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. Note changes in budget, capacity, and offers when reviewing performance.
Test conversion events, phone and form paths, location setup, exclusions, and budgets. Record the initial settings for later comparison. Confirm that forms, phone links, and replies reach the right person.
Reporting limits
Platform attribution and analytics may credit conversions differently. Compare costs and customer records, and state which conversion definition the report uses. Review outcomes alongside cost, effort, and customer quality.
Distinguish a submitted form from an accepted lead or sale. Check event triggers and duplicate counts before using them to judge or automate performance. Explain uncertainty when the available data is limited.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities