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Analytics &
Attribution Playbook

Within 90 days: a validated attribution model, a live channel contribution dashboard, and 2–3 optimizations that improve cost per opportunity or conversion rate.

A step-by-step playbook AAJ runs with you to deliver reliable attribution and data-driven budget decisions.

Request scopeSee the Sprint Plan
01

Who This Is For

Ideal clients: B2B SaaS and high-consideration services with a sales motion (demo, trial, or proposal) and $0.5M–$50M ARR.

Stakeholders involved: Head of Marketing, Growth Lead, Analytics/Marketing Ops, Sales Ops, and a technical owner for tracking.

02

Quick Decisions We'll Make Together

Upfront alignment so we move fast once the sprint starts.

Primary conversion to optimize (demo booked, trial start, paid conversion).

Reporting cadence (weekly signals; monthly model review).

Source of truth for revenue (CRM opportunity stage mapping).

Tolerance for opacity: prefer transparent rule-based models first; adopt algorithmic models only after validation.

03

Model Comparison

How we choose the right attribution model for your business.

ModelWhen We RecommendProsCons
Last ClickLow data volume; quick sanity checksSimple; transparentOverweights final touch
LinearWant multi-touch visibility quicklyEasy to explain; fair creditTreats all touches equally
Time DecayShort sales cyclesRewards recent touchpointsMay undercredit early awareness
Position BasedFirst + last both matterBalances early and late influenceWeighting is arbitrary
Data Driven / AlgorithmicHigh volume and identity stitchingPotentially most accurateRequires data, opaque; validate with experiments

Last Click

Linear

Time Decay

Position Based

Data Driven / Algorithmic

04

90-Day Sprint Plan

Week 0–1

Kickoff & Attribution Health Audit

Deliverables

One-page Attribution Health Audit (data sources, event inventory, identity readiness, UTM hygiene).

Client input: Grant analytics and CRM access; assign tracking owner.

Week 2–4

Data Capture & Baseline

Deliverables

Event Inventory Spreadsheet; implemented missing events; baseline dashboard with last 90 days.

Client input: Event duplication <2%; CRM match rate target >85%.

Week 5–8

Parallel Modeling & Validation

Deliverables

Parallel model outputs (last click, linear, time decay, recommended model); Model Comparison Report.

Week 9–12

Operationalize & Handoff

Deliverables

Live attribution dashboard, SOP pack (weekly review checklist, experiment brief, model change log), training session.

05

Experiments We Run to Validate Models

Each experiment includes a hypothesis, primary metric, duration, success threshold, and attribution validation method.

1Paid Search Spend Shift

2Landing Page + Nurture

3Channel Pause Test

06

Deliverables AAJ Shares with You

Client-ready assets you receive throughout the engagement.

Attribution Health Audit (PDF)

Event inventory, identity gaps, UTM hygiene, top 5 quick wins.

Event Inventory Spreadsheet

Event name, category, firing status, owner, notes.

Experiment Brief Template

Hypothesis, metrics, setup, duration, success threshold.

Parallel Model Report

Side-by-side model outputs and variance analysis.

Attribution Dashboard

Overview, Channel Contribution, Experiment Results, Data Health.

SOP Pack

Weekly review checklist, model change log, governance rules.

Training Session

60-minute walkthrough for marketing and sales.

07

Dashboard Structure & Key Signals

Your live attribution dashboard at a glance.

Dashboard Tabs

OverviewChannel ContributionExperiment TrackerCost per OpportunityData Health

Key Metrics

Visitor → LeadLead → OpportunityOpportunity → WinCost per Opportunity by channel

Signal Thresholds (Visitor → Lead)

Green: > baseline +10%Amber: ±10%Red: < baseline -10%

Model Variance: Show % difference between models for top 3 channels and flag >20% variance for review.

08

SOPs & Governance

How decisions get made and who owns what.

Weekly Attribution Review (15–30 min)

Check data health, experiment signals, and recommend budget shifts.

Budget Reallocation Rule

Move up to 10–20% incremental budget to channels with sustained green signals and acceptable CAC.

Model Change Log

Record model changes, rationale, and experiment evidence.

Access Controls

Only analytics owners can change event definitions or model weights.

09

Engagement Options

Fixed fee

Audit Only

Attribution Health Audit + prioritized fixes.

Fixed fee

90-Day Sprint

Full implementation, parallel modeling, experiments, dashboard, SOPs.

Monthly

Ongoing Retainer

Weekly reviews, experiment design, dashboard maintenance, and model governance.

10

Common Pitfalls & How AAJ Prevents Them

Building complex models before data readiness.

Prevention: Start with rule-based models and run validation experiments before adopting algorithmic models.

Platform metric mismatch.

Prevention: Reconcile via raw touch exports and consistent conversion definitions.

Over-gating insights.

Prevention: Present multiple models side-by-side and use experiments as tie-breakers.

11

Example Case Study

Client

B2B SaaS (anonymized)

Problem

Unclear channel contribution; rising CAC.

Action

Implemented event taxonomy, ran parallel models, validated with paid search spend shift and landing page test.

Result

Identified over-credited display channel; reallocated budget to search and nurture; cost per opportunity improved 28% in 8 weeks.

Ready to Get Started?

Three steps to launch your attribution sprint.

1

Approve kickoff and share analytics + CRM access.

2

Confirm primary conversion and stakeholder list.

3

Schedule 60-minute kickoff to run the Attribution Health Audit in week 0.

Request scopeCall (510) 516-6170