The Website Conversion Tracking Setup
What It Is
This prompt has an AI audit, fix, and prove the Google Analytics 4 (GA4) and Google Tag Manager (GTM) setup on your website, so it records the moments that matter: a booked appointment, a submitted form, an event registration, an online purchase. Each one gets counted once, as a GA4 key event, with the traffic source that produced it, so you can finally see which marketing turns into booked meetings.
Most advisor websites track page views and almost nothing else. The booking calendar usually runs inside an embedded frame from another domain, where the site's tracking can't see it, and GA4 is often installed twice, which doubles every number. This prompt is built around those failure points. The AI audits first, changes nothing until you approve its plan, and tests every event before calling it done.
Who It Is For
Trusted Advisors (financial advisors, wealth managers, CPAs, insurance producers, estate planning attorneys, and other advice-based professionals), or the person or agency who manages their website. It works on sites built in Next.js, WordPress, GoHighLevel, Squarespace, Wix, and most other platforms, whether GA4 and GTM are fully set up, half set up, or not created yet.
Sample Output
Summary
GA4 is recording page views on your main site, but none of the four things that bring you clients (consultation bookings, checklist downloads, workshop registrations, and Checkup purchases) are tracked as key events. That also means Google Ads has no conversions to learn from, so it's optimizing for clicks. Your workshop and checkout pages on go.ridgelineestatelaw.com have no tracking at all, so registrants and buyers arrive in your reports with no source. One privacy problem comes first: the checklist form's redirect puts the visitor's first name and email address in the page URL, and GA4 has been collecting it.
Audit
| Item | Where found | Status | Fix |
|---|---|---|---|
| GA4 G-7KD2LQ94XM | MonsterInsights plugin, every page on the main site | Duplicate risk | Disconnect the plugin's tracking once GTM's Google tag is live |
| GTM container | Not found anywhere | Missing | Create the container; install on WordPress and in the funnel's tracking code |
| Funnel on go.ridgelineestatelaw.com | GoHighLevel funnel settings, tracking code fields empty | Missing | Paste the GTM head and body code into the funnel's tracking code settings |
| Consultation calendar | GoHighLevel iframe on /schedule-consultation | Broken | The confirmation appears inside the iframe, and nothing during the test booking reliably signaled a confirmed booking to the page. Set the calendar to redirect to a confirmation page |
| Checklist form redirect | /checklist-thank-you?first_name=…&email=… | Personal-data risk | Stop passing contact details in the redirect, turn on GA4 data redaction, and request deletion of the collected URLs |
| Enhanced measurement: form interactions | GA4 web stream | On | Turn off once generate_lead is live, or every lead counts twice |
| Header phone number | Plain text, not a tap-to-call link | Broken on mobile | Make it a tel: link (visible change: partner review) |
| Client portal /client-vault | GA4 loads there | Should be excluded | Add a trigger exception for /client-vault |
| Data retention | GA4 admin | 2 months | Set to 14 months |
| Key events | GA4 admin | None marked | Mark the events below |
| Google Ads link | GA4 admin | Not linked | Link it and import key events as conversions |
Tracking plan
| Event | Capture method | Changes needed | How it will be tested |
|---|---|---|---|
| book_appointment | Calendar redirects to /consultation-booked; GTM fires once per session | GoHighLevel calendar setting; new noindex WordPress page; GTM tag and trigger | Book a consultation as "Test Booking," confirm one event in DebugView, then cancel it in GoHighLevel |
| generate_lead (lead_magnet) | Checklist form redirects to /checklist-thank-you with no contact details | GoHighLevel form setting; GTM | Submit the form from a blog post; confirm one event and a clean URL |
| generate_lead (contact) | Contact form redirects to /contact-thank-you | GoHighLevel form setting; new noindex page; GTM | Submit a test inquiry |
| generate_lead (event_registration) | Funnel thank-you step on go.ridgelineestatelaw.com/workshop | GTM in the funnel's tracking code; page-path trigger | Register for the workshop |
| begin_checkout | Checkup order page loads; value 295, currency USD | GTM page-path trigger | Load the order page in Preview |
| purchase | Funnel thank-you step after payment, with transaction_id, value 295, currency USD | GTM; order ID source confirmed during testing | Test-mode order, or a refunded real order (your call, decision 4) |
| click_to_call | GTM click trigger on tel: links | GTM; header link change | Tap the number on a phone in Preview mode |
Because go.ridgelineestatelaw.com shares your root domain, visitors keep one session across both sites once the same container loads on each. No cross-domain setup is needed.
Decisions I need from you
- Remove MonsterInsights' tracking after GTM is live? Recommended. Keeping both doubles every page view.
- Count phone taps as a key event? Recommended, since most of your consultations start with a call and Google Ads should learn from them too.
- Approve two new confirmation pages (/consultation-booked and /contact-thank-you). Visitors will see them, so you and your partner should approve the wording.
- Purchase test: use test mode if your payment setup has it; otherwise one real $295 order that you refund.
- Your office IP address: on the office network, search Google for "what is my IP" and send me the number it shows.
Reply "go" with your answers and I'll start Phase 3.
(The full response continues through Phases 3-5 after approval, ending with the verification table. This excerpt shows the audit-and-plan stop, which is where every run begins.)
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