CRM lead attribution analysis
Reconstruct the full multi-channel touch history for target accounts and determine which ordered sequence leads to a first appointment and what happens after a deal is lost. Merge read-only CRM activity, LinkedIn outreach, and cold-email activity by email domain, then report first-touch and last-touch attribution, steps-to-appointment, top sequences, and post-loss reactivation. Trigger when the user asks about lead attribution, multi-touch attribution, which channels drive meetings, winning sequences, steps-to-meeting analysis, or post-loss re-engagement. Not for screening a new list against prior replies.
Sample result
Run live demo
Build multi-touch attribution report| Account & Contact | First / Last Touch | Sequence to Appt | Post-Loss Path | |
|---|---|---|---|---|
| 1 | Tarn Cooperative (Freya Bianchi) | BuildCon Expo / LinkedIn DM | Event -> LinkedIn -> Case Study -> Call | 90-Day Nurture Sequence |
| 2 | Apex Construction (Marcus Vance) | Cold Email / Web Demo | Email -> Follow-up -> Web Demo | Re-engagement DM Play |
| 3 | BlueRidge Build (Elena Rostova) | Web Form / Direct Call | Form -> Case Study -> Discovery Call | Quarterly Product Update |
| 4 | Vanguard Projects (Dominic Hayes) | LinkedIn / Cold Email | LinkedIn -> Email -> Demo Request | Executive Re-introduction |
Example run
“Run a multi-touch lead attribution and post-loss reactivation analysis across our target construction accounts, including Tarn Cooperative.”
Retrieved records for Tarn Cooperative, Apex Construction, BlueRidge Build, and Vanguard Projects, including contacts Freya Bianchi, Marcus Vance, Elena Rostova, and Dominic Hayes.
Found direct messages and touchpoints for Freya Bianchi (BuildCon Expo follow-up) and Dominic Hayes.
Merged email logs across target accounts to map complete sequences leading to appointment booking.
Multi-Touch Lead Attribution & Sequence Analysis: Construction Accounts
More in Pipeline Management
- Sample resultStalled deal recovery plan
Diagnostic Area Status / Blocker Evidence (Inbox & CRM) Buyer Engagement Blocked: Timing Slipped Emeka Andersson cited Q3 plant expansion delay on Aug 14; last 2 touches asked 'any updates?' without re-anchoring. Stakeholder Coverage Gap: Economic Buyer CFO Marcus Vance requested loss-run audit authority on Jul 29; never added to proposal threads or CRM contacts. Technical / Terms Unresolved Objection Risk Director Sarah Lin flagged deductible structure in clause 4B on Aug 02; no counter-proposal provided. Use when a user asks “Why is this deal stuck?”, “This deal has been sitting in proposal forever,” or “Rescue my stalled deals.” Diagnoses the blocker behind an open, stale deal and gives the owner a cause-based recovery plan. Not for a single quiet-thread bump, which belongs in No-Reply Rescue, or stage-label validation, which belongs in Deal Stage Reality Check.
- Sample resultBuild outbound campaign status report
Funnel Stage Current Rate (Wk 6) Benchmark Target 1. Dials → Connects 4.8% (48/1,000 dials) 4.0% – 8.0% 2. Connects → Conversations 31.2% (15/48 connects) 25.0% – 40.0% 3. Conversations → Meetings 6.7% (1/15 conversations) 10.0% – 20.0% 4. Meetings Booked → Held 100.0% (1/1 booked) 60.0% – 75.0% 5. Meetings Held → Opportunities 0.0% (0/1 held) 30.0% – 50.0% Diagnose an outbound campaign from its funnel numbers and produce a weekly status report — selling days remaining, current vs target metrics, the single binding constraint, and the one fix for next week. Use this whenever someone shares outbound activity numbers, asks why a campaign isn't producing meetings, wants a weekly or monthly campaign update or client report, says outbound "isn't working," is deciding whether to kill or extend a campaign, or is reviewing SDR performance. Also use when someone asks for a pipeline or outbound review, or hands over dials, connects, replies, or meeting counts without a specific question — raw activity data almost always means a diagnostic is needed. Reach for this before offering generic outbound advice, because the fix depends entirely on which funnel stage is actually broken.
- Sample resultDaily quota pacing and execution plan
Account / Target Quota Impact Stage & Risk Q3 Quota Pacing $240,000 Gap Behind Pace (2.1x Cover) Larkspur Outfitters $85,000 ARR Decision Stage (At Risk) Apex Freight Systems $62,000 ARR Evaluation (Priority) Cascade Logistics $45,000 ARR Proposal (At Risk) Vanguard Express $110,000 ARR Whitespace Prospect Use this when you say: plan my day, run my territory, am I on pace, what do I need to close, prep me for this call, help me follow up, update CRM, rescue this deal, find whitespace, build a bigger deal, or close out my day. It shows where you stand against quota, what needs attention, and the next actions that move you toward bigger deals and quota attainment.
