Capture the obvious context
Ask how the person found you when that information is useful and appropriate. Record the event, profile, article or introduction associated with the enquiry. Use consistent source names so reports do not split the same channel into several spellings. Avoid forcing a single source when the person describes a longer journey. Someone may read an article, meet an employee and return through a shared profile.
Separate evidence from attribution
A recorded click or self-reported source does not prove that one touchpoint caused the entire outcome. Describe the evidence accurately and use it to identify patterns. Keep campaign tests distinguishable from normal activity. Review source quality alongside enquiry relevance and progress. A channel that generates fewer but more suitable conversations may deserve attention even if it produces less visible traffic.
Hypothetical example
A hypothetical buyer says they first read a guide and later received a profile link from a colleague. The team records both influences rather than assigning the opportunity entirely to the last click. This produces a more useful account of how the relationship developed.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
