Marketing Data Audit Checklist - 50 Points
A comprehensive 50-point checklist to audit your marketing data infrastructure, identify quality issues, and ensure accurate reporting across all channels.
Marketing Data Audit Checklist - 50 Points
What This Resource Is
A comprehensive, actionable 50-point checklist designed to systematically audit your marketing data infrastructure from end to end. This checklist helps you identify data quality issues, tracking gaps, integration problems, and governance weaknesses that could be undermining your marketing decisions.
Think of this as a "health check" for your marketing data ecosystem—from initial tracking implementation through data storage, processing, and final reporting. Each checkpoint includes clear pass/fail criteria and common issues to watch for.
Who Should Use It
Perfect for:
- Marketing Operations Managers - Ensure data infrastructure supports team needs
- Analytics Managers - Validate tracking accuracy and data quality
- Marketing Directors - Assess confidence in reporting and decision-making
- Data Engineers - Identify technical issues in marketing data pipelines
- Growth Teams - Verify attribution and conversion tracking accuracy
- Consultants & Agencies - Audit client data setups systematically
Use this checklist if you:
- Lack confidence in your marketing reports
- See discrepancies between different analytics platforms
- Are preparing for a major campaign or product launch
- Recently changed analytics tools or marketing tech stack
- Have never formally audited your tracking setup
- Need to justify investment in data infrastructure improvements
How to Use It
Step 1: Prepare for Your Audit
Before you begin:
- Schedule 4-6 hours for a thorough audit (or spread over several days)
- Gather access credentials for all marketing platforms
- Assemble relevant stakeholders (analytics, marketing, IT)
- Create a copy of this checklist in your preferred format (spreadsheet recommended)
Tools you'll need:
- Access to GA4, Google Tag Manager, and advertising platforms
- Browser developer tools (Chrome DevTools)
- Tag debugging extensions (Google Tag Assistant, Facebook Pixel Helper)
- Access to your CRM and marketing automation platform
- Database or data warehouse access (if applicable)
Step 2: Work Through Each Category
The checklist is organized into 8 categories:
- Website Tracking Foundation (8 points)
- Event & Conversion Tracking (8 points)
- Advertising Platform Integration (6 points)
- Data Collection & Quality (7 points)
- Data Integration & Warehouse (6 points)
- Reporting & Attribution (6 points)
- Privacy & Compliance (5 points)
- Governance & Documentation (4 points)
For each item:
- Mark as PASS (working correctly), FAIL (broken/missing), or PARTIAL (works but has issues)
- Note specific issues in the comments field
- Assign priority (High/Medium/Low) to each failure
- Identify who should fix it (Analytics team, IT, vendor, etc.)
Step 3: Score Your Data Health
Calculate your overall score:
- Each PASS = 2 points (total possible: 100 points)
- Each PARTIAL = 1 point
- Each FAIL = 0 points
Scoring interpretation:
- 90-100 points: Excellent data infrastructure
- 75-89 points: Good foundation with minor gaps
- 60-74 points: Functional but significant improvement needed
- Below 60 points: Critical issues requiring immediate attention
Step 4: Create Your Action Plan
Prioritize fixes:
- Critical (fix within 1 week): Broken conversion tracking, major data loss, compliance violations
- High (fix within 1 month): Attribution gaps, integration issues, significant data quality problems
- Medium (fix within quarter): Minor tracking gaps, reporting inefficiencies, documentation needs
- Low (ongoing): Nice-to-have enhancements, advanced features, optimization
