NAV

Business Creation System™

Client Investment Guide & Deliverables Summary

Module - 001
Phase - 01 : Implementation
  • Project Objective

Establish a professional analytics foundation that provides accurate website measurement today while preparing the business for future marketing, advertising, automation, and growth.

 

 

Deliverables

Google Analytics 4 (GA4)

  • Create Google Analytics Account (or configure existing account)
  • Create dedicated website property
  • Configure Web Data Stream
  • Verify data collection

 

Google Tag Manager

  • Create Google Tag Manager Container
  • Install GTM on the website
  • Configure enterprise Google Tag
  • Publish production version

 

 

Website Integration

  • Connect website with GTM
  • Configure Initialization trigger
  • Validate successful deployment
  • Confirm page view tracking

 

 

Validation

Complete end-to-end testing including:

  • Google Tag Assistant
  • Google Analytics Realtime reporting
  • Live event verification
  • Data collection confirmation

 

 

Website Optimization

  • Remove unnecessary analytics plugin
  • Streamline analytics architecture
  • Reduce ongoing plugin maintenance
  • Prepare website for future tracking enhancements

 

 

Benefits

Your business receives:

  • Accurate website analytics
  • Faster, streamlined analytics architecture
  • Centralized tracking management
  • Scalable marketing foundation
  • Future-ready conversion tracking
  • Reliable reporting
  • Professional implementation documentation

 

 

Initial Investment

Google Analytics Enterprise Foundation

 

ServiceInvestment
Discovery & Planning$250
Google Analytics Configuration$350
Google Tag Manager Installation$350
Website Integration$250
Validation & Quality Assurance$250
Documentation & Delivery$300

Estimated Total: $1,750

 

 

Optional Phase Two

Business Conversion Tracking

Examples include:

  • Appointment scheduling
  • Contact forms
  • Quote requests
  • Phone calls
  • Email clicks
  • PDF downloads
  • Video engagement
  • Outbound link tracking

Typical Investment: $750–$2,500+, depending on the number of tracked interactions.

 

 

Optional Phase Three

Executive Analytics Dashboard

A custom dashboard that brings together website traffic, engagement, lead generation, and conversion performance into a single reporting interface.

Typical Investment: $500–$2,000

 

 

Ongoing Support

 

ServiceMonthly Investment
Analytics Monitoring$95
Dashboard Review & Reporting$195
Analytics Optimization$295
Enterprise Growth PartnershipCustom

 

 

Then we begin Phase 2

This is where analytics becomes a business tool rather than just a reporting tool.

We’ll implement meaningful conversions.

Priority order I’d recommend:

1. Calendly Appointment Tracking ⭐⭐⭐⭐⭐

Know exactly which pages and campaigns generate appointments.

2. Form Submission Tracking ⭐⭐⭐⭐⭐

Mortgage Protection
Retirement
Medicare
Final Expense
Long-Term Care

3. Phone Click Tracking ⭐⭐⭐⭐⭐

Measure click-to-call behavior.

4. Email Click Tracking ⭐⭐⭐⭐☆

5. PDF / Guide Downloads ⭐⭐⭐⭐☆

6. Video Engagement ⭐⭐⭐⭐☆

7. Scroll Depth ⭐⭐⭐☆☆

8. Outbound Link Tracking ⭐⭐⭐☆☆

After that…

We build what I think will become one of the most valuable assets in your ecosystem:

SAF Analytics Command Center v1.0

One executive dashboard showing:

  • Visitors
  • Leads
  • Appointments
  • Calls
  • Form submissions
  • Campaign performance
  • Facebook
  • YouTube
  • Google Search
  • Organic traffic
  • Conversion rates
  • Revenue attribution (where applicable)

Instead of opening five different platforms, you’ll have a single place to understand what’s working.

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