Track a lead from first meeting to closed revenue in one view

Marketing and sales usually track leads in two different systems that never fully agree. This funnels real deal-stage and meeting events end to end, from lead to customer, with stage velocity and forecasted revenue built in.

AnalyticsData AnalystB2BQuick setup1 step1 output

Report

Report produced by this recipe.

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What it does

Builds a lead-to-customer pipeline funnel from real deal_stage_changed and meeting events, with per-stage velocity and a forecasted revenue figure attached.

You get

a lead-to-customer sales funnel with forecast

How it works

Trace demo requests to closed deals

build_funnel_report

A five step funnel over 60 days from a demo request form to a scheduled meeting, a meeting that actually happened, a proposal stage change and a won deal, split by the top 8 lead sources, with median time between stages and forecast revenue per stage.

Produces:Report

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In the words of50+ live tenants.

“We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems.”

Jim Stromberg

CEO, StockInvest

“Intempt helped us turn real browsing and purchase signals into personalized experiences that drive repeat buying. We finally have one system that sees the whole customer journey.”

Eric Gardner

COO, FieldsUSA

“With Intempt, we built a signal-led pipeline driven by real behaviors. Follow-ups are triggered by intent signals instead of timelines, so we only focus on users who are truly engaging.”

Tadas Kertenis

Co-founder, Hoperfy

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