Tool & Tactic Tuesday... on a Wednesday???
Was a long weekend here in Canada, and we broke bread (and lots of turkey) with family and friends for Thanksgiving 🦃 If you’re leading a sales team, or wearing the sales hat as a founder, you need to know this: It’s not enough to celebrate closed-won deals. You have to understand how they got there. Without clear revenue attribution, you're left guessing: ❓ Which channels are actually driving results? ❓ Where is your team wasting effort? ❓ Are your outbound activities paying off—or just filling the pipeline with noise? This isn’t just about reporting for reporting’s sake. It’s about giving yourself the visibility to: ✔️ Set realistic targets based on actual conversion rates ✔️ Coach your team where it matters most ✔️ Allocate resources to the channels that deliver ✔️ Spot early signs of pipeline risk before it’s too late In the video below, I walk through how to build a HubSpot report that tracks closed-won deals sourced through outbound, whether it’s cold calls, emails, or social. It’s a simple report, but the insights it unlocks are game-changing. If you know your outbound conversion rate, you can reverse-engineer exactly how much activity is needed to hit your number, and where to tighten up your process to improve that rate over time. Many teams skip this. The best ones don’t.