04 / TRACKING & OPTIMISATION

Know what happened.
Decide what’s next.

From first click to final outcome.
Close the loop.

Follow the journey

Enquiry

Record #024
SourceGoogle Ads
ChannelWebsite

Qualified

Service fit confirmed
✓ Scope reviewed
✓ Qualified by your team

Customer

Order #108
Enquiry#024
SaleConfirmed
← Feedback to inform optimisation
ILLUSTRATIVE JOURNEY · NOT LIVE CUSTOMER DATA
PEOPLE × PLATFORMS × PROGRESS
01 / KNOW THE DIFFERENCE

A click is not
a customer.

The same person can appear in different places. Make sure you know which.

EXAMPLE STUDIO
example.studio
EXAMPLE STUDIO

Beautiful spaces
for modern living.

Get in touch ↗
Full home renovations · Hong Kong
1Contact clickedA route opened
● Example Studio Connected inbox

Hi, I’m planning a full home renovation.

Of course. What size is the property?

600 sq ft. Can we discuss the scope?

Type a message… ➤
2Enquiry receivedA real conversation
EXAMPLE STUDIO

Order confirmed

A separate business outcome.

Order
#108
Linked enquiry
#024
Status
Customer
3Sale confirmedVerified by the business
02 / CONNECT THE OUTCOME

Give the platform
the missing outcome.

Offline / enhanced conversions for leads
DATA SENT TO PLATFORMOutcomeQualified leadEvent timeWhen it happenedMatching referenceEligible identifiers
Qualified outcome preparedConfigured connection required

Same enquiry. More useful information.

What makes this connection possible?

Meta Conversions API (CAPI) sends server or CRM events to Meta through supported integrations. When the Pixel and server report the same action, matching event names and event_id values support deduplication. Lead, Qualified and Deal represent distinct follow-up stages, not duplicates of one event. Before implementation, we check website, Meta and CRM access, available identifiers and consent arrangements.

Connect this work with advertising and lead generation within an agreed ongoing retainer.

Illustrative flow. Consent, matching, data quality and campaign eligibility matter. An accepted event is not automatically attributed, and feedback does not guarantee better leads or sales.

03 / RECONCILE THE RECORDS

One person.
Not three conversions.

Different stages. Same person.
Count the right things.

Illustrative numbers, not client results.
12 enquiries
4 qualified
2 customers
010203040506070809101112
#024Website enquiry
#024CRM follow-up
One person#024

The two customers are part of the four qualified enquiries — and the original twelve.

04 / FIND THE GAP

Make the next move.

DefineAgree the signal
→
ConnectLink the systems
→
ValidateCheck the records
→
ImproveReview and repeat

An ongoing retainer,
not a one-off setup.

What is included in the ongoing work?

We agree event definitions and ownership, scope supported connections, check missing or duplicate records, and review the next measurable improvement with your team. Integrations, access and development responsibilities are agreed before implementation.

WHAT CAN’T YOU SEE YET?

Discuss your tracking.