Google Ads Conversion Tracking Setup Worksheet (Free)
Plan your Google Ads conversion tracking setup: name each lead action, mark primary or secondary, assign an owner and write a test step. Free worksheet.
What the worksheet asks for
Start with a short business name to use as the naming prefix, such as "ABC HVAC."
Then fill in up to six actions. Action 1 is required, and the rest are optional. For each action:
Type. Call from ad, call to website number, form submit, booking confirmed, chat lead or offline sale.
Detail. The page or service, such as "Quote form."
Setting. Primary or secondary.
Value (optional). Only enter one if you can support it. Use plain digits with at most one decimal point. Entries such as 1e3, +5, -5, 0x10, 1,000 or $5 show the message "Use plain digits, with one decimal point at most."
Owner. A role, not a name.
What you get back
A table you can copy as text, download as a CSV or print. Each row has:
Name, built from your prefix, the action type and the detail, using the pattern Business | Action | Detail
Type, setting and value (shown as dollars, such as $1,000, or "none set")
Owner, or a reminder to assign a role
How to test that type of action
The test step depends on the type. For example, for a form submit it's to submit a test form and confirm the conversion status updates. For a booking it's to make a test booking and confirm the confirmation step is counted once. The worksheet gives a test step for every type. In the CSV download, an action name or owner that starts with =, +, - or @ gets an apostrophe in front so a spreadsheet shows it as plain text.
Why a naming pattern helps
A steady pattern makes the account easier to read and hand over. A new person can see what each action counts without asking.
Primary and secondary
Primary and secondary mean different things in Google Ads, so decide each on purpose. The worksheet links to Google's help page about conversion measurement. Read it for current steps, since rules and screens can change.
What you need before setup
A list of the actions that count as a lead
A data source, such as the Google tag or linked Google Analytics
A test for each action
The worksheet helps you write down the actions and the tests. Google's help page covers the steps.
Tips for filling it in
List only what counts as a lead. Keep the list short.
Name every action the same way. The prefix does most of the work.
Assign an owner role to each. A named role means somebody checks it.
Only add a value you can support. If you don't know it, leave it blank.
Don't enter customer information. The worksheet doesn't need it.
Want help setting up or checking your tracking?
If you'd like help with your tracking, LiveFixPro offers Google Ads help for businesses. A Google Ads audit is scoped on a free consult. Book a free consult and we'll talk through what you have and what would fit.
FAQ
What do I need for Google Ads conversion tracking setup?
A list of the actions that count as a lead, a data source such as the Google tag or linked Google Analytics, and a test for each action. The worksheet helps you write that down. Google's help page has the steps.
Why name conversion actions in a pattern?
Clear names make reports easier to read and make it easier for a new person to see what each action counts.
What is the difference between primary and secondary?
They mean different things in Google Ads, so decide each on purpose. The worksheet links to Google's help page on conversion measurement.
Does the worksheet connect to my Google Ads account?
No. It runs in your browser and can't see your account. LiveFixPro is not affiliated with or endorsed by Google.
Does the worksheet keep what I enter?
No. It stays in your browser, and nothing is uploaded or stored. Don't enter customer information.
Build your worksheet now
Use the worksheet above to document your conversion actions, and book a free consult if you'd like help setting up or checking your tracking.
LiveFixPro is not affiliated with or endorsed by Google.
Google Ads conversion tracking setup goes more smoothly when you decide what counts as a lead before anyone touches the account.
This free Google Ads Conversion Action Setup Worksheet from LiveFixPro lets you list each lead action you want counted, give it a clear name, note whether it should be primary or secondary, say who owns it and write how to test it. Then you can hand the result to whoever configures your account.
It's a documentation worksheet, not a score and not a review of your account. It runs in your browser, nothing you enter is uploaded or stored, and it can't see your account. Don't enter customer information.
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