Growth-stageIndustrial & Energy Technology

Un-inverting a funnel and rebuilding attribution across a ~285k-contact database

98% lifecycle-stage accuracy

HubSpotVasco
Play leadKaveanRevOps team · LeanScale

The problem

The funnel was inverted: Opportunity counts sat 3–7x larger than SQL because lifecycle stages never regressed when deals closed, so no conversion rate and no velocity number could be trusted. Roughly 82% of contacts were bucketed into an unattributed 'offline' / integration source, which left marketing unable to say what any channel had produced.

The play

  1. 1
    GTM diagnostic first

    Ran a full go-to-market diagnostic across the funnel before changing anything, to establish exactly where records were stranded, which transitions were firing backwards, and what share of the database was unattributable.

  2. 2
    Lifecycle rebuild with forward-only logic

    Rebuilt the lifecycle stage model end to end with forward-only transition logic and velocity stamping, then re-stated every stranded record so historic conversion and velocity became computable.

  3. 3
    Attribution framework

    Built a 14-channel taxonomy with normalized 'golden' attribution fields, an eight-step attribution workflow engine, UTM hygiene and hidden-field capture on forms, and webinar attribution that recovered ~3,300 previously invisible attendees.

  4. 4
    Motion stamping across the whole base

    Stamped and backfilled lead motion, inbound, outbound, other, across the entire contact base, and stood up separate inbound and outbound lead-status engines so the two motions stopped contaminating each other's metrics.

  5. 5
    Channel ROI and forecastingVasco

    Stood up the Vasco GTM data platform to fuse attribution with channel spend for CAC and ROI reporting and segment-level forecasting, built a first-version growth model, and delivered the company's first formal quarterly business review with a top-10 metrics readout.

  6. 6
    Identity resolution across product, CRM and billing

    Stitched product, CRM and billing data into a canonical user-to-organization-to-revenue identity table, so usage-based upsell signals could be attached to the right revenue-bearing account.

What it moved

98% lifecycle-stage accuracy

After the rebuild and backfill, 98% of contacts and companies sit in the correct stage, fixing a funnel where Opportunity had run 3–7x larger than SQL.

~285k contacts attributed to a GTM motion. Lead motion was stamped and backfilled across 100% of the contact base, and channel plus record source now populate ~99.9% of contacts.

From a LeanScale case studyRead the full case study →

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