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Weekly GTM review · boldsign

2026-11-12 21:34 · success · score –· by sarathkumarvenkatesan · reviewed by sarathkumarvenkatesan on 2026-11-12· backend claude-code 2.1.322 (claude-opus-5-5)

Checklist: demand-gen/measurement/weekly-gtm-review.md

Summary

Headline

Google Ads spend rose 4.15% to $177,119.73, and sign-up conversions rose 57.42%. More than half of those conversions came from the Brand campaign: without Brand, cost per conversion is roughly flat ($151.75 vs $154.08). Paying-customer conversions (first_payment) fell 10.30%, so cost per qualified opportunity rose 16.12% to $5,162.51. That figure is unreliable while the offline import keeps rejecting almost every event. Organic search is down: non-brand GSC clicks fell 14.98% while impressions rose 12.05%. Organic brand clicks fell 11.02% while paid brand clicks more than doubled. GA4 key-event setup changed between the two periods, so GA4 key-event totals can't be compared.

Score

None. This checklist has no score, so overall_score is null.

Top 3 actions

  1. Fix the first_payment offline conversion import so qualified conversions and cost per qualified opportunity can be trusted, and hold non-brand budget increases until it works. Owner: sales ops + paid search lead | Due: 2026-11-19. Route: ads account audit, B4.

  2. Repair GA4 key-event tracking:

    • Mark requested_demo and contact as key events.
    • Confirm and annotate the "Free Tools CTA Clicks" key-event change (63,559 key events in the previous period, 79 in this one).
    • Find out why new_signup fell from 22,992 to 10,301 while complete_signup stayed flat.
    • Stop scanner traffic from creating events.

    Owner: web analytics owner | Due: 2026-11-19.

  3. Recover non-brand organic clicks:

    • Rewrite the title and snippet for the DocuSign-alternatives page and check the SERP: 34,342 impressions at position 5.24 but only 5 clicks.
    • Look into the ranking drops on "free signature app" (position 4.6 → 8.5) and "free document signing app" (3.8 → 7.8).

    Owner: SEO lead | Due: 2026-11-26. Route: SEO/GEO program.

Findings

Weekly GTM review: boldsign, week of 2026-10-15 (28-day period to 2026-11-11, vs 2026-09-17 to 2026-10-14)

Run by: Claude | Data sources: google-ads, google-analytics, search-console (bing-webmaster responded but has no boldsign.com site)

Headline

Spend +4.15% and sign-ups +57.42%, but the gain is mostly brand. Paying-customer conversions are down 10.30%, and cost per qualified opportunity is up 16.12%, with an unreliable CRM import behind it. Non-brand organic clicks fell 14.98%.

Area Metric This period Last period Change Note
Paid Spend $177,119.73 $170,056.32 +4.15% Google Ads 1266231717
Paid Qualified conversions 34.308854 38.25 -10.30% first_payment all conversions; import accepts 2 of 100,003 events (audit B4)
Paid Cost per qualified opportunity $5,162.51 $4,445.92 +16.12% Spend ÷ first_payment; unreliable until import fixed
Site Demo + trial + contact-sales 31,831 31,300 +1.70% Event counts: complete_signup + requested_demo + contact
Search Non-brand clicks (GSC + Bing) 959 (GSC only) 1,128 -14.98% Bing: no data (site not in account)
AI Mention rate (last run) no data no data n/a Last AI monitoring run collected no answers

Paid by campaign type (spend, conversions, CPA; last period in brackets):

Type Spend Clicks Conv. CPA
Brand $1,357.29 ($1,376.54) 10,301 (4,323) 1,432.5 (550.975) $0.95 ($2.50)
Competitor (US - Alternatives) $45,170.64 ($44,245.18) 581 (1,048) 198 (161.33) $228.13 ($274.25)
Category Search (8 campaigns) $89,648.39 ($85,847.32) 2,798 (3,065) 431.75 (467.82) $207.64 ($183.50)
PMax (US, CA) $36,288.41 ($35,802.15) 3,786 (3,368) 497.5 (463.59) $72.94 ($77.23)
Demand Gen (2) $4,655.00 ($2,785.12) 6,908 (16,079) 31 (2) $150.16 ($1,392.56)

No migration or remarketing campaigns can be identified by name.

Notable changes

Checklist items

ID Item Result
W1.1 Spend/conv per campaign type Warn: blended CPA gain is brand-driven; category CPA up
W1.2 Qualified conversions, cost per qualified opp Fail: CRM import broken; no CRM MCP connected
W1.3 Zero-conversion search terms Warn: competitor-pricing terms leaking into US - API, AUS, UK
W1.4 Disapprovals, budget limits, auto-applied Warn: none disapproved, no auto-applied changes; 8 Search campaigns lose 26–47% IS to budget
W2.1 Sessions by channel Warn: Organic -9.33%, Paid Search +24.83%, AI Assistant +154.9%
W2.2 Key events Warn: key-event config changed between periods; demo and contact not marked as key events
W2.3 Landing-page conversion changes Warn: confounded by W2.2; API and DocuSign-alternative traffic up without conversions
W3.1 Brand vs non-brand search Warn: brand -11.02%, non-brand -14.98% clicks; Bing not checked
W3.2 Top query gains and losses Warn: see Notable changes; full list in findings.json
W3.3 Coverage, manual actions, CWV Not checked: no MCP tool; sitemaps 0 errors, sitemap.xml 3 warnings
W4.1 AI mention and citation change Not checked: no AI monitoring data
W4.2 Wrong facts and competitor appearances Not checked: no AI monitoring data
W5.1 Top 3 actions with owners Warn: drafted by Claude; marketing lead to confirm
W5.2 Routing Pass

Top 3 actions

  1. Fix the first_payment offline conversion import | Owner: sales ops + paid search lead | Due: 2026-11-19
  2. Repair GA4 key-event tracking (demo, contact, new_signup, free-tools CTA, scanner events) | Owner: web analytics owner | Due: 2026-11-19
  3. Fix the DocuSign-alternatives snippet and the free signing-app ranking losses | Owner: SEO lead | Due: 2026-11-26

Proposed changes needing approval

See "Proposed changes (need approval)" below. None has been applied.

Remember to add these results to the team's shared results log (location TBD).

Not checked

Proposed changes (need approval)

None of these has been applied. Each one needs approval in chat from the named role.

  1. Google Ads conversion settings, first_payment upload (paid search lead + sales ops): 2 of 100,003 events accepted → enable enhanced conversions for leads, or switch to a click-ID-only upload, then re-run the upload and verify. (W1.2)
  2. US - API negatives (paid search lead): add "verdocs" and "docusign api pricing" as negatives. (W1.3)
  3. AUS - Non-API and UK (paid search lead): competitor-pricing queries ("docusign pricing", "docusign alternative") → add negatives, or route them to a competitor ad group. (W1.3)
  4. Branded Campaign - BoldSign (paid search lead): $50/day budget, 35.9% of impression share lost to budget, and organic brand CTR down → decide between a budget change and a brand incrementality test before changing spend. (W1.4, W3.1)
  5. GA4 property 262603072 (web analytics owner): mark requested_demo and contact as key events, confirm the "Free Tools CTA Clicks" key-event setting, and add an annotation for the change date. (W2.2)
  6. boldsign.com page titles and meta descriptions (SEO lead): rewrite the snippet of the page ranking for "docusign alternatives" (34,342 impressions, 0.015% CTR). (W3.2)

