See which marketing dollars turn into paying customers
You're spending money every month and can't say which of it brings customers. Google Ads, Meta, and your referral program each claim the same new customer. Raquel matches your spend to the customers who showed up. Then you move budget on evidence, not instinct.
Can you say which marketing brings in customers?
- Every platform's report says it's performing, yet new customers feel flat.
- You pay an agency and get a monthly PDF. You still can't say what a new customer costs.
- Phone calls bring in most of your business, and none of them are tied to a campaign.
- Referrals and word of mouth matter, but nobody records them consistently.
Consider a dental group with four offices. It runs Google Ads, boosts posts on Meta, and pays a referral bonus to existing patients. Each front desk asks "how did you hear about us?" its own way, and half the answers are blank. The owner sees ad dashboards full of clicks and a schedule with open chairs. He can't connect the two. The review links new patient records to the channel that brought them in, office by office. It shows what each channel costs per patient who actually sat down.
Why is the attribution review priced as a range?
Two channels and one location is a much smaller job than five channels across four offices with call tracking to untangle. Your price depends on two things. How many sources need matching? How much cleanup do your customer records need first? Raquel names the number on the discovery call, before any work starts.
How does the attribution review run?
- 01Discovery call and channel list
- 02Export spend, leads, and customer records
- 03Match leads to customers
- 04Build the cost-per-customer view by channel
- 05Readout with budget recommendations
Raquel has solved this matching problem before, in-house: linking orphaned sales records back to customer IDs so revenue got the right credit.
All the steps, in detail
- On the discovery call, you list every channel you pay for, including referral bonuses and directory listings.
- Raquel requests exports from each ad platform, your call tracking (if any), your website forms, and your customer or patient system.
- She checks how each source records the lead's origin: UTM tags, call tracking numbers, intake questions, or nothing at all.
- She matches leads to customer records by phone, email, or name and date. Records that can't be matched get flagged.
- She separates new customers from returning ones. No channel gets credit for people you already had.
- She builds a cost per new customer by channel, and by location if you have more than one.
- She compares what each ad platform claims against what your own records show.
- She writes up which channels are clearly working, which are clearly not, and which can't be judged yet.
- She lists the tracking changes needed so next quarter's answer is sharper than this one.
- A 60-minute readout walks your decision owner through every finding.
What does the attribution review include?
- A channel-by-channel table of spend, leads, and new customers, with cost per new customer
- A location breakdown if you run more than one site
- A "platform claims versus your records" comparison for each ad account
- A list of unmatched records and why they couldn't be matched
- A tracking plan: UTM rules, intake question wording, and call tracking setup
- Budget recommendations ranked by how confident the evidence is
- A 60-minute readout
If website tracking itself is broken, start with the GA4 tracking audit.
What you get, what this is not, and what you need to bring
What you get
- An answer you can act on next month, with the confidence level stated for each channel
- A repeatable method your team or agency can rerun each quarter
- Intake and tracking changes that make the next review cheaper
What this is not
- Not ad management. Raquel doesn't run or optimize your campaigns.
- Not a guarantee of more customers or lower costs. It shows where the money goes; what you do with that is your call.
- Not a HIPAA, privacy, or legal compliance review. Raquel works from the minimum data needed. Your compliance advisor decides what can be shared.
- Not a perfect, one-touch answer for every customer. Some people see three ads and a referral. The review says so instead of inventing certainty.
What you need to bring
- Admin or read access to every ad account in scope
- An export of new customers for the review period, with dates and any lead source field you have
- Your referral or promotion records, even if they live in a spreadsheet
- Someone from the front desk or sales team who can explain how lead sources get recorded today
Five questions that set the price
- How many paid channels and referral programs are in scope?
- How many locations or service lines need separate answers?
- Do you use call tracking numbers, and do calls bring in most of your new customers?
- Does your customer system store a lead source, and how often is it filled in?
- How many months of history do you want reviewed?
Price
- What moves it
- Channels in scope, number of locations, call tracking cleanup, and how many customer records need hand-matching
- Payment terms
- A 50/50 split, payable at kickoff and at the readout
What if it isn't worth it?
You get your exact number on the discovery call, before any work starts. Each channel's finding comes with its confidence level stated, so you know how far to trust it.
Questions people ask before booking
Can you tell us exactly which ad brought in each customer?
Not for every customer, and anyone who says otherwise is guessing. Many people touch several channels before they call. The review credits what can be proven and labels what can't. It shows how big the unknown share is, so you can judge it yourself.
Do we need call tracking before we start?
No. Without it, the review relies on intake answers and form data. The tracking plan says whether call tracking is worth adding for your business. If phones bring in most of your customers, it usually comes up.
Our agency already sends attribution reports. What's different?
Agency and platform reports start from the ad side and count conversions the platform can see. This review starts from your own customer records and works backward to the spend. When the two disagree, that difference is usually the most useful finding.
Where did Raquel learn attribution?
In an in-house role at a marketing technology company, she was the analytics lead between enterprise clients and a data science team. Part of that work was improving attribution by matching orphaned sales records back to customer IDs. This review solves the same matching problem at small business scale.