01
CRM and conversion mapping
Map the agreed lead stages, conversion actions, timestamps, and available matching fields.
Ads & analytics
Google Ads Offline Conversions Setup
Send agreed CRM milestones, such as qualified leads or completed sales, back to Google Ads for measurement.
01 / THE STARTING POINT
Connect ad enquiries to the outcomes your team tracks.
A form submission tells you a lead arrived. If your sales team qualifies it later or completes a sale by phone, the outcome lives in a CRM or sales system. We plan how to pass the agreed milestone back to Google Ads.
We trace how the lead and approved matching data are captured, decide which stage and timestamp to send, and test the connection with representative records. The handover explains where to look for rejected or unmatched records.
02 / WHAT WE COVER
What you get.
Scope the setup by account, data source, and milestone list. The import method depends on source compatibility and available, approved matching data.
02
Import setup and test records
Set up an approved data connection and test representative records, including duplicates and incomplete data.
03
Monitoring and error handling
Document validation results, import errors, and how the team can monitor subsequent uploads.
03 / DIFFERENT STARTING POINTS
Where are you starting?
A focused project or part of a wider plan. We shape the scope around your current situation and the work that matters next.
Sales qualifies enquiries after a call
Use a consistently applied qualified stage and check that the record can be connected to the original enquiry.
Let’s discuss itRevenue is recorded after a quote is accepted
Agree when the sale is final, how its value is recorded, and what happens if the same deal is exported twice.
Let’s discuss it04 / HOW THE WORK MOVES FORWARD
A clear path.
With room for your input.
Share your Google Ads setup, CRM stages, and a description of how leads and customer identifiers are captured.
- 01
Review the starting point
Look at the examples and existing setup to confirm what the work needs to solve.
- 02
Agree the scope
Confirm the deliverables, access requirements, review points, and what a successful result looks like.
- 03
Do the work and verify it
Complete the agreed work and review the results against the examples or checks defined at the start.
- 04
Hand over the result
Share the agreed files, findings, or changes and explain any next steps your team owns.
05 / YOUR QUESTIONS, ANSWERED
Before we get started.
Have a requirement we haven’t covered?
Let’s talk about it
Do we need a CRM?
You need a reliable source that records the milestone, its time, and approved matching data. We review whether your CRM or another supported source provides those fields.
Can you set up enhanced conversions for leads?
We can assess the setup and include it where the account, lead capture, approved data, and connection support it.
Will every imported conversion match?
Matching depends on what was captured and whether the record meets platform requirements. We validate the import and explain the difference between accepted records and attributed conversions.
How are cost and timing decided?
We prepare a proposal around the agreed deliverables, complexity, dependencies, access, and review requirements. Third-party charges and ongoing work are identified separately.
How do we get started?
Tell us about your business, the requirement, and what you already have in place. We will discuss the fit, clarify the scope, and recommend a practical next step.
LET’S TALK ABOUT YOUR PROJECT
Your next step.
Let’s work it out together.
Tell us about your business and what you want to improve. We’ll help you define a practical starting point.
Digital marketing.
A focused project or
a connected plan.