A client needs to understand which marketing touchpoints actually drive conversions, choose the right attribution model for their business, or build a measurement framework that accounts for cross-channel interactions.
How it works
- You provide the channels in use, sales cycle length, current tracking setup, and business model
- The skill evaluates attribution model options, recommends the best fit with pros/cons specific to the client's context, defines implementation requirements, and designs a reporting structure
- It returns a complete attribution model recommendation with implementation roadmap and reporting framework Kate can walk the client through
Prompt
You are designing a marketing attribution model for a Kate Makrigiannis consulting engagement. Kate uses this to help clients stop guessing which channels are working and start making budget decisions based on evidence. Before writing, read knowledge/voice-tone-guide.md -- use the client-facing voice.
Inputs I will provide:
- Channels in use: {{CHANNELS}} (all marketing channels -- paid search, organic search, social ads, email, content, events, partnerships, referrals, direct sales, etc.)
- Sales cycle length: {{SALES_CYCLE}} (average time from first touch to conversion -- e.g., "same-session for e-commerce" or "90-day B2B enterprise cycle")
- Current tracking setup: {{TRACKING}} (what is in place -- e.g., "Google Analytics 4 with basic UTMs," "HubSpot CRM with form tracking," "nothing formal," "Mixpanel + Salesforce")
- Business model: {{BUSINESS_MODEL}} (e.g., "B2B SaaS, $30K ACV," "DTC e-commerce, $80 AOV," "marketplace with buyer and seller sides")
- Context (optional): {{CONTEXT}} (specific attribution questions, known blind spots, recent channel additions, budget decisions that depend on attribution, team analytics maturity)
Step 1: Current state assessment
Assess the client's attribution maturity and identify gaps:
Attribution Maturity Assessment
| Dimension | Current State | Maturity Level | Gap |
|---|---|---|---|
| Tracking coverage | [What is tracked vs. what is not] | [None / Basic / Intermediate / Advanced] | [Key gaps] |
| Cross-channel visibility | [Can they see multi-touch journeys?] | [Level] | [Gaps] |
| Cross-device tracking | [Can they connect mobile and desktop?] | [Level] | [Gaps] |
| Offline touchpoints | [Events, sales calls, direct mail tracked?] | [Level] | [Gaps] |
| CRM integration | [Marketing data flows to revenue data?] | [Level] | [Gaps] |
| Reporting cadence | [How often attribution data is reviewed] | [Level] | [Gaps] |
Overall maturity: [Level 1-5 with label]
- Level 1: No attribution (last-click by default, no UTMs)
- Level 2: Basic (UTM tracking, single-platform reporting)
- Level 3: Intermediate (multi-channel tracking, one attribution model applied)
- Level 4: Advanced (multi-touch attribution, CRM-connected, regular optimization)
- Level 5: Sophisticated (data-driven/algorithmic attribution, incrementality testing, MMM)
Step 2: Attribution model comparison
Compare all standard models against the client's specific business context:
Model Comparison for {{BUSINESS_MODEL}}
| Model | How It Works | Credit Distribution | Best For | Limitations |
|---|---|---|---|---|
| First-touch | 100% credit to first interaction | All credit to awareness channel | Understanding which channels fill the top of funnel | Ignores everything after first touch; overvalues awareness |
| Last-touch | 100% credit to final interaction before conversion | All credit to closing channel | Short sales cycles, single-session conversions | Ignores all earlier touchpoints; overvalues bottom-funnel |
| Linear | Equal credit to every touchpoint | Even split across all touches | Businesses that genuinely value every interaction equally | Treats a display impression the same as a demo request |
| Time-decay | More credit to touchpoints closer to conversion | Weighted toward recent touches | Longer sales cycles where recent touches matter more | Still undervalues awareness; decay rate is arbitrary |
| Position-based (U-shaped) | 40% first, 40% last, 20% split across middle | Heavy on first and last | Businesses that value both acquisition and conversion | Middle touches may be more important than 20% suggests |
| Data-driven | Machine learning assigns credit based on conversion patterns | Varies by actual impact | High-volume businesses with enough data for statistical models | Requires significant conversion volume; black box concerns |
Recommendation for This Business
Recommended model: [Model name]
Why this model fits:
- [Reason tied to sales cycle length]
- [Reason tied to channel mix complexity]
- [Reason tied to data/tracking maturity]
- [Reason tied to business model]
Why not the alternatives:
- [Model X]: Not recommended because [specific reason for this client -- e.g., "sales cycle is 90 days, so last-touch would ignore 3 months of nurturing"]
- [Model Y]: Not recommended because [reason]
Step 3: Channel weighting rationale
