Tracking What Matters

This chapter helps you avoid data overload by focusing on what’s truly important. You'll learn how to track meaningful user behavior, maintain consistent lead data across departments, and enforce data quality from the start through standardized processes and regular audits.

Track Website and Onboarding Behavior with Intent

Not all clicks are created equal. This section focuses on identifying and tracking user behaviors that reflect true interest or intent—especially during onboarding and early engagement—so you can refine your funnel and improve conversion outcomes.

View Details

Capture Consistent Lead Data Across Sales & Marketing Touchpoints

Good lead data fuels great decisions. In this section, you’ll learn how to consistently capture and structure lead information across your website, forms, sales outreach, and marketing campaigns so your funnel stays clean and actionable.

View Details

Maintain Data Quality with Processes and Audits

Data is only as useful as it is clean. This section gives you the tools and processes to maintain data hygiene—removing duplicates, fixing errors, and ensuring accuracy—so your metrics, dashboards, and decisions stay trustworthy.

View Details