CallRail is an AI-powered lead intelligence
platform that makes it easy for agencies and
businesses of all sizes to market with confidence
and turn leads into even better customers.
Top-rated by 220,000+ businesses
and 7,000+ marketing agencies
ATTRACT
ENGAGE
ANALYZE
CONVERT
OPTIMIZE
In 2025, CallRail is building tools to elevate your
business. Our AI products empower you to market
with confidence, efficiently optimizing for high-quality
leads and maximizing every conversion opportunity.
1. Understand your leads to better optimize your
lead generation strategy
2. Convert those leads into customers
CallRail is Building What’s
Next to Help Agencies
What We’ll Cover
Learn how Einstein Industries has boosted conversions by
implementing automation and lead intelligence tools, like CallRail, to
efficiently qualify leads and enable rapid follow-up, seamlessly
bridging the gap from lead generation to lead conversion.
CALLRAIL TRIVIA
Compared to web leads,
how much more likely are
inbound phone calls to
convert?
Einstein helps elite medical, dental & legal
practices dominate their market and increase
their ROI with data-informed digital marketing
strategies, expertise, and products.
Einstein Industries
Has a Proven Track Record
PREMIER 2023
Today’s
Takeaways
1. How Google’s Gemini “AI Mode”
changes search behaviour
2. Why clean structured + unstructured
data is the new SEO/AEO currency
3. A simple framework to prep your site,
content, and CRM for AI matching
4. Where paid media fits next & how the team
turns data into ROI
Search’s Role in
Google’s AI
Roadmap
FROM GOOGLE LEAD GEN LAB
Google AI Mode
Search is now a live chat,
not ten blue links.
Google still has the deepest
knowledge graph on each user. AI
Mode simply puts it in a chat window.
The New
Search Reality
Search is now a live chat,
not ten blue links.
“Garbage in,
garbage out”...
is now existential.
Data
Foundations
Create Visibility
Google AI Mode
AI Search is
Matching Game
Google personalizes and
contextualizes AI Mode
search using information
about the user.
Google AI ode
AI Search is
Matching Game
“You cannot optimise what
you cannot measure. We
needed a structure that let
AI see what actually led to
revenue.”
David Tully, Google Lead Gen Head
Google AI Mode
Closing the
Search
Journey Loop
● Capture
→ click or call
● Enrich
→ tag, score, qualify
● Feed it back
→ outcome
→ ad platforms & dashboards
Google AI Mode
Search’s Role in
Google’s AI
Roadmap
From Intent to Outcome,
All in One Loop
Humans organise, AI
amplifies. The companies
that systemise their data will
own the next decade of
search visibility.
ATTRACT
ENGAGE
ANALYZE
CONVERT
OPTIMIZE
Lead performance doesn’t break at one point:
it breaks across the pipeline.
The biggest ROI leaks happen in two critical
zones:
● At the front-end, with misaligned ads or
unqualified traffic, and…
● After the lead arrives, in the post-click
follow-up process—where poor timing,
misrouting, or lack of qualification kills
conversion.
Early On: An Incomplete View
Data Blind Spot
Revenue
Outcome
Call
Site Visit
High-Stakes Verticals
Lacked
Useful Data
High-Stakes Verticals
Require
Better Data
Early On: An Incomplete View
Data Blind Spot
Revenue
Outcome
Call
Site Visit
Visibility: I Can See The Light!
Revenue
Outcome
Call
Site Visit
How To
Supercharge
Your Paid Ad
Strategy
Maximizing Lead Quality
& Campaign Performance
Improve Targeting with Rich Data
Insights help refine targeting and improve ad relevance
Prioritize The Most Valuable Leads
Every lead is qualified so you can prioritize
Only Spend Time on Real Leads
Eliminate unqualified leads before they hit your pipeline
Only Spend Time on Real Leads
Quality
Screening
Spam
Filtering
Prioritize The Most Valuable Leads
Turn Insights Into
Smarter Strategy
Act on Top-Ranked
Leads First
Rank Your Leads by
Quality & Potential
Improve Targeting with Rich Data
Turn Insights Into
Smarter Strategy
Focus on Quality
Over Quantity
Have you leveraged
Google Ads Data Manager
before?
EINSTEIN POLL
Scale Faster With Smarter Syncing
Let Google optimize faster with real outcome feedback
Better Data, Better Results
Feed Google post-conversion insights
Align Campaigns With Lead Quality
Structure your account around what actually drives ROI
Alignment With Google
Structuring
Campaigns
for Maximum
Impact
Dashboard
Visibility
Connect Spend to Results
With Lead Scoring and Event Spotting, and feedback
Prioritize Quality Leads
Automated Tagging based on signals, or manually
Know Lead Intent Instantly
Transcription unlocks Keyword Spotting, Sentiment Rating, etc
Where Signals Come Together
Qualify Leads
Value & Saving our Clients Time
CallRail Tools in Einstein’s Toolkit
Call Tracking &
Form Tracking
Know exactly what drives
your calls and which
marketing campaigns
perform best.
Premium
Conversation
Intelligence
Get automated, detailed
conversation analysis,
with automatic lead
qualification and call
categorization.
AI tool
UNLOCK DATA BLIND SPOTS
Convert
Assist
Get coaching, action
plans, and pre-written
conversation follow ups
for actionable guidance.
Voice Assist
(NEW! In Beta)
Never miss a lead again
with an AI voice assistant
that answers, captures,
and qualifies inbound
calls 24/7.
AI tool AI tool
HOT LEAD
UNLOCK CONVERSION AUTOMATION
CALLRAIL TRIVIA
What percentage of calls
do you think are typically
missed or go unanswered
each month?
Leverage AI
Don’t Drop the Ball
Trigger Lead
Capture
Capture and Scale
Training Your
Assistant
Scale Without Limits
Handle multiple calls at once without sacrificing quality
Feedback on Your Workflow
Actionable insights on how your processes perform
Train Like a Real Hire
Learns and follows your instructions consistently
Tool becomes Teammate
Voice Assist will be essential to your PPC strategy
Optimize Your
Targeting Every Lead Is
Answered
Every Lead Is
Qualified
1
2
3
Voice Assist can:
● Capture every lead, 24/7
● Ensure calls are answered faster
● Score your leads (coming soon)
Impact to your ad strategy:
● Lower CPL
● Rank higher
● Expand your reach
Get started for FREE
Use the QR code to the left to learn more and start
your 14-day free trial (no credit card required).
Top-rated by 220,000+ businesses
and 7,000+ marketing agencies
Ready to give CallRail a try?
Q&A
How To Save PPC Campaigns From Poor Conversions & Wasted Budget
How To Save PPC Campaigns From Poor Conversions & Wasted Budget

How To Save PPC Campaigns From Poor Conversions & Wasted Budget

  • 2.
    CallRail is anAI-powered lead intelligence platform that makes it easy for agencies and businesses of all sizes to market with confidence and turn leads into even better customers. Top-rated by 220,000+ businesses and 7,000+ marketing agencies
  • 3.
    ATTRACT ENGAGE ANALYZE CONVERT OPTIMIZE In 2025, CallRailis building tools to elevate your business. Our AI products empower you to market with confidence, efficiently optimizing for high-quality leads and maximizing every conversion opportunity. 1. Understand your leads to better optimize your lead generation strategy 2. Convert those leads into customers CallRail is Building What’s Next to Help Agencies
  • 4.
    What We’ll Cover Learnhow Einstein Industries has boosted conversions by implementing automation and lead intelligence tools, like CallRail, to efficiently qualify leads and enable rapid follow-up, seamlessly bridging the gap from lead generation to lead conversion.
  • 5.
    CALLRAIL TRIVIA Compared toweb leads, how much more likely are inbound phone calls to convert?
  • 6.
    Einstein helps elitemedical, dental & legal practices dominate their market and increase their ROI with data-informed digital marketing strategies, expertise, and products. Einstein Industries Has a Proven Track Record PREMIER 2023
  • 7.
    Today’s Takeaways 1. How Google’sGemini “AI Mode” changes search behaviour 2. Why clean structured + unstructured data is the new SEO/AEO currency 3. A simple framework to prep your site, content, and CRM for AI matching 4. Where paid media fits next & how the team turns data into ROI
  • 8.
    Search’s Role in Google’sAI Roadmap FROM GOOGLE LEAD GEN LAB
  • 9.
    Google AI Mode Searchis now a live chat, not ten blue links. Google still has the deepest knowledge graph on each user. AI Mode simply puts it in a chat window. The New Search Reality
  • 10.
    Search is nowa live chat, not ten blue links. “Garbage in, garbage out”... is now existential. Data Foundations Create Visibility Google AI Mode
  • 11.
    AI Search is MatchingGame Google personalizes and contextualizes AI Mode search using information about the user. Google AI ode
  • 12.