Data sources

Findings

IDItemStatusSeverityEffortRecommendationChecklist
W1.2Qualified conversions from the CRM vs form fills; cost per qualified opportunityneeds approval
first_payment (CONVERTED_LEAD) all_conversions: 34.308854 vs 38.25 (-10.30%). Spend / first_payment = $5,162.51 vs $4,445.92 (+16.12%). Form fills in Ads: requested_demo 23 vs 8, contact 20 vs 9, sign-ups 2,590.75 vs 1,645.725. The 2026-11-12 ads audit (run 20261112-1547_google-ads-audit_boldsign_874c, B4) found the first_payment offline import accepting 2 of 100,003 events (CUSTOMER_NOT_ENABLED_ENHANCED_CONVERSIONS_FOR_LEADS). So the qualified number is incomplete, and bidding still optimizes to sign-ups. No CRM MCP server was connected, so opportunities could not be pulled from the CRM directly.
failhighMFix the first_payment import (enhanced conversions for leads, or a click-ID-only upload) before using cost per qualified opportunity for budget decisions. Connect the BoldSales CRM MCP server for future runs.demand-gen/measurement/weekly-gtm-review.md#checklist
W2.2Key events: demo requests, trial sign-ups, contact-sales, pricing-page viewsneeds approval
Event counts: complete_signup 31,661 vs 31,177; requested_demo 76 vs 53; contact 94 vs 70. Sum = 31,831 vs 31,300 (+1.70%). Pricing-page views (/electronic-signature-pricing variants) 33,373 vs 40,916 (-18.44%). Tracking issues: (1) 'Free Tools CTA Clicks' counted 63,559 key events in the previous period and 79 in this one, so the key-event setup changed mid-comparison and total key events are not comparable. (2) requested_demo and contact are not marked as key events (0 key events). (3) new_signup fell from 22,992 to 10,301 while complete_signup was flat. (4) The previous period has about 50 junk event names from a security scanner (OWASP ZAP payloads) counted as key events.
warnhighMMark requested_demo and contact as key events. Confirm whether the Free Tools CTA key-event change was intended and annotate it. Check why new_signup halved. Add a filter so scanner traffic doesn't create events.demand-gen/measurement/weekly-gtm-review.md#checklist
W1.1Spend, clicks, conversions and cost per conversion per campaign type
Google Ads 1266231717 (USD), 2026-10-15 to 2026-11-11 vs 2026-09-17 to 2026-10-14. Total spend $177,119.73 vs $170,056.32 (+4.15%), clicks 24,374 vs 27,883, conversions (complete_new_signup) 2,590.75 vs 1,645.725, CPA $68.37 vs $103.33. By type: Brand $1,357.29, 10,301 clicks, 1,432.5 conv, CPA $0.95 (prev $1,376.54, 4,323 clicks, 550.975 conv, $2.50). Competitor (US - Alternatives) $45,170.64, 198 conv, CPA $228.13 (prev $44,245.18, 161.33 conv, $274.25). Category/non-brand Search (8 campaigns) $89,648.39, 431.75 conv, CPA $207.64 (prev $85,847.32, 467.82 conv, $183.50). PMax (US, CA) $36,288.41, 497.5 conv, CPA $72.94 (prev $35,802.15, 463.59 conv, $77.23). Demand Gen (2) $4,655.00, 31 conv (prev $2,785.12, 2 conv). No migration or remarketing campaigns are identifiable by name. 55% of conversions came from Brand. Without Brand, CPA is $151.75 vs $154.08, which is roughly flat. The blended CPA drop comes mostly from brand sign-ups.
warnmediumSRead the blended CPA improvement as brand-driven. Watch category Search, where CPA rose from $183.50 to $207.64 and conversions fell.demand-gen/measurement/weekly-gtm-review.md#checklist
W1.3Top new search terms by spend with no conversions (negative candidates)needs approval
Top zero-conversion terms in the period (spend > $100). Most are DocuSign-alternative queries in US - Alternatives that are on-strategy, such as 'docusign like services' $705.40 and 'cheapest docusign alternative' $517.40. Off-target routing: 'docusign pricing' in AUS - Non-API $480.27 (21 clicks), 'docusign api pricing' in US - API $342.99, 'verdocs' in US - API $294.14, 'docusign alternative' in UK $164.77. 'New' status (first seen this period) was not checked against earlier periods. Full list: raw/google_ads_search_terms_zero_conv.csv.
warnmediumSAdd 'verdocs' and 'docusign api pricing' as negatives in US - API, and route competitor-pricing queries in AUS and UK to competitor ad groups (matches audit A5). Keep the US - Alternatives terms and judge them on qualified conversions once W1.2 is fixed.demand-gen/measurement/weekly-gtm-review.md#checklist
W1.4Disapprovals, budget-limited campaigns or auto-applied changes
No enabled ads are DISAPPROVED, APPROVED_LIMITED or AREA_OF_INTEREST_ONLY. No change_event rows from GOOGLE_ADS_RECOMMENDATIONS between 2026-10-15 and 2026-11-12. Search impression share lost to budget: US - Non-API - PaidOpt 46.7%, UK 39.1%, US - Non-API 38.1% (shares a budget with PaidOpt), US - HIPAA 36.6%, Branded Campaign 35.9% (budget $50/day), real-estate 31.4%, US - API 28.4%, AUS 26.8%. Primary status LIMITED: UK, real-estate, US PMax, CA PMax, both Demand Gen campaigns. The reason codes were not returned.
warnmediumSDon't raise non-brand budgets until qualified conversions import (W1.2). Review the $50/day Brand budget with the paid search lead given its 35.9% budget-lost share, weighing it against the organic brand CTR drop (W3.1).demand-gen/measurement/weekly-gtm-review.md#checklist
W2.1Sessions by channel (incl. AI assistants)
GA4 property 262603072 (BoldSign). Total sessions 359,496 vs 356,017 (+0.98%). Direct 231,661 vs 215,796. Organic Search 69,634 vs 76,795 (-9.33%). Paid Search 24,415 vs 19,559 (+24.83%). Cross-network 9,667 vs 18,632 (-48.12%). Referral 7,408 vs 7,409. Email 4,934 vs 5,240. AI Assistant 3,069 vs 1,204 (+154.9%), mostly chatgpt.com 2,957 vs 1,023. Organic Video (YouTube proxy) 132 vs 147. Paid Social 973 vs 888.
