Bring sales feedback into review
A campaign report may not show which inquiries became customers. Agree a privacy-conscious way to share qualified outcomes so the team can distinguish volume from useful demand. Keep enough history to separate a planned test from an unrelated change.
Test conversion events, phone and form paths, location setup, exclusions, and budgets. Record the initial settings for later comparison. Check what happens after the customer clicks, submits, or calls.
Reporting limits
Platform attribution and analytics may credit conversions differently. Compare costs and customer records, and state which conversion definition the report uses. Explain what each measure shows and what it cannot show.
Distinguish a submitted form from an accepted lead or sale. Check event triggers and duplicate counts before using them to judge or automate performance. Compare the result with the original objective before expanding the work.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities