Audit LSA budget and service-area changes

Record the current budget

Write down the active budget and any edits made near the start of the lead change. Compare the dates with lead volume and spending records you can verify.

Do not treat a budget increase as a guaranteed placement or lead fix. Review the demand and account status first.

Map the places you serve

List active service areas and identify locations that receive leads. If the business changed coverage, mark the effective date and who made the decision.

Separate the markets that matter most to the business. A single account total can blur a drop in one area.

Make a measured next decision

Pick the setting or market question that has the strongest evidence. Document the baseline before you change anything, then review the following period with PrimeLSA.

Working example

A team notices a lead drop in one ZIP after narrowing its service area. Record the edit date and compare that market with prior weeks before restoring the old setting. Check actual spend and staffed capacity as well. A changed area is relevant context, but the audit should not assert causation from one coincident date.

• List the affected areas and the date of each edit.
• Assign a follow-up period after any approved adjustment.