1. Initial consultation + audit
A strategy session to understand your goals, review your existing setup, and identify gaps or issues.
2. Access setup (GTM, Meta, GA, CRM)
Securely connecting your Google Tag Manager, Meta Ads, Google Analytics, and CRM accounts for smooth integration.
3. GTM Web + Server containers deployed
Setting up both web and server-side GTM containers to ensure accurate tracking and data flow.
4. CAPI, GA4, and CRM events integrated
Implementing Conversion API, GA4 events, and CRM events to capture the right data across platforms.
5. Testing via FB Test Events + Tag Assistant
Running tests through Facebook's Test Events tool and Google Tag Assistant to confirm accurate tracking.
6. Handover + video call + documentation
Delivering the final setup with a walkthrough call and step-by-step documentation for your team.
7. (Optional) Monthly monitoring
Ongoing monitoring, troubleshooting, and optimization to keep everything running smoothly.