Create fix timeline:
- List all FAIL and PARTIAL items
- Group by owner (who's responsible)
- Estimate effort (hours) for each fix
- Schedule implementation sprints
- Plan verification testing
Step 5: Re-Audit Quarterly
Establish ongoing data quality:
- Re-run this full checklist every quarter
- Run weekly spot checks on critical tracking (conversions, revenue)
- Set up automated monitoring where possible
- Document changes to tracking setup
- Update checklist as your stack evolves
The 50-Point Checklist
Category 1: Website Tracking Foundation (8 Points)
1.1 Google Analytics 4 Implementation
Check: GA4 tracking code is installed on all website pages
- Verify using Google Tag Assistant or real-time reports
- Check that Measurement ID is correct
- Confirm tag fires on page load
Common issues:
- Missing on certain subdomains or sections
- Duplicate tracking codes
- Incorrect Measurement ID
- Blocked by ad blockers (check rate)
1.2 Google Tag Manager Setup
Check: GTM container is properly installed and configured
- Container code in <head> and <body>
- Container version is published (not just saved)
- No conflicting direct tracking code
Common issues:
- Container code only in <head> or <body> (need both)
- Draft container not published
- Multiple GTM containers causing conflicts
1.3 Page View Tracking
Check: All page views are accurately tracked
- Real-time view shows page views immediately
- Page paths are clean (no session IDs or parameters)
- Virtual page views for SPAs are tracked
Common issues:
- Single-page app page views not tracked
- URL parameters causing duplicate pages
- Missing page views on AJAX-loaded content
1.4 Cross-Domain Tracking
Check: Tracking persists across domains (if applicable)
- User sessions maintain same Client ID across domains
- Referral exclusions properly configured
- Test by navigating between domains
Common issues:
- Missing domains in configuration
- Self-referrals inflating traffic sources
- Sessions breaking at domain boundary
1.5 Site Search Tracking
Check: Internal site searches are captured
- Search queries captured in GA4
- Search results count tracked
- Can report on search behavior
Common issues:
- Search parameter not configured
- Search tracking not enabled
- Results count not captured
1.6 404 Error Tracking
Check: 404 pages and errors are tracked
- Custom event fires on 404 pages
- Can identify broken links
- Previous page path captured
Common issues:
- 404s not tracked at all
- Can't identify referrer to broken link
- No differentiation between 404 and other errors
1.7 Enhanced Measurement
Check: GA4 enhanced measurement is properly configured
- Scroll tracking enabled (if desired)
- Outbound click tracking works
- File download tracking captures downloads
- Video engagement tracked (YouTube)
Common issues:
- All enhanced measurement disabled by default
- Outbound links not excluding internal domains
- File downloads not capturing all file types
1.8 Mobile App Tracking (if applicable)
Check: Mobile app events send to GA4
- Firebase SDK properly integrated
- Screen views tracked
- App events appear in GA4 reports
Common issues:
- Separate property instead of unified web+app
- App user ID not aligned with web
- Events not following naming conventions
Category 2: Event & Conversion Tracking (8 Points)
2.1 Conversion Events Configuration
Check: All key conversion events are defined and tracking
- Events marked as conversions in GA4
- Conversion events fire reliably
- Can differentiate between conversion types
Required conversions:
- Form submissions (lead forms, contact forms)
- Purchases/transactions (e-commerce)
- Sign-ups (newsletter, trial, account creation)
- Key user actions (download, video watch, etc.)
Common issues:
- Conversions not marked in GA4 admin
- Events firing multiple times per conversion
- Missing conversion types
2.2 E-commerce Tracking (if applicable)
Check: Full e-commerce funnel is tracked
- Product views tracked
- Add to cart events fire
- Begin checkout event captures starts
- Purchase event with transaction details
- Revenue and product data accurate
Common issues:
- Revenue not matching actual (wrong currency, missing decimal)
- Product data incomplete (missing SKU, category, price)
- Funnel steps missing (can't see drop-off)
- Refunds not tracked
2.3 Form Tracking
Check: All forms have conversion tracking
- Form submission events fire
- Form ID or name captured
- Successful vs. failed submissions differentiated
- All forms on site covered
Common issues:
- AJAX forms not tracked
- Multi-step forms only tracking final step
- Thank-you page not loading tracking
- Can't identify which form converted
2.4 Phone Call Tracking
Check: Phone calls from marketing are tracked
- Call tracking numbers on website
- Source attribution captured
- Call duration and outcome tracked (if possible)
- Integrated with CRM
Common issues:
- No call tracking at all
- Can't attribute calls to source
- Manual call logging not happening
- Different number on different pages (tracking conflict)
2.5 Lead Source Tracking
Check: Lead sources are accurately captured
- UTM parameters properly used
- Source/medium captured in CRM
- Can trace lead back to campaign
- First-touch and last-touch attribution available
Common issues:
- UTM parameters not passed to CRM
- Source data overwritten in CRM
- Inconsistent UTM naming conventions
- Direct traffic overattributed
2.6 User Identification
Check: Users are identified when they convert
- User ID implemented for logged-in users
- Email or ID passed to analytics (hashed if needed)
- Can connect anonymous to identified sessions
- Cross-device tracking enabled
Common issues:
- No User ID implementation
- User ID only set after conversion
- PII (unhashed email) sent to analytics
- Can't connect pre and post-login behavior
2.7 Event Parameter Quality
Check: Events include necessary parameters
- Standard parameters used correctly (value, currency)
- Custom parameters provide needed context
- Parameters consistently named
- No PII in parameters
Common issues:
- Events missing value parameter
- Inconsistent parameter naming (form_id vs formID)
- Too many custom parameters (hit limits)
- PII like email in parameters
2.8 Offline Conversion Tracking
Check: Offline conversions are imported to ad platforms
- Store visit conversions tracked (if retail)
- Phone call conversions uploaded
- Sales CRM data imported
- Match rate is acceptable (>50%)
Common issues:
- No offline conversion import
- Low match rates due to data quality
- Long delay in upload (stale data)
- Can't connect online ad to offline sale
Category 3: Advertising Platform Integration (6 Points)
3.1 Google Ads Conversion Tracking
Check: Google Ads conversions are accurately tracked
- Conversion actions defined for each goal
- Google Ads tag fires on conversion pages
- Conversion values are accurate
- Enhanced conversions enabled (if possible)
Common issues:
- Using imported GA4 goals only (less accurate)
- Conversion tag not firing
- Wrong conversion values
- Missing conversion category settings
3.2 Facebook Pixel Implementation
Check: Meta Pixel is installed and working
- Base pixel code on all pages
- Standard events fire (ViewContent, AddToCart, Purchase)
- Event parameters include required fields
- Pixel Helper shows no errors
Common issues:
- Pixel fires multiple times per page
- Purchase event missing value or currency
- Content_ids not matching product catalog
- iOS 14+ attribution gaps not addressed
3.3 LinkedIn Insight Tag
Check: LinkedIn tracking is properly configured
- Insight Tag installed on all pages
- Conversion tracking set up for leads
- Can build matched audiences
- Conversions attributed to campaigns
Common issues:
- Tag only on homepage
- No conversion events defined
- Poor match rate for audience targeting
- Can't see conversion paths
3.4 Ad Platform to Analytics Integration
Check: Advertising platforms are linked to GA4
- Google Ads linked to GA4 property
- Meta CAPI (Conversions API) implemented (if using FB ads)
- Can see ad platform data in GA4
- Cost data imports successfully
Common issues:
- Platforms not linked at all
- Wrong property or account linked
- Cost data not importing
- Attribution discrepancies not understood
3.5 UTM Parameter Consistency
Check: UTM parameters follow consistent naming conventions
- utm_source values are standardized (e.g., "google", not "Google" and "google.com")
- utm_medium follows standard taxonomy (cpc, social, email)
- utm_campaign naming is logical and consistent
- All paid campaigns have UTM tags
Common issues:
- Inconsistent capitalization causing duplicates
- Freeform UTM values (no standard list)
- Missing UTM parameters on some campaigns
- Auto-tagging disabled in Google Ads
3.6 Attribution Model Configuration
Check: Attribution model is appropriate and understood
- Attribution model selected intentionally (not just default)
- Model aligns with sales cycle (last-click for short, data-driven for long)
- Stakeholders understand which model is used
- Attribution reporting is accessible
Common issues:
- Using default last-click without consideration
- Different attribution in different tools (GA4 vs. Ads)
- No understanding of multi-touch attribution
- Can't see assisted conversions
Category 4: Data Collection & Quality (7 Points)
4.1 Data Sampling
Check: Reports are not based on sampled data
- GA4 reports show "unsampled" or low sampling rate (<5%)
- Exploration queries don't trigger sampling
- Data volumes are within platform limits
Common issues:
- High-traffic sites triggering sampling
- Complex explorations always sampled
- No awareness of sampling impact
- Not using BigQuery for unsampled analysis
4.2 Bot and Spam Traffic Filtering
Check: Non-human traffic is filtered out
- Bot filtering enabled in GA4
- Referral spam domains excluded
- Internal traffic excluded (office IPs)
- Anomalous traffic spikes investigated
Common issues:
- Bot filtering disabled
- Known spam referrers (semalt, buttons-for-website) in reports
- No internal IP exclusion
- Ghost spam not filtered
4.3 Data Consistency Across Platforms
Check: Metrics align across tools within acceptable variance
- GA4 vs. Google Ads conversions reconciled (<20% difference)
- CRM leads vs. analytics submissions match
- Revenue in GA4 vs. actual revenue aligned
- Discrepancies have known explanations
Common issues:
- Major discrepancies (>50%) without explanation
- No process to reconcile data
- Different definitions of "conversion" in each tool
- No single source of truth
4.4 Data Freshness
Check: Data is available in timely manner
- Real-time reports show current activity
- Standard reports updated within 24-48 hours
- No unexplained data delays
- Data import automation runs on schedule
Common issues:
- 72+ hour data latency
- Imports failing silently
- Can't make real-time optimizations
- Delayed data causes missed opportunities
4.5 Data Completeness
Check: No significant data loss or gaps
- Historical data available for benchmarking
- No unexplained drops in traffic or conversions
- All sources feeding into analytics
- Backup data exists
Common issues:
- Historical data lost during migration
- Tracking outages not noticed for days/weeks
- Some traffic sources not captured
- No data retention plan
4.6 Custom Dimension & Metric Implementation
Check: Custom dimensions and metrics are properly configured
- Custom dimensions capture needed business data
- Scope is correct (event, user, session)
- Values populate correctly
- Used in reporting
Common issues:
- Wrong scope causing data issues
- Custom dimensions not populating
- Hit limits on custom definitions
- Defined but never used
4.7 Data Validation Process
Check: Regular data quality checks are performed
- Automated alerts for tracking failures
- Weekly manual spot checks on key metrics
- QA process for new tracking implementation
- Data quality dashboard exists
Common issues:
- No validation process
- Tracking breaks and no one notices
- New features deployed without tracking QA
- Reactive (only catch issues when reported)
Category 5: Data Integration & Warehouse (6 Points)
5.1 CRM Integration
Check: Marketing data flows to CRM bidirectionally
- Lead source data captured in CRM
- Conversion events send to CRM
- CRM data available for segmentation in ad platforms
- Attribution connects marketing to closed deals
Common issues:
- One-way integration only (CRM to marketing, not reverse)
- Lead source not captured or overwritten
- No closed-loop reporting (can't see which leads closed)
- Manual data entry instead of automation
5.2 Marketing Automation Integration
Check: Email and automation platform data is connected
- Email engagement syncs to analytics
- Website behavior triggers automation workflows
- Can attribute conversions to email campaigns
- Unified customer view across platforms
Common issues:
- Siloed email data (can't see in analytics)
- No behavioral triggers (email separate from web)