Define how each channel should be valued in the recommended model:
Channel Weighting
| Channel | Role in Journey | Typical Position | Weight Rationale | Measurement Notes |
|---|---|---|---|---|
| [Paid Search - Brand] | Conversion/capture | Last touch | [High conversion intent but often captures existing demand -- weight carefully] | [Easy to over-credit; consider brand lift studies] |
| [Paid Search - Non-brand] | Discovery/consideration | First or mid | [Introduces new prospects to the brand] | [Track assisted conversions separately] |
| [Organic Search/SEO] | Discovery/education | First or mid | [Long-tail value, compounds over time] | [Content assists are often invisible in last-touch] |
| [Social Ads] | Awareness/retargeting | First or last | [Dual role: cold audience and warm retargeting behave differently] | [Separate prospecting from retargeting in reporting] |
| [Email] | Nurture/conversion | Mid or last | [High conversion but only reaches known contacts] | [Often gets last-touch credit for work other channels started] |
| [Content Marketing] | Education/trust | Mid | [Rarely gets conversion credit but influences heavily] | [Track content-assisted conversions as a separate metric] |
| [Events/Webinars] | Relationship/trust | Mid | [High-value touches, hard to track digitally] | [Manual CRM tagging usually required] |
| [Referrals/Word-of-mouth] | Trust/conversion | First or last | [Often invisible in digital tracking] | [Post-purchase survey: "How did you hear about us?"] |
Step 4: Implementation requirements
Tracking Infrastructure
| Requirement | Current State | Action Needed | Priority | Effort |
|---|---|---|---|---|
| UTM parameter framework | [In place / Partial / None] | [Define UTM taxonomy, implement across all channels] | [P1/P2/P3] | [Hours/days estimate] |
| Conversion tracking pixels | [State] | [Action] | [Priority] | [Effort] |
| Cross-domain tracking | [State] | [Action] | [Priority] | [Effort] |
| CRM integration | [State] | [Action] | [Priority] | [Effort] |
| Offline conversion import | [State] | [Action] | [Priority] | [Effort] |
| Consent/cookie management | [State] | [Action] | [Priority] | [Effort] |
UTM Taxonomy
Define a consistent UTM structure the client should use across all channels:
| Parameter | Convention | Example |
|---|---|---|
utm_source | Platform name, lowercase | google, facebook, linkedin, newsletter |
utm_medium | Channel type | cpc, social, email, organic, referral |
utm_campaign | Campaign name, kebab-case | q1-brand-awareness, product-launch-2026 |
utm_content | Creative or ad variant | headline-a, video-30s, banner-300x250 |
utm_term | Keyword (search only) | {keyword} dynamic parameter |
Cross-Device Considerations
| Scenario | Frequency | Solution | Complexity |
|---|---|---|---|
| Mobile browse, desktop convert | [High for B2B, moderate for DTC] | [Logged-in user ID matching, Google Signals, probabilistic matching] | [Medium-High] |
| Multi-device research | [Common for high-consideration purchases] | [User ID implementation across platforms] | [High] |
| App-to-web transitions | [Relevant if client has mobile app] | [Deep linking, deferred deep links, Firebase] | [High] |
| Offline-to-online | [Events, print, TV driving web visits] | [Vanity URLs, QR codes, post-visit surveys] | [Low-Medium] |
Step 5: Reporting structure
Attribution Dashboard Design
| Report | Frequency | Audience | Key Metrics | Purpose |
|---|---|---|---|---|
| Channel performance summary | Weekly | Marketing team | Attributed conversions, CPA, ROAS by channel | Tactical optimization |
| Multi-touch journey analysis | Monthly | Marketing leadership | Top conversion paths, average touches to conversion, path length | Strategic channel planning |
| Model comparison report | Quarterly | CMO/VP Marketing | Same data under multiple models side-by-side | Validate model choice, catch blind spots |
| Incrementality snapshot | Quarterly | Marketing + Finance | Holdout test results, lift measurements | True causal impact vs. correlation |
Key Metrics to Track
| Metric | Definition | Why It Matters |
|---|---|---|
| Attributed conversions | Conversions assigned to each channel under the selected model | Core budget allocation input |
| Assisted conversions | Conversions where a channel appeared in the path but did not get primary credit | Reveals hidden channel value |
| Assist-to-last ratio | Assisted conversions / Last-touch conversions per channel | Channels with high ratio are undervalued in last-touch |
| Average path length | Number of touchpoints before conversion | Indicates journey complexity |
| Time to conversion | Days from first touch to conversion | Validates or challenges sales cycle assumptions |
| Cross-device conversion rate | Conversions that span multiple devices | Quantifies cross-device measurement gap |
Kate's Talking Points
- "Your current setup is at Level [X] attribution maturity. The biggest gap is [specific gap]. Closing that gap would change how you allocate roughly $[X] in marketing spend."
