Table of contents
applicable Roles
RevOps
Demand Generation
Marketing Ops
Growth Marketing
SDR Managers
Demand Generation
Marketing Ops
Growth Marketing
SDR Managers
First Touchpoint Analysis — Contact-to-Opp Funnel
Identify which initial GTM activities are best at converting new contacts into opportunities and revenue.
Prompt
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Petavue, for every contact that turned into an opportunity in the last 180 days, identify their very first touchpoint. Then provide:
- Top 10 First-Touch Channels (e.g., Organic Search, Paid Social)
- Top 10 First-Touch Campaigns (e.g., “CMO LinkedIn Ad,” “Spring Webinar”)
- Top 10 First-Touch Landing Pages/Assets
For each item above, also report how many of those contacts went on to Closed Won.
Please ensure:
- Touchpoints are deduplicated by contact ID
- Timestamps are correctly ordered to capture the true first touch
- Attribution includes both marketing and SDR interactions
(Optional: Add a waterfall chart or table showing Contact → Opportunity → Closed Won conversion rates for each top item.)
Follow-up Prompts
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Ask Petavue to translate the insight into specific next steps:
Prompt:
Based on the top-performing first-touch channels, campaigns, and landing pages from the last 180 days that led to Closed Won deals:
- What actions should we take to double down on these successful first-touch sources?
- Are there any underutilized or low-volume channels/campaigns that show high conversion rates and should be scaled?
- Recommend 3–5 high-impact actions across Marketing and SDR teams to improve the Opportunity-to-Closed Won funnel based on this data.
Action Prompt
What This Prompt Does
This prompt isolates the first recorded interaction for contacts that eventually converted to opportunities, and measures how many progressed to Closed Won. It provides directional insight into what’s working at the very top of your funnel — across content, channels, and campaigns. By correlating first-touch data with pipeline outcomes, it reveals which GTM motions are driving qualified demand vs noise. This analysis is essential for optimizing budget allocation, refining campaign messaging, and identifying repeatable engagement paths. The expected output includes ranked lists of top-performing sources and a conversion overlay (Contact → Opp → Closed Won) to link early engagement with business impact.
Strategic Impact
This prompt enables data-driven decisions on where to invest top-of-funnel resources. It helps teams understand the true performance of their initial outreach efforts, correcting for survivorship bias or noisy multi-touch paths. When built into a Petavue workflow, it powers campaign prioritization dashboards, content performance boards, and insight-to-action agents that recommend next-best actions (e.g., re-promote high-converting assets, pause underperforming first-touch channels). This improves conversion efficiency, reduces customer acquisition cost, and supports accurate pipeline attribution.
Business outcome:
→ Increases conversion velocity from contact to pipeline
→ Improves ROI tracking for first-touch campaigns
→ Enables proactive campaign optimization