Ad spend next to real results, in one sheet
SI lines up spend from each ad platform with the inquiries, bookings or sales it produced, and lists campaigns that look weak.
Worth knowing: Law firms and health practices: advertising is subject to professional and privacy rules, and tracking tools must not send protected client or patient information to ad platforms.
The problem
Each ad platform reports its own success, often generously. Comparing spend with actual customers means stitching exports together by hand.
What SI does
SI pulls spend by campaign from each platform and matches it to results in your own systems (form leads, booked calls, sales by source or promo code). It shows cost per lead or sale by campaign and week, and lists campaigns with spend but little real result, with suggestions to review.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Personal injury law firm
Search ad spend by campaign is matched to signed intake forms rather than clicks, showing which campaigns bring qualified calls.
- Home cleaning service
Social ads in two towns produce plenty of leads but few booked cleanings; the sheet lists them for review.
- Online store
Spend by campaign is compared with orders using the store's source tracking, alongside the platforms' own numbers.
What it takes to set up
Read access or exports from the ad platforms and your lead or sales system, plus consistent tracking such as source fields or codes. Setup is often about a week.
What a human still checks
- Budget changes are made by a person; SI only recommends.
- Attribution gaps are stated plainly.
- Recommendations are reviewed with whoever runs the ads.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Combine ad spend by campaign and week from [platforms/exports] with results from [lead or sales system] matched by [source, campaign tag or code]. Show cost per [lead/booking/sale] by campaign. List campaigns with spend above [amount] and few results, with suggestions. Note any gaps in tracking. Pause and show me before sending, submitting, posting or changing anything.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.