warnmediumSWatch the organic decline together with W3.1. Note the AI-assistant referral growth (chatgpt.com) for the AI visibility program.demand-gen/measurement/weekly-gtm-review.md#checklist
W2.3Landing pages with the largest drop or gain in conversions
Key events per landing page (confounded by the W2.2 key-event change). Drops: /merge-pdf-online 33,504 to 51, (not set) 39,103 to 15,809, / 15,525 to 8,445, /signup 8,775 to 3,197, /split-pdf-online 2,374 to 2, /organize-pdf-pages-online 1,652 to 4. The free-tool pages most likely reflect the Free Tools CTA key-event change. Gains: /contact-us 3,001 to 3,364, /free-document-signing-app 149 to 295, /contacts/get-contact-details 0 to 120, /about-us 21 to 79. Traffic without conversion lift: /esignature-api sessions 1,579 to 5,909 (+274%) with key events 68 to 70; /docusign-alternative sessions 3,086 to 5,157 with key events 589 to 443; pricing-page landing sessions 9,386 to 14,127 with key events 2,314 to 2,177.
warnmediumMCheck where the extra /esignature-api and /docusign-alternative traffic comes from (likely paid) and why it isn't converting. Re-run this comparison once key events are stable.demand-gen/measurement/weekly-gtm-review.md#checklist
W3.1Clicks, impressions, average position: brand vs non-brand
GSC sc-domain:boldsign.com (web). All: clicks 25,118 vs 28,235 (-11.04%), impressions 764,338 vs 732,735 (+4.31%), position 12.29 vs 11.71. Brand (regex bold|bolt ?sign|bolsign|blodsign): clicks 18,297 vs 20,562 (-11.02%), impressions 37,795 vs 36,008, CTR 48.4% vs 57.1%, position 1.58 vs 1.55. Non-brand: clicks 959 vs 1,128 (-14.98%), impressions 481,514 vs 429,730 (+12.05%), position 15.45 vs 15.38. In the same period paid Brand clicks rose from 4,323 to 10,301, so paid brand ads are probably taking clicks that organic brand results used to get. Bing: not checked, because boldsign.com is not in the connected Bing Webmaster account.
warnmediumSRun a brand incrementality check (paid and organic brand clicks combined were 28,598 vs 24,885). Investigate the non-brand CTR drop (W3.2).demand-gen/measurement/weekly-gtm-review.md#checklist
W3.2Top 10 queries gaining and losing impressions
Non-brand queries in both periods' top 70 by clicks (GSC API sorts by clicks, so this is a sample). Gaining: 'docusign alternatives' 1,010 to 34,342 (pos 7.32 to 5.24, clicks 7 to 5); 'pandadoc alternatives' 879 to 2,201; 'add pdf pages' 992 to 1,513; 'merge pdf' 1,149 to 1,672; 'pdf merge' 658 to 821; 'add blank page to pdf' 905 to 1,005; 'add blank page in pdf' 121 to 162. Losing: 'signature' 8,639 to 1,510; 'add pages to pdf' 20,760 to 15,008; 'delete pdf pages online free' 867 to 481; 'document signing app' 968 to 777; 'github qr code generator' 604 to 484; 'signature app free' 383 to 272; 'docusign alternative' 560 to 486 (pos 18.0 to 24.6); 'free signature app' 685 to 627 (pos 4.6 to 8.5); 'how to send signature on whatsapp' 313 to 247; 'free document signing app' 253 to 225 (pos 3.8 to 7.8). Only 7 gainers met the both-lists rule.
warnmediumMReview the /docusign-alternative SERP snippet and title: 34,342 impressions at position 5.24 with a 0.015% CTR. Check the ranking losses on the free signing-app queries.demand-gen/measurement/weekly-gtm-review.md#checklist
W5.1Pick the top 3 actions, each with an owner and due date
Claude drafted 3 actions with role owners and due dates (see summary.md). The checklist says the marketing lead picks them, which can't happen in an unattended run.
warnlowSThe marketing lead confirms or changes the 3 actions and names the owners.demand-gen/measurement/weekly-gtm-review.md#checklist
W3.3New coverage errors, manual actions or Core Web Vitals regressions
The search-console MCP server has no index-coverage, manual-actions or Core Web Vitals report tool. Sitemaps only: all 12 report 0 errors, and https://boldsign.com/sitemap.xml reports 3 warnings. Bing crawl issues were not checked because boldsign.com is not in the connected Bing Webmaster account.
not-checkedmediumSCheck Page indexing, Manual actions and Core Web Vitals in the Search Console UI, and the 3 sitemap.xml warnings. Add boldsign.com to Bing Webmaster Tools.demand-gen/measurement/weekly-gtm-review.md#checklist
W4.1AI mention and citation rate change since the last run, per engine
Both published BoldSign AI answer monitoring runs for 2026-10 (20261112-1428 and 20261112-1647) collected no answers because the openrouter server was not connected. There is no mention or citation rate to compare. Proxy only: GA4 AI Assistant sessions were 3,069 vs 1,204.
not-checkedmediumSFix the openrouter connection and rerun AI answer monitoring for BoldSign to set a baseline.demand-gen/measurement/weekly-gtm-review.md#checklist
W4.2New wrong facts or new competitor appearances
The latest AI monitoring run has no answers, so there are no facts or competitor mentions to compare.
not-checkedmediumSCovered by the AI monitoring rerun.demand-gen/measurement/weekly-gtm-review.md#checklist
W5.2Route items to the paid and search programs
Paid items (W1.2, W1.3, W1.4) are routed to demand-gen/paid/ads-account-audit.md and google-ads-strategy.md. Search and AI items (W3.1, W3.2, W3.3, W4.x) are routed to demand-gen/search/seo-geo-program.md. Analytics items (W2.2) go to the web analytics owner.
passlowSNone.demand-gen/measurement/weekly-gtm-review.md#checklist

