Agree what a qualified outcome means
Evidence and next actions are documented before the following stage expands.
marketing analytics setup for small business
Marketing analytics and CRM flow
Measurement that connects channel activity to lead quality, pipeline and commercial decisions.
Who it is for
Teams that can see clicks and enquiries but cannot explain which work becomes revenue.
Reliable reporting depends on definitions, implementation and sales-team adoption—not just a dashboard licence.
What is included
- Measurement plan and KPI definitions
- Analytics and advertising events
- Source and campaign capture
- CRM stage and reason taxonomy
- Lead-quality feedback loop
- Decision dashboard specification
Working method01 02 03 04
Four stages, each with a decision.
Instrument the critical journey
Evidence and next actions are documented before the following stage expands.
Connect source to CRM status
Evidence and next actions are documented before the following stage expands.
Review exceptions and improve decisions
Evidence and next actions are documented before the following stage expands.
Included in the professional fee
Strategy, implementation and review items listed above, within the agreed scope and revision limit.
Usually separate
Advertising media, third-party software, paid data, legal review, translation beyond English and unlisted production.
No performance guarantee
Search platforms, buyers and markets are outside any consultant’s control. Forecasts guide decisions; they do not promise revenue.
Straight answers
Questions people ask before starting
Clear scope, realistic expectations and no hidden costs.
Who is Marketing analytics and CRM flow for?
Teams that can see clicks and enquiries but cannot explain which work becomes revenue.
What is included in Marketing analytics and CRM flow?
The scope includes Measurement plan and KPI definitions, Analytics and advertising events, Source and campaign capture, CRM stage and reason taxonomy. The final plan is confirmed after a diagnostic review.
How does the work begin?
The first stage is: Agree what a qualified outcome means. Each later stage expands only after the evidence and next decision are clear.
What is the typical starting price?
The US starting guide is $1,100 setup; the UK guide is £875 setup. Media, software and work outside the agreed scope are stated separately.
One short project brief
Is this the right next move for your business?
Share your website, target market and goal. I will reply with the clearest next step.