Standardise analytics setup for every customer account

GA4 setup repeats for every client. Standardise the checklist, not the analyst's memory.

Client GA4 checklist

1. Property structure agreed (single vs subproperties).
2. Key events defined and documented.
3. UTM conventions written down.
4. Access for the team granted with least privilege.
5. Baseline report template connected to Looker/Sheet/dashboard.
6. QA hit recorded before first client report.

Productise it

Turn this into an onboarding task list inside your portal or CRM, same steps, every client.

Use this as a working checklist inside your team first. When the same steps repeat every week and spreadsheets start breaking, that is usually the moment to scope one founder-ready dashboard with the KPIs, cohorts and revenue signals your team actually uses as an owned system. See the relevant Standen service · More guides · SaaS ops audit.