Marketing Attribution Checklist

Resource Overview

This checklist provides step-by-step instructions to help you implement marketing attribution.


Related Resources


Marketing attribution is the science of understanding the influence of channels on a buyer's journey. It involves assigning credit for a sale or conversion to various touchpoints.

Your problem

You need to understand the effectiveness of your marketing campaigns and allocate your marketing budget in the most efficient way possible.


Our Solution:

A Microsoft Excel checklist that will help you understand how to leverage marketing attribution and develop a process to help you identify which marketing channels and tactics are driving the customer behaviors you want (ex., website visits, lead generation, sales, etc.), so you can:

  • Optimize campaigns: Analyze the performance of individual marketing channels and optimize them to improve their return on investment (ROI) and overall effectiveness.
  • Make data-driven decisions: Leverage data to understand the impact of different marketing channels and make more informed decisions about where to invest your marketing budget and which tactics to use to achieve your business goals.
  • Improve the customer experience: Understand which marketing channels are most effective in driving customer engagement and conversions, and leverage insights to deliver a more targeted experience that resonates with your target audience while improving personalization.

This checklist will help you understand marketing attribution and provides a turnkey process, detailed tasks, related resources, and helpful tips. It can be customized to include additional activities that you feel are important.

If you want to leverage marketing attribution at your company, get a head start by downloading a copy of this template today.


Key Benefits

  • Quickly understand how to leverage marketing attribution
  • Stay organized
  • simple and easy to use
  • Customizable and re-brandable
  • save 5 hours on formatting


Microsoft Excel Spreadsheet

Estimated Time Required: 1-3 Days

Skills Required: Microsoft Excel