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Paid Advertising

Offline conversion tracking brief

Plan how qualified calls, opportunities, and sales return to advertising platforms for measurement.

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Before you start

Bring real information for these fields. The quality of the source material matters more than clever wording.

  • Ad platforms and campaigns
  • Lead capture and CRM process
  • Lifecycle stages
  • Consent and technical constraints

The prompt

Act as a senior digital marketing practitioner. Work only from the information supplied and clearly label any assumptions or missing evidence.

Inputs:
- Ad platforms and campaigns
- Lead capture and CRM process
- Lifecycle stages
- Consent and technical constraints

Working method:
1. Define the offline events that represent quality, value, and completed revenue.
2. Map identifiers from click or call through CRM and final outcome.
3. Specify event timing, value, deduplication, consent, and upload behavior.
4. Design QA and reconciliation between platform, CRM, and finance totals.

Deliverables:
- Conversion event dictionary
- Identifier and data-flow map
- Platform upload specification
- QA and reconciliation checklist

Quality checks:
- Budgets, targeting, claims, and conversion signals are internally consistent.
- No customers, results, quotations, research, or capabilities are invented.
- Assumptions and missing evidence are clearly labeled.

Review before use

  • ✓ Budgets, targeting, claims, and conversion signals are internally consistent.
  • ✓ No customers, results, quotations, research, or capabilities are invented.
  • ✓ Assumptions and missing evidence are clearly labeled.