Analytics Toolkit
By ClickMinded

Analytics made easy with Step-by-Step SOPs & Templates

Massively grow your business with pixel-perfect analytics, delegate tasks, train new employees or offer analytics-as-a-service
The Analytics Toolkit is a massive library of white-label templates, that include step-by-step instructions on how to perfectly track, report and act on your websites and digital marketing campaigns.
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Here's what's inside the Analytics Toolkit

Over 300 pages of detailed, step-by-step walkthroughs and templates to flawlessly track, report, and act on your marketing campaigns.
Last Updated: May 2022

9 Google Analytics SOPs

Perfectly set up and manage Google Analytics to track your most important business metrics.

SOP 117: Granting access to Google Analytics

Grant access to Google Analytics account to a new user so they can run analysis and create GA reports for your site.

SOP 082: Set up Google Analytics alerts to monitor your main KPIs

This SOP will make sure you catch any meaningful changes, in real-time, without logging into Analytics every day.

SOP 009: Adding Google Analytics to a site (using GTM)

Perfectly add Google Analytics to a site to measure website data and gather visitor insights, using Google Tag Manager and verify that it is working properly.

SOP 015: Excluding own traffic from Google Analytics

Exclude all traffic that is generated by you, or your employees/contractors to keep your data clean and as accurate as possible.

SOP 021: Setting up Conversion Goals in Google Analytics

Perfectly track leads, pageviews, button clicks, signups, purchases or any other event, using Google Analytics, and audit it to make sure that it is working as intended.

SOP 035: Displaying subdomains in your Google Analytics Reports

Set up a hostname filter in Google Analytics that will add your page’s subdomain information to your reports to easily and accurately analyze your traffic and distinguish different subdomains.

SOP 046: Adding Google Analytics Annotations to keep track of business events

Add an annotation to Google Analytics and ensure that you have a solid log of what happened in your business and when, allowing you to better interpret the data.

SOP 064: How to manage user access for Google Analytics 360 Products (Google Analytics, Google Tag Manager and Google Optimize)

Properly and securely assign and revoke employees, freelancers, and partners access to your Google Products and have full control over who has access to what.

SOP 067: How to add Google Analytics to a Shopify Store

Add Google Analytics to a Shopify store or verify that it is working properly. Understand how your visitors are behaving inside your website.

7 Analytics SOPs for Facebook Ads Campaigns

Step-by-step guides on how to set up and QA pixel tracking on any platform for Facebook even after Apple's iOS 14 update.

SOP 005: Installing the Facebook Pixel on Your Site

How to properly install the Facebook pixel on any site. With this pixel, you can create remarketing audiences and set up conversions for your campaigns.

SOP 017: Setting up Facebook Conversion Tracking

Perfectly track leads, pageviews, button clicks, signups, purchases or any other event, using Facebook's pixel conversion tracking.

SOP 068: How to add a Facebook Pixel to a Shopify Store

Add the Facebook pixel to your Shopify Store in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads.

SOP 125: Create an Automated Facebook Ads Report

Create an automated report for your campaigns that you can share with your clients or team.

SOP 097: Verifying ownership of your domain in Facebook Business Manager

Update necessary for iOS 14. Follow a simple method to verify ownership of a domain so you can keep running ads smoothly.

SOP 098: Configuring your Facebook Ads conversion events

Update necessary for iOS 14. Configure “Aggregated Event Measurement” on your Business Manager account.

SOP 073: How to apply a naming convention to your Facebook Ads Account

Define a naming convention that perfectly fits your account structure and effortlessly generate and apply naming conventions across your organization using the included tool.

11 Analytics SOPs  for Google Ads Campaigns

Use these SOPs to quickly set up tracking and automate reporting for Google Ads campaigns.

SOP 025: Adding Google Ads conversion tracking to a site (using GTM)

Track your Google Ads conversions from inside the platform and see how many conversions your campaigns generate and how much they are worth to you.

SOP 136: Link Google Analytics Property to Google Ads Account

Link Google Analytics and Google Ads Account so you can view and create advanced user segments for reporting.

SOP 013: Adding Google Ads Global Site Tag to a site (using GTM)

Perfectly add the Google Ads Global Site Tag to a site using Google Tag Manager.

