Intern
What you actually do
Production query test. Dictionary. You do not generate a hundred links.
Library / Tool / UTM spec: allowed values, first vs last, production path
This worksheet is the dictionary for query strings and the equivalent fields on lead ads and calls. Allowed utm_source values, campaign naming, first-touch vs last-touch, who may mint links, and the production thank-you test. Shorteners that strip params are vandalism. GA4 is not a substitute for source on the contact.
This worksheet is the dictionary for query strings and the equivalent fields on lead ads and calls. Allowed utm_source values, campaign naming, first-touch vs last-touch, who may mint links, and the production thank-you test. Shorteners that strip params are vandalism. GA4 is not a substitute for source on the contact.
Lock casing and vocabulary. google vs Google Ads is two sources.
Campaign names belong in utm_campaign (field), not a new tag per ad set.
First vs last must be two field sets or a written overwrite rule. One field doing both is a forever fight.
Production thank-you is the test. Staging is insufficient.
Offline doors get equivalent fields or they pollute Direct.
Intern
Production query test. Dictionary. You do not generate a hundred links.
Operator
Dictionary, two field sets, production path, offline equivalents. Shorteners checked.
CEO
If paying customers’ source is a story, you cannot allocate. This sheet is the cheap system.
utm_source/medium/campaign/content/term, gclid, page_slug, first_* vs last_*, hidden fields, offline equivalents.
Landing query → hidden fields → GHL
Browse-then-convert still carries stored first-touch if you wrote that rule
Calendar links from email carry source
Lead ads and tracking numbers map to the same columns
Finite list.
Why: Dialects.
Done when: List.
Three good, three bad URLs.
Why: Contractors invent otherwise.
Done when: Examples on the page.
Which fields lock.
Why: Arguments.
Done when: One paragraph.
Live path with query.
Why: Redirects strip.
Done when: Fields present.
One phone or lead ad mapped.
Why: UTM-perfect web + blob ads is still folklore.
Done when: One door mapped.
Allowed list, three good URLs, production test, first/last. You are not building an attribution model.
Refuse more spend until production forms keep UTMs. Spend without source on the contact is a campfire.
Pretty thank-you, empty source, calendars clean, first overwritten, Direct 60%.
Live convert with query. First stays on second visit if that is the rule. Offline door mapped.
GA4 does not own show rate or Won. The contact must carry source.
Keep gclid plus human UTMs. Click ids do not name campaigns for the team.
Write it. Unowned minting is how casing dies.
This lives in the browser until you copy it out. The point is to write the spec before anyone opens Workflows or Flows. Print or screenshot when it is true.
Lowercase locked. Finite.
cpc, email, organic, sms…
Readable. Not a dump of ad-set IDs only.
What contractors must not do.
Role. Request path.
Which lock, which update.
If no, which form is missing.
Live URL with query.
Clean Calendly links fail.
Same columns as UTMs.
Name it. Ban or fix.
This week
This week: allowed sources, first vs last, production thank-you test, one offline door. No 40 new campaign names until the path works.
Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system — not for a tour of tools.