When consent choices change what the team can see in a law firm: a marketing and sales handoff
A handoff works when marketing and sales use the same record as their reference. For a law firm, keep the original source detail beside the later business outcome.
Read the symptom
Consent is part of the measurement context. A tag may not run, a signal may be modeled elsewhere, or two reports may contain rows collected under different choices.
Inspect the path
- Record the consent state for the test visit.
- Check which tags fire before and after the choice is made.
- Compare the browser event with the server side record.
- Write down what the system cannot observe under each state.
At the handoff
Treat the consent state as part of the evidence instead of hiding it from the report. Keep the test result with the record it describes so the next review starts with evidence, not a guess.
If you need a persistent record of the path, see ClickTrail.