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The audit process AI-verified

Exactly What We Verify, How Long It Takes, and What You Receive.

The Truth-in-Data Audit is a fixed-scope, controlled diagnostic. It traces paid traffic from the initial ad click through intake, CRM, and case management to determine whether your reported conversions actually reflect retained cases and realized revenue.

Duration
7–14 Days
Your Time
< 2 Hours
Deliverable
Written Report
Campaign Changes
None

The four phases

No campaign changes. No disruption to operations. We work from access credentials and data exports — your team's involvement is minimal.

1
Access & intake
Days 1–3

We collect limited, read-only access to the systems that contain your attribution data. No passwords are stored. No campaign settings are modified.

What we need from you:
  • Meta Business Manager viewer access
  • Call tracking dashboard access or data export (CallRail, CallTrackingMetrics, etc.)
  • CRM export or viewer access (Clio, Litify, Salesforce, LeadDocket, etc.)
  • Google Tag Manager access (if applicable)
2
Signal integrity review
Days 3–7

We audit the technical layer — the conversion events, tracking pixels, and API integrations that feed data to Meta's optimization algorithm.

Conversion event audit
  • Pixel + Conversions API alignment
  • Deduplication logic verification
  • Event mapping accuracy
  • Match quality signal review
Attribution chain
  • UTM / click ID retention through redirects
  • Cross-domain tracking integrity
  • Form submission → CRM source capture
  • Call tracking → lead linkage
AI-assisted anomaly detection cross-references conversion patterns against CRM intake records to flag statistical irregularities that manual review would miss.
3
Revenue alignment analysis
Days 7–10

This is where we trace conversions downstream — past the lead stage, past intake, all the way to signed retainers and realized revenue. This is the layer most agencies never touch.

Identity & call mapping
  • Call-to-contact identity resolution
  • Duplicate lead detection & handling
  • Single-identity logic across touchpoints
  • Call recording → CRM record linkage
Revenue truth
  • CRM stage definition accuracy
  • Consult → retained case capture
  • Realized revenue alignment
  • Campaign → signed case attribution
4
Written findings & decision brief
Days 10–14

You receive a confidential written report documenting every finding — designed to be shared with partners and used as the basis for scaling decisions.

  • Revenue Attribution Map
    Exact path from ad click to retained case for each campaign
  • Conversion Integrity Report
    Every duplicated, inflated, or misfiring event documented with evidence
  • Machine-Learning Anomaly Report
    Algorithmically detected patterns inconsistent with verified intake data
  • Call & UTM Trace
    Where tracking breaks between intake, call tracking, and CRM
  • Retained-Case Alignment Check
    Which campaigns actually drive signed cases vs. which are rewarding the wrong traffic
  • Risk Summary for Partners
    Clear recommendation: safe to scale, or fix measurement first

What this is not

Not ad management
We do not write copy, create audiences, adjust bids, or manage campaigns. We verify whether the data those campaigns optimize on is accurate.
Not a performance guarantee
We do not promise more cases or better ROAS. We ensure the data guiding your decisions reflects reality — so scaling decisions are defensible, not speculative.
Not a long engagement
The audit is fixed-scope: 7–14 days, written findings, done. Ongoing monitoring is only recommended when the audit proves it is necessary.
Not agency replacement
We work alongside your agency. Strong agencies welcome accurate attribution because it validates their best campaigns and improves decision clarity.
See it in action
Read how a PI firm spending $38k/month discovered 34% attribution distortion.
Read Case Study

Ready to Verify Your Revenue Truth?

If you're spending $10,000+ per month on Meta, we can determine whether your attribution reflects retained cases — or whether you're scaling on distorted signals.

Book 15-Minute Verification Call
Audit scope and access requirements clarified before engagement. Confidential by default.