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Worksheet

Form data map

A one-page grid. Rows list each form field such as name, phone, email, company and message. Columns list each destination tool: CRM, mailer, chat, analytics, pixel and sheet. Each cell is marked needed, useful or unused. A side panel records vendor name, location, agreement signed and the owner.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “Your website form feeds other tools: who else receives that data?”, www.gullysystem.com/blog/your-website-form-feeds-other-tools-who-else-receives-that-data