaging platforms boost marketing performance
learn how marketers can use messaging platforms like Slack to improve accountability, detect problems early on, and improve your customer experience.
Webinar
Learn how to track calls like clicks and earn better results for your clients
Are you only tracking online conversions on your landing pages? If so, you’re missing out on a mountain of valuable marketing data.
Webinar
Proving ROI to get paid: The tools one pay-per-sale agency uses to report to clients
Get step-by-step instructions and key tricks of the trade you can really use to make your marketing efforts shine!
Webinar
Part 3: Using integrations and automations to accelerate reports
Explore how to use CallRail to the fullest alongside your favorite marketing technology platforms.
Webinar
Part 2: The top 4 form tracking features, and how to use them
Learn how to get the most out of everything our CallRail Form Tracking product has to offer.
Webinar
Part 1: Getting your marketing attribution dialed in
Good news: CallRail is building new tools to track leads from multiple sources, all in one platform, for businesses of all sizes.
Webinar
Top 3 ways to effectively analyze your creative campaign
You’ll walk away from this webinar with impactful tips and ideas that can strengthen your entire agency’s reporting acumen.
Webinar
Learn how to optimize your marketing with multi-touch attribution
While all of that data can potentially be accessible in the respective platforms, optimization is only effective when you have the complete story.
Webinar
Optimize your marketing for every stage of the funnel
Learn how to optimize your marketing analytics across all channels, and get the largest return on your investments.