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.
Distinguish views, engaged visits, attributed actions, and direct inquiries. State the attribution window and avoid treating every view as buying intent. Confirm who handles urgent changes and who checks the result.
Make the plan fit your market
Target only the parts of San Francisco and nearby areas the business can serve. Review where inquiries actually originate, the hours calls can be answered, and whether the offer suits the local audience before increasing spend. Check that location references reflect how the business actually operates.
Platform attribution and analytics may credit conversions differently. Compare costs and customer records, and state which conversion definition the report uses. Use only the customer information needed for the agreed work.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities