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Framework
- Sent 21 days into contract
- Sent [60] days into contract
- Sent [89] days into contract as they enter into the Annual Contract?
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Full Checklist
Data Infrastructure
Google Analytics Enhanced eCommerce Setup
- Instructions for EEE
- Product tracking (conversions per product, e.g Clevr)
Proper tracking of UTMs
- UTM tracking template
- Direct/none traffic (cross-domain tracking)
Post Purchase survey setup (zero party data)
Subscription tagging
Customer and order tagging (e.g. OHI orders)
$0 orders
Channel Mapping
Data Audit (Level 3)
Dashboard Adoption
All marketing integrations
Custom revenue and costs
Influencers and sponsorship tracking
Target setting
Executive summary customization
- Template Gallery
Other
COGs input into Shopify / Access Sheet
Saved analysis / queries
- Can we add something on access sheet that saves certain queries?