Checklists you can actually work through.
Written to be used, not to generate a lead. If you follow one of these and never talk to us, it did its job.
GA4 Implementation Checklist: From Empty Property to Verified Data
A GA4 implementation runs in six phases, and the order is the point. Define the measurement plan, event taxonomy and data-layer spec before you open GA4. Create the property and set what is not retroactive — time zone, currency, data retention. Implement the data layer, then build tags against it. Add consent mode and a user ID. Mark key events, link Ads, Search Console and BigQuery. Then QA every event in DebugView and reconcile against a second source. Budget about two working days. Almost every broken GA4 property skipped phase one.
ChecklistCRO Audit Checklist: Running a Conversion Audit End to End
A CRO audit runs in five phases, in a fixed order. Verify the conversion tracking and set the baseline first, because every later number depends on it. Use quantitative data to find where visitors leave, segmented by device and traffic source. Use qualitative research — recordings, maps, on-page surveys, the sales team — to explain why. Turn each finding into a hypothesis with its evidence attached. Then rank the backlog, check which items can actually reach significance, and sequence a 90-day plan. Budget about a day and a half of hands-on work across a two-week window.
ChecklistWebinar Funnel Checklist: From Registration Page to Revenue
A webinar funnel is built in six stages, in order. Fix the offer and the one-sentence promise first, then choose the format and date, because reminder timing and platform setup both depend on them. Build the registration page and its tracking before any promotion runs. Build the reminder sequence in the system that owns your contact records. Rehearse the session on the real platform. Split the follow-up three ways — attendees who saw the offer, attendees who left early, no-shows. Then report the whole funnel by registration source, and only automate a session that already converted live.
FrameworkThe B2B Lead Generation Funnel, Stage by Stage
A B2B lead generation funnel is a shared model of how an account moves from unaware to closed revenue, cut into stages that marketing and sales have agreed to define the same way. A workable version has six stages — account universe, engagement, captured lead, MQL, held meeting, and accepted opportunity — plus two handoff points where most funnels actually leak. The stages are definitions, not a task list. Accounts sit in several at once, and the value comes from measuring conversion and drop-off between adjacent stages, not from working them in order.
FrameworkA Marketing Strategy Framework You Can Fill In This Week
A marketing strategy framework is the fixed set of components any marketing plan has to answer, filled in specifically enough to be wrong. Seven cover it: the revenue goal written as an equation, the segment you serve and the one you decline, the position you win on, the offer and its price, the channels where that segment already is, the metrics that decide whether it worked, and the budget allocation with a written rule for moving money. It is a structure, not a sequence — filling in a later component routinely forces you to rewrite an earlier one.
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