Define the commercial milestones
Agree what counts as an inquiry, qualified lead, opportunity, customer, and realized revenue. Map those stages to responsible systems and identify where manual review is still required.
- ✓ Lifecycle stages and source systems
- ✓ Campaign-to-lead identifier mapping
- ✓ Qualification and revenue timing rules
Close the loop without overstating attribution
Return downstream outcomes to reporting and approved optimization workflows. Keep unmatched records and attribution assumptions visible so correlation is not presented as proof of a campaign causing revenue.
- ✓ Document the evidence and owner behind each decision.
- ✓ Agree acceptance criteria before implementation begins.
Scope and delivery decisions
CRM access, payment data, consent requirements, and offline conversion support must be assessed before implementation.
- ✓ Confirm system access, dependencies, and data handling during discovery.
- ✓ Receive a scoped recommendation with responsibilities and verification steps.