Case Study: Implementing DAZOS and CallTrackingMetrics Together for a Behavioral Health Group
Behavioral health group. Client anonymized.
Summary
Calls lived in one system and leads in another. Source attribution follows each lead from first call through admission. Reps stopped retyping calls, and leadership can see conversion by channel from one system.
The problem
Calls lived in one system and leads in another. Reps re-keyed caller details by hand, sources were guessed, and nobody could report cost per admission by channel with confidence.
What I built
- Designed the admissions pipeline stages, required fields, and dispositions in DAZOS.
- Configured CallTrackingMetrics tracking numbers, dynamic number insertion, routing, and recordings.
- Integrated CTM with DAZOS so calls create or update records automatically with source populated.
- Protected original source on repeat callers.
- Built dashboards for admissions performance and conversion by source.
- Trained reps and managers and supported go-live.
What changed
Source attribution follows each lead from first call through admission. Reps stopped retyping calls, and leadership can see conversion by channel from one system.
Details are anonymized to protect client confidentiality. Named case studies with metrics are published with client approval.