Consent playbooks

A thematic catalog of the lenses we use when shaping consent-safe measurement—not software, but the shared language behind a careful review.

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Six playbooks we often start with

Each playbook is a conversation starter. We trim, rename, and sequence them to match your banner, vendors, and reporting needs.

Banner honesty

Confirm the consent interface matches what tags actually do on accept and reject.

  1. Record accept, reject, and dismiss paths
  2. Compare fired tags to stated categories
  3. Fix mismatches before rewriting reports

Essential core

Protect the smallest set of first-party signals needed for product decisions.

  1. List decisions that require measurement
  2. Map each to essential events only
  3. Document what leadership loses without enrichment

Gated enrichment

Attach optional properties and marketing tags only after a clear, stored choice.

  1. Classify every property as essential, gated, or banned
  2. Wire unlock conditions to consent state
  3. Add release QA that fails on early fires

Labeled reporting

Make every dashboard declare its population so thinner numbers are not misread.

  1. Annotate charts with eligibility windows
  2. Separate opted-in and essential-only views
  3. Brief stakeholders on residual gaps

Release watch

Catch consent and tag drift when features and banners change.

  1. Diff tag containers after each ship
  2. Watch acceptance rate and broken tags
  3. Escalate sharp drops with a written owner

Vendor trim

Keep only tools that earn their consent cost in real decisions.

  1. Inventory vendors and purposes
  2. Retire unused or overlapping tags
  3. Renegotiate scope when purpose creep appears

Want these adapted to your stack?

Browse related engagements or tell us which playbook feels most urgent.