Signature Feature: Attribution from First Click to Closed Job
Most businesses run ads and guess. You pay for a lead, but by the time the job is closed three months later, nobody knows which channel actually converted. We log every touchpoint: first click, form submit, inbound call, quote sent, follow-up sequence, deal stage shift. And bind it back to the original source. On a live dashboard. So you'll have the data to answer "which ad made the phone ring?" with confidence.
What It Does
You see everything that moves. Every lead, every call, every quote, every deal stage shift lands on a central dashboard. No guessing about pipeline health or whether an ad is actually working. You open the dashboard at 6am and see last night's inbound traffic, qualification rate, and follow-up status.
You know your cost per result. Not cost per click or cost per lead. Cost to close. We tie revenue back to the marketing touchpoint that started the conversation. Say an ad costs you $15 per qualified lead but takes 45 days to close at $1,200 a job: now you own the full picture, not half of it.
Your team runs by real data. Sales gets a morning brief showing which prospects are hot, which are stuck, which need a nudge. Marketing sees which campaigns feed the pipeline fast vs. slow. Ops sees where quotes are bottlenecked. Everyone reads the same dashboard.
Your clients trust your reporting. When you pitch a client, you show them a live dashboard: conversion rate, cost per acquisition, daily pipeline movement, weekly summaries. No spreadsheets. No delays. They see the numbers update in real time.
What It Looks Like in Your Business
It's 6:15am on a Tuesday. You grab coffee and open the dashboard. Last night your phone line answered 4 inbound calls (one of them two years old, re-engaged by the nurture sequence). This week's ads converted at 8.2 percent, down slightly from last week's 9.1 percent. The cost-per-qualified-lead landed at $34.60 across Google and Meta combined. Two deals moved to "quote sent" yesterday; one's been stuck in "follow-up pending" for nine days, so you ping the owner to chase it. The ad spend was $4,200 this week. Pipeline value from that spend sits at $187,000 (your historical close rate does the math). You send the weekly report to your board at 7am and move on.
How We Build It
Audit. We map every system your business touches: phones, CRM, quote tools, payment processor, email sequences. We identify which fields hold the data that matters (call time, form submit source, deal close date) and which system owns each field.
Architect. We design a unified lead flow: inbound call logged with its source tag, form captures UTM parameters, CRM records the journey, quote system logs when a proposal goes out, payment processor reports when the deal closes. We build rules: if a call came in from Google Ads and a deal closes 43 days later for $1,200, that ad generated that revenue.
Deploy. We wire the dashboards and automations. Live reporting, daily email summaries, client-facing report generation. Your team has access the day we go live.
Optimise. As your business scales or your tech stack changes, we tune the attribution model and add new metrics: repeat rate, customer LTV, channel profitability.
Proof
Stack
Google Sheets API Veblen Platform CRM Meta Conversions API Google Analytics 4 n8n automation Xero accounting Zapier workflows
FAQ
Q. Do you pull data out of our current CRM / sales tool?
Yes. If your leads live in GoHighLevel, HubSpot, Pipedrive, or Xero, we connect directly via API and read the live data. No manual import. The dashboard stays in sync automatically.
Q. What if we change our tech stack later?
We design the dashboard on logic, not tools. If you move from one CRM to another, we rewire the connector and the dashboard keeps working. We do not lock you in.
Q. How real-time is real-time?
Most dashboards update every 5 to 15 minutes. Some (like inbound calls) update instantly. We configure based on your business need. More frequent updates cost more in API calls; we balance speed and cost upfront.
Q. Do you build custom reports, or is it a fixed template?
Custom. We build exactly what you need to run the business. If you want daily email reports to your inbox, weekly summaries to a Slack channel, and monthly decks sent to your accountant, we build all three and schedule them.
Q. What if our attribution is complex (long sales cycle, multiple touchpoints)?
That's the point. We handle it. Multi-touch attribution, first-touch, last-touch, time-decay models: we design the one that matches your business. A 90-day sales cycle looks different from a one-call close; we adjust.
Next Step
Book a free 15-minute call. We'll map your current reporting gaps and show you what's possible.
Ready to deploy AI
that actually works?
Tell us about your business, then pick a call time on the next screen. After the call, if it's a fit, a senior engineer follows up within 24 hours with a clear scope and timeline.
Prefer to talk? Call Zac directly on 0468 068 886