ADS PLAYBOOK

Where sold jobs come from

Shows which channels really produce booked estimates and sold jobs, with your CRM as the source of truth. Use it when Google, Meta and your CRM tell three different stories.

AdsVersion 1.0.16 steps2 deep-dives

What it fixes

Every ad platform takes credit for the same job. Add their numbers together and you can count more leads than you ever got. We pull fresh numbers from each platform and your CRM, line them up by channel, and explain each gap. Then we rank channels by cost per sold job and send sold jobs back to Google Ads when it helps. A person approves every spend change and upload.

What the research says

54%
Only 54% of CEOs and CFOs surveyed feel confident their CMO can prove marketing's value to the business.
Gartner, Gartner Survey Reveals Only 45% of CMOs Surpass Senior Executive Expectations Despite Achieving Objectives (2025)
16%
In a five-account test, sending hashed lead data back to Google raised measurable leads by 16% on average.
Workshop Digital, Google Enhanced Conversions Increase Trackable Leads by +16% on Average (2025)
52%
Only 52% of senior marketing leaders say they succeed at proving marketing's value and getting credit for results.
Gartner, Gartner Survey Finds Only 52% of Senior Marketing Leaders Can Prove Marketing's Value (2024)

What's inside

01
Pull fresh numbers from each platform and the CRM
02
Line channels up by leads, held estimates and sold jobs
03
Explain each gap between platform and CRM
04
Give the answer: what works, and the one decision
05
Send sold jobs back to the ad platform if you approve
06
Set the next review date

Deep-dives inside the playbook

CRM truth table
Offline conversions and self-reported source

See it in action

You ask

Google says we got 40 leads last month, Meta says 25, and my CRM shows 38 in total. We install solar in Denver. Which number is right?

The playbook delivers

Answer: the CRM is right, and the platforms overlap on the same people. Search produced most of the sold jobs, and the Meta leads need follow-up before they count. The truth table lists each channel with leads, held estimates, sold jobs and cost per sold job, and explains each gap. Actions are ranked, with the spend change and the sold-job upload marked 'needs approval'.

At $10M and up

How it runs in a larger operation

When a business spends across several channels and branches, each platform claims the same lead. The CRM settles it. Every lead carries a source, and sold jobs are sent back to the ad platforms so spend follows revenue. Leadership gets one reconciled number per location.

CRM is the single count of leads and sold jobs
Sold jobs sent back to ad platforms
One reconciled cost per sold job by location

Talk to us about running it at scale

For executives Team Skill Upgrade

Put our playbooks inside the AI your team already uses.

Three of the playbooks we run for service businesses, written so your team can paste them into ChatGPT, Claude, Gemini or Copilot and use them the same afternoon. Free for owners and operators.

15 minSetup, inside the AI tools your team already pays for. No new software.
3Playbooks: speed to lead, landing page conversion and review generation.
1 ruleEvery result counts in your CRM, and a person approves what goes out.

Works with the AI tools your team already uses

ChatGPT
Claude
Gemini
Copilot
Perplexity
Grok
Meta AI
Le Chat

ChatGPT, Claude, Gemini, Copilot, Perplexity, Grok, Meta AI and Le Chat are trademarks of their owners. The playbooks work with them. No endorsement is implied.

Questions owners ask

Why do the platforms disagree with my CRM?

Each counts its own views and touches, and the same job gets credited twice. The CRM counts people.

Can you tell which ad sold a job?

When tracking carries the source into the CRM, yes. Where it does not, we say how sure we are.

Is my customer data shared?

Only what an offline import needs, hashed where required. Personal data stays out of reports.

All playbooks