- Can't attribute email assists to conversions
- Duplicate contacts across systems
5.3 Data Warehouse Implementation
Check: Centralized data warehouse aggregates marketing data
- GA4 exports to BigQuery or warehouse
- Ad platform data imports regularly
- CRM and other sources integrated
- Historical data retained
Common issues:
- No warehouse (data trapped in silos)
- Manual exports instead of automation
- Data freshness issues (weekly instead of daily)
- No data retention strategy
5.4 Data Transformation & Modeling
Check: Raw data is transformed into usable models
- Marketing attribution model built
- Customer journey data modeled
- Data quality rules applied
- Business logic documented
Common issues:
- Using raw exports without transformation
- No unified customer ID across sources
- Inconsistent business logic across reports
- Undocumented transformations (tribal knowledge)
5.5 API Connectivity
Check: Systems can communicate via APIs
- APIs used for real-time data sync (not batch)
- Authentication and credentials secure
- Error handling and retries configured
- API rate limits understood and managed
Common issues:
- Batch file transfers instead of APIs
- Hardcoded credentials in scripts
- Failed API calls not monitored
- Hit rate limits causing data loss
5.6 Data Export & Backup
Check: Critical marketing data is backed up
- Regular exports of GA4 data (BigQuery or backup)
- CRM data backed up
- Campaign configurations documented
- Can restore data if needed
Common issues:
- No backups (relying on platform retention only)
- No way to recover historical data
- Campaign setups not documented
- Data locked in platforms with no export
Category 6: Reporting & Attribution (6 Points)
6.1 Automated Reporting
Check: Key reports are automated and delivered regularly
- Dashboard or report scheduled to stakeholders
- Reports arrive on time
- Data is accurate and up-to-date
- Reporting cadence matches business needs
Common issues:
- Manual report creation (time-consuming, error-prone)
- Reports delivered late or inconsistently
- Data issues in automated reports not caught
- Over-reporting (too many unused reports)
6.2 Dashboard Accessibility
Check: Stakeholders can access data when needed
- Self-service dashboards available
- Appropriate permissions granted
- Dashboards load quickly and reliably
- Mobile access available
Common issues:
- Only one person can access data
- Dashboards too complex for non-analysts
- Slow load times discourage use
- No mobile option for executives
6.3 Multi-Touch Attribution
Check: Multi-touch attribution is measured and understood
- Can see assisted conversions
- Attribution model goes beyond last-click
- Understand contribution of awareness channels
- Top/middle/bottom funnel performance tracked
Common issues:
- Last-click attribution only (ignores assists)
- No visibility into full customer journey
- Over-crediting or under-crediting channels
- Can't justify upper-funnel spend
6.4 Custom Report Availability
Check: Custom analysis can be performed when needed
- Analysts have explore/query access
- Ad-hoc questions can be answered quickly
- SQL access to data warehouse (if applicable)
- Historical data available for analysis
Common issues:
- Locked into pre-built reports only
- Long turnaround for custom requests
- No historical data for trending
- Can't answer "why" questions, only "what"
6.5 Revenue Attribution
Check: Revenue is accurately attributed to marketing channels
- E-commerce revenue tracked to source
- Lead-to-revenue connection exists (B2B)
- Can calculate ROI by channel
- Attribution window appropriate for sales cycle
Common issues:
- No revenue tracking at all
- Can't connect marketing lead to closed deal
- Attribution window too short (missing conversions)
- Offline revenue not included
6.6 Benchmarking & Targets
Check: Performance measured against benchmarks and goals
- Historical benchmarks established
- Industry benchmarks used for context
- Targets set for key metrics
- Performance vs. target is reported
Common issues:
- No targets or goals set
- Don't know if performance is good or bad
- No historical comparison
- Industry context missing
Category 7: Privacy & Compliance (5 Points)
7.1 Cookie Consent Management
Check: Cookie consent is properly implemented
- Consent banner displays before tracking
- User choice is respected (tracking blocked if declined)
- Consent persists across sessions
- Compliant with GDPR/CCPA as applicable
Common issues:
- Tracking loads before consent
- "Accept" is the only option (not truly consensual)
- Consent not stored (re-prompts every visit)
