wiki/knowledge/call-tracking/cordwainer-call-tracking-setup.md Layer 2 article 379 words Updated: 2026-01-16
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Cordwainer Call Tracking Setup — 2026-01-16

Overview

As of the weekly end-of-week sync on 2026-01-16, call tracking for Cordwainer has been configured. Mark completed the CallRail setup early that morning. A separate issue involving an 800 number email correspondence was flagged as needing attention.

There is also an outstanding site migration question for Cordwainer — the WordPress site has not yet been fully migrated, and Mark indicated he would investigate the status.

Status

Item Status
CallRail call tracking ✅ Configured
800 number email thread ⚠️ Needs Mark's attention
Site migration (WordPress) ⚠️ Incomplete — under investigation
Account manager handoff 🔄 Pending — Sebastian may hand off to Ben

Details

Call Tracking

Mark set up call tracking for Cordwainer via CallRail on the morning of 2026-01-16. No blockers were noted for this portion of the work.

800 Number Email Correspondence

An email thread regarding a Bluepoint CallRail 800 number was flagged by Melissa at the top of the meeting as requiring Mark's direct attention. Melissa noted she could step in once she understood the context, but the thread needed his review first.

"Bluepoint Call Rail for the 800 number, there was an email correspondence back and forth that needs, I think, your attention." — Melissa Cusumano

Site Migration

Mark noted that Cordwainer's WordPress site was supposed to have been migrated but had not been completed. The site uses some non-standard plugins, and there was an open question about whether to migrate as-is or rebuild.

"He said that that website should be migrated. It's not migrated yet. So I'm going to look at that right now." — Mark Hope

Account Handoff

Sebastian was considering handing off Cordwainer to Ben as part of a broader effort to redistribute his client load. This was not yet confirmed as of this meeting.

Action Items