Fees and retainers, not enquiries
Rank channels by the revenue they produced rather than the forms they filled.
For Business Consulting
Match signed engagements and their fees to the content, events and campaigns that produced the client.
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$513,000 57% of $900,000 paid
The blind spot
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.
What you get
Rank channels by the revenue they produced rather than the forms they filled.
An enquiry that becomes a client months later still credits the campaign that produced it.
Only exact matches count automatically; anything weaker is flagged rather than assumed.
A worked example
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.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| LinkedIn Ads | 9 | $171,000 | 19% | |
| Content & SEO | 11 | $198,000 | 22% | |
| Events & speaking | 8 | $144,000 | 16% | |
| Direct / Unknown | 21 | $387,000 | 43% |
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.
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.
Why it matters
"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.
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.
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.
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.
Honest answers
Which the Direct / Unknown bucket respects. What the report adds is a fair reading of the spend around it.
Which is why ranking on fees rather than leads matters — at a few dozen engagements a year, lead counts are noise.
Upload the attendee list as a source file and events rank on signed fees like everything else.
Pricing
The number here is the number on the invoice — no per-call, per-minute or per-form fees. Most management and specialist consultancies land on Growth — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
A business scaling ad spend
$199/mo
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Signed engagements: a client contact email or phone, the fee, and a date.
Upload the attendee or registration list as a source file.
Yes — later fees credit the channel that produced the client.
As long as your data covers. There is no attribution window.
Yes, with a service column.
Encrypted, isolated per workspace, deletable, DPA available.
Yes, and at this deal volume that is the right unit.
Engagement rows analysed in a calendar month. Lead rows do not count.
Nearby
Match engaged clients and the fees they pay, year after year, to the campaigns that produced them.
See how it worksMatch closed-won opportunities in your CRM to the campaigns that produced the original enquiry — across a cycle measured in quarters, not sessions.
See how it worksMatch filled placements and the margin they earned to the campaigns that produced the client relationship.
See how it worksStart today
Upload two exports and see your real revenue by channel in minutes. Three days free, no card.