Track & Optimize

Free guide · 7 fillable pages

Follow the lead.
Check the sale.

Get ten practical checks to compare the leads your ads report with the customers your business records.

Use the guide with your form, CRM and ad account. Record the evidence and choose your next step.

Cover of the Track & Optimize Lead-to-Sale Tracking Checklist, showing the lead journey and review worksheet
The free Lead-to-Sale Tracking Checklist. Type into the worksheet or print it.

Inside the checklist

Turn a vague concern
into a specific check.

  1. 01

    Follow one real journey

    Trace a permitted sample from the first inquiry to a qualified lead and a recorded sale.

  2. 02

    Separate facts from unknowns

    Record what passed, what failed and what you still cannot confirm.

  3. 03

    Choose the next three actions

    Keep the evidence, assign an owner and write down how each change will be verified.

A focused second look

Check the path from
lead to recorded sale.

We compare your form, customer records and ad-platform evidence to identify missing, duplicated or disconnected information, and separate it from what remains unverified.

Discuss the audit

US$195 one-time audit

  • One journey on one site or funnel
  • One ad platform
  • Up to three agreed events
  • Written evidence and prioritized next steps

Scope confirmed before an invoice. Implementation is separate.

After the findings

Further work,
only if it fits.

The audit gives you a documented starting point. Any follow-on work is agreed and quoted separately.

Tracking implementation

Set up or repair the agreed measurement and customer-outcome feedback.

Conversion review

Examine the journey from ad click to inquiry and prioritize friction worth testing.

Ads support

Review campaign setup and measurement together, within an agreed scope.

Free · 20 minutes

Start with a fit call.

Talk through your current setup and the records you need to compare. We’ll confirm fit and scope before an invoice.

The call is for fit and scope. It is not the paid audit.

Find a time that works.

Choose a time to open the booking calendar here.

Open the booking page

Contact Track & Optimize

Send us the context.

Share your website, the systems you use and what you need to understand. Leave out passwords and private customer records.