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Most B2B companies struggle with fragmented lead data scattered across multiple systems, inconsistent attribution, and reporting that doesn't match reality. The root cause? Using the Contact object as a catch-all for marketing leads, sales prospects, customers, and partners.

The Lead Object Framework solves this by creating a dedicated, purpose-built structure for lead management. This isn't just adding a custom object—it's a complete reimagining of how leads flow through your GTM engine.

Our four-phase approach ensures nothing is missed. We start with deep characterization: mapping every lead creation point, auditing current problems, and designing your ideal future state. This includes visual process mapping, stakeholder alignment sessions, and comprehensive documentation before any implementation begins.

During implementation, we build the technical infrastructure: creating the Lead Object with all necessary properties, establishing associations with Contacts, Companies, and Deals, and constructing automated workflows for form submissions, imports, and outbound tools like Apollo, Clay, and Make. Every field sync, status update, and owner assignment is mapped.

The QA phase validates the entire system through rigorous testing across all lead sources and edge cases. We ensure data integrity, confirm dashboard accuracy, and verify that lifecycle progressions work as intended. Nothing goes live until it passes our comprehensive testing checklist.

Finally, onboarding ensures adoption. We create Loom walkthroughs, conduct training sessions with sales and marketing teams, and provide ongoing support during the first week of usage. Your team doesn't just get new technology—they get confidence and clarity in how to use it.