Every ad report is only as good as the tracking underneath it. This is the list we work through before we trust a single number — from the form on your website to the closed job in your CRM, and back to Google and Meta.
A printable checklist with a box for every item and a one-line reason under each, so you know why it matters before you spend time on it. Tick a box only when the item is true today and you've tested it — whatever is left unticked is a gap in your reporting.
A thank-you page or single success event for every form, each conversion firing exactly once, and tags on every landing page.
Auto-tagging on, one naming convention, and campaign IDs from platform macros instead of names — so renaming a campaign never breaks your reports.
A number per channel, dynamic number insertion, separate numbers for offline media, and why your Google Business Profile keeps your real number as primary.
Every lead in one CRM with its source captured automatically, and every closed-won deal carrying the revenue it actually brought in.
Meta Conversions API, Google Enhanced Conversions and offline conversion uploads — so the platforms optimize toward sales, not form fills.
Fifteen minutes a month that catches the quiet breaks: a website update, a new form, a phone tree that changed.
Owners and office managers of local service businesses running their own Google or Facebook ads, or checking up on whoever runs them. No marketing background needed — and if you're asking an agency “are we tracking this?”, it's the list to hand them.
Instant download — no waiting, nothing to install.
Everything on this list is part of how we run ads for every client. A 30-minute demo shows what it looks like when it's all connected — on your own accounts.
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