For brick-and-mortar retailers using Shopify and Shopify POS.
A persuasive agency proposal can promise more traffic, more leads and better reporting. Before choosing a partner, ask how those activities connect to your store's actual decisions. A brick-and-mortar retailer needs clarity about ownership, responsibilities and measured outcomes, especially when customers research online and purchase later at the counter.
Reviewed and updated October 15, 2026.
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Request a plain-language definition of success. Does the proposal measure impressions, calls, appointments, online purchases or completed store orders? Each can be useful, but they should not be presented as interchangeable. Ask for a sample report with its definitions visible. A clear answer identifies both the outcome the agency will report and the information it needs from your store.
List the advertising, analytics, website, phone-tracking and customer systems involved. Confirm who controls access, who performs routine work and what happens if the relationship ends. Request a practical handoff process and documentation of changes. This is an operational due-diligence question: your store should understand where its information lives and how to keep the business running through a provider change.
Have the agency walk through a realistic example: a shopper clicks an ad, calls about stock and pays in store a week later. Which system retains the inquiry source? What customer detail links the records? Who attaches the customer at checkout? Which sales system records the final order? For Shopify POS stores, ask whether the proposed workflow supports your existing setup rather than assuming a website conversion tag covers the full journey.
A credible measurement plan acknowledges anonymous orders, changed contact details and other gaps. Ask to see an unmatched category and a process for reviewing exceptions. Also clarify the difference between an internally matched purchase and credit assigned by an ad platform. Be cautious about reports that claim every store sale belongs to a campaign without explaining the evidence.
Separate media spend, management fees, setup work, software subscriptions and applicable usage charges. Identify who responds to inquiries and who corrects customer records. An agency can generate demand while the store still needs to answer calls and complete the checkout handoff. Ask how changes in locations, phone numbers or sales systems affect scope and cost.
Agree on the records that will demonstrate the workflow: inquiry source, contact, order reference, value, timing and destination status where applicable. Include a duplicate and refund review. Ask how results will be explained if the totals differ between systems. A good test makes the configuration reviewable; it does not guarantee future sales growth. Choose the partner whose plan you can understand and verify.
CallToSale reviews the connection between identifiable calls and forms, customer records and purchases recorded in Shopify POS. The standard service requires Shopify and Shopify POS. Your audit confirms the supported integrations, matching requirements and scope for your accounts. Missing identifiers and anonymous purchases can remain unmatched; the workflow does not guarantee attribution or increased revenue.
Ask for a sample report, clear outcome definitions, a responsibility list, account-access arrangements and an itemized scope.
No. Leads show demand, while recorded completed purchases provide the sales outcome.
Ask for the evidence and limitations. Missing identifiers and platform rules can prevent complete attribution.
Confirm who controls each business-critical account and how access and documentation are handed over if the relationship changes.
Ask for a clear list of included subscriptions, separate fees and usage-based charges relevant to the proposed work.
Agree on that responsibility explicitly. Marketing and store operations need a clear handoff for each inquiry.
It should trace a defined inquiry to the relevant order and verify the identifiers, value, timing and reporting stages.
Use the audit to confirm your existing accounts, Shopify POS workflow and division of responsibilities before agreeing the connection scope.
Request a free Shopify POS sales tracking audit to review your inquiry, customer and order workflow. You can also see how CallToSale works, compare plans or browse the Marketing Guides.
Connect marketing inquiries, customer records and in-store purchases in one clear workflow.
Connect available call-source details with the customer journey. Review recordings and transcripts where included and configured to understand the questions callers ask and how your team handles them.
Explore phone trackingKeep each lead’s contact details, marketing source and follow-up in one customer record. Track calls, forms and appointments so your team can see the steps that came before a purchase.
Explore CRM follow-upCapture website inquiries and attach accurate customer details to in-store point-of-sale (POS) orders. Connect eligible records to see which marketing sources led to recorded revenue, with unmatched sales kept visible.
Check your store’s setupA Shopify website alone is not enough. The relevant sales must be recorded in Shopify POS. Other sales systems require an integration assessment. Marketing messages depend on customer permissions; reported events do not guarantee ad attribution.
Use the Shopify POS setup guide to review the customer details and account access needed for sales matching. For the complete workflow and current plan terms, see how CallToSale works and compare plans.
