B2B Service Website – Tracking Leads to Secure a 6-Month Retainer
A B2B service agency was struggling to prove ROI to their client. I set up precise form tracking and LinkedIn campaign attribution — giving them the proof they needed to win long-term business.
📞 Lead Tracking • GA4 • LinkedIn Insight Tag • High-Retention
🧩 Project Overview
Client Type
B2B Marketing Agency
Goal
Prove lead quality & campaign ROI
Industry
Professional Services
Services
GA4 setup, form submission tracking, LinkedIn Insight Tag
🚧 The Challenge
The agency had great creative and ad performance, but no tracking to prove leads were coming through. Their client questioned the effectiveness of paid campaigns, risking a contract non-renewal.
Supporting Subheading
🔧 The Solution – Step-by-Step
Step 1 - Audit Contact Touchpoints
Reviewed all lead-gen forms across the site (footer, modal, contact page) for missing or incomplete tracking.
Step 2 - Implemented GA4 with GTM
Set up GA4 to track form submission events as conversions, including form ID and lead source.
Step 3 - Installed LinkedIn Insight Tag
Added tag via GTM and verified audience tracking to link ad campaigns with form submissions.
Step 4 - Created Conversion Events
Labeled “Form Submit” as a primary GA4 goal and synced to LinkedIn for ad optimization.
Step 5 - Built Reporting Layer
Dashboard included total submissions, channel breakdown, and form-level insights for agency to present monthly.
✅ Results
Agency used the data to show how LinkedIn campaigns directly led to qualified B2B leads. Their client was impressed — and signed a 6-month extension.
Metric | Before | After |
|---|---|---|
Client Retention Risk | High | Secured 6-month retainer |
Form Tracking | None | 100% tracked & tagged |
Attribution Visibility | None | LinkedIn campaigns linked to conversions |
Struggling to prove ROI on your client’s lead-gen campaigns?
Let’s fix your tracking and give you the clarity you need to retain more business.