PROFESSIONAL SERVICES · DATA & ANALYTICS

Data & Analytics for Professional Services

We help Professional Services teams tie every dollar of spend to revenue. End-to-end tracking that carries UTM, source and attribution from the site through automation into custom CRM fields.

30%
CVR — Smiota
$56M
sales pipeline built
Form → retainer
traced end to end

The ads are the easy part. The plumbing is where the money leaks.

(01) THE APPROACH

Why data & analytics for Professional Services is a different job

End-to-end tracking that carries UTM, source and attribution from the site through automation into custom CRM fields.

One system, from the first click to the signed engagement letter, carrying attribution the whole way. Source, campaign and touch history travel with the lead from the site through your automations into custom CRM fields — Pipedrive, HubSpot or Salesforce — and stay attached when the matter closes.

We go far beyond standard analytics by discovering deeper customer signals and behavioral patterns that unlock significantly higher business returns. Our advanced targeting frameworks feed platforms enriched, high-intent signals most competitors never surface - driving more precise acquisition, stronger retention, and greater overall profitability.

(02) WHAT'S INCLUDED

The build.

01

Tracking & Identity Resolution

Trustworthy tracking feeding one customer profile your whole stack agrees on. We implement GA4, GTM, and server-side tracking that survives ITP and ad blockers, validated event by event with consent wired in. A CDP then stitches accounts, people, and devices into one deterministic-first profile every tool in your stack reads.

02

Attribution & Marketing Mix

A spend-to-revenue picture that holds up in a finance review. We run multi-touch attribution where the data supports it, media mix modeling where it does not, and incrementality tests to settle the argument when the two disagree. The result holds up in a full finance review, so you stop debating which channel gets credit and start reallocating budget on numbers everyone trusts.

03

Audience Enrichment & Activation

Enriched profiles synced to the channels that can act on them. We layer firmographic, technographic, intent, and behavioral signals onto every profile, powered by MadSight, our data activation platform. Enriched segments flow to Meta, Google, LinkedIn, and your CRM on a continuous schedule, so your platforms bid on high-intent audiences most competitors never surface.

04

Warehouse, Modeling & Forecasting

Modeled data you own, forward-looking models, and dashboards that tie spend to revenue. Modeled, tested, version-controlled tables in your own warehouse, with reverse ETL back to the tools your teams work in, one source of truth every report and model reads. On top run LTV, churn, and demand forecasts with scenario planning, and executive dashboards that reconcile spend to revenue automatically, so budgets are set on evidence, not guesswork.

(03) PROOF
$56MPIPELINE
Smiota
demand, engineered
PIPELINE TRIPLED · +30% CVR
15xROAS
Cirque du Soleil — Dralion
a full house, every night
88,000 TICKETS SOLD · 22 EVENTS
4xROAS
Gold Collagen
beauty that converts
+50% DISTRIBUTION DEALS
TRUSTED BY 80+ COMPANIES
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(04) HOW WE WORK

A plan, from day one.

01
Audit the Stack

We follow every tag, event, and table from first click to closed revenue and write down where the trail breaks. You get a line-by-line account of what is missing, double-counted, or quietly unused, ranked by dollars at stake rather than ease of fixing. Nothing gets built until we agree on what is actually wrong.

02
Draft the Blueprint

A tracking plan, event taxonomy, and identity spec designed around your funnel, your channels, and your consent obligations. We settle naming, ownership, and definitions on paper before a single tag ships. Everyone signs off on one spec, so there is one thing to build against.

03
Instrument Clean

GA4, GTM, server-side collection, the CDP, and warehouse pipelines all built precisely to the blueprint. Every event is checked in staging, confirmed in production, and documented the moment it goes live. Clean input up front means the models and dashboards downstream have something solid to stand on.

04
Activate & Own

Enriched audiences flow automatically into every activation channel, dashboards refresh in real time, and the entire system is fully documented inside your own data stack.

(05) WHAT YOU GET

Deliverables that ship.

(06) FAQ

Questions, answered.

Yes. Our published work includes Smiota at $56M PIPELINE. We run data & analytics engineering inside a full-stack engagement built for Professional Services, so it is wired to the same measurement layer, CRM and first-party data the rest of your growth runs on — which is what makes the numbers defensible.

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