Offline conversion tracking pushes real-world events (consultation booked, fee signed, AUM onboarded) back to Meta/Google so platforms can optimise for revenue, not leads.
How it works
1. Capture lead with unique ID + click/fbp cookie 2. CRM logs stage changes (consultation, fee signed, onboarded) 3. API/batch upload back to Meta CAPI or Google OCI 4. Platform models optimise for the real revenue event
Impact
Expect 25-50% CPL reduction within 60 days once platforms have 50+ matched revenue events per ad account.