How to set up CallTrackingMetrics for a treatment center

The Answer

The short version

The Setup

Eight steps, in order

1. Provision tracking numbers

One number per channel and campaign, Google Ads, organic, GBP, directories, referral partners, so source is known before the phone rings.

2. Install dynamic number insertion

DNI swaps the site number per visitor source, connecting each call to its keyword and campaign automatically.

3. Build routing

Ring groups for the admissions floor, overflow chains, after-hours rules, and an IVR short enough to help rather than block.

4. Turn on recording and transcription

Every call recorded and transcribed, the raw material for QA, coaching, and dispute-proof attribution.

5. Configure scoring

Score conversions (VOB reached, assessment done) and quality on a rubric, CTM’s agent analytics make coaching data-driven.

6. Sync the CRM

Push calls, recordings, and dispositions into Dazos, Salesforce, or Kipu so the pipeline updates itself.

7. Wire attribution back out

Send VOB and admit outcomes to Google and Meta as offline conversions, bidding optimizes toward admits, not calls.

8. Add AI coverage

CTM VoiceAI agents on overflow and after-hours, the zero-missed-call layer, with ElevenLabs voices.

Need CTM configured right?

Official CallTrackingMetrics Partner setup: routing, scoring, DNI, CRM sync, and attribution for treatment centers.