MetricoraDigital
Resources

Working documents, not lead magnets.

These are the checklists and templates we actually run engagements with. Each one is published with its outline and an honest status — in use, in editorial review, or outline only. Nothing here is gated behind a form.

See how the process works
Library

What each document contains.

Where a document is marked in editorial review or outline only, the contents listed are the agreed structure — not a finished publication.

Checklist
In use

Reporting data-quality checklist

The pre-publication checks a report must pass before it leaves review. Run against every monthly pack.

Contents
  • • Date range matches the stated reporting period in every source
  • • Currency, timezone and attribution window recorded per source
  • • Conversion definitions listed with their trigger condition
  • • Known gaps written as gaps, never interpolated
  • • Period-on-period comparisons flagged where the prior period is incomplete
  • • Every figure traceable to a named export or account
Template
In use

Source-access request template

The exact permissions we ask for, why each one is needed, and how to withdraw them. Sent before any engagement begins.

Contents
  • • Analytics: read-only property access, no admin rights
  • • Search Console: restricted user on the verified property
  • • Ads platforms: read-only or standard access, per scope
  • • CRM or booking data: scheduled CSV export rather than direct access
  • • Named requester, purpose, retention period and revocation steps
Template
In use

Measurement plan outline

A one-page structure that ties a commercial objective to a countable event and an owner, before any dashboard is built.

Contents
  • • Commercial objective in the client's own words
  • • The decision the report is meant to support
  • • Primary countable event and its exact trigger
  • • Supporting indicators and their known noise
  • • Who reviews, who signs off, and at what cadence
Checklist
In use

Technical review checklist

The crawl and configuration checks behind the Website Technical Review package.

Contents
  • • Indexation coverage against expected URL inventory
  • • Canonical, redirect chain and parameter handling
  • • Robots directives and sitemap accuracy
  • • Core Web Vitals field data vs. lab data, reported separately
  • • Structured data validation and error inventory
  • • Mobile rendering and blocked-resource review
Reference
In use

Executive reporting structure

How the Executive Reporting Pack is ordered so leadership reads the decision first, the evidence second.

Contents
  • • One-page summary: what changed, what it means, what we recommend
  • • Confidence note on each recommendation
  • • Channel detail with source and period stated inline
  • • Unresolved discrepancies section — always present, even when empty
  • • Appendix of definitions used in the pack
Reference note
In editorial review

Consent, analytics and UAE considerations

A working note on consent signals, cross-border data handling and what those constrain in reporting. Reviewed before publication because it touches legal interpretation.

Contents
  • • Consent-mode behaviour and its effect on modelled data
  • • Distinguishing observed from modelled conversions in reports
  • • Cross-border transfer considerations for exported data
  • • What we do not advise on, and when to involve legal counsel
Checklist
In editorial review

Local visibility checklist (UAE)

Profile, area-page and review checks used in the Local Visibility Programme.

Contents
  • • Business Profile completeness by location
  • • Category selection and service listings
  • • Area and landmark page coverage
  • • Photo currency and review response times
  • • Reporting on profile actions rather than a single rank figure
Outline
Outline only

Paid media account review outline

Structure for the account review inside Paid Media Advisory. Published as an outline; the full note is not written yet.

Contents
  • • Account and campaign structure against stated objectives
  • • Conversion tracking integrity and duplicate-count checks
  • • Budget pacing and stop-loss thresholds
  • • Search-term and placement waste review
  • • Separation of management fee, platform spend and third-party costs
Requests

Need one of these applied to your accounts?

Documents marked In use are applied inside paid engagements and reviewed by a person before anything is relied upon. If you would like a copy of a specific checklist for internal use, ask and we will send the current version with its revision date — we would rather it be used properly than downloaded and forgotten.

Request a documentSee packages