- "I recommend [model] because your [sales cycle / channel mix / data maturity] means [specific reasoning]. Under this model, [channel] is likely getting [more/less] credit than it deserves today."
- "The first implementation step is [specific action]. That alone will give you visibility into [specific blind spot] within [timeframe]."
Related skills: Feeds into
/campaign-post-mortemfor measuring campaign performance under the selected model. Pairs with/marketing-roi-analyzerfor channel ROI calculations. Uses/analytics-dashboard-designfor building the attribution reporting dashboard.
Example Output
Input
- Channels in use: Google Ads (brand + non-brand), LinkedIn Ads, organic search/SEO, email nurture sequences, gated content/whitepapers, webinars, outbound SDR calls, and partner referrals
- Sales cycle length: 75–90 days from first digital touch to closed-won; typically 6–10 touchpoints before a demo request
- Current tracking setup: HubSpot CRM with form tracking, Google Analytics 4 with partial UTM coverage (paid channels tagged, email and SDR touches not tracked), no cross-channel contact-level reporting
- Business model: B2B SaaS, $42K ACV, selling to mid-market HR and finance buyers at companies with 200–1,000 employees
- Context: The VP of Marketing at Claravex (HR workflow automation platform) is preparing a Q3 budget reallocation. LinkedIn is consuming 38% of the paid budget but last-touch reporting shows it driving only 9% of conversions. The team suspects LinkedIn is doing more work than the data shows. They also recently added a partner referral program and have no visibility into how referral touches interact with paid channels.
Output (abbreviated)
Attribution Model Design: Claravex
Step 1: Attribution Maturity Assessment
| Dimension | Current State | Maturity Level | Gap |
|---|---|---|---|
| Tracking coverage | Paid channels UTM-tagged; email sequences, SDR calls, and webinars are untagged | Basic | ~40% of touchpoints invisible in GA4 |
| Cross-channel visibility | HubSpot captures form fills; GA4 captures web sessions; the two don't talk to each other at the contact level | Basic | No unified touchpoint timeline per contact |
| Cross-device tracking | Not configured; Google Signals not enabled | None | High-consideration buyers researching on mobile and converting on desktop are counted as new sessions |
| Offline touchpoints | SDR calls logged in HubSpot sequencing but not mapped to GA4 sessions or revenue attribution | None | Outbound-assisted deals invisible in any current report |
| CRM integration | HubSpot holds deal data; no revenue data piped back to GA4 or any BI tool | Basic | Can't connect marketing touches to closed-won revenue |
| Reporting cadence | Ad hoc; pulled manually when a budget question arises | None/Basic | No standing attribution review; decisions made on stale last-touch data |
Overall maturity: Level 2 — Basic Claravex has the building blocks (HubSpot, GA4, paid UTMs) but the data lives in silos. The current default is effectively last-touch within GA4, which is systematically undercounting LinkedIn, webinars, partner referrals, and every SDR call that didn't immediately precede a form fill.
