Attribution that does not collapse
We clean UTM rules, form capture, hidden fields, campaign naming, source logic, and lifecycle stages so reporting stays usable.
Marketing Operations & Automation
Marketing Operations & Automation
Make everything tell the same story
We fix the handoff between campaigns, forms, scoring, routing, lifecycle stages, and CRM reports. Leads go to the right owner, source data stays clean, and pipeline reports stop turning into debates.
Lead scoring sales can use
We replace point systems nobody trusts with scoring based on account fit, role, intent, behavior, and real sales acceptance.
Automation that supports the handoff
We build routing, alerts, nurture, suppression, and handoff workflows around how your sales team actually works.
How it works
Our multi-step process
- Step 1
Map the system
We audit CRM, marketing automation, analytics, forms, routing, lifecycle stages, scoring, and reporting.
- Step 2
Set the rules
We define source logic, stage definitions, qualification thresholds, owner rules, and handoff requirements.
- Step 3
Build and QA
We implement scoring, routing, attribution, dashboards, and automation with test records before launch.
- Step 4
Keep it clean
We review pipeline reporting weekly and fix data drift before it breaks sales trust.
Get a proposal
Tell us what needs to change.
Answer a few direct questions. We will reply with a practical scope, priorities, and next step.
Next step
Bring the current data. We will tell you what to fix first.
The call is practical: where the leaks are, what is worth fixing, and whether PlanConversion should be involved.