02 / Attribution · vendor management · budget oversight
Making every lead source accountable.
I connected acquisition activity to lead records, enforced provider standards, and built a shared reporting workflow for a revenue-share partner.
My role
Ownership through adoption.
I managed the lead-provider budget and relationships, established standards, and communicated changes to executive leadership. I worked directly with provider account managers and technical contacts to resolve integrations and improve delivery.
Outcome
What changed.
Clearer source attribution, enforced provider standards, and a shared lead tracker to support spending and follow-up decisions.
The project, stage by stage
How I moved the work forward.
01 / Challenge
Spend was visible. Its downstream value was harder to see.
The company lacked reliable CRM attribution for some advertising activity. Lead-provider quality varied, and manual handling made it difficult to connect spend, lead handling, and results. I also identified gaps in the information available for a revenue-share provider.
02 / Ownership
I owned source performance and the technical connections.
I managed the lead-provider budget and relationships, established standards, and communicated changes to executive leadership. I worked directly with provider account managers and technical contacts to resolve integrations and improve delivery.
03 / Build
I connected tracking, delivery, and follow-through.
I created source-specific tracking numbers in CallRail and implemented attribution for Google Ads and Facebook Ads. Where needed, I connected providers through Zapier, APIs, and webhooks so leads reached the CRM and Hatch and the right employees received notifications.
04 / Decide
I directed spend toward services and sources that met our standards.
I enforced lead-quality requirements, managed credit issues, and stopped working with providers that failed to meet standards. I focused provider targeting on profitable services the sales team actively sold—primarily roofing and windows, with the mix varying by provider.
05 / Collaborate
A custom tracker gave both organizations the same reference.
For a revenue-share partner, I built a Zapier workflow that also captured incoming leads in a shared spreadsheet. It preserved provider lead IDs and details and gave the inbound team space for last-contact dates, notes, and rejection reasons. The provider could review the same lead-level information.
06 / Outcome
Better visibility supported more disciplined spending.
Attribution, provider standards, and budget oversight contributed to the combined reduction in advertising spend and increase in inbound revenue. The shared tracker created a practical operating process between our team and the provider. Its individual financial impact was not separately measured.
Inside the work / shared lead visibility
Fictional demonstration dataOne record, shared accountability.
Reconstruction of the reporting approach I built for a revenue-share partner. All entries are fictional. This demonstration does not connect to a CRM or save data.
- Provider lead
- Zapier workflow
- CRM + Hatch + shared tracker
| Provider ID | Service | Last contact | Status | Team note / reason |
|---|---|---|---|---|
| DEMO-1041 | Windows | Day 1 | Appointment set | Homeowner confirmed appointment. |
| DEMO-1042 | Roofing | Day 2 | Follow-up due | Requested a callback after work. |
| DEMO-1043 | Other service | Day 1 | Rejected | Requested service outside agreed scope. |
Earlier operational improvements
Combined historical outcomes.
The case studies are based on my experience and recollection. Demonstrations use newly reconstructed examples with fictional data, not company records or original screenshots. Rollout durations are approximate and distinguish initial setup from overall implementation.