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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.

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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

  • check mark iconMarketing Channel Breakdown: Track leads from Google, Yelp, PPC, Social Media, and more.
  • check mark iconCRM Integration: Automatically capture and organize UTM data in your CRM.
  • check mark iconQR Code Tracking: Track UTM data from QR codes on postcards, truck codes, etc.
  • check mark iconFull Attribution Setup: Set up UTMs on ads and GBP to track source, medium, and campaign.
  • check mark iconROI Reporting & Conversion Analysis: Use the ROI Calculator to track revenue, cost per lead, and more.

How to Use the Complete UTM Lead Attribution Checklist

  • check mark iconTrack Marketing Channels
    Implement UTMs for each channel (Google Ads, Yelp, Social Media) and use Persisting Intelligence Scriptâ„¢ to maintain attribution across sessions.
  • check mark iconIntegrate with Your CRM
    Set up hidden fields on forms to capture UTM data and sync with your CRM (or Google Sheets) for detailed reporting.
  • check mark iconReview 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

  • check mark iconTrack Performance by Channel
    Identify which sources are driving the most leads and revenue.
  • check mark iconOptimize Your Marketing Spend
    Eliminate wasted spend by focusing on the best ROI channels.
  • check mark iconScale Profitable Channels
    Use accurate attribution to confidently scale effective marketing channels.