Free Marketing Analytics Setup Project Template
A marketing analytics setup project covers the tasks for discovery, measurement design, tagging, consent, conversion tracking, and testing through to handover.
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Numbers look fine right up until somebody asks where a conversion came from, why Ads doesn’t match Analytics, or whether a tag change is going to break checkout. The Marketing Analytics Setup project keeps the work in an order you can defend, so the setup doesn’t turn into a pile of one-off fixes and “the platform did it” explanations. Indigo and teal blocks under Space Grotesk headings keep the board feeling like an audit trail, not an ad report.
The board moves from Discovery and access into Measurement design, then through Tag Manager build and Consent and privacy, before Cross-domain & conversions and Test, report and handover close things out. Cards cover the parts people ask about in real meetings, like aligning Ads, Analytics, and CRM conversion definitions, removing duplicate tags, verifying consented behaviour, and reconciling end-to-end tests before anyone calls the tracking “done”.
- Discovery and access Cards cover goals, access collection, an audit of existing tags and conversions, and mapping definitions back to CRM fields.
- Measurement design Cards define the GA4 event schema, Enhanced Ecommerce events and parameters, and the offline conversion and CRM import shape.
- Tag Manager build Cards rebuild the container, remove duplicate or deprecated tags, and implement the data layer specification.
- Consent and privacy Cards configure Consent Mode v2, connect the cookie banner to tagging, and verify consented vs non-consented measurement.
- Test, report and handover Cards run reconciliation tests, build a Looker Studio pack, and finish with training, documentation, and sign-off.
Once the template’s in your workspace, you add your own dates and assign the tasks to whoever’s doing the build. The columns keep the workflow moving in one direction, so sign-off only happens after the tests, reporting pack, and handover items are ticked off.
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 21 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 |
|---|---|
Discovery and access | A starting column for goals, access, tag audits, and conversion definitions, so the rest of the build works from the same source of truth.
|
Measurement design | A design column for GA4 events, ecommerce parameters, and CRM and offline conversion structure before anything gets implemented.
|
Tag Manager build | An implementation column for rebuilding the GTM container, removing duplicates, and applying the data layer spec.
|
Consent and privacy | A privacy column for Consent Mode v2, cookie banner integration, and checks that measurement changes correctly with consent states.
|
Cross-domain & conversions | A tracking column for cross-domain setup, checkout and product flow measurement, offline imports, and Ads and CRM alignment.
|
Test, report and handover | A closing column for end-to-end testing and reconciliation, reporting pack delivery, handover, and project sign-off.
|
What happens when you install it
- A project is created with its board, 6 columns and 21 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 teams, agencies, and analytics consultants setting up GA4, Tag Manager, consent, and conversion tracking that has to stand up in stakeholder meetings.
Questions about this project template
What’s included in a marketing analytics setup project?
A marketing analytics setup project usually includes discovery and access, measurement design, tag implementation, consent configuration, conversion tracking, and testing through to reporting and handover. The work needs to connect definitions across Analytics, Ads, and a CRM so conversion numbers can be explained end to end.
Can you make Ads, Analytics, and our CRM agree on conversions?
Agreement starts with shared conversion definitions and mapping those definitions to CRM fields, then configuring attribution and offline imports to match. The project includes cards for CRM imports, offline conversion schema, and Ads and CRM conversion attribution alignment.
Will an analytics setup break the site or slow it down?
Risk usually comes from duplicate tags, incorrect triggers, and changes made without end-to-end testing. The board includes auditing and removing duplicate or deprecated tags, implementing a defined data layer, and running reconciliation tests before sign-off.
What do you need access to for GA4 and Tag Manager setup?
Most setups need account access and site access, plus visibility into existing tags and conversion definitions. The first column focuses on collecting access and auditing what’s already in place before any rebuild happens.
How do you handle consent and privacy in conversion tracking?
Consent work usually means configuring Consent Mode and making sure the cookie banner and tag behaviour match consent states. The project includes Consent Mode v2 configuration and verification of consented and non-consented measurement behaviour.
How do we know conversion tracking is working before sign-off?
Working tracking gets proven with end-to-end tests and reconciliation, not just “events are firing” checks. The final column includes testing and reconciliation tasks, a reporting pack, and handover items before the project gets closed.
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