01
Lead Quality Audit
We begin with your CRM. We map every lead source — campaign, ad group, keyword, audience — against its downstream outcome: qualified, disqualified, proposal sent, closed won, closed lost. We produce a factual breakdown of which parts of your paid programme are generating revenue and which are generating noise. For most Canadian accounts we audit, 20–35% of spend is concentrated in sources that have never produced a closed customer.
02
ICP Targeting Rebuild
We take the closed-won segment of your CRM and reverse-engineer the targeting signals: geography, company size, industry, service type, homeownership status, buying role. We rebuild your audience definitions from this data. For home services companies in Toronto, Vancouver, and Calgary, this means tightening postal code and service area targeting based on where closed customers have actually come from.
03
Exclusion Strategy
We build negative audience libraries across Google and Meta using your CRM disqualification data. Wrong geography, wrong company size, wrong service area, wrong buying role — each becomes an exclusion layer. We also exclude existing clients, recent converters, and audience segments that have historically produced zero closed revenue.
04
Form Qualification Logic
We redesign your lead forms with deliberate qualification friction. For a home services company: postal code validation, property type selection, homeownership confirmation. For a B2B firm: company size, industry, decision-making role, budget range. For a professional services practice: service type, engagement size indicator, timeline. Contacts outside your target profile self-select out before they reach your CRM.
05
PIPEDA-Compliant Offline Conversion Import
We configure your CRM to pass closed-won conversion data back to Google Ads and Meta, matched to the original campaign click. All data handling follows PIPEDA requirements: appropriate consent at the point of form completion, secure data transfer, and no use of personal data beyond the stated purpose of campaign optimisation. We document the compliance posture of the import process so your legal and privacy teams can review it.