Identity
Preserve known and anonymous engagement where consent, systems, and use cases allow.
Connect first touch, qualification, routing, opportunity stages, and closed revenue without pretending one model tells the whole truth.
Marketing and sales disagree about source, stage, or quality.
B2B attribution becomes credible when marketing and sales share lifecycle definitions, source data survives the CRM handoff, and reports distinguish observed touches from causal claims.
Run this with the people who own the inputs and the next decision. The framework is most useful when disagreement is visible—not edited out before the session.
Define the commercial motion and the decision.
Collect the signals that can support or reject the hypothesis.
Name the handoff or stage governing performance.
Assign the smallest useful next move and its owner.
Use the printable version during your working session. Add evidence and an owner beside every decision; unresolved disagreement belongs in the output, not outside the room.
Do not score these in isolation. Look for the handoff, dependency, or missing evidence connecting one lens to the next.
Preserve known and anonymous engagement where consent, systems, and use cases allow.
Define inquiry, qualified lead, accepted lead, opportunity, and customer consistently.
Assign high-intent demand quickly with ownership, alerts, and failure paths.
Connect contacts, accounts, campaigns, and revenue stages without overwriting source history.
Use multiple evidence views to allocate budget rather than worshipping one attribution model.
Complete the steps in order. Capture disagreement, assign one owner, and put the next review date beside the decision.
Get marketing and sales to approve stage definitions.
Audit which source fields are overwritten or dropped.
Measure speed and conversion between lifecycle stages.
Report pipeline and revenue alongside lead volume.
A team enters the session with channel performance, conversion data, and customer context. They score the available evidence, isolate the weakest handoff, and leave with one accountable owner, a measurable next action, and a review date.
Apply the framework to B2B pipeline, ecommerce retention, local-market lead generation, marketplace demand, or any operating model where the next investment depends on several connected systems.
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