The tracking and sales system for high-ticket businesses
You’re spending on Meta every day. Do you know which ads actually drive cash collected?
EasyGrow follows the Money Trail: every lead, from the ad they clicked to the last payment you collected. Over $2.2 million in sales tracked through EasyGrow.
Connects to the tools you already use
Meta Adsad spend- Typeformthe leads
Calendlybooked calls- Stripethe payments
WebinarJam
Kajabi
Slack
Discord
Zapier
Claude
Every month you put money into ads without knowing which ones brought you clients. So you set your budget on gut feeling.
Meta shows you leads. The money comes in later, on the call and in the payments.
Why nobody knows
A lead clicks an ad, fills in your Typeform, books on Calendly, maybe pays in installments. And nobody follows them from start to finish.
Meta knows who clicked. Stripe knows who paid. EasyGrow knows it’s the same person.
Most tools only do half the job: your CRM tracks deals, your ad tracker tracks clicks. EasyGrow does both, in one place: the system your setters and closers work in, and the attribution that ties every lead to the ad that brought them in.
Because they live in one place, every lead leaves one trail, from the ad they clicked to the last payment you collected. We call it the Money Trail. And cash collected per ad should be your North Star: the teams that scale the fastest optimize for cash collected, not for cost per lead.
- Meta Adsclicked the ad
- Typeformfilled in the form
- Calendlybooked a call
- Stripepaid
- Ad: Founder video · cold
- Form: 4 answers
- Call with Sarah S., Thu 1:00 PM
- Cash collected: $583
Same lead, one Money Trail: you know which ad drove the cash.
Where your team works
- Your setters' (callers') call list, with the form answers and every note on the lead profile, so the whole team sees the same history and nobody asks the lead the same question twice
- Your closers' meetings, synced from Calendly
- Clients with payment plans, due dates and Stripe payments matched to each deal
- Commissions, KPIs and a leaderboard for every rep
Where the money comes from
- A pixel on your landing and thank-you pages that tracks every visit
- Your Meta Ads spend, daily, per campaign, ad set and ad
- Booked calls, shows and closes sent back to Meta through the Conversions API
- Webinar and call funnels, tracked from the first click to the last payment
How we know it’s the same lead
Without this, the numbers never connect: the lead is in Typeform, the booked call in Calendly, the payment in Stripe, and nobody knows it’s the same lead.
- 01
Connected to Meta
We connect to your Meta account, and tracking parameters on your ad links tell us which ad every lead came from. That’s how we match every lead to the ad that brought them in.
- 02
They travel with the lead
The ID and the tracking parameters pass on to Typeform, in hidden fields, and to Calendly. The sign-up and the booked call both know which ad they came from.
- 03
Same lead, everywhere
Every lead is matched by email and phone, with or without the country code. What comes in from Typeform, Calendly and Stripe lands on the same lead profile.
- 04
Every payment to the right client
A Stripe payment matches to the client by email, phone and amount. Anything uncertain, we show you to confirm.
- 05
Clean data, no duplicates
Data is cleaned as it comes in. A typo in the email (gmial.com) or a phone number with or without the country code doesn’t create a duplicate lead. If the same lead still comes in twice, the two lead profiles merge into one, and you can undo it in one click.
The 7 steps of the Money Trail
The ad, the form, the booked call and the payment come in on their own, from Meta Ads, Typeform, Calendly and Stripe. Your team logs the call, the show and the close.
- 01
The ad
The campaign, ad set and ad they clicked, from the link they came in on.
- 02
The form
Their answers sit on the profile. Your setter reads them before calling.
- 03
The call
Who called them, what they said, when to call again. Every note lands on the same profile, and everyone on the team sees it.
- 04
The booked call
It comes from Calendly, to the closer taking the call.
- 05
The show
Did they show or no-show? The closer marks it.
- 06
The close
The closer closes the deal, with the product, the price and the payment plan.
- 07
Cash collected
Every payment, with its due date. Stripe payments match to the client on their own.
Your whole sales team works on the same lead profile. Setter (caller), closer and you see the full history of everything done with that lead.
Put everyone’s Money Trails side by side and see at which step you lose the most leads. That’s where you focus.
From your Meta account, EasyGrow reads your ad spend and your ads. All it sends back are events (booked calls, shows, closes), so the algorithm learns. It never starts, pauses or changes an ad.
A lead’s whole Money Trail, on one lead profile.
Your setter (caller) sees the lead’s form answers before calling. Your closer sees which ad they came from, whether they attended the masterclass and for how long. You see every sale and every payment, upsell included.
Chris said no on the first call. 7 days later he landed back on the follow-up list on his own, a setter called him back, and he closed. In a spreadsheet, he’d have stayed a no.
The profile opens from any list: Calling, Closing, Clients, KPI or Marketing.
Click any step in the Money Trail to see the details.
Emily Carter
in the CRM since Mar 3, 2026 · client since Mar 12, 2026
Now
Contact
Owned by
Where they came from
Came in on Mar 3, 2026.
Bought on Mar 12, 2026.
Attended the webinar.
Came in on Mar 3, 2026.
