UTM.io Account Setup and Onboarding

$1,999 | 4 weeks

Getting the most from your UTM.io subscription requires the proper platform setup to work with your UTM taxonomy and conventions. This package is offered to all subscription levels to ensure your team can get accurate UTM tracking most efficiently and effectively.

Included in this Package:

• Discovery, Preparation, and Alignment Meetings

• Account Setup and Configuration:

• • Set up the account workspaces tailored to the organizational structure.
  • Load the company’s UTM taxonomy in UTM.io.
  • Governance and Management:
    • Define link generation governance using Rules Engine.
    • Train UTM champion on creating groupings.

• Training and Support:

• • Provide initial training and support for smooth onboarding and implementation.
  • Training and guided assistance with the setup of rules and groupings.
  • Group training is offered to the company’s broader team of UTM users and creators.

UTM and Attribution Training

$999 | 4 weeks

Great for rolling out UTM’s across your entire company with support, training, and hand-holding to help your team get the most from their attribution. Training hours can be used flexibly to train teams or individuals across your organization.

Included in this Package:

• Discovery, Preparation, and Alignment Meetings
• UTM Setup and Coaching:
  • Develop and implement UTM training for different teams.
  • Show team members how to create UTM codes.
  • Train team members on how to report on UTMs.
• Governance and Management:
  • Define link generation governance using a UTM spreadsheet or UTM.io.
• Training and Support:
  • Provide initial training and support for smooth implementation.
  • Training on how to leverage the UTMs and their features.

UTM.io and UTM Taxonomy Consulting

$1,999 | 4-8 weeks

We get it. Campaign reporting and UTM taxonomy or attribution are hard. Don’t go it alone; work with our team to get your advice, consulting, and hands-on keyboard support. This ad-hoc consulting package is offered in blocks of 10 hours to help you wherever you need.

Included in this Package:

• Discovery, Preparation, and Alignment Meetings
• Ad-hoc support and advisory:
  • UTM taxonomy review and advisory
  • UTM.io account and workspace design
  • Hands-on keyboard in analytics tools or analytics tagging
  • Review of 3rd party tools using campaign data:
    • Customer Relationship Management (CRM)
    • Marketing Automation Platforms (MAP)
    • Multi-touch attribution tools
    • Business Intelligence Reporting
    • Web and Product analytics
  • This block of hours can be used really as you please as long at the work relates to campaign attribution
• Training and Support:
  • Ongoing training and support for onboarding, implementation, and advanced UTM setup.
  • Training and guidance for using 3rd party tools to measure UTMs.

UTM Taxonomy, Attribution Data, and Campaign Audit and Strategy

$3,999 | 6 weeks

Accurate attribution reporting starts with having a well-defined UTM taxonomy with proper naming conventions based on your cross-department reporting needs. Don’t just wing it. Get advice and support from the UTM.io team, who has decades of experience working in marketing attribution and campaign performance reporting.

Included in this Package:

• Preparation and Alignment:

• • Align with business objectives and key performance indicators.
  • Align with the campaign strategies and ensure cohesive integration with overall marketing goals.

• Attribution Data Audit:

• • Conduct a high-level audit of current attribution data.
    • Research attribution methodology, tools, and strategy.
    • Auditing tracking, campaign setup, and attribution.
    • Identify issues or room for improvement in the attribution data.
  • Work with various teams and departments to aggregate the needs across departments and align with reporting outcomes.
  • Share recommendations on how to address the audit results.
  • Define KPI Metrics.

• UTM Strategy Planning:

• • Plan and establish a clear UTM tagging strategy and taxonomy.
  • Define and standardize UTM naming conventions.
  • Strategize and align on changes being approved.

• Build out and training:

• • Build out a UTM.io account with approved UTM taxonomy.
  • Provide training across the team for how UTM taxonomy works in the account.
  • Make recommendations on the next steps which may not be able to be accomplished in this scope’s hours.

Campaign Performance Analysis and Insights

$2,999 | 4 weeks

Attribution data can be finicky, and you can come to multiple outcomes depending on how you view it. Work with our team of attribution experts to review your reporting and have them provide insights on what we are seeing. We will deliver insights and collaborate with your team on the best possible outcomes.

Included in this Package:

• Attribution and UTM QA:

• • Conduct QA of attribution data and UTMs in Analytics tools.

• Reporting and Analysis:

• • Create and analyze reports to extract meaningful insights.
  • Review high-level findings with your team to gain feedback and direction.
  • Build high-level KPI reporting and insights.

• Insights and Optimization:

• • Provide insights and recommendations for campaign optimization.

Analytics and Conversion Tracking Implementation

$3,999 | 6 weeks

Attribution tracking is only possible if your conversion events are firing. Let our team of analytics experts diagnose where your tracking needs improvements, collect feedback on the reporting you feel is missing, and then do the analytics tagging and report building to get your attribution reporting humming.

Included in this Package:

• Preparation and Alignment:

• • Align with business objectives and key performance indicators.
  • Align with the campaign strategies and ensure cohesive integration with overall marketing goals.

• Analytics Tracking Implementation:

• • Implement analytics in GA4 tracking tailored to the business requirements.
  • Ensure accurate tracking of user behavior, traffic sources, and other essential metrics.
  • Integration of analytics platforms with other tools and systems to ensure a comprehensive and holistic view of relevant data.

• Conversion Tracking Setup:

• • Implement robust conversion tracking systems to monitor and analyze user actions and the effectiveness of campaigns.
  • Configuration of tracking for specific key performance indicators (KPIs) that align with your business goals.