SOP 077: How to Configure Search Console data in Google Analytics

Connect the dots by bringing Google Search Console's search data into Google Analytics, take advantage of Google Analytics' powerful reporting features and centralize your web analytics data in a single spot.

SOP 115: Granting access to Google Search Console

Grant access to Google Search Console account to a new user so they can monitor your website’s performance in Google search.

SOP 116: Granting access to Google Tag Manager

Grant access to Google Tag Manager account to a new user so they can add a pixel or other code to your website.

SOP 020: Setting up Google Search Console

Perfectly set up Google Search Console for the first time, and to connect it with the Yoast SEO WordPress plugin.

SOP 079: Create Quick and Beautiful Google Data Studio Dashboards and Reports

Create powerful reporting dashboards in a few minutes. Monitor the entire sales funnel of a business.

SOP 059: How to Setup Google Optimize to run A/B tests on your Website

Successfully install Google Optimize on any website, which will allow you to start A/B testing to make careful data-driven changes to your user experience.

SOP 060: How to Structure, Run, and Analyze an A/B Test on your Website

Flawlessly plan, execute and analyze an A/B test on your website and determine whether a variant should be implemented definitively on your website or not, based on actual data.

9 General Analytics SOPs

Implement and analyze heatmaps, flawlessly generate UTM parameters, and track Pinterest, Twitter, Snapchat and many others.

SOP 094: Setting up Pinterest Conversion Tracking using GTM

Get ready to launch and scale your Pinterest Ads, this SOP will take you through the easiest way to setup Pinterest Ad Tracking on any website with the help of Google Tag Manager.

SOP 095: Setting up Twitter Conversion Tracking using GTM

Twitter Conversion tracking has never been made this easy, this SOP covers all the steps and tools you need to set up or audit Twitter tracking in 15 minutes.

SOP 006: Creating UTM URLs to Track Your Campaigns

Effortlessly generate and keep a consistent database of all the UTM URLs for the different campaigns you use to drive traffic to your site.

SOP 049: Implementing and Analyzing Heatmaps on your Website

Easily record, log and analyze heatmaps and incorporate them on your analytics strategy to learn more about your user’s on-page behavior across your site.

SOP 004: Add Google Tag Manager to a WordPress Site

Perfectly add Google Analytics to a site to measure website data and gather visitor insights, using Google Tag Manager and verify that it is working properly.

SOP 108: Installing the LinkedIn pixel on your site

Add the LinkedIn pixel to your site in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads.

SOP 110: Installing the TikTok pixel on your site

Add the TikTok pixel to your site in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads.

SOP 111: Installing the SnapChat pixel on your site

Add the Snapchat pixel to your site in order to create remarketing audiences and set up conversions for your campaigns that better optimize your ads.

SOP 024: Install Sumo in any site using GTM

Unlock a whole new set of marketing tools by installing Sumo on your website using Google Tag Manager, and grow your email list and revenue.

5 Tools & Templates

Done-for-you templates to get analytics right every single time. 

Template 002: UTM Builder

Effortlessly track how your marketing efforts are performing by using this customizable automated UTM Generator and start using UTMs in seconds.

Template 008: Google Analytics conversion tracking decision tree

An extremely easy to follow flowchart that will quickly lead you to the most efficient and accurate way of tracking your Google Analytics goals.

Template 018: Scrollmap & Clickmap Insights Log

Start using this template whenever you're collecting new scrollmaps or clickmaps and build a massive library of knowledge that is accessible at a glance.

Template 030: Google Analytics Alerts Planning Worksheet

Lay out a comprehensive plan to set up alerts for your business' most important KPIs.

Template 017: Clickmap & Scrollmap Diagnosis Cheat Sheet

This cheatsheet will turn you into an overnight expert that easily identifies UI/UX issues that are identifiable through clickmaps or scrollmaps.

Take a look inside one of our SOPs

Stop trading time for money and massively scale your business

If you’ve been in the game for a while, you'd know getting analytics and tracking implemented perfectly, is key.

You can’t be expected to make good decisions, if you’re operating with bad data.

