Printable Tridigiam checklist

Marketing Automation & Attribution Checklist

A practical checklist for connecting lead sources, conversion tracking, CRM data, automations, call tracking, reporting dashboards, and follow-up systems.

Updated July 30, 20268-point implementation frameworkBuilt for automation, analytics & attribution

How to use it

Use this checklist before rebuilding automations, changing CRMs, launching campaigns, or reporting performance. The goal is a system that captures leads cleanly, follows up quickly, and shows which channels create real outcomes.

What to prioritize

Start where revenue leaks happen: missed calls, untracked forms, weak source data, unclear CRM stages, disconnected dashboards, and automations that do not match how the team actually sells.

Tip: use your browser print option to save this checklist as a PDF.

The checklist

Map every lead source

Document organic search, paid search, paid social, referrals, email, direct traffic, phone calls, forms, chat, and offline sources before changing tools.

Define conversion events

Separate primary conversions such as booked calls, purchases, and qualified forms from secondary events such as clicks, downloads, scrolls, and page views.

Preserve campaign context

Pass UTMs, landing page, referrer, keyword or ad group where available, and first-touch source into the CRM or lead record.

Connect calls and forms to outcomes

Track whether each lead became a booked appointment, qualified opportunity, sale, repeat customer, or disqualified contact.

Build simple follow-up automations

Start with confirmation messages, missed-call follow-up, appointment reminders, review requests, quote follow-ups, and handoff alerts.

Audit tracking quality

Check for missing tags, duplicate tags, broken triggers, consent conflicts, cache interference, and thank-you pages that are not measuring conversions.

Create a useful dashboard

Show channel performance, leads, conversion rate, cost per lead, booked opportunities, revenue where available, and notes explaining what changed.

Review monthly and simplify

Remove unused fields, fix source drift, confirm automations still make sense, and keep reports focused on decisions rather than vanity metrics.

Pass/fail quick test

  • Can every lead source be identified?
  • Can form and call conversions be tied to outcomes?
  • Can the CRM show where leads stall?
  • Can the dashboard explain what to do next?

Where this fits

This checklist supports Tridigiam's marketing automation, attribution, CRM configuration, analytics, tracking, CRO, landing page, and reporting pages.

FAQ

What is the first thing to fix in marketing automation?

The first thing to fix is usually lead capture and follow-up: make sure every form, call, booking, and chat creates a clean record and triggers the right next step.

What is the first thing to fix in attribution?

The first attribution fix is preserving source and campaign context from the first interaction through the CRM, so leads can be connected to channels and outcomes.

Do small businesses need complex attribution?

Most small businesses do not need complex attribution first. They need reliable source tracking, clean conversion events, call/form outcome tracking, and a dashboard that supports decisions.

Turn the checklist into a working system

Use this framework to clean up attribution, automation, tracking, CRM handoffs, and reporting.

Marketing automationAttribution stackAnalytics and trackingTridigiam Academy