Agency rollout checklist: Getting started in CallRail

If you’re new to call and form tracking software and all of its benefits, you probably can’t wait to dive in and start using this software to drive better business results. Who could blame you? 

Set yourself up for instant success by taking a detail-oriented approach to setup. By starting off on the right foot, you’ll be able to take advantage of everything CallRail has to offer. 

What you’ll learn:

  • Your first steps for getting started
  • What you need before rolling out CallRail with a client
  • How to audit your other tools
  • How to give clients the tour
  • How to address pricing and billing