Free Digital Marketing Demo Project Template
A digital marketing demo project covers measurement review, tracking setup, a growth audit, channel planning, landing and creative work, and reporting handover.
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Budget goes into Google and Meta, but the numbers never line up, so every meeting turns into a new attribution story. Leads get counted twice, tracking feels half-broken, and the plan changes because nobody trusts the measurement. The digital marketing demo project puts the work in an order that starts with the data and ends with reporting, using a cobalt-and-cork palette under Space Grotesk headings so the plan reads structured and deliberate.
The board moves column by column, starting with Measurement review for account access, baseline exports, and conversion mapping, then Tracking setup to audit GA4 and GTM, log issues, fix them, and lock down naming. The middle columns cover funnel drop-off and channel performance, then turn that into budget and channel planning, paid search structure, paid social skeletons, and a landing page teardown with weekly experiments. The last step, Reporting and handover, builds a Looker Studio dashboard and a handover pack, so the story stays the same once the work changes hands.
- Measurement review Requests account access, pulls baseline traffic and revenue exports, and maps the current conversion events before any changes start.
- Tracking setup Audits GA4 and GTM, logs tracking issues, applies fixes, and defines a conversion event naming guide that stays consistent.
- Growth audit Runs funnel drop-off analysis, checks channel performance and attribution, and produces a written audit output as a reference point.
- Channel planning Recommends a channel and budget split, rebuilds paid search structure, and sets up paid social campaign skeletons.
- Reporting and handover Builds a Looker Studio dashboard, assembles the handover pack, and schedules a handover review session so reporting carries on.
Once the template is in your workspace, you add your own dates and assign the 19 cards to whoever’s doing the work as tasks. The columns keep the sequence clear without turning the board into a calendar, so the project stays readable when priorities shift.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns carrying 19 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Measurement review | The column holds the cards for access requests, baseline exports, and conversion mapping, so measurement starts from a known snapshot. Dates and owners are the main edits before work begins.
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Tracking setup | The column covers GA4 and GTM checks, an issue list, fixes, and a naming guide that keeps events and reporting consistent. Assign the cards to the person who can ship the changes and confirm the tracking.
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Growth audit | The column runs funnel drop-off work and channel and attribution analysis, then captures the findings in a growth audit write-up. The cards keep the analysis steps separate so the write-up has sources behind it.
|
Channel planning | The column turns the audit into channel and budget recommendations, plus paid search structure and paid social skeleton setup. Adjust the cards to match the channels you’re actually running and the accounts in scope.
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Landing and creative | The column holds the landing page teardown, draft fixes for landing and creative, and a weekly experiment plan to test changes. Update the cards so the teardown and experiments point at the same conversion event names.
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Reporting and handover | The column builds the Looker Studio dashboard, assembles a handover pack, and runs a handover review session so reporting doesn’t reset. Put the right owner on the dashboard work so access and definitions get carried through.
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What happens when you install it
- A project is created with its board, 6 columns and 19 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Marketing agencies, paid media freelancers, and analytics consultants who need a repeatable way to audit tracking, plan spend, and hand over reporting without losing the measurement thread.
Questions about this project template
How do I figure out whether GA4 tracking is wrong?
A GA4 check usually starts by comparing what GA4 says happened with what ad platforms and back-end revenue reports show. This board includes cards for auditing GA4 and GTM, compiling an issue list, applying fixes, and standardising conversion event names so the numbers stop drifting.
What should a measurement review include before changing campaigns?
A measurement review typically collects account access, exports baseline traffic and revenue reports, and maps current conversion events. That baseline makes it clear what changed later and what was already broken at the start.
What’s the difference between a tracking setup and a growth audit?
Tracking setup focuses on instrumentation: GA4, GTM, conversion events, and naming conventions. A growth audit uses the resulting data to analyse funnel drop-off, channel performance, and attribution, then writes up what to change and why.
How do you decide a budget split across channels?
A channel plan usually comes after performance and attribution analysis, then turns findings into a recommended channel and budget split. This template keeps that work in its own column alongside paid search structure and paid social skeleton setup, so planning doesn’t get mixed into tracking fixes.
What should a landing page and creative audit deliver?
A useful audit points to specific fixes and a way to test them, not just a teardown. The board includes a landing page teardown, draft creative and landing fixes, and a weekly experiment plan so the recommendations have a follow-up path.
What do you hand over at the end of a marketing analytics project?
A handover usually includes a reporting dashboard, a pack that explains definitions and decisions, and a review session to walk through it. This project ends with building a Looker Studio dashboard, assembling a handover pack, and running a handover review session so the next person can keep reporting without rewriting the attribution story.
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