BEFORE
Origin was guessed or overwritten, so you could never trust where a lead came from.
WORKFLOW PRESENTATION · OPERATING BLUEPRINT
Source tracking
How every lead carries its true origin instead of an educated guess.
STAGE 101 / 06
The current state
Leads arrive from ads, referrals, content, and DMs, then land in one pile before source becomes part of the record.
STAGE 101 / 06
The current state
Leads arrive from ads, referrals, content, and DMs, then land in one pile before source becomes part of the record.
STAGE 202 / 06
What it should say
Every lead should carry one true, permanent origin tag from the moment it lands: captured, not reconstructed later.
STAGE 303 / 06
Where it breaks
Source is captured inconsistently, typed in by guess, or overwritten by the last touch, so first truth is lost almost immediately.
STAGE 404 / 06
What it costs you
You cannot reliably tell where leads came from, so effort gets assigned from memory instead of from a recorded origin.
STAGE 505 / 06
The rules
Capture source at entry from the form, referrer, or campaign, stamp it once, and lock it from last-touch overwrites.
STAGE 606 / 06
The instrument
One tagged record per lead means where this came from finally has a recorded answer the operator can trust.
FINAL REVIEW
Before vs after
Source tracking turns a guess about origin into a recorded fact. The record gets simpler because the origin is fixed at entry.
AFTER
Every lead carries a locked origin from entry, so you can trust where each one came from.
SYSTEM LIBRARY
Related systems.
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Your calendar's booked. The fit isn't.
The filter I set up keeps wrong-fit leads off your calendar before they book.
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You don't trust your own pipeline anymore.
I clean it up — and leave the rules that keep it clean after.
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You follow up twice, feel pushy, and go quiet.
The sequence I build keeps showing up long after you've stopped.
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You can't tell what's moving and what's dying.
I show what's stuck — and what to chase today.
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I keep "not yet" warm until they're ready to move.
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