Phase 5 of 6

Measuring demand gen

The pipeline is there, but nobody knows which campaign produced it.

Goal

Know which channels and campaigns produce pipeline per euro spent, state the method and its limits, and decide accordingly.

Key metric

Share of opportunities with a tracked source; sourced pipeline per euro spent.

Common mistake

One attribution model presented as the truth, read by contact instead of by account, and optimised for leads and clicks instead of opportunities.

Who owns it

Marketing ops and RevOps

Where AI fits in

A typical case: the step in this phase where AI changes the work most, and who does what.

The monthly campaign review

Generative AI
  1. 1 · Collect
    Toolsn8n and SalesforcePulls the month's campaigns, costs and pipeline
  2. 2 · Check
    Toolsn8nCounts records with no campaign or no contact role
    AIClaudeFlags data quality issues and how they change the reading
  3. 3 · Read
    AIClaude, with the skillWrites the review: what changed, hypotheses, actions
  4. 4 · Discuss
    PeopleMarketing and salesCheck the hypotheses in the meeting
  5. 5 · Decide
    PeopleHead of demand genDecides budget, targeting and tests
    ToolsHubSpotBudget and lists updated
BeforeA day matching up spreadsheets; the meeting argues about the numbers.
AfterAn hour of checking; the meeting discusses decisions.
The limitAI suggests hypotheses, not causes: a person checks them. With few cases, the numbers stay unstable.

Indicative times, based on a typical case.

How it works

  1. Set the rules: what counts as an opportunity, the lookback window, sourced and influenced creditMarketing and sales
  2. Check data quality before every reportMarketing ops
  3. Rebuild the history of each opportunity and assign creditMarketing ops
  4. Read by channel, campaign and cohort: cost per opportunity, pipeline per euroMarketing ops
  5. Compare the tracked source with the one the customer reportsMarketing ops and sales
  6. Turn hypotheses into tests, one variable at a timeDemand generation
  7. Decide in the review: budget, targeting and testsMarketing, SDRs and sales

Resources

Interactive tool

Attribution simulator

Shows how one missing link moves credit between campaigns

Interactive pageOpen
Template

Campaign measurement

Sourced and influenced pipeline, cost, and pipeline per euro spent, by campaign and cohort

Excel · SalesforceDownload
Claude skill or pluginUses AI

Campaign performance review

Reads the campaign export and writes the commentary: what changed and what to do

Skill · Claude, SalesforceDownload
Checklist

Data quality before the report

Checks to run before the monthly report: leads with no campaign, opportunities with no contact role

Checklist page · SalesforceOpen

How to install the skill: in Claude, upload the zip in Settings, under Skills. In Claude Code, unzip the folder into ~/.claude/skills/. Then just ask: "Here's the campaign export. Please prepare the review."

Building AI into your demand gen?

Share what works for you, or ask about a resource.

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