Why Your CRM Is Killing Your Marketing ROI

I've spent $200m on ads.

Here's the BEST way to set up your CRM for ad success.

I see it consistently with organizations:

• Sophisticated ad campaigns across multiple platforms

• Detailed targeting of potential customers

• Compelling creative and messaging

• Significant monthly ad investment

But two critical problems are destroying your marketing effectiveness:

1️⃣ No source tracking

Most companies can't tell which marketing channels are generating their best leads. Without proper UTM parameters and source attribution in your CRM, you're essentially guessing where to allocate your budget.

2️⃣ Incomplete funnel stages

Most CRMs only track "Lead" and "Customer" with nothing in between. Here's what a proper acquisition funnel should track:

• Initial Contact (call, chat, form) + SOURCE

• MQL (need + fit)

• Consultation Scheduled (SQL)

• Consultation Completed (Opportunity)

• Proposal Accepted

• Customer Onboarded

One client implemented proper source tracking and funnel stages and discovered:

• Their Meta campaigns were generating 2x more qualified customers than reported

• One Google campaign was producing leads that rarely converted past Opportunity (wasting sales capacity)

• Their highest-value customers consistently came from a campaign they almost cut

If you’d like to set this type of CRM system up for your business, reply to this email, and we’ll get this up and running in less than a month.