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Spend you cannot trace

Budget should follow booked jobs, not form fills

Sometimes the ad platform reports a pile of conversions while the CRM lists a handful of sales. Both numbers can be honest, and neither says where next month's budget belongs. As a paid media agency, we run Google, Meta and LinkedIn ads and automate the work after the click: each lead is tied to its campaign, sent to a named person and, where the data allows, counted against the sale it becomes. Pacing and reports run on a schedule between our reviews.

The short answer

What does a paid media agency do beyond running ads?

A paid media agency should run the ads on Google, Meta and LinkedIn, and the work after the click. For a service business that means checking that each conversion fires once, tying every lead to its campaign, routing it to a named person, sending closed sales back to Google and Meta, and watching pace and lead quality between reviews. Strategy and creative stay with people, and no agency can honestly promise a cost per lead.

What we actually do

The mechanics, in plain terms.

First we check that every conversion event fires once, carries consent and reaches the CRM with its campaign attached. Closed sales and qualified stages then go back to the ad platforms as offline conversions, so bidding learns from customers instead of form fills. Campaigns test one thing at a time: offer, audience, creative or page. New leads are routed to an owner as they arrive. For Meta accounts we can read pacing from the live account once we have checked API and data limits (the Meta ads page lists what that view shows), and a scheduled report puts cost per qualified lead beside cost per sale. Offer and creative calls stay with people.

01

Google Ads and paid search

02

Meta and LinkedIn campaigns

03

Offline conversion imports

04

Lead routing from ad to owner

05

Pacing and anomaly alerts

06

Scheduled reporting and reconciliation

01Google Ads
02Meta Ads
03LinkedIn Ads
04YouTube
05GA4
06Google Tag Manager
07Looker Studio
08QuickBooks
09Stripe
10ClickUp

What you get

What is different once it runs.

01

Platform conversions mapped to CRM stages

02

Budget moved by cost per sale, not cost per click

03

Alerts when spend or lead quality drifts between reviews

04

A scheduled report built from ad, CRM and billing data where available, not a spreadsheet

How the first weeks run

A typical start, step by step.

Timing moves with your systems and how fast we get access. The order rarely does.

  1. 01

    Set the economics

    First week. Agree what a qualified lead and a customer are worth, and the cost you can pay for each.

  2. 02

    Fix the tracking

    Weeks one to three. Audit events, consent and CRM matching, then send closed sales back to the ad platforms.

  3. 03

    Launch structured tests

    Weeks three to six. One variable per test, each with a stated winner rule, and every new lead routed to a named owner.

  4. 04

    Automate the watching

    From week six. Pacing rules and alerts cover the days between reviews, and a scheduled report sets spend beside CRM and billing results where the data allows.

Where we stop

What we won't do.

Saying no early is cheaper for both of us than explaining it later.

  • Report platform conversions as if they were sales
  • Chase a cheaper cost per lead that the CRM shows is worse
  • Ask you to trust a report before the tracking is proven

Field notes

These notes cover the trade-offs behind this work. Use them to test your own brief, or to decide that a different first move makes more sense.

Straight answers

What people ask before they buy.

Where the honest answer depends on your setup, we say so.