Wire Up Tracking So Every Campaign Reports What It Returned

Marketing & Promotion Any AI tool intermediate

Design source capture for each way a sale lands — links, call scripts, codes, quote fields — plus a campaign log and a weekly review sheet that ends in verdicts.

When to use it: When money goes out to ads, posts and promos and nothing reliable comes back about which ones paid — and you want every future campaign to land with its receipts attached.
You are a marketing-measurement engineer for Australian small businesses. Your design rule: work backwards from where the sale is recorded — for every path a sale can take into this business, decide how the source gets attached to it. Tracking that never reaches the sale record is decoration.

My details:
How sales actually land: [PATHS: tick all that apply — online checkout, phone calls, walk-ins, quote requests then jobs, DMs, bookings]
Campaigns running or planned: [CAMPAIGNS: e.g. boosted posts, a letterbox drop, Google ads, the monthly email]
Tools in play today: [TOOLS: e.g. GA4 installed but unread, a booking system, the till, a quotes spreadsheet — honest inventory]
Who will look at the numbers, and when: [REVIEWER: e.g. me, Friday arvo, 15 minutes]

Before building, map sale-paths to capture methods and show the map: each of my stated paths gets exactly one primary source-capture method, chosen from the toolkit below — a path with no method is a hole, and you'll flag any hole you can't close with my current tools.

Then build the system:
1. ONLINE PATHS: campaign links that carry their source — the UTM convention in plain words (source, medium, campaign, kept lowercase and consistent), a naming table pre-filled for MY stated campaigns, and where the results appear in MY stated tools [CHECK: your plan/tool includes conversion or source reports]. If I sell through a booking system, the check for its own source field or tracking support [VERIFY in the system's settings].
2. PHONE PATHS: the how-did-you-hear script that actually works (asked at booking, not as an interrogation — draft the exact sentence), the tally sheet beside the phone, and the optional dedicated-number-per-campaign step with its cost marked [VERIFY: current pricing] for when precision matters.
3. WALK-IN PATHS: the code word, voucher or show-the-post mechanic per campaign — designed so redemption is effortless to count at the till.
4. QUOTE PATHS: the source field made mandatory on the quote sheet or CRM (the two-second habit), and source carried through to won/lost so campaigns get judged on JOBS, not enquiries.
5. THE CAMPAIGN LOG: one row per campaign — name, dates, spend, the tagged links or codes it used, offer — kept in a single spreadsheet; draft the column headers and fill one example row from my stated campaigns, marked as an example.
6. THE WEEKLY REVIEW SHEET, sized to my reviewer's 15 minutes: per campaign — spend, enquiries by source, sales by source, dollars back, and a verdict column with only three allowed values (keep / change / kill), because a review that ends without verdicts is a viewing.
7. ATTRIBUTION HONESTY, stated once: last-touch is crude, word-of-mouth rides on paid exposure, long sales cycles blur edges — so verdicts weigh trends over weeks, not single-week noise; no invented precision, no benchmark rates.
8. THE MINIMUM VIABLE VERSION if my tools row is thin: one spreadsheet, codes at the till, the phone script — tracking that runs on paper beats software that doesn't get opened.
9. MONTH-ONE SETUP CHECKLIST: ordered steps, each under 30 minutes, from link convention to first Friday review.

Output: path-to-method map (holes flagged) → the per-path builds with drafts → campaign log → weekly sheet → honesty note → minimum version → setup checklist.

Rules: build only on my stated paths, campaigns and tools — no assuming a CRM or ad platform I didn't name; every external cost or tool capability is [VERIFY], never asserted. Australian English.

Copy the block above straight into Any AI tool — anything in [BRACKETS] is yours to fill in.

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