    AI Search is MatchingGame “You cannot optimise what you cannot measure. We needed a structure that let AI see what actually led to revenue.” David Tully, Google Lead Gen Head Google AI Mode
  • 13.
    Closing the Search Journey Loop ●Capture → click or call ● Enrich → tag, score, qualify ● Feed it back → outcome → ad platforms & dashboards Google AI Mode
  • 14.
    Search’s Role in Google’sAI Roadmap From Intent to Outcome, All in One Loop Humans organise, AI amplifies. The companies that systemise their data will own the next decade of search visibility.
  • 15.
    ATTRACT ENGAGE ANALYZE CONVERT OPTIMIZE Lead performance doesn’tbreak at one point: it breaks across the pipeline. The biggest ROI leaks happen in two critical zones: ● At the front-end, with misaligned ads or unqualified traffic, and… ● After the lead arrives, in the post-click follow-up process—where poor timing, misrouting, or lack of qualification kills conversion.
  • 16.
    Early On: AnIncomplete View Data Blind Spot Revenue Outcome Call Site Visit
  • 17.
  • 18.
  • 19.
    Early On: AnIncomplete View Data Blind Spot Revenue Outcome Call Site Visit
  • 20.
    Visibility: I CanSee The Light! Revenue Outcome Call Site Visit
  • 21.
    How To Supercharge Your PaidAd Strategy Maximizing Lead Quality & Campaign Performance Improve Targeting with Rich Data Insights help refine targeting and improve ad relevance Prioritize The Most Valuable Leads Every lead is qualified so you can prioritize Only Spend Time on Real Leads Eliminate unqualified leads before they hit your pipeline
  • 22.
    Only Spend Timeon Real Leads Quality Screening Spam Filtering
  • 23.
    Prioritize The MostValuable Leads Turn Insights Into Smarter Strategy Act on Top-Ranked Leads First Rank Your Leads by Quality & Potential
  • 24.
    Improve Targeting withRich Data Turn Insights Into Smarter Strategy Focus on Quality Over Quantity
  • 25.
    Have you leveraged GoogleAds Data Manager before? EINSTEIN POLL
  • 26.
    Scale Faster WithSmarter Syncing Let Google optimize faster with real outcome feedback Better Data, Better Results Feed Google post-conversion insights Align Campaigns With Lead Quality Structure your account around what actually drives ROI Alignment With Google Structuring Campaigns for Maximum Impact
  • 27.
    Dashboard Visibility Connect Spend toResults With Lead Scoring and Event Spotting, and feedback Prioritize Quality Leads Automated Tagging based on signals, or manually Know Lead Intent Instantly Transcription unlocks Keyword Spotting, Sentiment Rating, etc Where Signals Come Together
  • 28.
    Qualify Leads Value &Saving our Clients Time
  • 29.
    CallRail Tools inEinstein’s Toolkit Call Tracking & Form Tracking Know exactly what drives your calls and which marketing campaigns perform best. Premium Conversation Intelligence Get automated, detailed conversation analysis, with automatic lead qualification and call categorization. AI tool UNLOCK DATA BLIND SPOTS Convert Assist Get coaching, action plans, and pre-written conversation follow ups for actionable guidance. Voice Assist (NEW! In Beta) Never miss a lead again with an AI voice assistant that answers, captures, and qualifies inbound calls 24/7. AI tool AI tool HOT LEAD UNLOCK CONVERSION AUTOMATION
  • 30.
    CALLRAIL TRIVIA What percentageof calls do you think are typically missed or go unanswered each month?
  • 31.
  • 32.
  • 33.
    Training Your Assistant Scale WithoutLimits Handle multiple calls at once without sacrificing quality Feedback on Your Workflow Actionable insights on how your processes perform Train Like a Real Hire Learns and follows your instructions consistently Tool becomes Teammate
  • 34.
    Voice Assist willbe essential to your PPC strategy Optimize Your Targeting Every Lead Is Answered Every Lead Is Qualified 1 2 3 Voice Assist can: ● Capture every lead, 24/7 ● Ensure calls are answered faster ● Score your leads (coming soon) Impact to your ad strategy: ● Lower CPL ● Rank higher ● Expand your reach
  • 35.
    Get started forFREE Use the QR code to the left to learn more and start your 14-day free trial (no credit card required). Top-rated by 220,000+ businesses and 7,000+ marketing agencies Ready to give CallRail a try?
  • 36.