Capture click/cookie IDs at form submit, log lifecycle events in CRM (consult booked, fee signed, AUM onboarded), push to Meta CAPI / Google OCI as revenue-weighted conversions.
Stack
1. gclid / fbclid / fbp captured on form submit 2. CRM stages: Lead to MQL to SQL to Consult to Fee Signed to AUM Onboarded 3. Weekly CAPI + OCI import with revenue value 4. Platform optimises toward revenue, not lead count
Timeline
60-90 days to observable CPL improvement and 20-40% CAC reduction.