- 9:12 AM
- 9:14 AM
- 9:30 AM
↓ 7 days
- 7:02 PM
- 8:41 PM
↓ 1 day
- 1:00 PMCallMeeting with Sarah S.Showedbooked on Mar 10 · 46 min
- 1:48 PM
- 1:52 PM
↓ 1 month
- 8:02 AMPaymentPayment 2 collected, $583StripeStripe1:1 Sales Program · payment matched automatically
↓ 1 month
- 8:02 AMPaymentPayment 3 collected, $583StripeStripe1:1 Sales Program · payment matched automatically
↓ 1 month
- 8:02 AMPaymentPayment 4 collected, $583StripeStripe1:1 Sales Program · payment matched automatically
↓ 1 month
- 8:02 AMPaymentPayment 5 collected, $583StripeStripe1:1 Sales Program · payment matched automatically
↓ 1 month
- 8:02 AMPaymentPayment 6 collected, $585StripeStripe1:1 Sales Program · payment matched automatically
↓ 21 days
- 11:20 AM
- 11:26 AMBooked callCall booked with Sarah S., for Friday, Sep 4, 11:00 AMCalendlyCalendly · from upsell
↓ 2 days
- 11:00 AMCallMeeting with Sarah S.Showedbooked on Sep 2 · 38 min
- 11:41 AM
- 11:44 AMPaymentPayment 1 collected, $600StripeStripesale #2
↓ 1 month
- 8:03 AMPaymentPayment 2 collected, $600StripeStripesale #2 · paid on Oct 4, matched automatically
Up next: Payment 3 · $600 on Nov 4 · Payment 4 · $600 on Dec 4
See which ads drive cash collected, not just leads.
Your Meta Ads spend comes in daily, and cash collected shows up on every campaign, ad set and ad. You see your cost per client and your ROAS on cash collected, down to every dollar spent.
For every ad set you see ad spend, sign-ups, clients, cash collected and ROAS on cash collected side by side. You decide, and you make the change in Meta.
Booked calls, shows and closes go back to Meta through the Conversions API, so the Meta algorithm brings you people who buy, not tire kickers.
Marketing
Run your whole sales team in one place: calling, closing, clients, commissions and KPIs for every rep.
Speed to lead, measured. See how fast every lead gets called, and who nobody calls.
Clear KPIs for every setter (caller) and closer: calls made, booked calls, show rate, close rate and cash collected, calculated from what they actually do. No more EOD reports. And how long a new lead waits for the first call.
Every no and every no-show lands back on the follow-up list on its own, after 7, 14, 21, 28 and 60 days.
Performance
Always know what payments are collected, and what’s overdue.
Every client has their own payments, each with a due date. Stripe payments match to the client on their own, and you see an overdue payment the next day, not at month end.
The upsell (ascension) list puts the clients whose program is ending first, and shows each client’s LTV.
Upsells are tracked in detail too: every second sale gets its own closer, payments and commission, and you see how much lifetime value each client brings. That’s how you grow LTV, not just new sales.
- Payment 1due Jul 12 · collected Jul 12Collected$583
- Payment 2due Aug 12 · collected Aug 12Collected$583
- Payment 3due Sep 12 · collected Sep 13Collected$583
- Payment 4due Oct 12Overdue$583Collect
- Payment 5due Nov 12Pending$583
Commissions on autopilot, calculated from cash collected.
Every rep has their own rate: closer, setter (caller), team leader. Refunds in the same month get deducted; refunds in a later month don’t.
Every rep sees their commission payout and exactly how it was calculated.
Commission Calculator
Setters (callers) come and go. Your leads stay.
A new hire gets an account set up for their role, with video tutorials, scripts and payment links, ready on day one.
When someone leaves, you reassign their leads in a few clicks. Everything they did stays on the lead profiles.
On the call, we find where you’re losing money. Together.
No feature-by-feature demo. You show us how you sell today, and together we find which ads make you money and where you lose the rest.
It’s for you if
- You sell high-ticket mentoring, coaching or online programs over 1:1 calls.
- You have setters (callers) and closers, or you’re about to hire them.
- You run ads and don't know how much cash each one has collected.
- You track sales in spreadsheets, or in five tools that don't talk to each other.
It’s not for you if
- You sell on your own and have no plans to build a team.
- You sell low-ticket products straight from a checkout page.
- Cost per lead (CPL) is all you need to make decisions.
- You're looking for a free tool to set up yourself.
Setup is fast. Because speed is everything.
If we’re a fit, we start the setup on the discovery call itself. It takes one day, done together on a call: we connect Meta Ads, Typeform, Calendly and Stripe, import your clients and payments, and tag the ads you’re already running. No months-long implementation.
Questions we get before the call
How accurate are the numbers?
Every lead is tied to the ad through the tracking parameters on the ad link, and followed all the way to the last payment collected. Accuracy also depends on you: during setup we add the parameters to your live ads together, and every new ad or funnel needs them too.
How long does setup take, and who does it?
One day. We do it together, on a call. We connect Meta Ads, Typeform, Calendly and Stripe, import your clients and payments, and tag the ads you’re already running.
Will my team actually use it?
It’s built alongside setters and closers who work in it every day. Inside you get recorded training and tutorials, plus direct support.
What happens to the tools I use now?
You keep them. We connect them to each other.
Is my data safe?
It’s stored in the EU, in Frankfurt, separately for every account. Everyone sees only what their role allows: a closer sees only their own sales. If you leave, you can export your data anytime from Settings.
Can I see what I’ve already spent?
No. Tracking starts the day we connect your tools. Data isn’t retroactive.
Will it work with the way I sell?
It works with webinars, VSLs and application forms, with calls booked through Calendly. Stripe and Kajabi payments match on their own. Bank transfers and installments paid through a bank you log yourself, with proof of payment.
How much does it cost?
We talk pricing on the call, once we see if it’s a fit.
30 minutes, on Zoom.
Answer 8 short questions about how you sell today, then pick a time.
- We read your answers before the call, so we never ask you twice.
- Once you pick a time, the confirmation and the link land in your inbox.
- We talk pricing on the call, once we see if you’re a fit.