CRM Lead Source & Revenue Attribution Setup

Service Scope

One existing supported CRM, one website, up to three lead-capture forms, up to five source fields, and one sales pipeline. Includes one lead-to-deal association approach and one native source-to-revenue report where supported.

Preserve useful source information as leads enter your CRM. Create a consistent link between marketing capture, lifecycle stages, and the sales values your team records.

Pricing and Service Period

The price is USD 1499.00 for the complete one-time project within the stated scope. Additional websites, accounts, quantities, data preparation, or implementation requirements are quoted separately.

Define Source and Revenue Fields

We agree on source, medium, campaign, first-touch or latest-touch handling, lifecycle stages, and the meaning of deal revenue. Up to five source fields are selected within the CRM capabilities.

Connect Capture to the Existing CRM

We configure up to three supported form integrations to preserve the agreed source information. Lead or contact association with one existing pipeline is reviewed and configured through available native features.

Test the Lead-to-Deal Journey

We create up to five test leads and two test deals, check the expected field values and associations, and deliver one supported native report plus a field-mapping guide.

Testing and Quality Review

• Verify source fields on representative new leads
• Check approved overwrite behavior and contact-to-deal associations
• Compare the native report with the test deals and revenue basis

What's Included

• 1 existing supported CRM and 1 sales pipeline
• Up to 3 website lead forms
• Up to 5 source fields and their overwrite rules
• 1 supported lead-to-deal association approach
• Up to 5 test leads and 2 test deals
• 1 native source-to-revenue report and field guide
• 1 consolidated correction round

Client Requirements

The client retains ownership of accounts and supplies the information and permissions needed for the approved work.

• Administrator access to the existing CRM and selected forms
• A usable sales pipeline with approved lifecycle and revenue definitions
• Suitable platform plan, supported integrations, and consistent UTM standards
• One named contact for approvals, account ownership, and consolidated feedback
• Timely access, usable source data, and approval of the agreed measurement definitions

Delivery and Revisions

Standard delivery is 7–10 business days after all required access, source data, approvals, and supported account capabilities are confirmed. External account approvals, unavailable data, platform processing, and client-dependent development can affect the schedule.

One consolidated correction round is included for the approved definitions, configuration, quantities, or factual findings. New objectives, replacement datasets, extra accounts, changed designs, and additional features require a separate scope.

Important Scope Boundaries

• New CRM implementation, major pipeline redesign, or sales-team data entry
• Historical source reconstruction or person-level cross-device identity resolution
• Custom middleware or a guaranteed source match for every sale

Software, hosting, cloud usage, phone usage, paid apps, and third-party connector fees are purchased separately. Measurement is limited by available data, platform capabilities, consent choices, and browser behavior. No specific sales result or complete attribution of every customer is promised.