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SaaS scheduling platformClient work

Measuring a SaaS Like a SaaS, Not a Shop

I audited a scheduling platform and proposed a seven-stage measurement funnel, from acquisition to activation and subscription.

The brief

Context

A scheduling platform could see visits, but its setup did not appear to distinguish visitors from businesses that registered and used the product. I audited the measurement against its SaaS model.

The investigation

Diagnosis

  1. Check the signals

    The audit found mostly basic Meta page tracking and apparent PostHog self-referrals. Google conversion coverage was unclear.

  2. Trace the gaps

    Client-side navigation and analytics delayed until consent appeared to put route and first-source recording at risk. Those findings needed validation before a fix.

  3. Define the funnel

    I separated acquisition, intent, lead, signup, business setup, activation and revenue. Trial or subscription events were conditional on the actual payment flow.

Before → after

Result

Client work Done for real clients. Client details are anonymised.

The audit defined seven measurement stages and separated an immediate tracking correction from conversion tagging and a fuller product-measurement build.

That was the delivered result: a diagnosis and scoped options. It does not establish that events were implemented, attribution recovered or revenue increased.

  • Proposed measurement stages in the audit

    May 2026

    Before
    No complete SaaS event structure visible
    After
    7 stages defined, implementation proposed

A note from Daniilbefore you decide

What this means for a similar business

I need to distinguish account creation from meaningful product use before choosing conversion goals. A page visit alone cannot tell a SaaS team which acquisition source brings activated customers.

— Daniil

Situations this case answers

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Daniil Maximkin

Hi, I’m Daniil.

I work with you from defining the problem to implementation and handover. You talk to the person who does the work. I work in English and Russian.

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