- Not compliant with local regulations
7.2 Privacy Policy
Check: Privacy policy discloses data collection practices
- Privacy policy exists and is accessible
- Policy describes analytics tracking
- Third-party data sharing disclosed
- Policy updated recently
Common issues:
- No privacy policy
- Generic template not customized
- Doesn't mention all tracking tools
- Outdated (doesn't reflect current practices)
7.3 PII Protection
Check: Personally Identifiable Information is not improperly collected
- No unhashed emails sent to analytics
- No names, addresses, phone numbers in tracking
- Form field data not captured in URLs
- Credit card data never in analytics
Common issues:
- Email addresses in GA4 parameters
- PII in page URLs (form data, user info)
- IP anonymization not enabled (if required)
- No PII policy for data team
7.4 Data Retention Settings
Check: Data retention is configured appropriately
- GA4 retention set intentionally (not default 2 months)
- Balances business needs with privacy
- Understand impact on reporting
- Documented reasoning for retention period
Common issues:
- Default 2-month retention (too short for most businesses)
- Never reviewed retention settings
- Historical data unexpectedly deleted
- No policy on data deletion requests
7.5 Security & Access Control
Check: Analytics access is properly secured
- Role-based access control implemented
- Former employees removed promptly
- Admin access limited to necessary users
- Two-factor authentication enabled
Common issues:
- Everyone has admin access
- Shared login credentials
- Former employees still have access
- No access audit trail
Category 8: Governance & Documentation (4 Points)
8.1 Tracking Documentation
Check: Tracking implementation is documented
- Event catalog exists (all events and parameters)
- Tagging plan documents implementation
- Changes to tracking are logged
- Documentation is current
Common issues:
- No documentation (tribal knowledge only)
- Outdated docs don't reflect current state
- Can't tell what events mean or how they're triggered
- No change log
8.2 Naming Conventions
Check: Consistent naming standards are followed
- Event names follow pattern (verb_noun or clear pattern)
- Parameter names are standardized
- UTM conventions documented
- Campaign naming structure exists
Common issues:
- Inconsistent event naming (camelCase, snake_case, mixed)
- Freeform names make reporting difficult
- Different teams use different conventions
- No documented standards
8.3 Change Management Process
Check: Changes to tracking follow a process
- Testing environment for tracking changes
- QA checklist for new implementations
- Approval required before deploying tracking
- Rollback plan if issues arise
Common issues:
- Changes deployed directly to production
- No testing before launch
- Broken tracking discovered after the fact
- No way to roll back changes
8.4 Data Governance Ownership
Check: Clear ownership and accountability for data quality
- Data owner assigned (person responsible)
- Regular data quality review meetings
- Escalation process for data issues
- Budget allocated for data quality initiatives
Common issues:
- No one owns data quality
- Data issues never get fixed
- No regular review process
- Data quality is "someone else's problem"
Scoring Your Results
Calculate Your Score
- Each PASS: 2 points
- Each PARTIAL: 1 point
- Each FAIL: 0 points
- Maximum possible: 100 points
Score Interpretation
90-100 points - Excellent Data Foundation Your marketing data infrastructure is robust and reliable. Focus on:
- Maintaining documentation as systems evolve
- Continuous optimization and advanced analytics
- Sharing best practices with other teams
75-89 points - Strong Foundation with Room for Improvement You have good data quality but some gaps. Priorities:
- Fix high-priority failures first
- Address partial implementations
- Document current state before it becomes tribal knowledge
60-74 points - Functional but Needs Attention Your data works for basic reporting but has significant issues. Action plan:
- Create 90-day improvement roadmap
- Fix critical conversion tracking gaps
- Implement data quality monitoring
45-59 points - Major Issues Impacting Decisions Data quality issues are likely affecting business decisions. Immediate actions:
- Fix broken conversion tracking (critical)
- Establish single source of truth
- Get executive buy-in for data quality initiative
Below 45 points - Critical Infrastructure Problems Your data foundation needs significant work. Start here:
- Audit what decisions are being made with this data (stop if critical)
