Prepare for client conversations with a clearer view of phone enquiries and form submissions. Connect CallRail to Catchr, then use Catchr MCP in ChatGPT or Claude to explore call handling, lead quality and campaign attribution.
For freelancers and agencies, it is a practical way to investigate a client's numbers and turn specific questions into useful reporting answers.
“Compare paid media performance across my client accounts and flag the biggest changes.”
CallRail
Google Ads
GA4
Used by the world's leading companies
Start with the CallRail account you want to review. Use call and form submission measures alongside their available campaign, UTM and lead status fields to build a focused client analysis.
Review total calls, inbound and outbound calls, missed calls, calls going to voicemail and call answer rate. Add average call duration and total duration in seconds to understand the volume and length of conversations.
CallRail's abandoned-call measure counts calls lasting less than 15 seconds. Use it alongside missed calls when preparing questions about call handling for a client.
Explore new leads, good leads among first-time callers and Good Lead Rate, which measures the portion of first-time callers marked as good leads. Review call lead status to distinguish good leads, non-leads, previously marked good leads and records without a status.
For forms, compare total submissions with first form submissions and inspect form submission lead status. Keep phone and form results separate so the report does not imply a deduplicated total of people.
Explore calls and form submissions by their respective campaign names, UTM campaigns, UTM sources and UTM mediums. These fields help you explain how enquiries are attributed in a client report.
Keywords are provided only from paid ad sources. Call keywords also depend on availability for Website (Session) trackers. Identify missing attribution before drawing conclusions about campaign performance.
A focused CallRail analysis, a prepared report and a question through Catchr MCP serve different client needs. Choose the approach that fits the question and the format you need to deliver.
Use a report for the CallRail measures you present regularly. Use Catchr MCP when a client asks a follow-up question about missed calls, lead status or campaign attribution and you need to explore the connected data.
Connect CallRail to Catchr using an API key and select the relevant accounts. Choose ChatGPT or Claude through Catchr MCP as your AI destination, then start with a question about calls or form submissions for the selected account.
Replace the bracketed values with your client's account and reporting thresholds. Each prompt focuses on a different part of CallRail reporting, from unanswered enquiries to attribution gaps.
Using Catchr, review CallRail account [account]. Report total calls, inbound calls, outbound calls, missed calls, calls going to voicemail, call answer rate and average call duration. Flag whether call answer rate falls below [answer rate threshold]. Include abandoned calls and explain their less-than-15-second definition. State the reporting scope returned and suggest questions to discuss with the client without assuming why calls were missed.
Copy promptUsing Catchr, review call lead quality for CallRail account [account]. Show Leads, Good Lead and First Time Caller Number, and Good Lead Rate where available. Summarize the call lead statuses good_lead, not_a_lead, previously_marked_good_lead and null. Explain the denominator of Good Lead Rate and flag whether it is below [good lead rate threshold]. Keep missing lead statuses visible in the answer.
Copy promptUsing Catchr, summarize form submissions for CallRail account [account]. Show total form submissions and first form submissions by Form Submission Campaign where that breakdown is available. Review Form Submission Lead Status and list campaigns with at least [submission threshold] submissions for client discussion. Keep submissions without a campaign or lead status visible, and explain the difference between total and first form submissions.
Copy promptUsing Catchr, inspect call and form submission attribution for CallRail account [account]. Produce separate summaries using each entity's UTM source, UTM medium and UTM campaign fields where available. Identify missing values and show available keywords, explaining that keywords are limited to paid ad sources and call keywords depend on Website (Session) tracker availability. Do not combine call and form records into a unique-lead total.
Copy promptConnect CallRail in Catchr using an API key and select the accounts you want to analyze. Then choose ChatGPT or Claude through Catchr MCP and ask a question about the connected account's calls, leads or form submissions.
Good Lead Rate is the portion of first-time callers marked as good leads. Use it alongside the good-lead and first-time-caller count and call lead status to discuss recorded lead quality. It is not a measure of sales or revenue.
Calls and form submissions each have campaign and UTM source, medium and campaign fields. Use separate breakdowns to review attribution for each enquiry type. Adding their totals does not establish a count of unique leads across calls and forms.
Call and form submission keywords are provided only from paid ad sources. Call keywords are available when captured for calls placed to Website (Session) trackers. Keep missing keywords visible and use available campaign or UTM fields for additional context.
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