Raise your hand if this sounds familiar:

1
Setting up analytics correctly is the prerequisite for all successful campaigns , but you’re the only one with the knowledge to do so.
2
As the team grows, you lack the time to guide them on analytics setup and QA.
3
You’re trying to document everything, but there’s so much to write and so little time.
4
Facebook (aka Meta) has updated their ads manager UI (and their company name!), and everyone’s still trying to figure out a way to work around the iOS 14 update.
5
Hiring new employees and getting them up to speed becomes difficult because the documentation you wrote is already out of date, incomplete, and isn’t streamlined.
6
All of these make it harder to sign on new clients and grow your business.

How to scale better and faster without sacrificing time.

There are only so many hours in a day… As long as YOUR OWN TIME is a limiting factor, you won’t be able to scale your agency as much as you want.

This was a huge problem for us when we were growing our business.

We tried looking for a solution online

But no one was sharing what we really needed: the nitty-gritty details of how to perform tasks and build processes that actually help you build and grow a business.

Most digital marketing content is just cheap entertainment disguised as information

All these articles sound good in theory but are not actionable at all. We wanted something that we can hand off to a new hire, get them up to speed, and have them execute campaigns independently with little oversight.

But it all changed when we started creating and using SOPs

From strategy, analytics setup, campaign execution, to reporting. We have spent hundreds of hours creating documents, walkthroughs, and templates on how to run complex Google ad campaigns for our business.

How to use SOPs to massively grow your business

SOPs (standard operating procedures) are EXTREMELY DETAILED instructions that anyone can follow to perform a specific digital marketing task with 99% accuracy.
Want to verify your domain for iOS 14?
There's an SOP for that.
Need to create a Google Studio dashboard from scratch?
There's an SOP for that.
Wondering how to set up a conversion pixel for Google Ads campaigns?
There's an SOP for that.

Delegating work made easy

Pick your task. Send it to your team. Sit back and let your team worry about the details.
1. Pick an SOP
2. Send to your team
3. Wait for results
4. Done
This is the least sexy, most “boring” type of content we could possibly create.

But it’s the stuff that will actually help you get more traffic, leads, clients, and revenue.

There’s no fluff, no clickbait, no listicles. We focus all of our effort on creating extremely detailed and actionable walkthroughs.
Before discovering the ClickMinded SOP Library, our agency was struggling to build internal processes. We wanted to systematize everything, but found the task daunting. With the SOP Library, not only were we able to model how ClickMinded did things, but we learned a much better way to manage our system. Even better, we realized there were more efficient ways of doing things than we had been doing them.
Tim Berry
CEO - Reputation Local
As I’m building my agency, I have been looking to build and acquire tangible resources to help me scale – including digital marketing SOPs.

After much searching, and trial and error, I was referred to ClickMinded and could not. be. happier. This is granular and detailed, and will help me accelerate the growth of my business. The value for the cost is unmatched. 
Chris Rodriguez
Owner - iExcel
I estimate we save several thousands of dollars each month by being more effective and action-oriented through the use of these SOPs.
Joshua Watson
SEO Director - Spiral Marketing Agency
I run a digital marketing agency team and have been in digital marketing over a decade, and no one has broken down these topics in as clear and well-organized way as the ClickMinded team.
Mike Kennedy
Owner - Stikky Media

With Analytics SOPs, you can easily scale your operations without spending more of your own time doing it

Easily delegate complex Analytics projects

Just hand SOPs to freelancers or virtual assistants. No technical knowledge required. If they can read and use a computer, they’ll be able to successfully complete the task with 99% accuracy.

Instantly offer new, high-ticket services to your clients

Follow proven processes to add new service offerings and close larger deals with comprehensive package services.

Drastically reduce time to train new employees

Use SOPs to get new employees up-to-date in record time. They will go from 0 to tracking billable hours faster than ever.

Build repeatable systems that make money on autopilot

Customize SOPs to fit your business needs and leverage them to build systems to grow your agency without trading your time for money.

Increase client retention

Impress and delight clients by including SOPs in your deliverables. Put your own branding on SOPs and take all the credit for them!

Save time and money

Don’t spend time and resources figuring out technical details. Combine your strategy with our SOPs to launch your campaigns and get results in record time.