- Prioritize foundational tracking (GA4, conversions, revenue)
- Consider bringing in external expertise
- Create business case for investment in data infrastructure
Red Flags Requiring Immediate Attention
Stop everything and fix these:
- Broken conversion tracking (can't measure ROI)
- Revenue tracking errors (making wrong decisions)
- PII violations (legal/compliance risk)
- No data backups (at risk of total data loss)
- Complete lack of data validation (flying blind)
Common Issue Patterns
Pattern 1: "We Track Everything but Understand Nothing"
Symptoms:
- Strong scores in Categories 1-2 (tracking implementation)
- Weak scores in Categories 4, 6 (data quality, reporting)
- Data exists but isn't actionable
Fix:
- Focus on data quality and reporting layers
- Reduce tracking to what actually matters
- Build dashboards for decision-making
Pattern 2: "Siloed Tools, Fragmented Data"
Symptoms:
- Weak scores in Category 5 (integration)
- Strong individual platform implementation
- Can't answer cross-channel questions
Fix:
- Prioritize CRM integration
- Implement data warehouse
- Build unified reporting
Pattern 3: "Shadow IT Analytics"
Symptoms:
- Weak scores in Category 8 (governance)
- Inconsistent naming, no documentation
- Different teams using different tools
Fix:
- Establish data governance
- Create and enforce naming conventions
- Centralize analytics ownership
Pattern 4: "Compliance Blindspot"
Symptoms:
- Weak scores in Category 7 (privacy)
- Strong technical implementation otherwise
- Not thinking about legal/privacy implications
Fix:
- Implement consent management immediately
- Audit for PII in analytics
- Consult legal team on compliance
Frequently Asked Questions
How long does a complete audit take?
Timing by organization size:
- Small business (1-2 websites, <10 campaigns): 3-4 hours
- Mid-market (multiple sites, 10-50 campaigns): 6-8 hours
- Enterprise (complex infrastructure, 50+ campaigns): 12-20 hours over multiple days
Pro tip: Block dedicated time rather than trying to audit between other tasks. Switching contexts will slow you down.
Can I skip sections that don't apply to us?
Yes, but adjust scoring accordingly.
Examples:
- No mobile app? Skip 1.8
- No e-commerce? Skip 2.2
- Don't use LinkedIn ads? Skip 3.3
- No data warehouse? Skip relevant parts of Category 5
Recalculate your max score: If you skip 5 items, your max is 90 points (not 100), so a 75 would be 83% (good), not 75% (needs work).
How often should I run this audit?
Recommended cadence:
- Full 50-point audit: Quarterly
- Spot checks: Weekly (conversion tracking, key metrics)
- Mini-audit: Monthly (Categories 1-3 only)
- Ad-hoc: After major site changes, platform migrations, or new campaign launches
Set calendar reminders and assign ownership so audits actually happen.
What if I score poorly? Where do I start?
Priority order for fixes:
- Critical (Week 1): Conversion tracking, revenue attribution
- High (Month 1): Data quality issues, major integration gaps
- Medium (Quarter 1): Documentation, governance, advanced tracking
- Low (Ongoing): Nice-to-have features, optimizations
Don't try to fix everything at once. Pick top 5 issues and focus there.
Should I hire someone to help with this audit?
Consider external help if:
- You score below 50 and don't know where to start
- You lack technical expertise in analytics
- You need executive buy-in (external audit adds credibility)
- Your team doesn't have bandwidth for this
You can probably DIY if:
- You have in-house analytics expertise
- You score above 60 (have a foundation to build on)
- Issues are specific and fixable with your current knowledge
- You have time allocated for this project
How do I get buy-in to fix data quality issues?
Build a business case:
-
Quantify the cost of bad data
- "We spent $50K on paid ads but can't measure ROI accurately"
- "Sales team wastes 10 hours/week on bad leads we can't trace"
- "We're making decisions on sampled data (only 20% of actual traffic)"
-
Show risk
- "We're not GDPR compliant - potential €20M fine"
- "Former employees still have admin access to all our data"
- "We have no backup - one platform outage and we lose all historical data"
-
Demonstrate opportunity cost
- "With better attribution, we can shift $100K/year to higher-ROI channels"
- "Fixing tracking would reduce wasted ad spend by estimated 15%"
- "Better data quality would reduce reporting time from 10 hours to 2 hours/week"
-
Propose clear ROI
- Investment: "2 weeks of dev time + $X/month for tools"
- Return: "Save Y hours/week, improve ad efficiency by Z%, reduce risk"
What tools do I need to complete this audit?
