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ZEROSYNAPSE

Flagship solution · Lead-to-Revenue Reliability

Stop paid leads disappearing after the click.

The Lead Flow Reliability System helps paid-media agencies verify, repair and monitor lead delivery from ad form to CRM owner—so follow-up, reporting and client trust don't break.

Start with the Five-Day AuditHow the system works

The problem

Most lead failures don't throw an error.

A lead can leave the ad platform and never reach the right person, and nothing flags it. The form submits. The automation reports success. The CRM simply ends up with fewer leads, the wrong details or the wrong owner.

  1. Ad or lead source

    Captured but never sent on, or sent without campaign and source details.

  2. Form

    Required fields missing; UTMs and click IDs not captured.

  3. Automation

    A step fails quietly or is switched off; retries duplicate; leads arrive late.

  4. CRM

    Wrong field mapping; records rejected or merged; source overwritten.

  5. Owner

    Routed to the wrong person, or to no one, and nobody is told.

  6. Reporting

    Platform and CRM disagree; leads missing or credited to the wrong campaign.

Each step can look healthy on its own. The gap only shows when someone compares both ends.

Who it's for

Agencies judged on the leads they deliver

Independent paid-media, PPC, performance and lead-generation agencies—mainly in the UK, typically 10 to 30 people—that send leads into their own or their clients' CRMs.

Founder or Managing Director
You answer to the client when the numbers don't match.
Head of Performance
Your results depend on every lead arriving intact and attributed.
Operations Lead
You own the hand-offs between tools.
Client Services Lead
You explain the gaps in the client report.
Technical or Automation Lead
You built the flows and want evidence of where they break.

Warning signs

Signs your lead flow is leaking

  • The ad platform and the CRM show different lead counts for the same period.
  • A client says a lead never reached them.
  • One submission creates two contacts.
  • Leads arrive without source, campaign or click IDs.
  • Leads sit unassigned, or with the wrong salesperson.
  • Nobody is alerted when an automation fails.
  • The client report needs manual fixes before it goes out.

Consequences

What it costs the agency

Speed-to-lead
Leads wait, or go cold before anyone calls.
Campaign optimisation
Campaigns are judged on incomplete or misattributed data.
Ad efficiency
Budget pays for leads that never reach sales.
Reporting and margin
Unbilled hours go on reconciling numbers instead of improving them.
Client trust and retention
The agency takes the blame for a failure it can't explain.

What the system does

Ten checks between the ad and the report

Not a single automation, but a set of checks around the flow you already have. The outcome is confidence that every paid lead reaches the right destination with the right information, owner and attribution—and that failures become visible before they damage revenue or a client relationship.

  1. Intake

    Every lead is accepted, checked and made consistent.

    1. 01Captured
    2. 02Validated
    3. 03Standardised
    4. 04Checked for duplicates

  2. Delivery

    It reaches the right place and the right person.

    1. 05Routed correctly
    2. 06Recorded in the CRM

  3. Assurance

    Failures become visible and recoverable.

    1. 07Monitored for failures and delays
    2. 08Replayed or corrected when delivery fails
    3. 09Reconciled against the source

  4. Reporting

    Numbers the agency and its clients can trust.

    1. 10Included in reliable operational reporting

How testing works

Controlled test leads, followed end to end

We send clearly marked test leads through the real flow and follow each one from the source to the CRM owner and the report. Then we compare counts at both ends. Opinions about what is probably happening are replaced with timestamped evidence.

Every test is logged with

  • test ID
  • time sent
  • time received
  • CRM record
  • fields mapped
  • owner assigned
  • result

What we check

  • lead source and form set-up
  • lead ID, campaign, ad set, click IDs, UTMs
  • webhook delivery, retries and errors
  • CRM record creation and field mapping
  • duplicate handling
  • routing and owner assignment
  • source-versus-CRM reconciliation
  • failure alerting

Works with the lead sources, automation tools and CRMs agencies commonly use. Using something unusual? Ask before you buy.

Start here

The Five-Day Lead-Flow Reliability Audit

Find out where one client's lead flow can silently lose, duplicate, delay, misroute or misattribute leads—with evidence showing what to fix first.

Best for: Agencies that suspect a problem but don't yet know exactly where it is, or who owns it.

What we do

  • Map the current flow, end to end
  • Review fields and identifiers
  • Send controlled test leads
  • Test duplicate delivery
  • Check routing and ownership
  • Reconcile the source against the CRM

What you receive

  • The current-flow map
  • Test evidence with timestamps
  • A prioritised remediation plan: what to fix first, and why
  • A recorded walkthrough of the findings

Scope: One client account · One lead source · One CRM

$600fixed, paid upfront

Fee back if we're late. If the agreed tests and written findings aren't delivered within five business days of receiving access, the fee is refunded.

Credited if you continue. The $600 is credited towards the 14-Day Sprint if you go ahead within 14 days.

Request the 5-Day Reliability Audit

The audit diagnoses. It doesn't change your live set-up.

After the audit

Implementation options

Further work is only proposed where the audit, or a need you've already verified, shows it's worth doing.

  • 14-Day Lead Tracking Reliability Sprint

    Fix the issues the audit prioritised for that client flow, then prove the fixes with fresh tests.Audit fee credited within 14 days

    $2,000

  • Seven-Day Client Launch Reliability Guard

    Check a new client's lead flow around launch, so it starts clean instead of being fixed later.

    $1,250

  • 30-Day Multi-Client Reliability Rollout

    Apply the same checks and fixes across several client accounts.

    $4,500

Ongoing

Reliability Monitoring

Once a flow is fixed, it needs watching. Platforms change, fields get renamed and tokens expire. Monitoring means a broken step is spotted by us, not by your client.

$750 per month

  • Scheduled reconciliation between the lead source and the CRM
  • Alerts when a step stops delivering or slows down
  • Replay or correction of failed deliveries
  • A short regular report on what was caught

Access and security

Access that's limited, logged and removed

Never send passwords through Instagram, email or chat. If someone asks you to, it isn't us.

Least privilege
Only the permissions the agreed tests need.
Your team creates the access
A user or partner seat in your own tools. We never ask for anyone's login.
Controlled testing
Test leads are agreed in advance and clearly marked.
Changes only with approval
Nothing in a live system changes without written sign-off.
Rollback plan
Every approved change has a documented way back.
Evidence log
Every test and change is recorded with a timestamp.
Data minimisation
We look only at the fields the tests need.
Access removed at handover
We list every access we held and confirm its removal.

Questions

What agencies ask first

What access do you need?

Limited user or partner access to the lead source, the automation tool and the CRM for one client account, created by your team. After you get in touch, we send a checklist for your specific tools.

Do we need our client's permission?

Yes. Access to a client's CRM and lead data should be approved by the client.

Will testing affect live campaigns or the CRM?

Test leads are agreed in advance and clearly marked, and nothing in a live system changes during the audit without written approval.

When do the five business days start?

When the agreed access is in place, not when you pay.

What if you don't deliver on time?

If the agreed tests and written findings aren't delivered within five business days of access, we refund the fee.

What if the audit finds nothing wrong?

You get documented evidence that the flow behaves as intended—useful in itself when a client questions the numbers.

Do you fix the problems too?

The audit diagnoses. Fixes are a separate, agreed piece of work—usually the 14-Day Sprint, with the audit fee credited if you go ahead within 14 days.

Do you work outside the UK?

Yes. The focus is UK agencies, but the method works the same anywhere.

Check one client's lead flow in five days.

Fixed scope, fixed price and evidence you can act on—with your fee back if we miss the deadline.

Request the 5-Day Reliability AuditAsk a question first