Your Optimization Flywheel Starts Here

Follow the 6-step loop to train the ad platforms, target higher-value leads, and turn linear gains into compounding growth.

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"This system drove 3.5X more quality leads while cutting Google Ads spend by 8%"

Curtis Hays, Agency Founder & CEO
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Proven Steps From Power Users

6 Steps to Compounding Growth

Step 1

Automated Data Capture

Every successful marketing strategy starts with comprehensive, accurate data. Build a strong foundation for lead tracking now to unlock the insights and optimization capabilities that drive real marketing ROI.

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Your Power Pack for Mastering This Step

Set Up Standard Tracking

Install the WhatConverts tracking script and set up dynamic number insertion on your website. This core system captures essential data about every lead interaction, including calls, forms, and attribution data.

Connect to Google

Connect WhatConverts to Google Ads to start sending rich lead data back to Google instantly. Set up conversion triggers for two-way data flow, laying the groundwork for powerful campaign optimization.

Step 2

Data Access & Evaluation

Now that you’re collecting data from all channels, turn on the lights and see that marketing data clearly. Learn who your leads are, where they’re from, and what makes them valuable.

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Your Power Pack for Mastering This Step

Access Lead Data

The Lead Manager is your marketing command center, showing all leads in one intuitive dashboard. One click reveals detailed information about who leads are, where they're from, and what they want.

Choose How to Qualify Leads

What makes a lead valuable? Use one-click access to lead details to quickly assess potential value. Identify patterns in appointment bookings, requested services, and location to spot your best leads.

Step 3

Enrich Data & Manage Leads

Regular lead qualification and categorization supercharges your marketing capabilities. Build a foundation of accurate, reliable data to improve marketing performance and grow ROI through consistent evaluation.

Bootcamp

Become a Certified Power User!

Level up your skills in lead tracking, attribution, and reporting with our free certification course.
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Your Power Pack for Mastering This Step

Filter Your Leads

Narrow down your unevaluated leads using spreadsheet filters and Lead Manager views. Use the “Sales Inbox Zero” view to quickly qualify, categorize, and value new leads each day.

Qualify, Categorize, & Value Leads

Develop an efficient qualification process to evaluate leads daily. Keep data current for smarter marketing decisions and help Google Ads adjust its bidding algorithm to target your most valuable leads.

Step 4

Communicate & Insights

Your lead data is collected, complete, and enriched—now transform it into actionable marketing insights. Use reporting tools to measure and communicate performance through metrics that matter: qualified leads and revenue potential.

Bootcamp

Become a Certified Power User!

Level up your skills in lead tracking, attribution, and reporting with our free certification course.
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Your Power Pack for Mastering This Step

Access Marketing Insights

Get an instant marketing performance overview through the Summary Report. Use pre-built report templates to track leads and revenue by source, landing page, and more.

Generate Quick Reports

Use Quick Reports to analyze two dimensions at once—like qualified leads by campaign—and identify opportunities right from the Lead Manager.

Step 5

Optimize Campaigns

Transform clear marketing insights into tangible results. Use enriched lead data to optimize campaigns and focus budget on marketing efforts that consistently bring in qualified, high-value leads.

Bootcamp

Become a Certified Power User!

Level up your skills in lead tracking, attribution, and reporting with our free certification course.
Explore the Free Bootcamp

Your Power Pack for Mastering This Step

Optimize Your Marketing Budget

Analyze which campaigns and keywords consistently bring in qualified leads with high quote values. Focus spending on proven strategies while reducing investment in lower-performing efforts.

Attract Better Leads

Update your Google Ads conversion triggers to include sales value data, helping Google's AI understand which leads bring the most value. Let the bidding algorithm automatically target high-value prospects.

Step 6

Grow Strategically

You've built a powerful system for tracking, evaluating, and optimizing marketing. Use this foundation to fuel sustainable growth, scaling confidently with concrete ROI data backing every decision.

Bootcamp

Become a Certified Power User!

Level up your skills in lead tracking, attribution, and reporting with our free certification course.
Explore the Free Bootcamp

Your Power Pack for Mastering This Step

Motivate Increased Budget with Clients

Use proven ROI data to justify expanding successful marketing efforts. When you can show exactly which campaigns drive valuable leads, increasing investment becomes a clear, data-driven decision.

Start Scaling Your Business

Double down on winning strategies backed by real lead data and qualification status. Create sustainable growth by ensuring every additional marketing dollar targets proven high-value campaigns.

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Real Results from Real Marketers

WhatConverts made it easy for us to say to customers … ‘This is how much you got in dollar value.’”

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Gabriela Paiva

Director of Marketing at Digilatics