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Field notes / practical guide

GA4 and GTM implementation checklist

A GA4 and tag-management implementation should start from an agreed measurement plan, with controlled access and explicit validation.

Inventory the current setup

Identify existing properties, containers and code already installed on the site. Record ownership and environments. Duplicate installations can make later debugging difficult, so understand the current delivery paths before adding new tags.

Put it in context

Marketing overview dashboard

Connect channel activity, enquiry quality and spend in one reporting view.

DataLooker Studio · AI-generated illustration

Implement defined events

Use consistent event names and non-personal parameters tied to useful business actions. Review consent behaviour and the point at which completion is confirmed. Keep configuration changes documented and scoped to the approved plan.

Validate before reporting

Test representative journeys and compare observed events with the expected counts. Include failed submissions and repeated interactions. Provide a validation record and definitions so dashboard users understand what the resulting numbers represent.

Put the guidance to work

Capture your starting point, assign an owner to the next action, and decide what evidence will confirm that it worked.

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