Deliverables:
Current Tracking Audit Report + Gaps, Stakeholder Summary, and Roadmap
Our approach
Our 3-Phase Approach
Phase 1
Days 1–2
Discovery & Audit
1
Product & Data Immersion
Onboard with product and data teams
Review product documentation and analytics setup
Understand user flows, funnels, and existing KPIs
2
Tracking Audit & Evaluation
Audit existing events for inconsistencies, duplicates, and low-value events
Map events to KPIs, product goals, and key user journeys
Identify tracking gaps and misalignment with business objectives
3
Strategic Alignment
Conduct 5+ stakeholder interviews (Product, Growth, Marketing, UX, Engineering)
Equip PMs & engineers with ownership principles
Share best practices for tracking integrity going forward
Deliver reusable playbook for ongoing instrumentation
Phase 2
Days 3–6
Event Design
Deliverable:
Full Event Taxonomy with Clean Event Names and Properties
1
Event Planning
Finalize list of core events across the product
Prioritize events (must-have, nice-to-have) based on business value
Align events with funnel stages and team needs
2
Schema & Property Design
Define properties for each event (types, formats, examples)
Maintain consistency with naming conventions and structure
Note logic and conditions for each event trigger
3
Taxonomy Compilation
Deliver centralized tracking plan (spreadsheet or preferred format)
Include events, descriptions, properties, triggers, and owner/team
Validate taxonomy with stakeholders before moving to implementation
Phase 3
Day 7
Training & Handoff
Deliverables:
Training Sessions + Implementation Playbook / Framework
1
Implementation Playbook
Provide engineers with event payload structure and QA checklist
Include edge case handling and validation instructions
2
Team Training
1 session for engineers on implementation
1 session for PMs/analysts on event design and iteration
3
3. Ownership & Maintenance
Define process for ongoing updates and requests
Recommend collaboration tools (Notion, Slack, Jira, etc.)
Hand off complete documentation and framework