Most paid media performance problems aren't creative or audience problems. They're tracking problems.

Smart Bidding makes decisions based on the conversion signals you send it. When those signals are broken, incomplete, or contradictory, performance degrades — slowly, quietly, and in ways that look like "the algorithm isn't working" instead of "our data is rotten."

Conversion Health Rescue is the engagement where I find the broken signals across your ad-to-CRM-to-platform stack and fix them. Conversion Health Monitor is what keeps them from breaking again. Both are hands-on, human-led, and built for accounts whose stacks are too complex for an automated audit to fully resolve.

Who this is for

The work makes sense if any of the following are true:

Your account spends $20K+ per month on paid media
Your stack has at least one CRM (HubSpot, Salesforce, Pipedrive, others)
You use call tracking (CallRail, Invoca, others) or specialized middleware (Keragon, Zapier, custom integrations)
You're mid-migration between platforms — CRM, attribution tool, ad platform, anything
Your industry has regulatory constraints (HIPAA, GDPR-strict, financial services)
Your Smart Bidding performance has degraded and you can't explain why

Who this isn't for

Accounts spending less than $20K/month — at that scale, the free Conversion Health Audit and the $297 Pro Diagnostic catch most of what matters
Single-platform advertisers with form-fill conversions only — automated tooling handles that
Buyers needing ongoing day-to-day media management — that's a different engagement and not what I do
Buyers looking to hand the work off entirely — these engagements work because you're in the room making architectural decisions with me

What's broken in most accounts

The pattern is consistent. Accounts older than 18 months that have been through any platform migration develop the same structural attribution issues. From the case study I published recently:

Conversion actions from decommissioned tools that never got removed
Call tracking integrations that show "Active" but route to dead conversion goals
Lifecycle attribution that exists in your CRM but never makes it back to Google or Meta
Smart Bidding signals split across conflicting Primary actions
Orphaned conversion goals from old experiments quietly poisoning the bidding model

None of these break the account visibly. The conversions keep firing. The reports keep showing data. The signal quality degrades, Smart Bidding makes worse decisions, cost per lead climbs, and nobody can pinpoint why.

The Rescue engagement finds these systematically. The Monitor engagement keeps them from coming back.

Conversion Health Rescue — the engagement

Two tiers, scoped by stack complexity. Each is a fixed-scope project: diagnosis, architectural decisions, hands-on implementation, documentation, and validation.

Standard tier

For accounts with one CRM and standard middleware (HubSpot or Pipedrive + CallRail or similar + the usual ad platforms). Most B2B lead-gen and mid-market ecommerce.

Includes:

Architecture mapping across all connected systems
Diagnostic report on every broken signal, ranked by estimated impact
Hands-on cleanup of dead conversion actions and broken integrations
CRM-to-platform lifecycle attribution setup
Smart Bidding signal consolidation
Documented attribution architecture
30 days of post-engagement support

Timeline: 5-7 business days of focused work.

Complex tier

For multi-CRM environments, specialized middleware (Keragon, custom integration layers), regulated industries, or active migrations between platforms.

Includes everything in Standard, plus:

Coverage across all major ad platforms (Google, Meta, Microsoft, LinkedIn) where active
Migration support for active replatforming (Salesforce → HubSpot, GA4 transition, others)
Multi-touch attribution architecture review
Full-funnel lifecycle tracking for B2B (Lead → MQL → SQL → opportunity → customer)
Privacy and consent compliance review (GDPR, CCPA, HIPAA-adjacent)
60 days of post-engagement support

Timeline: 7-14 business days of focused work.

Pricing for both tiers is fixed-fee, scoped to your stack. No hourly billing, no scope creep. Schedule a 30-minute Discovery Session and I'll send a proposal after we've talked through your stack.

Conversion Health Monitor — keeping it from breaking again

Attribution decay is real. Tools get added, integrations get changed, conversion goals get added without auditing how they interact with existing ones. Without ongoing attention, accounts that get rescued tend to drift back toward broken within 12-18 months.

Monitor is the retainer that prevents the drift. Available to clients who've been through a Rescue engagement, scoped to the same stack complexity.

Standard Monitor

Starting from $500/month, scoped to your stack.

For Standard Stack rescues. Includes:

Monthly Conversion Health Score check across the full stack
CRM integration health monitoring
Lifecycle attribution validation
Quarterly architectural review call
Email summary monthly, written report quarterly

Complex Monitor

For Complex Stack rescues. Includes everything in Standard Monitor, plus:

Continuous monitoring (weekly checks, not monthly)
Proactive issue detection and remediation
Monthly written report and review call
On-demand access for issue triage between scheduled reviews

Both tiers are month-to-month with a 30-day cancellation window. Schedule a 30-minute Discovery Session to discuss which tier fits your stack.

How I work

Every engagement follows the same shape: read access first, then diagnostic mapping, then architectural decisions made together, then hands-on implementation. Documentation throughout.

I use 20+ years of paid media operations experience plus AI-assisted diagnostic tools to accelerate the audit phase. The pattern recognition — knowing what a Salesforce-decommissioning failure mode looks like, or spotting a dual Primary action splitting before checking the data — comes from having seen it many times before. The AI tooling makes it possible to cover more ground per engagement and surface inconsistencies that are easy to miss on a tired afternoon.

The judgment is mine. The architectural decisions are mine. The AI is part of how the work gets done, the same way analytics platforms and SQL workbenches are part of how the work gets done.

About the methodology

The Conversion Health framework was developed across hundreds of accounts in healthcare, B2B SaaS, ecommerce, and lead-gen verticals. It now powers the free Conversion Health Audit and the diagnostic engine inside Campaign Budget Optimizer, my SaaS platform for cross-platform budget management.

Rescue and Monitor are the human-led tier of the same framework — applied to accounts whose complexity, regulatory context, or migration state requires architectural judgment that automated tooling can't replicate. The case study I published recently walks through what one of these engagements actually looks like in practice.

For broader paid media work — pacing, structure, account architecture — see SEM services or marketing audits.

Frequently asked questions

How is Rescue different from the Pro Diagnostic?

The Pro Diagnostic is a deeper automated report with a 15-minute consultation to interpret the findings. It's appropriate for simpler stacks where the issues are limited to ad platforms.

Rescue is for stacks the automated tools can't fully diagnose or fix — multi-CRM environments, specialized middleware, regulated industries, mid-migration scenarios, full-funnel B2B attribution. Architectural decisions across multiple systems. Hands-on implementation. Documentation. The human-led tier exists because some problems need a human in the chair.

Do I have to share account credentials?

No. I work via standard MCC (manager account) access for ad platforms and read-only API access for CRM and tracking tools. You retain ownership and can revoke access at any time.

What about HIPAA, sensitive data, or regulated industries?

I have direct experience with healthcare lead-gen and other regulated verticals. I do not handle PHI directly, and the audit methodology respects data minimization principles. For HIPAA-adjacent engagements, I sign BAAs as appropriate and can scope the work to avoid PHI exposure entirely.

Can the work be done remotely?

Yes, fully remote. All work happens via screen-share calls and shared documents. No travel required.

How is this different from a regular PPC audit?

Most PPC audits look at campaign structure, keyword strategy, ad copy, budget pacing, and budget allocation, and assume the tracking is correct. They ask "are you doing the right things?"

This work inverts that. I assume the campaigns are reasonable and ask "is the tracking telling the truth?" When tracking is broken, no amount of campaign-level optimization fixes it. You're optimizing on bad data.

Conversion Health Rescue & Monitor