The events your setup records
Check up to three agreed events against what actually happened. Look for missing events, duplicates and misleading stage definitions.
LEAD-TO-SALE TRACKING AUDIT
See what Meta receives after the lead.
A form submission is only the first step. Your CRM holds the rest of the story.
MJ checks the route from enquiry to sale, and the feedback your ad platform actually receives.
Book a fit callUS$195 · One-time audit
Scope confirmed before payment
01 / THE JOURNEY WE TRACEIllustrative journey
- SOURCEMeta adThe original click
- CAPTUREFormA new enquiry
- QUALIFICATIONCRMA qualified lead
- OUTCOMESaleA confirmed payment
The part that needs evidence
We check whether the outcome was sent back, received, matched and selected for campaign use. Each needs its own evidence.
01
THE DIAGNOSTIC
A closer look at
one complete journey.
The feedback after the form fill
Trace the existing CRM handoff. Review delivery evidence, matching information and the outcome the campaign is configured to use.
The evidence and next steps
Get a written diagnostic with redacted evidence, confirmed gaps and prioritized fixes. Anything unverified stays clearly marked.
Implementation is separate. Tracking repairs, CRO and ad management can be scoped after the findings. This audit does not promise better campaign results.
WHAT YOU TAKE AWAY
Findings you can
act on.
Every recommendation should have a reason behind it. The report separates what the evidence shows from what still needs checking.
If no fault is reproduced in the agreed tests, that is reported too.
FIELD NOTE / 01Illustrative example
The lead arrived.
The later outcome is unverified.
- Observed
- The enquiry appears in the CRM with a matching submission time.
- Not verified
- The available evidence does not establish that the later qualified-lead event reached the intended Meta dataset.
- Next check
- Inspect the workflow trigger and destination, then verify receipt through an agreed safe test.
This demonstrates the report format. It is not a client result.
02
HOW IT WORKS
A clear scope.
A careful review.
- 1
Confirm the fit
Use a short call to agree the journey, events and access needed. Payment follows scope confirmation.
- 2
Trace the setup
MJ reviews existing configuration and permitted evidence. Any test is agreed before it runs.
- 3
Review the findings
Receive the written diagnostic, with the next actions ordered by priority and unknowns made explicit.
START WITH YOUR OWN REVIEW
Trace one lead.
Keep the evidence.
The free Lead-to-Sale Tracking Checklist gives you ten concrete checks, evidence to look for and a next step for each gap.
FREE PDF / 7 PAGES
Get the checklist.
Enter your details. Once they’re saved, your download button will appear here.
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Your checklist
is ready.
Save the PDF and use it alongside your form, CRM and ad account.
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Get a focused second look at your tracking.
Book a fit call with MJ