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.
| Item | Who owns it | Where it is kept today | What 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