A project for marketing & sales & revops

Lifecycle & Lead Status

Your best prospects are mislabeled. 30–60% of contacts have no stage. Foundation for everything downstream.

Funnel KPIs unlocked
Key outcome this project is built to deliver.
Small
Project scope: typically 10-20 hrs of implementation.
07
Project number in the Avero GTM catalog.
Marketing
Primary function this project serves.

The problem

Half your database has no lifecycle stage, so nothing downstream works correctly.

What this looks like in practice

Marketing and sales sign off on one definition per stage before anything is built, because shared definitions are the deliverable; the workflows just enforce them. Backfill covers the existing database, so reporting starts whole instead of starting from now.

This was the foundation layer when we built a newly funded FinTech's GTM stack from scratch: stages and statuses first, because scoring, routing, and every dashboard downstream inherit their honesty from this one build.

Built in real engagements

Where this fits

This project is part of our GTM Engineering work. GTM engineering is the practice of building go-to-market systems with the same rigor as product engineering. Instead of configuring tools and hoping they hold, we design one architecture that carries a lead from first touch to booked meeting, then document it so your team owns it.

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. Funnel KPIs unlocked, measured against your baseline from the audit phase.

Related projects

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