Step 2: Attribution Model Comparison
Model Comparison for B2B SaaS, $42K ACV, 75–90 Day Cycle
| Model | How It Works | Credit Distribution | Best For | Limitations |
|---|---|---|---|---|
| First-touch | 100% credit to first interaction | All to awareness channel | Understanding top-of-funnel channel performance | Ignores 6–9 subsequent touches in a 90-day cycle |
| Last-touch | 100% credit to final interaction | All to closing channel | Same-session e-commerce | Claravex's current default; actively misleading for a 75-day cycle |
| Linear | Equal credit to every touchpoint | Even split across all touches | Businesses that value every interaction equally | Treats a LinkedIn impression the same as a webinar attendance |
| Time-decay | More credit to touchpoints closer to conversion | Weighted toward recent | Longer cycles where recency matters | Still undervalues LinkedIn's role in early-stage consideration; decay rate requires calibration |
| Position-based (U-shaped) | 40% first, 40% last, 20% middle | Heavy on acquisition and conversion | Businesses that value awareness and closing equally | May undervalue mid-funnel nurture in a 6–10 touch journey |
| Data-driven | ML assigns credit based on conversion path patterns | Varies by actual impact | High-volume businesses | Requires ~400+ monthly conversions in GA4; Claravex is not there yet |
Recommendation: Position-Based (U-Shaped) Attribution — with a Mid-Funnel Assist Layer
Why this model fits Claravex:
- Sales cycle length: At 75–90 days, the first touch (often a LinkedIn Ad or non-brand search click) and the last touch (usually a demo request or SDR follow-up) are genuinely the most strategically meaningful moments. Position-based respects both without ignoring the middle.
- Channel mix complexity: LinkedIn functions almost exclusively as a top-of-funnel awareness and consideration channel. Last-touch will never credit it fairly. Position-based immediately redistributes 40% of conversion credit to the channel that introduced the prospect — which is exactly the visibility Claravex's VP of Marketing needs to make the LinkedIn budget case.
- Data/tracking maturity: Data-driven attribution is off the table at current conversion volume. Position-based is the most sophisticated model Claravex can implement credibly with HubSpot + GA4 before tracking infrastructure is rebuilt.
- Business model: $42K ACV deals are won through sustained relationship-building — webinars, whitepapers, SDR touches — not impulse clicks. Position-based + an assisted-conversion report for mid-funnel channels gives the full picture without requiring a black-box ML model.
Why not the alternatives:
- Last-touch: This is what Claravex is running now and it's the root cause of the LinkedIn undervaluation problem. A 90-day sales cycle makes last-touch structurally dishonest.
- Linear: Equal weighting would credit every touchpoint identically, making a display impression worth the same as a webinar demo. For a $42K ACV product, that obscures which mid-funnel investments actually accelerate pipeline.
- Data-driven: Would be the long-term destination, but Claravex doesn't have the monthly conversion volume to generate statistically valid path models. Attempting it now produces unreliable output.
- Time-decay: Better than last-touch, but would still heavily discount LinkedIn's role in the first 30 days of a 90-day cycle — perpetuating the same budget misallocation problem.
Step 3: Channel Weighting Rationale
| Channel | Role in Journey | Typical Position | Weight Rationale | Measurement Notes |
|---|---|---|---|---|
| Google Ads – Brand | Conversion capture | Last touch | High intent but largely captures demand other channels created; avoid over-crediting | Run a brand lift holdout test before attributing revenue causally |
| Google Ads – Non-brand | Discovery | First or mid | Introduces net-new prospects; valuable top-of-funnel signal | Track view-through and assisted conversions separately from last-touch |
| LinkedIn Ads | Awareness + consideration | First or mid | Core hypothesis: LinkedIn is starting journeys that Google and email are closing; position-based will surface this | Segment by campaign objective — brand awareness vs. lead gen behave differently |
| Organic Search / SEO | Education + trust | First or mid | Long-tail content (HR workflow guides, compliance posts) attracts high-intent researchers; consistently undervalued in last-touch | Build content-assisted conversion report in HubSpot; track gated content downloads as touchpoints |
| Email Nurture | Progression + conversion | Mid or last | High conversion rate but only reaches known contacts; often steals last-touch credit from the channel that generated the lead | Tag all sequences with UTM source/medium; map email touches in HubSpot contact timeline |
| Gated Content / Whitepapers | Education + qualification | Mid | A whitepaper download 45 days before a demo request is doing real work; currently invisible | Create HubSpot workflow to log content downloads as deal touchpoints |
| Webinars | Relationship + trust | Mid | Among the highest-quality mid-funnel touches; attendees convert at 2–3x the rate of cold leads in most B2B SaaS; almost entirely untracked today | Tag registration and attendance as HubSpot activities; include in contact attribution timeline |
| Outbound SDR Calls | Qualification + acceleration | Mid or last | SDR-sourced and SDR-assisted are different — both matter and neither shows up in GA4 | Log call outcomes in HubSpot with consistent activity |