Behavioral Evidence Intake (Onboarding)

Behavioral Evidence Intake (Onboarding)

1. 01

   Confirm analytics ownership and access before requesting any tag install

   Establish who controls the tag manager on the client side, whether the property is shared with other vendors, and whether consent mode is already configured. Access delays are the most common reason a CRO retainer starts two weeks late.

2. 02

   Map the three conversion events that carry revenue weight

   Pick the events tied to pipeline or checkout value rather than every micro-interaction. A funnel built on newsletter signups will not survive a client review of the uplift claim.

3. 03

   Baseline current conversion rates for 30 days before any change ships

   Pull the pre-engagement rate from the client's own analytics so the uplift number is defensible. Without a frozen baseline, a later lift is indistinguishable from seasonality.

4. 04

   Instrument session capture on the highest-traffic revenue template only

   Start with one template such as the pricing page or checkout step. Recording every page on day one inflates storage cost and buries the signal in noise.

5. 05

   Define the friction taxonomy the team will tag against

   Agree on categories such as form abandonment, rage clicks, dead clicks, and scroll stalls so two analysts reviewing the same replay reach the same label. Contentsquare and Mouseflow both surface these signals, but the naming convention is yours to set.

6. 06

   Set a data retention window that matches the client's privacy commitments

   Session replay captures keystrokes and sometimes personal data. Confirm the retention period in writing and mask sensitive fields before recording begins.

7. 07

   Publish the intake summary to the client within five business days

   One page covering tracked events, baseline rates, recording scope, and the first hypothesis queue. This document becomes the reference point for every later optimization debate.