Happy to plan enhanced conversions for leads for Harbor Roofing. I need a bit more before I start, so I can map real stages and keys instead of guessing. Nothing in your account gets changed; every step stays HELD until you approve it.
Required, please paste:
- lead_form: the fields your form collects (for example name, email, phone) and whether the form sits in an iframe. Email and phone are the match keys, and an iframe form may need extra work to pass data to the page.
- tagging: Google tag or Google Tag Manager, and whether user-provided data is turned on. This decides how the tag captures and hashes form data.
- crm_stages: your CRM stage names, the monthly count for each, and whether the GCLID is stored with each lead. I propose one Import from clicks conversion action per stage you want to measure, and the GCLID is a key match signal.
- upload_route: Data Manager, a CRM connection, the Google Ads API, or unknown. Google moves offline lead uploads to the Data Manager API from June 15, 2026, so a plan built on Google Ads API uploads needs a flag.
Optional:
- account_status: whether Customer Data Terms are accepted and auto-tagging is on (yes, no or unknown). Default: unknown, and I will turn each into a checklist question.
- sample_values: a few made-up or masked emails and phones. Default: none, so I skip the normalization demo. With them, I can show the before and after format the upload expects.
Once you send these, I will return the conversion actions (held), match keys, normalization check, upload route, readiness checklist, counts and your open questions.