A project for marketing & revops

Lead Source Attribution

Capture the real first-touch source on every lead, every time: the foundation of attribution.

Real attribution
Key outcome this project is built to deliver.
Small
Project scope: typically 10-20 hrs of implementation.
18
Project number in the Avero GTM catalog.
Marketing
Primary function this project serves.

The problem

Lead source is missing or wrong on most contacts. Attribution is guesswork.

What this looks like in practice

First touch gets captured at the point of entry, from every channel, with a fallback so no record arrives blank. The property is locked against overwrites, because attribution that later actions can rewrite is not attribution.

This survived a full company rebrand for one security client without losing tracking, followed booth scans from a flagship conference into the CRM for another, and gave a SaaS company shifting to outbound attribution they could budget against.

Built in real engagements

Where this fits

This project is part of our HubSpot Audit work. A HubSpot audit is a structured review of your instance against the revenue process it is supposed to serve. We examine the data model, lifecycle stages, scoring, automation, and reporting, then hand you findings ranked by what each one is costing you. It takes about two weeks.

How we work

01 / Audit 1–2 hrs

We start by understanding your current state.

Before building anything, we map what exists today: your tools, your data, your processes, and where the gaps are. This shapes everything downstream.

  • Current stack and integrations reviewed
  • Process gaps and bottlenecks identified
  • Success criteria defined with your team
02 / Build 10-20 hrs

We build the system and get it live.

Implementation is hands-on: we build directly in your tools, not in a sandbox. You see real outputs at every step, not mockups.

  • Full implementation in your existing stack
  • Data quality verified before going live
  • Team walkthrough and handoff documentation
Outcome. Real attribution, measured against your baseline from the audit phase.

Related projects

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