Complete UTM Lead Attribution Checklist
Stop guessing where your revenue is coming from! Get complete clarity on your marketing performance and confidently scale the most profitable channels.
Why We Created This Tool
Most businesses struggle with tracking where their revenue is actually coming from, leading to wasted marketing spend. This tool helps you implement a complete UTM lead attribution system to track every click, form submission, and lead source. With it, you'll gain the clarity needed to scale profitable marketing channels and eliminate inefficiencies.
What’s Inside the Complete UTM Lead Attribution Checklist
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Marketing Channel Breakdown: Track leads from Google, Yelp, PPC, Social Media, and more. -
CRM Integration: Automatically capture and organize UTM data in your CRM. -
QR Code Tracking: Track UTM data from QR codes on postcards, truck codes, etc. -
Full Attribution Setup: Set up UTMs on ads and GBP to track source, medium, and campaign. -
ROI Reporting & Conversion Analysis: Use the ROI Calculator to track revenue, cost per lead, and more.
How to Use the Complete UTM Lead Attribution Checklist
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Track Marketing Channels
Implement UTMs for each channel (Google Ads, Yelp, Social Media) and use Persisting Intelligence Scriptâ„¢ to maintain attribution across sessions. -
Integrate with Your CRM
Set up hidden fields on forms to capture UTM data and sync with your CRM (or Google Sheets) for detailed reporting. -
Review Insights & Optimize
Analyze data to see which channels generate revenue and optimize ad spend with manual reviews for PPC and GLSA conversions.
Financial Insights You Can Implement Today
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Track Performance by Channel
Identify which sources are driving the most leads and revenue. -
Optimize Your Marketing Spend
Eliminate wasted spend by focusing on the best ROI channels. -
Scale Profitable Channels
Use accurate attribution to confidently scale effective marketing channels.