Landing Page to Lead Funnel Tracking Audit
Check that lead attribution is trustworthy.
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Check whether I can trust my lead tracking from the landing page to the CRM. Setup details: ad platforms [AD_PLATFORMS]; analytics tool [ANALYTICS_TOOL]; form tool [FORM_TOOL]; CRM [CRM]; how campaign tags are added [UTM_PRACTICE]. A recent example lead and what the CRM shows about it: [EXAMPLE_LEAD]. Go through the checklist and mark each item Pass, Fail, or Unknown with an explanation. Add a quick test I can run for each Unknown. [ ] Every ad link carries consistent campaign tags with naming rules [ ] The landing page preserves tags through redirects and form submissions [ ] The form passes source data into hidden fields [ ] The CRM records original source and latest source separately [ ] Duplicate leads are merged and not double counted [ ] Conversion events fire once, not twice [ ] Consent rules are respected before tracking [VERIFY locally] [ ] Offline conversions (calls, meetings, deals) come back to the source [ ] Test leads are excluded from reports [ ] Reports reconcile with ad platform numbers within a stated tolerance Finish with the likely causes of "unknown" or "direct" traffic in my data, the five most important fixes, and a 10-minute weekly tracking health check.
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