Minimum required:
- Access to Google Analytics 4
- Access to Google Tag Manager
- Access to advertising platforms (Google Ads, Meta, etc.)
- Browser with developer tools
Highly recommended:
- Google Tag Assistant Chrome extension
- Facebook Pixel Helper Chrome extension
- GA Debugger Chrome extension
- Spreadsheet for tracking results
Nice to have:
- ObservePoint or similar automated tag auditing
- SQL access to data warehouse
- CRM admin access
Most of this audit can be done with free tools and platform access.
Can I automate any of this?
Yes, several areas can be automated:
Automated monitoring tools:
- ObservePoint: Automated tag auditing and monitoring
- Funnel.io: Data quality monitoring across platforms
- Supermetrics: Automated data quality checks
- Custom scripts: GA4 API checks for data anomalies
What to automate:
- Tag presence and firing (1.1-1.7)
- Data freshness monitoring (4.4)
- Conversion tracking health checks (2.1)
- Data discrepancy alerts (4.3)
What requires manual review:
- Attribution model appropriateness (3.6)
- Compliance and privacy (Category 7)
- Governance and documentation (Category 8)
- Strategic alignment with business goals
Start with manual audit, then automate ongoing monitoring.
What's the difference between this and a Google Analytics audit?
This checklist is broader:
- GA-only audit: Focuses on GA4 configuration and setup
- This audit: Covers entire marketing data ecosystem (GA4 + advertising + CRM + warehouse + governance)
Use this checklist if:
- You use multiple marketing platforms
- You need to connect data across tools
- You're concerned about data governance and compliance
- You want to audit your full data infrastructure
Use a GA-specific audit if:
- You only care about GA4 implementation
- You don't use other marketing platforms extensively
- You need deep GA4 configuration details
This checklist includes GA4 but goes much further.
Next Steps After Your Audit
Immediate Actions (This Week)
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Fix critical failures
- Broken conversion tracking
- Compliance violations
- Major data loss issues
-
Document findings
- Share audit results with stakeholders
- Create prioritized fix list
- Assign owners to each item
-
Set up monitoring
- Create alerts for conversion tracking
- Schedule weekly data quality spot checks
- Set calendar reminders for next audit
Short-Term (This Month)
-
Knock out high-priority fixes
- Integration gaps
- Major tracking issues
- Data quality problems
-
Establish baseline metrics
- Document current data quality score
- Set targets for next audit
- Define success criteria
-
Build the fix roadmap
- Sprint plan for next quarter
- Resource allocation
- Budget requirements if needed
Long-Term (This Quarter)
-
Address medium-priority items
- Documentation
- Advanced tracking
- Optimization opportunities
-
Implement governance
- Create data quality review process
- Assign permanent data owner
- Build change management process
-
Build data quality culture
- Train team on best practices
- Create data quality KPIs
- Make data quality part of launch checklist
Download Your Checklist
What You'll Get
Download this comprehensive audit checklist package:
- Excel/Google Sheets template with all 50 checkpoints
- Scoring calculator with automatic health score
- Fix prioritization matrix to plan your remediation
- Sample completed audit to see best practices
- Video walkthrough of how to conduct each check (45 min)
Bonus Resources Included
- Data quality monitoring dashboard template
- Common issues troubleshooting guide
- Executive summary template for presenting findings
- ROI calculator for data quality improvement business case
Ready to Audit Your Marketing Data?
Stop making decisions based on questionable data. Download the Marketing Data Audit Checklist and get clarity on your data quality in one afternoon.
[Download Free Checklist]
What happens next:
- Instant download of audit template
- Email series: "How to fix common data quality issues" (5 emails)
- Invitation to monthly "Data Quality Office Hours"
- Access to our marketing analytics community
Need help conducting your audit? Book a free 30-minute consultation with our analytics team, or explore our data quality guides for more resources.