Map the journeys
List forms, calls, bookings and external contact routes. Identify the page or campaign context needed for analysis. Keep the customer’s private message and contact details separate from analytics events.
Marketing overview dashboard
Connect channel activity, enquiry quality and spend in one reporting view.
Define the event contract
Name the action, trigger, required non-personal parameters and expected count. Distinguish an attempted submission from successful receipt. Record the receiving system that can confirm the business event.
Validate and maintain
Run controlled tests through each route and reconcile the records. Include duplicate attempts, errors and consent-dependent behaviour. Give the plan an owner so new forms and website changes do not silently introduce inconsistent measurement.
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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