Accurate Revenue Attribution for a Home Services Marketing Agency

Case Study Workflow Automation

Jul 13, 2024

Accurate Revenue Attribution for a Home Services Marketing Agency

TABLE OF CONTENTS

The Client

This is a marketing agency specializing in the home services sector (plumbing, roofing, etc.).

The Challenge

The agency and its clients use different systems and Customer Relationship Management (CRM) tools such as ServiceTitan, Pipedrive, and WhatConverts.

Leads often convert into multiple deals over extended periods, complicating revenue attribution and reporting.

As a result, 5Fold was losing potential revenue due to inaccurate revenue attribution, and ads spending reporting was inaccurate.

The Solution

Utilized Airtable to consolidate and manage multiple deal data corresponding to the same lead.
Airtable served as a central interface to integrate data from different CRMs and project management software tools (Pipedrive, ServiceTitan), and reporting tools like WhatConverts.

The Results

Accurate Attribution: Ensured consistency in summarizing and tracking revenue attribution.

Enhanced Reporting: Enabled accurate ROI reporting for better financial insights.

Revenue Recovery: Allowed 5Fold to attribute revenue correctly, preventing losses from inaccurate data.

This streamlined approach not only improved revenue accuracy but also provided 5Fold with a reliable system to cope with the complexity of multi-deal conversions in the home services industry.