Termplus: Setup the entire Data Analytics Infra, & unified user journey

In short: TermPlus had no clear analytics setup and fragmented data across the product. We ran a deep audit, wrote the tracking plan, and worked with their dev team to implement it. They ended up with a full analytics infrastructure and a unified user journey.

TermPlus is a digital financial services platform offering streamlined insurance and banking workflows for users across Australia. As the product scaled, the team needed clearer visibility into user behaviour, product performance, and marketing effectiveness. They were using PostHog, but the setup was incomplete, leaving them without reliable insights or unified data to make informed decisions.

At a glance. Client: TermPlus · Industry: Finserv · Result: Full analytics infra built, user journey unified

TermPlus faced two major challenges:

1. PostHog was not fully or correctly set upThey needed someone to design a proper tracking structure, guide implementation, and extract meaningful insights.
2. Data was scattered across multiple sourcesMarketing, product, and backend data lived in separate systems, making it impossible to understand the full user journey.

This lack of visibility prevented the team from:

• Identifying friction points
• Understanding acquisition quality
• Measuring product performance
• Making data-driven decisions

We partnered closely with the TermPlus team to build a strong analytics foundation and unify all product data.

1. Deep product audit & tracking plan creation

We explored the product end-to-end to identify:

• Core user journeys
• Activation and conversion points
• Key events and properties needed for actionable insights

Based on this, we created a complete tracking plan aligned with TermPlus’ business goals.

2. Worked with the dev team to implement tracking

• Guided the engineering team through correct event implementation
• Ensured naming conventions and properties were consistent
• Verified every event for accuracy and completeness in PostHog

3. Unified data from multiple sources

TermPlus had important datasets spread across systems.

We:

• Brought these datasets into PostHog
• Consolidated them
• Tied everything to a single unified user identity

This enabled full-funnel analysis, from acquisition to conversion to retention.

4. Built dashboards for clear decision-making

We created dashboards that gave the team visibility into:

• Product metrics
• Marketing performance
• User behaviour trends
• Funnel drop-offs
• Conversion insights

These dashboards became the team’s central source of truth.

Before this project, TermPlus had little clarity on how users behaved or where the product needed improvement.

After the implementation:

• The team gained full visibility into their product and user journey
• They now have a clear direction for product improvements and marketing strategy
• Insights can be generated quickly without relying on guesswork or manual effort

TermPlus now operates with a structured analytics foundation that supports continuous growth and decision-making.