# Being Push: campaign-to-CRM measurement worksheet

An original decision framework for a campaign review. All entries are blank for your own observed data; no benchmark or uplift is implied.

## Agree one shared outcome

Write a precise definition of a qualified enquiry. Record who confirms qualification, the review window and disqualification reasons.

| Field | Definition / owner |
| --- | --- |
| Enquiry identifier | |
| Source and campaign | |
| Landing page | |
| Consent and permitted measurement | |
| Qualified stage and date | |
| Proposal and sale stage | |
| Spend period and currency | |
| Attribution window and known gaps | |

## Monthly review

- Separate submissions, qualified enquiries, proposals and completed sales.
- Use the same period and currency when comparing cost and outcomes.
- Do not divide by zero or report missing tracking as zero conversions.
- Compare the campaign report with actual CRM outcomes.
- Describe gaps from consent, cross-device journeys and incomplete records.

| Observation | Evidence | Decision | Owner | Review date |
| --- | --- | --- | --- | --- |
| | | Improve / stop / test / repair tracking | | |

A review is complete when a named person has a next action, not when a dashboard has been circulated.