Metrics

MetricValuePreviousChangePeriodDimensions
Ad spend ads.spend177,120170,056+4.2%2026-10-15 – 2026-11-11account: 1266231717, source: google-ads
Ad clicks ads.clicks24,37427,883-12.6%2026-10-15 – 2026-11-11account: 1266231717, source: google-ads
Conversions (complete_new_signup) ads.conversions2,5911,646+57.4%2026-10-15 – 2026-11-11account: 1266231717, source: google-ads
Cost per conversion ads.cpa68.37103.33-33.8%2026-10-15 – 2026-11-11account: 1266231717, source: google-ads
Qualified conversions (first_payment, CONVERTED_LEAD, all conversions) ads.qualified_conversions34.3138.25-10.3%2026-10-15 – 2026-11-11account: 1266231717, conversion_action: first_payment
Cost per qualified opportunity (spend / first_payment) ads.cost_per_qualified_opp5,1634,446+16.1%2026-10-15 – 2026-11-11account: 1266231717, conversion_action: first_payment
Sessions ga.sessions359,496356,017+1.0%2026-10-15 – 2026-11-11property: 262603072
Demo + trial + contact-sales (requested_demo + complete_signup + contact event counts) ga.key_events31,83131,300+1.7%2026-10-15 – 2026-11-11property: 262603072
Pricing-page views (/electronic-signature-pricing variants) ga.pricing_views33,37340,916-18.4%2026-10-15 – 2026-11-11property: 262603072
Search Console clicks gsc.clicks25,11828,235-11.0%2026-10-15 – 2026-11-11site: sc-domain:boldsign.com, segment: all
Search Console clicks (brand) gsc.clicks18,29720,562-11.0%2026-10-15 – 2026-11-11site: sc-domain:boldsign.com, segment: brand
Search Console impressions gsc.impressions764,338732,735+4.3%2026-10-15 – 2026-11-11site: sc-domain:boldsign.com, segment: all
Average position gsc.avg_position12.2911.71+4.9%2026-10-15 – 2026-11-11site: sc-domain:boldsign.com, segment: all
Non-brand clicks (GSC) gsc.nonbrand_clicks9591,128-15.0%2026-10-15 – 2026-11-11site: sc-domain:boldsign.com, brand_regex: bold|bolt ?sign|bolsign|blodsign
Non-brand clicks (Bing) bing.nonbrand_clicks–––2026-10-15 – 2026-11-11status: not-checked, reason: boldsign.com not in Bing Webmaster account
AI mention rate (last run) ai.mention_rate–––2026-10-15 – 2026-11-11status: not-checked, reason: last AI monitoring run collected no answers

Folder: reports/publish/boldsign/weekly-gtm-review/20261112-2134_weekly-gtm-review_boldsign_e63e