For Business Consulting

Which channels produced signed engagements?

Match signed engagements and their fees to the content, events and campaigns that produced the client.

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The blind spot

What's actually happening

Consulting sells on reputation over a long horizon. That makes marketing easy to defund and hard to defend, because nothing connects a signed engagement to what produced it.

Fees and retainers, not enquiries

Rank channels by the revenue they produced rather than the forms they filled.

Long decisions, credited properly

An enquiry that becomes a client months later still credits the campaign that produced it.

Defensible to a partner or board

Only exact matches count automatically; anything weaker is flagged rather than assumed.

The number you can take into a budget meeting

Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.

FY2026
Total revenue $900,000
Attributed to a channel $513,000 57% of revenue
Average deal $18,400
Match rate 59%
ChannelSalesRevenueShare
LinkedIn Ads9$171,000
Content & SEO11$198,000
Events & speaking8$144,000
Direct / Unknown21$387,000

Speaking and content are the channels, and neither is ever measured

Consultancies win work by being visible and credible — a conference talk, a well-read report, a webinar. The pipeline that produces is real and is almost never connected to a signed engagement.

Attendee lists, download lists and webinar registrations are all source files. Once uploaded, they rank on engagement fees alongside paid channels, which usually shows that the cheapest activity produces the largest work.

A first engagement is rarely the last

Consulting clients return. An initial diagnostic that becomes an implementation and then a retainer is worth many times its first invoice, and the campaign that produced it is credited for none of that.

Matching on the client means later engagements keep crediting the original channel, which is the only ranking that reflects how consultancies actually make money.

What changes when you can prove it

You stop defending the budget and start growing it

"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.

You can cut the wrong channel without a fight

Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.

Your reporting survives the finance review

Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.

You answer in an afternoon, not a quarter

Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.

What business consulting usually push back on

Our pipeline is relationships and reputation.

Which the Direct / Unknown bucket respects. What the report adds is a fair reading of the spend around it.

Our deal count is small.

Which is why ranking on fees rather than leads matters — at a few dozen engagements a year, lead counts are noise.

Events are our biggest line item.

Upload the attendee list as a source file and events rank on signed fees like everything else.

Pricing

Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most business consulting land on Growth.

Starter

A single business getting started

$49/mo

billed monthly

  • 1 workspace · 1 seat
  • 500 sales records / month
  • 6-month saved history
  • Phone + email matching with confidence tiers
  • Assisted column mapping
  • Your logo on every report
  • CSV export

Enterprise

One business closing at volume

$499/mo

billed monthly

  • 1 workspace · 10 seats
  • 25,000 sales records / month (+$49 per 10,000)
  • 24-month history
  • Campaign drill-down and period comparison
  • Your logo on every report
  • Roles, permissions and guided onboarding

Agency

Reporting on many clients at once

$799/mo

billed monthly

  • 10 client workspaces (+$25/mo each)
  • 10 seats
  • 10,000 sales records / month per workspace
  • 24-month history
  • White-label reports — our mark removed entirely
  • Roles, permissions and guided onboarding

Questions business consulting ask

Signed engagements: a client contact email or phone, the fee, and a date.

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