First-Party Data Checklist
A one-page checklist to audit how you collect, use and measure your own customer data.
See it in action
First-Party Data Checklist, in use.
Example with made-up numbers. Your own results will differ.
- Email capture on homepage
- Post-purchase email opt-in
- Lead magnet downloads tracked to CRM
- Customer list uploaded to Google Ads as Customer Match
- Customer list uploaded to Meta as Custom Audience
- Enhanced conversions enabled in Google Ads
- Meta Conversions API sending hashed PII
- Consent management platform (CMP) installed
- Opt-out mechanism working and tested
The short answer
The First-Party Data Checklist is a free one-page PDF from Easier Agency. It lists 20 checks across data collection, activation, measurement, and privacy and compliance, so ecommerce brands running Google Ads and Meta Ads can see how well they collect, use and measure their own customer data.
The problem it solves
With third-party cookies deprecated and attribution windows shrinking, the customer data you collect yourself is what your ads rely on.
How it works
Three steps.
Download the checklist
One page, four sections, 20 checks.
Check your setup
Your site, email platform, CRM and ad accounts, one check at a time.
Fix the gaps first
Anything you can't tick is where to start.
What’s inside
Your own customer data is what your ads depend on. These 20 checks show how well you collect, use and measure it.
- Collection: 6 checks
- Activation: 5 checks
- Measurement: 5 checks
- Privacy and compliance: 4 checks
One section, filled in
One brand’s Activation checks (example, made up):
| Activation check | Ticked |
|---|---|
| Customer list uploaded to Google Ads as Customer Match | Yes |
| Customer list uploaded to Meta as Custom Audience | Yes |
| Lookalike audiences built from purchasers (2-5%) | No |
| CRM segments mapped to ad platform targeting | No |
| Email sequences triggered by ad engagement events | No |
Example, made up. Not a real brand.
2 of 5 ticked. The 3 it can’t tick are where to start.
Want a second pair of eyes on what you find? Book a free call and we will go through it with you.
Is it for you?
Who it is for.
YESBuilt for
- Ecommerce brands running Google or Meta ads who want to check their data setup.
NOProbably not for you if
- Brands with no email list, customer list or ad accounts yet.
Questions
First-Party Data Checklist: common questions.
What is first-party data?
It is the customer data you collect yourself, such as email sign-ups, purchases and on-site behaviour, with the customer's consent. You own it, so your ad platforms can use it without relying on someone else's data.
What does the checklist cover?
Four sections and 20 checks: collection (6), activation (5), measurement (5), and privacy and compliance (4).
Who is it for?
Ecommerce brands running Google or Meta ads who want to check their data setup. It is not for brands with no email list, customer list or ad accounts yet.
Is the checklist free?
Yes. Enter your work email and the PDF opens straight away.
More tools
More tools.
Easier Ads Budgeting
Shows how much you need to spend to test a new ad channel properly, so you do not switch off a good channel too early.
Easier Now
A simple planning app that keeps you and your team working on the tasks that matter most, and plans your calendar around them.
PMax Audit Checklist
A checklist to see what is working inside your Performance Max campaigns, and where to take back control.
The tool shows the problem. We can fix it.
Book a free call and share what the tool showed you. We will tell you what we would fix first.
- No sales pitch
- No obligation
- You own every account