Free Marketing Analytics Setup Project Template
A Marketing Analytics Setup Project covers access checks, a measurement plan, GA4 and GTM rebuild work, conversion integrations, QA tests, and reporting handover.
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Everybody wants numbers they can trust and compare, but tracking work gets tense fast when totals don’t tie out and one GTM publish can break forms or fire conversions twice. This Marketing Analytics Setup Project runs the work in projects, keeping the order clear from access requests through to handover, with Raleway headings over Roboto body text and a cyan-and-burnt-orange palette that reads like an audit register.
The columns move from Access and discovery into Audit and measurement plan, then through a GA4 property and GTM container rebuild with legacy tag cleanup. The middle of the board covers Meta and Google Ads conversions plus server-side GTM, so reconciliation and “prove it” checks have a place to live before anything gets signed off. The last stretch is QA and test purchases, then a reporting handover that closes with a runbook, credentials notes, and an attribution review memo.
- Access and discovery Requests and verifies access, pulls recent purchase and campaign exports, and confirms which conversions matter before any rebuild starts.
- GA4 and GTM rebuild Resets the GA4 property, rebuilds the GTM container and base variables, implements event mapping, and removes legacy tags that cause duplicate firing.
- QA and test purchases Runs QA across key pages, completes test purchases, reconciles GA4 versus CRM totals, and re-verifies after fixes.
- Reporting handover and close Finishes with an attribution review memo, reporting views with reconciliation, and a documented runbook plus access notes.
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 |
|---|---|
Access and discovery | Cards cover access requests, data exports for comparison, and stakeholder interviews so the conversion definitions are agreed before the audit starts.
|
Audit and measurement plan | The work audits GA4, GTM, and Pixel, then maps the measurement plan to pages, events, and data-layer variables with reconciliation points to check later.
|
GA4 and GTM rebuild | Cards reset the GA4 property, build the GTM container structure, implement event tags, and remove legacy or duplicate firings before anything goes live.
|
Conversion integrations and server-side | The column covers Meta Pixel plus CAPI through server-side GTM, Google Ads conversions and imports, and the server-side container with proxy endpoints.
|
QA and test purchases | A QA checklist runs through key pages and events, test purchases get reconciled against GA4 and CRM totals, and parity checks confirm server-side and client-side alignment.
|
Reporting handover and close | The close produces an attribution review memo, reconciled reporting views, a handover session with a runbook, and the final credentials and access notes.
|
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 analytics and attribution consultants, growth strategy teams, and marketing automation specialists who need a tracked rebuild to tie GA4, GTM, and ad platforms back to purchase totals.
Questions about this project template
Can you match GA4 purchases to Shopify or CRM totals?
The board includes export-and-compare work up front, then test purchases and reconciliation during QA. The cards push mismatches into fixes and re-verification instead of leaving them as a loose note.
What conversions should we track, and where do they get defined?
Conversion definitions get confirmed during access and discovery, then mapped in the audit and measurement plan to pages, events, and data-layer variables. The rebuild and integrations columns follow that map so tags match the agreed definitions.
If we change GTM, what’s the risk to the site?
The template separates the rebuild from QA, so forms and key events get checked before anything is treated as done. Cleanup work also calls out duplicate firings and legacy tags that can cause double-counting.
How do you prevent Meta and Google from double-counting conversions?
The board includes Pixel and Google Ads conversion setup, then validation steps for duplicate events and server-side versus client-side parity. Reconciliation cards also give you a place to prove totals across tools.
Do we need server-side tracking for CAPI, and what gets set up?
The server-side work in this template covers a server-side GTM container plus proxy endpoints, and it places CAPI implementation alongside the Pixel setup. QA then validates parity between server-side and client-side events.
What do we get at the end of the setup work?
The close-out includes an attribution review and recommendation memo, reconciled reporting views, and a runbook from the handover session. The final cards also capture credentials and access notes so the setup can be maintained.
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