The unified data layer your growing service firm needs to stop guessing. We build the CRM, wire up multi-touch attribution, and stand up the dashboards that tie every lead source to closed revenue, so leadership can defend every dollar of marketing spend.
Leads land in HubSpot or Salesforce with no source tag, no campaign, no UTM, and no path back to the channel that generated them
Phone calls (often the highest-intent channel for service firms) sit completely outside the CRM and never tie to closed revenue
Google Analytics, Google Ads, Meta, and your CRM each report a different number for the same campaign and nobody knows which is right
Sales reps work leads in inboxes and spreadsheets instead of the CRM, so your pipeline data is fiction
Reporting takes a junior person three days a month to assemble and is already stale by the time it hits the leadership meeting
A unified RevOps stack that ties every channel, every lead, and every dollar of pipeline to a number you can defend.
Full deployment or rescue of HubSpot, Salesforce, GoHighLevel, Pipedrive, ActiveCampaign, or Zoho. Custom pipelines, properties, deal stages, lead scoring, and automation tuned to your sales motion.
First-touch, last-touch, and position-based attribution wired across paid, organic, referral, email, and direct. Every lead arrives in the CRM tagged with the channel and campaign that produced it.
CallRail, WhatConverts, or HubSpot call tracking deployed across paid, GBP, and organic so phone-driven revenue (often the majority for service firms) finally shows up in attribution.
Looker Studio, HubSpot, or Salesforce dashboards covering CAC, LTV, payback period, channel ROI, sales velocity, and forecast. Leadership reads the same numbers every week.
Automated round-robin, geography-based, or service-line-based routing. Speed-to-lead SLAs are enforced with alerts so high-intent leads never sit cold.
Closed-won revenue is fed back into Google Ads and Meta so the platforms optimize toward actual customers, not just form fills. This alone often cuts CAC 25 to 40 percent.
We audit your current CRM, ad platforms, call tracking, and offline data sources. Output is a written architecture diagram showing every system, every integration, and every data gap.
We deploy or rebuild the CRM, wire UTMs across every channel, install call tracking, import historical data, and stand up the attribution model. Done in 30 to 90 days.
Executive and operator dashboards launch in Looker Studio, HubSpot, or Salesforce. Sales and marketing teams are trained on the new operating system in live working sessions.
Monthly RevOps reviews cover dashboard health, attribution accuracy, lead routing performance, and new channels coming online. The model adapts as your business adapts.
We deploy RevOps stacks for service firms across Greensboro, Winston-Salem, High Point, Burlington, and the broader Piedmont Triad. Pair this with our AI Growth Automation for sub-60-second lead response, our Lifecycle Engine for nurture sequences, or our Paid Ads service to feed conversion data back into Google and Meta.
Investment & Next Steps
RevOps, CRM & Attribution
Unified CRM, multi-touch attribution, and pipeline dashboards for growing Triad service firms that need to defend every marketing dollar.
Most firms above a certain size cannot answer a simple question: which marketing activity produced the clients we won last quarter. Not which produced leads, which produced clients. Without that answer, budget is allocated by intuition and by whichever channel reports most flatteringly, which is almost never the one contributing most.
This work fits businesses running three or more channels. With one channel attribution is trivial. With four, overlapping influence makes every platform's self reported numbers add up to more conversions than you actually had.
It also fits firms whose sales and marketing disagree about lead quality. That argument is nearly always a data problem: no shared definition of qualified, no consistent stage discipline, and no way to trace an outcome back to a source.
The work is unglamorous and sequential. Skipping the definitions step is what causes most implementations to be quietly abandoned.
Written, agreed definitions of a lead, a qualified opportunity and a closed win, signed off by sales and marketing together. Until these exist, every report is contested and therefore ignored.
Source data captured consistently at every entry point: forms, calls, chat, offline events and referrals. Missing referral capture is why so many firms conclude that word of mouth cannot be measured.
Marketing platforms connected to the CRM so that outcomes flow back to sources, including offline conversions pushed back to ad platforms so their bidding can optimize on revenue rather than form fills.
A small set of reports reviewed on a fixed cadence, with an owner for each. A dashboard nobody discusses on a schedule is a dashboard nobody uses.
We deliberately build few reports. A handful that get read beats forty that do not.
The end to end figure including all fees and media, per channel. It is the single most decision changing number most firms have never calculated.
Where opportunities stall in the pipeline. It distinguishes a lead generation problem from a sales process problem, which are usually blamed on each other.
How long each channel's leads take to close. A source with a higher acquisition cost but a cycle half as long is often the better investment.
The share of opportunities with a recorded source and current stage. Below about eighty five percent, treat every other report with suspicion.
Value based bidding requires closed loop revenue data flowing back to the platform.
Someone senior has to act on what the data says, including cutting favored programs.
Scoring and handoff depend entirely on clean stage and source data.
Whatever you use, provided it supports custom fields and integrations. Replacing a CRM is a separate decision and usually not the actual blocker.
Six to ten weeks for most firms, with definitions and capture in the first month and connected reporting in the second.
We report first touch and last touch side by side rather than pretending a single model is truth. Where volume allows, we add a position based view for context.
Only if the reports are few, the definitions are theirs and there is a standing meeting to review them. We build for that, not for dashboard volume.
Yes, through capture at intake. It requires a small process change from whoever answers the phone, and it is usually the highest value data you were not collecting.