98% lifecycle-stage accuracy


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.
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.
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.
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.
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.
VascoStood 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.
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.
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.



+5
7 steps
Merging two Salesforce orgs into one against a contract-expiry deadline
Cutover executed on schedule, ahead of the contract deadline
CRM migration and merge



+2
4 steps
Re-architecting a segmentation field across two CRMs, and rebuilding every report that depended on it
~195k contacts re-segmented
ERP implementation or migration

4 steps
Retiring a legacy ERP integration and answering 'what is our active ARR?'
Legacy ERP retired