| Name | Level | Category |
|---|---|---|
Connect all automated marketing integrations | Level 1 | Source Medium Setup |
Input customs costs into the configuration sheet | Level 1 | Source Medium Setup |
Fill out the top 3 analytical questions | Level 1 | Source Medium Setup |
Zero party data setup on orders | Level 1 | Source Medium Setup |
Remove $0 Orders feature | Level 1 | Data Cleaning |
What is my blended cost of acquisition (CAC) | Level 1 | Analytical Question |
What are the main drivers of our over/(under) performance YoY | Level 1 | Analytical Question |
Which channels are responsible for converting new customers? | Level 1 | Analytical Question |
Which channels are responsible for converting repeat customers? | Level 1 | Analytical Question |
Which products are most commonly purchased by new customers? | Level 1 | Analytical Question |
What percentage of our orders are first time vs. repeat? | Level 1 | Analytical Question |
Separate sales into channels | Level 1 | Data Cleaning |
Filter out samples, returns, and exchanges | Level 2 | Data Cleaning |
Influencers & Affiliate tracking | Level 2 | Source Medium Setup |
Marketing campaign groupings are appropriately bucketed | Level 2 | Source Medium Setup |
Input custom revenue channels into the configuration sheet | Level 2 | Source Medium Setup |
Implement Scorecards and Target Setting | Level 2 | Source Medium Setup |
Utilize proper UTM naming conventions | Level 2 | Data Cleaning |
Utilize Sub-channel mapping to group orders | Level 2 | Source Medium Setup |
Monitor coupon sites that may cannibalize sales and affiliate commissions | Level 2 | Data Insights & Enablement |
How is brand search impacting my overall ROAS and marketing performance? | Level 2 | Analytical Question |
What is the lifetime value (LTV) of customers acquired with a certain discount code or from a specific marketing campaign? | Level 2 | Analytical Question |
How much more valuable are my subscription customers than non-subscription customers? | Level 2 | Analytical Question |
What is the average time between a customers first and second order? | Level 2 | Analytical Question |
What initial products lead to strong repeat purchasing behavior? | Level 2 | Analytical Question |
Set up Slack Bot for daily summary metrics | Level 2 | Source Medium Setup |
Customize your Executive Summary | Level 3 | Source Medium Setup |
Customer and order tagging | Level 3 | Source Medium Setup |
Google Enhanced eCommerce setup | Level 3 | Source Medium Setup |
Diagnose your direct/none traffic | Level 3 | Data Cleaning |
Order Refunds Analysis | Level 3 | |
Enter COGs into Shopify | Advanced | Source Medium Setup |
Media Mix Modeling/Multi-touch Attribution | Advanced | Data Insights & Enablement |
https://www.notion.so/sourcemedium/2021-Corp-Tax-Checklist-75dce097b4ee4327baaa3fb516baac54 | ||
Repeat purchase | Data Insights & Enablement | |
Churned subscribers | Data Insights & Enablement | |
First to last order analysis | Data Insights & Enablement |