See pipeline movement without guessing.
Install tracking and reporting that shows what’s working and what’s stuck. We set up attribution-lite, stage conversion, and response time reporting so you can see coverage, velocity, and outcomes—without noisy dashboards.
- Blind spots: you can’t tell which sources, offers, or steps drive progress.
- Stalled deals: pipeline looks “busy” but nothing moves.
- Slow response: leads cool off while the team assumes follow-up happened.
Why visibility fails
Visibility breaks when the pipeline isn’t instrumented: stages mean different things to different people, key events aren’t captured, and reporting doesn’t match how work actually happens. The result is “activity” with no clarity: you can’t see where leads come from, where they stall, or what speed you’re operating at.
Reporting should answer decisions. If it doesn’t change what you do next, it’s noise.
1) Pipeline instrumentation (make stages measurable)
We standardize stage definitions and capture the events that matter: creation, assignment, first response, stage change, win/loss, and reactivation. This turns your pipeline into an auditable system instead of a vibe.
- Fix: clean stage definitions + required fields for meaningful reporting.
- Result: one source of truth for pipeline movement.
- Includes: event mapping for calls, texts, emails, and form leads.
- Verification: test leads confirm events + stage movement record correctly.
2) Attribution-lite (know what drove the lead)
Full attribution can be brittle. Attribution-lite is durable: capture source, campaign, and first-touch context in a way that stays consistent across channels. You get directional truth you can act on—without complicated modeling.
- Fix: standardized source/campaign capture at lead creation.
- Result: clear performance by channel and offer.
- Includes: UTM handling where available + fallback rules where it isn’t.
- Verification: sample leads across channels show correct source attribution.
3) Stage conversion + velocity (where deals stall)
We report conversion rates between stages and time-in-stage so you can see bottlenecks fast. The goal is decision-ready: which stage is leaking, what “good” looks like, and what to fix first.
- Fix: stage-to-stage conversion tracking and time-in-stage visibility.
- Result: bottlenecks become obvious instead of debated.
- Includes: pipeline hygiene rules to keep stages accurate.
- Verification: spot checks against real records match the report.
4) Response time reporting (speed is a lever)
We track first response time and coverage by channel and owner. When response time slips, we surface it quickly with simple alerts and accountability—so leads don’t die quietly.
- Fix: first-response measurement tied to lead creation and assignment.
- Result: faster follow-up and fewer missed opportunities.
- Includes: visibility by team member and time window.
- Verification: known test cases confirm timing accuracy.
If you can’t see movement, you can’t manage it.
We’ll install attribution-lite, stage conversion tracking, and response time reporting so you can see what’s working, what’s stuck, and what to fix next—without guesswork.
FAQ
What does “attribution-lite” mean?
It means capturing the essentials that stay reliable: source, campaign context (when available), and first-touch channel. You get decision-ready direction without building a fragile attribution stack.
What reports do you set up first?
Response time, stage conversion, and time-in-stage. Those three show coverage, bottlenecks, and velocity—so you can act quickly.
Can you measure response time across calls, texts, and email?
Yes—when those activities are recorded as events in your system. The key is consistent event capture and clear rules for what counts as “first response.”
How do you keep dashboards from becoming busywork?
We keep reporting tied to decisions: a small set of metrics, consistent definitions, and a cadence for reviewing and acting. If a metric doesn’t change behavior, it doesn’t belong.
