Operating ProcedureExecution layer

SEO Engico Revenue Baseline Install (Onboarding)

A sequence with 7 steps: Confirm the client's GA4 property and CRM are accessible before the Revenue Baseline clock starts.

By InnovaAI ResearchPublished

What are the steps?

sequence

SEO Engico Revenue Baseline Install (Onboarding)

  1. 01

    Confirm the client's GA4 property and CRM are accessible before the Revenue Baseline clock starts.

    The $3499 one-time engagement is a fixed 30-day install, so a missing CRM login burns calendar days the agency still pays for. Collect GA4 property ID, GTM container ID, and CRM API credentials in the same intake call.

  2. 02

    Map the client's real conversion events inside GA4 key events, assigning a dollar value to each.

    SEO Engico configures key events with real conversion values, not event counts. For a B2B client, that means a demo request and a closed-won deal carry different values, and the agency should agree those numbers with the client in writing before the install.

  3. 03

    Deploy Enhanced Conversions through the client's GTM container.

    Enhanced Conversions are installed via GTM, which means the agency needs publish rights on the container. If the client's web team owns GTM, schedule a 30-minute handoff window rather than requesting standing access.

  4. 04

    Turn on call and form attribution so phone leads land in the same reporting view as form fills.

    SEO Engico's baseline includes call attribution, the phone leads most reporting never sees. For local service clients, this is often the majority of inbound, so verify the tracking number is live before declaring the install complete.

  5. 05

    Stitch the CRM so a closed deal traces back to the query that started it.

    CRM stitching is what separates this baseline from a standard GA4 setup. Test with two or three known closed deals from the past quarter and confirm the originating query appears in the report.

  6. 06

    Review the plain-English readout of the monthly organic search value with the client.

    SEO Engico delivers a plain-English readout of the number and where it comes from. Walk the client through it live; this document becomes the baseline the Growth ($4500/mo) or Senior ($7500/mo) retainer is measured against.

  7. 07

    Archive the baseline number and open the retainer decision.

    The 30-day guarantee on measurement ROI reduces pitch risk, so if the client is satisfied with the baseline, present the Growth retainer in the same meeting. Store the readout in the client folder as the reference point for monthly reporting.