CRM Setup
See which channel actually closes the deal.
A raw lead count hides which channel actually pays. We tie every lead in your CRM to the campaign, keyword, or referral source that produced it, so the reporting shows revenue by channel, not just volume.
- $0 setup
- Month to month
- Free proposal in 1 business day
What we set up
The concrete work behind revenue-by-source reporting.
Audit every entry point into the CRM
We map every place a lead can enter today, forms, calls, chat, and manual entry, and find the exact step where the source tag gets lost, overwritten, or was never captured in the first place.
Standardize source tagging at the point of entry
UTM parameters and a source or medium field get set once, when the lead is created, and locked against being silently overwritten later by a rep's manual edit or a second form fill.
Build the revenue-by-source report
We connect a closed deal back to its original click, whether that's a click identifier for a paid ad or a landing page and referrer for organic and referral traffic, into one report you can actually read. Where Google Ads enhanced conversions or offline conversion import are already in place, we reuse that same click data rather than building a second, conflicting tracking layer.
Pick and document the right attribution model
First touch, last touch, or a simple multi-touch view get compared against how long your buyers actually take to decide, and we write down which one we used and why, so the number means something later.
How this engagement is scoped
Prerequisites and access
We need admin access to your CRM, access to the ad accounts feeding it, and GA4 access. If leads pass through more than one system before landing in the CRM, tell us the full path up front.
What's delivered
A working source field populated on every new lead, a revenue-by-source report, and a short written note on which attribution model we used and the reasoning behind that choice.
The acceptance test
One seeded lead is traced from its original ad click all the way to a line in the closed-revenue report, with the source tag intact at every step in between.
Out of scope
Cleaning up leads created before this project with no source attached, changing which CRM you run, and building the pipeline stages themselves, which is a separate, related job. A dashboard that visualizes the revenue-by-source report on an ongoing basis can be scoped alongside this job if you want one.
How the engagement runs
01
Audit the entry points
We trace every path a lead can take into the CRM today and find exactly where the source information breaks or goes missing.
02
Build the tagging and the report
We standardize the source field, connect closed deals back to their origin, and pick the attribution model that fits your sales cycle.
03
Trace one seeded lead
A single lead is pushed through the full path by hand, checked to confirm the source survives all the way to the closed-revenue report, then explained plainly so you know how it all fits together.
Lead source attribution FAQ
How many sources feed your CRM, and how much of the source data already survives, both move the price, so we hold the real figure for your free proposal instead of posting one here. It's in your hands inside one business day, running month to month, nothing charged to begin.
Sometimes partially, if the original form data or ad click history still exists somewhere, but there's no guarantee for leads created before any tagging was in place. This job focuses on making sure every new lead has a source going forward.
It depends mainly on how long your buyers take to decide. A short sales cycle usually works fine with last touch; a longer one with several research steps benefits from first touch or a simple multi-touch view. We recommend one in the proposal based on your actual numbers.
Yes, as long as the source data is passed along when the lead moves from the first tool into the CRM. We check that handoff specifically, since it's a common place for the source tag to get dropped.
GA4 shows you which channel drove traffic and on-site conversions. This job ties that same channel data to what actually closed as revenue in your CRM, which GA4 alone can't see once a lead leaves your website and moves into a sales conversation that plays out over weeks or months.
Find out which channel actually pays.
Tell us which CRM you run, how leads enter it today, and roughly how long your sales cycle takes. You'll have a free, scoped proposal back in a single business day.