Assess
Review data sources, identifiers, lifecycle stages, and reporting goals.
If you generate leads through SEO, paid search, or social, a form fill is only the beginning. I help connect campaign and website touchpoints to CRM stages and revenue, so your team can make decisions using more than clicks, platform-reported conversions, or assumptions.
First, we assess which identifiers and CRM data are available. Then I connect the relevant records and define an attribution approach that fits your sales cycle. The result is a clearer view of which leads and deals can be linked to marketing, with limitations made explicit.
Review data sources, identifiers, lifecycle stages, and reporting goals.
Join the relevant event and CRM data into analysis-ready tables.
Apply an attribution approach that answers the decision at hand.
The quality of the result depends on what your website captures, what makes it into the CRM, and how consistently lead stages and revenue are recorded.
Marketing attribution is the practice of assigning credit to the channels and touchpoints that contribute to a lead, opportunity, customer, or revenue outcome.
Often, yes. When appropriate identifiers and data connections exist, website and campaign touchpoints can be matched with CRM lifecycle stages, opportunities, deals, and closed revenue.
BigQuery can bring multiple sources together at a warehouse level, making it practical to model events and CRM records for flexible, repeatable attribution analysis.
That is normal. Phone leads, direct traffic, and missing identifiers create gaps. The work quantifies how much can be matched, improves capture going forward, and reports the unmatched share plainly.
It depends on your sales cycle and the decision at hand. First-touch is useful for understanding demand creation, last-touch for closing channels, and position-based models balance both. Comparing them often shows where channels are over or undervalued.
Website conversion tracking is the prerequisite for reliable lead data. GA4 & GTM setup supplies the event data used in modeling. An analytics audit is a good first step if you are unsure what data you can trust.
A free web analytics audit checks whether your website and forms preserve the information needed to connect marketing to CRM outcomes. You will get a practical view of the gaps before investing in deeper attribution work.