Massively grow your business with Analytics  SOPs

Lifetime Access For
$37
$497
40+ Analytics SOPs & templates ($497 value)
Fully customizable and white-labeled
Downloadable templates and worksheets
Free updates for life
14-day instant money-back guarantee
Get Instant Access
ClickMinded instructors work with the best brands in the game
Devon Page
Director - Marketing for People
Shane Pollard
Lead Operator - WEBMECS
Oyekunle Damola
Digital Marketing Consultant
I can’t even tell you how often I go back to the ClickMinded SOP library. As a consultant, I haven’t come across a better resource (not that I’m really looking anymore). 

I don’t even try to take credit for the SOPs I share with my clients – they’re just that good.
Tammer Mahdy
Content Marketing Consultant

We did the work for you.
You just take all the credit

Something changed the moment we started using SOPs for our business. Our business started growing and, at the same time, I was spending less and less time actively working on it.

Looks great, right?

But this is the part no one tells you about.

Creating SOPs is a boring and time-consuming task. While you’re working on SOPs, it feels like you’re not doing “real” work.

If you’re in a situation where you’re trading time for money, any hour you spend working on SOPs is an hour you’re not getting paid.

This turns a lot of people away from doing this type of work… even if they know how important it is.

The good news is that already we did most of the work for you with the Analytics Agency Toolkit.
These SOPs have saved us tons of time with their simple, step-by-step processes. I can literally just hand them off and have whoever execute.

Our traffic increased by 26% in ONE month after implementing the SOPs.
Laurence Bradford
Owner - Learntocodewith.me

Introducing: The ClickMinded Analytics Toolkit

Get all the resources you need to flawlessly execute powerful Google marketing tactics with 99% accuracy.

Step-by-step walkthroughs

Over-the-shoulder walkthroughs that take you through the process in painstaking, meticulous detail, including easy-to-follow screenshots and gifs that anyone can follow, step by step.

White-label branding

Easily download all the SOPs, checklists and cheatsheets and add your own branding for clients and future prospects. We do the work, you get the credit.

Always up-to-date

Our entire library of SOPs and templates is always kept updated by our team. Whenever a tool or process changes, you'll get the new version of our documents automatically.

Editable, customizable, brandable

All of our templates are easy to edit, easy to customize and easy to brand. Only give your clients exactly the data they need, and easily brand the templates with your own logo and design.

Platforms covered

Theory is great, but results are more important. In this aspect, their SOPs are the Holy Grail & game changer. Showing me step-by-step how to do something for a newbie like me is EXTREMELY valuable!
Joseph Lau
Co-founder - Nanogic
These SOPs are so unique. They’re particularly incredible for people like me who are both terrible at documenting processes and terrible at finding time to document them. The more technical SOPs involving analytics and tag manager, etc. are particularly lifesaving for me.
Matthew Ballen
Freelance Copywriter

Massively grow your agency with Analytics SOPs

Lifetime Access For
$37
$497
40+ Analytics SOPs & templates ($497 value)
Fully customizable and white-labeled
Downloadable templates and worksheets
Free updates for life
14-day instant money-back guarantee
Get Instant Access
ClickMinded instructors work with the best brands in the game

Frequently Asked Questions

ClickMinded is a digital marketing training used by over 10,000 agencies, entrepreneurs, and marketers. Our instructors have worked at companies like Airbnb, Lyft, and TechStars.

It’s designed to teach you how to massively increase traffic and sales for any website as quickly as possible

Extremely actionable. Each SOP is designed with a specific goal. Following its steps will allow anyone to complete a marketing task with 99% accuracy.

Yes! We actually encourage you to download and make edits to our SOPs.

Actually, this happens all the time. If there is a change, you’ll hear about it and we’ll update our SOPs to fit whatever changes happen.

Probably. Most ClickMinded students expense it for work or for their business.

No accountants or CPAs were involved in the making of this advice, so be sure to check with yours first.

With that said, if you're trying to increase website traffic and sales for your business, this is probably a relevant business expense.

None. You can learn everything in these courses through other people’s blog posts, forums and your own trial-and-error.

There is absolutely nothing secret here and you can absolutely teach yourself digital marketing and learn it all on your own.

ClickMinded is designed to make learning digital marketing easier and faster.

We've made it as easy and fast to learn as possible, but we won’t be teaching you anything you can’t learn on your own with enough time invested.

All of our products include a 14-day money-back guarantee.

Cool. Shoot us an email: [email protected]

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