Session Objective

Bring the GTM, Intaker, Litify/Salesforce, Google Sheet, and Google Ads attribution loop closer to production-ready with live checks, rollback, and approval-gated execution.

What Was Accomplished

• Confirmed LITIFY_ORG is connected.
• Confirmed com.aguiar.litify-google-ads-sync is loaded.
• Captured a private rollback snapshot of the three Google Sheet tabs before rerunning sync.
• Manually reran the Litify to Google Ads Sheet sync.
• Verified Sheet readback after rerun: required snake_case header, 6 production rows, 9 QA rows, and 34 Run Summary rows.
• Verified Google Ads API v22 conversion actions: Litify - Signed Retainer (Web Form) is enabled, primary, included in conversions, UPLOAD_CLICKS, PURCHASE, 90-day lookback. Litify - Converted Intake (Web Form) is enabled, secondary, excluded from conversions, UPLOAD_CLICKS, SUBMIT_LEAD_FORM, 90-day lookback.
• Verified Google Ads still has no Litify conversion metrics in the 30-day or 90-day windows and no Litify offline action upload summaries.
• Checked all 6 production Sheet GCLIDs against Google Ads click_view: 6 of 6 matched account click history, with click dates from 2026-01-31 through 2026-04-14.
• Verified public GTM JS contains the secondary form and Intaker Ads labels, ChatCompleted, and form_submission; stale GA4 ID is absent.
• Verified homepage through the in-app browser: GTM loads and the Intaker widget/script are present.
• Verified Intaker dashboard access and confirmed the Intaker Zapier page exposes the relevant New Chat trigger.
• Refreshed the 120-day Salesforce Web Form GCLID dry-run: 42 source Web Forms, 34 Intake updates, 9 Matter updates, 0 conflicts, 0 writes.
• QA sampled 10 proposed backfill updates: all targets are currently blank, all sources have GCLID, all source links match the targets, and all proposed values match the live source.
• Wrote local session log: /Users/samaguiar/Documents/Projects/admin/session_logs/gtm-intaker-litify-attribution-closeout-2026-04-25.md.

Still Pending

• Slack approval for approve webform gclid backfill before writing blank GCLID__c fields on Intake/Matter.
• Slack approval for approve webform gclid scheduler before installing/loading the 06:10 daily LaunchAgent.