RESOURCES
Short reads on the problems we hear most from CMOs, CROs and RevOps leads, each with what to check this week.
PIPELINE THAT LEAKS
Event leads usually arrive days after the event, as a spreadsheet from the organiser or the badge-scan app. By then the team has moved on to the next event.
List imports also skip the routing that inbound forms get. Leads land unassigned, or assigned to a queue nobody watches, and the CRM shows them as created but never worked.
CHECK THIS WEEK
Attribution decides who gets credit for pipeline that exists. It can't tell you whether the work created any pipeline at all.
A holdout can. Before anyone is contacted, set aside a random share of accounts and leave them untouched. At day 90, compare pipeline per account for worked and held-out accounts. The difference is what the work added.
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LEAD FILES THAT GO NOWHERE
Every source sends its own columns, job-title spellings and country formats. Someone has to clean, dedupe and map each file before import, and that work waits behind everything else.
Each day a file waits, the leads in it go colder. The delay rarely shows up in any report, because the clock starts at import, not when the file arrived.
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What you can send depends on what the attendee was told when their details were collected: the registration notice, whether sponsors were named, and the privacy law where they are. Singapore's PDPA, the EU's GDPR and Australia's Privacy and Spam Acts each set different bars.
Record the consent basis on every lead at import, so sales knows who can be emailed, who can be called, and who needs a fresh opt-in. This is a process point, not legal advice: check the rules with your counsel.
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TARGETS NOBODY BELIEVES
Divide the net new target by your serviceable market: ICP accounts that aren't customers yet, times your median first-year deal. That gives the share of the market you need to win this year.
Compare it with the share you won last year, using the same ICP. A target that needs three times your historical share is not a stretch. It needs a reset, a new segment, or a new market.
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The coverage you need is roughly one divided by your win rate. At a 33% win rate, 3× works. At 20% you need about 5×, and at 11% about 9×.
Win rates differ by segment, region and source, so one company-wide ratio hides the gaps. Set coverage per segment from your own last four quarters.
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A strong region can cover for a weak one until it slows down. Then the miss arrives all at once, with no warning in the global numbers.
Audit each market on its own: its own deal size, cycle, win rate and maturity. Mature markets should be judged on efficiency, emerging ones on leading indicators like meetings and opportunities created.
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MISSING FROM AI ANSWERS
More buyers now start research by asking an AI assistant for options in a category. If you aren't in the answer, you may never make the shortlist, and you won't see that in your own analytics.
The only way to know is to ask the questions your buyers ask, across the assistants they use, and record who gets named. Ask the same questions each time so the trend means something.
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Assistants tend to lean on sources that answer a buyer's question directly: third-party reviews, comparison pages, community threads, and documentation that is specific about what a product does and for whom.
Content written for brand awareness rarely answers those questions. Pages that compare options plainly, and listings on the sites assistants already cite, matter more.
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A STACK THAT COSTS TOO MUCH
Renewals arrive one at a time, often on auto-renew, and nobody checks usage before signing. Seat counts only ever go up.
Most tools report active users. Check them a quarter before each renewal and renew at the seats people use, not the seats you bought.
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Rules, text and reporting work is where builds do well: lead routing, import cleaning, weekly summaries, brand-voice drafting. Your CRM, marketing automation and website stay where they are.
Replace a tool only when its licence costs at least twice what a build costs to run, and run the build alongside the old tool for one renewal cycle before you cancel.
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30 minutes on your gap, deal size and lead sources. We will tell you which audit fits, or that none does yet.