Playbook for B2B marketers

Tracking implementation

Set up funnel tracking that works. Use tag manager and analytics to capture key actions and track what actually drives results across channels, forms and the CRM.

Tracking implementation

Introduction

If you don’t track what matters, you end up guessing. Whether it’s a lead form, a demo request or a high-intent page view, your funnel is full of small signals that guide your decisions. But most teams either miss these signals or drown in the wrong ones.

This playbook shows you how to set up tracking that actually helps you grow. You’ll learn how to use Google Tag Manager and Google Analytics 4 to capture key events, clean up your setup and avoid common traps.

It also covers how to connect your website data to other tools in your stack like your CRM. so you can see the full buyer journey. Because without that connection, you’re optimising in the dark.

If you want real visibility into what drives results, and not just pageviews or bounce rates, this is where you start. Clean tracking gives you clarity, and clarity gives you control.

Chapters

Chapter
1

Install Tag Manager and GA4

Get the right foundations in place by installing Google Tag Manager and Google Analytics 4 on your site.

1
Chapter
2

Define what you want to track

Track what matters. Decide which actions support growth and set up clear goals.

2
Chapter
3

Track key events

Set up conversion tracking for real business actions—like meetings, sign-ups and visits.

3
Chapter
4

Set up reports in GA4

Once your events are tracked, build useful GA4 reports to understand what’s working.

4
Chapter
5

Filter internal traffic GA4

Learn how to exclude your own IP address from Google Analytics 4 to keep your data accurate and free from internal traffic noise.

5
Cookiebot
Tool review

Cookiebot

Consent manager that helps control tracking based on user choice, easy to add with tag manager and clear banners.

Google Tag Manager
Tool review

Google Tag Manager

Tag management that lets you add and control scripts, events and pixels with versioning and consent rules.

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Wiki articles

Go to wiki
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Further reading

Most marketing teams inherit a measurement stack rather than build one. Tools arrive with new hires, agencies, or campaigns and are rarely reviewed together. Over time their labels drift, their scripts overlap, and their numbers contradict. The remedy is not buying yet another platform; it is enforcing the discipline of a single narrative. Start by writing down the business questions that actually guide decisions—usually centred on pipeline, customer acquisition cost, and lifetime value. Every metric that cannot answer those questions belongs in a playground, not on the board deck.

Next, map the customer journey from first touch to closed deal and mark the moments where cash likelihood changes. Those decision points become your instrumentation list. Build naming conventions that spell out action, object, and stage in plain language so newcomers understand the event without a handbook. Document the map inline, not after the fact; when rules live beside code they stay current.

With conventions locked, assign ownership. Someone must be on call for measurement hygiene just as someone watches servers. Weekly checks on event volume, parameter format, and unexplained gaps catch issues before leadership meetings do. Add alerts that fire if a revenue event drops below expected thresholds for more than a day. This tiny ritual turns ad-hoc debugging into routine maintenance.

Finally, embed data confidence into culture. Share a five-minute victory demo when clean numbers unblock a project, and log every fix in a public changelog. Visible wins create momentum and remind the team why rigour matters. Over a quarter the habit compounds: fewer debates, faster launches, and sharper experiments. Reliable measurement is not glamorous, but it is the cheapest growth lever you will ever pull.

You're ready for growth, but your tool stack isn't.

Growth feels chaotic. You're firefighting because of broken tools and messy data. You need a solid foundation to grow.