| Step | What you do | What you get |
|---|
| 1 Goals | Enter budget, margin, LTV, deal value and close rates; split budget by platform. | Break-even and target ROAS, target CAC and CPL, customers needed. |
| 2 Funnel | Design the funnel by stage and platform; enter CPM, CTR and conversion rates. | Forecast of leads, customers, CAC and ROAS per platform, with what it takes to hit target. |
| 3 Tracking | Record pixel, tag and CRM IDs and tick off the tracking checklist. | Progress score per platform. |
| 4 Events | Map each business event to its Google, Meta and LinkedIn name. | Gap flag per event. |
| 5 Data | Log weekly spend, clicks, conversions, customers and revenue per campaign. | CTR, CPC, CAC, ROAS, status and a rule-based tip per row. |
| 6 Dashboard | Read the roll-up by platform. | Status vs target and budget-shift hints. |
| 7 Incrementality | Enter lift, geo or on/off test results. | True incremental conversions and an adjustment factor. |
| 8 Optimize | Follow the weekly and monthly routine, look up fixes by symptom and log every change. | A repeatable optimisation loop. |
| 9 Pacing | Enter daily spend per platform for the month. | Pacing vs budget, month-end forecast, daily spend needed and an On track / Reduce flag. |