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. Record the date, reason, and owner of important changes.
Test conversion events, phone and form paths, location setup, exclusions, and budgets. Record the initial settings for later comparison. Name an owner for each task so requests do not get lost.
Make the plan fit your market
Target only the parts of Vancouver 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. Explain any real service-area limits that affect customers in Vancouver.
Platform attribution and analytics may credit conversions differently. Compare costs and customer records, and state which conversion definition the report uses. Agree how sensitive material will be shared and stored.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities