Free Digital Marketing Demo Project Template
A Digital Marketing Demo Project covers GA4 and GTM auditing, event and conversion mapping, build and integration work, QA testing, and launch handover.
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Missing conversions, double-counted leads, and dashboards nobody trusts usually trace back to one problem: tracking work gets done in pieces and nobody can point to what changed and why. Siesta Key Tagging - Digital Marketing Demo Project runs that cleanup as a project, so the work moves in one visible order from audit to handover, and the board sits under Raleway headings on marine teal with a road-marking yellow used for the calls to action.
The columns follow the real sequence of analytics & attribution work, which means the board starts with Discovery & Audit, moves through Plan & Mapping and Build & Configure, then reaches Ecommerce & Ads Integration and QA & Testing before finishing at Launch, Monitor & Handover. Each column holds the specific cards for that stage, so a buyer can see what’s being checked, what gets rebuilt, and where proof like deduplication and test purchases fit into the flow, instead of getting a vague promise to “fix tracking”.
- Discovery & Audit Starts with the GA4 and GTM review work, including anomaly checks and conversion-path mapping, before anything gets rebuilt.
- Plan & Mapping Holds the event and conversion mapping plus the QA checklist and scorecard fields, so the build has a written target.
- Build & Configure Covers the container rebuild and cleaned GA4 setup, including server-side tagging and Conversion API connections.
- QA & Testing Runs cross-device event QA and deduplication and attribution checks, including test purchases for cross-domain tracking.
- Launch, Monitor & Handover Publishes the changes, watches the first 72 hours, and finishes with the weekly scorecard and handover documentation.
Once the template is in your workspace, you add your own dates and assign the 22 cards as tasks so ownership stays clear while the work moves across the board. The result is a single place to run the build, document what changed, and keep weekly numbers tied back to the checks that made them trustworthy.
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 22 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 & Audit | This column carries the GA4 property audit, anomaly export, GTM container review, and a map of the current conversion paths. You keep the findings tied to the cards so the later rebuild has a clear before-and-after reference.
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Plan & Mapping | This column carries the event and conversion mapping, cross-domain and subdomain tracking plan, and the server-side tagging architecture notes. The cards also include the QA checklist and scorecard fields to define what “working” means before launch.
|
Build & Configure | This column carries the GTM rebuild and naming cleanup plus the GA4 configuration and cleaned events. The build work includes a server-side container and Conversion API connections where those apply.
|
Ecommerce & Ads Integration | This column carries ecommerce event mapping for ads, including purchase and cart events. The cards include deduplication setup between CAPI and browser events so paid reporting doesn’t inflate results.
|
QA & Testing | This column carries event QA across devices, deduplication checks, and attribution sanity checks. Test purchases sit here so cross-domain tracking gets validated with real flows, not guesses.
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Launch, Monitor & Handover | This column carries the publish and the first 72 hours of monitoring, plus the weekly Looker Studio scorecard work. The last cards cover the final QAed events list for ads platforms and the access and documentation handover.
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What happens when you install it
- A project is created with its board, 6 columns and 22 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 tracking consultants, growth teams, and marketing automation specialists who need a staged board for GA4, GTM, and ads attribution work.
Questions about this project template
Can you show what’s broken in GA4 before making changes?
The project starts in Discovery & Audit, where the cards cover a GA4 property audit, an anomalies export, and a review of the current GTM container. That keeps the problems documented before the build work begins.
Will the tracking changes affect reported conversions overnight?
A rebuild can change what gets counted if old events were missing, duplicated, or misnamed. The board includes QA & Testing and launch monitoring work so changes get checked and watched instead of landing without verification.
How do you stop Meta from double-counting purchases?
The Ecommerce & Ads Integration column includes a deduplication setup between Conversion API and browser events. QA & Testing then runs dedup and attribution sanity checks to confirm the counts line up.
What should get checked before you publish a new GTM setup?
The plan work includes a QA checklist and scorecard fields, and the QA & Testing column runs event QA across devices and test purchases for cross-domain tracking. That makes the publish step a gated change, not a leap of faith.
What should you look at each week to trust the numbers?
Launch, Monitor & Handover includes a weekly Looker Studio scorecard as a recurring reference point. The scorecard ties weekly reporting back to the events and checks defined earlier in the project.
What needs to be added to a tracking project board before work starts?
The template needs your own dates because the board shows the order of work rather than a calendar. The project also needs the people doing the work added and assigned to the cards so each task has an owner.
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