Prompt library
Marketing
RevOps

Lead Source Hygiene Audit

Audit lead attribution fields for completeness and standardization, flag gaps below targets, and recommend enforcement rules.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
Marketing Ops
Demand Gen Lead
RevOps
Prompt
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Petavue, please audit all leads created this fiscal quarter for these source fields: utm_source, utm_medium, utm_campaign, Original Source, and Lead Source. For each field:

  • % Populated—percentage of records with a value
  • Standardization—highlight any free-text or non-standard entries
  • Flags—identify fields under 80% populated or under 90% standardized

Then recommend:

  • Required-field settings in the CRM
  • Standard dropdown value lists
  • Validation logic for web forms and integrations

Finally, provide a dashboard JSON that shows fill-rate by channel.

Follow-up Prompts
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  • List channels where any attribution field has under 80% completion this quarter.
  • Identify and count non‑standard or free‑text values in utm_source and utm_medium, sorted by frequency.
  • Recommend required‑field settings and dropdown value lists for fields with less than 80% fill‑rate.
  • Project channel-level fill‑rate improvements after applying the recommended enforcement rules.
Action Prompt

What This Prompt Does

This prompt inspects all leads created in the current fiscal quarter and evaluates five critical attribution fields—utm_source, utm_medium, utm_campaign, Original Source and Lead Source—for both completeness and standardization. It calculates and reports the percentage populated for each field, highlights any non‑standard or free‑text entries, and flags those falling below 80 percent completeness or 90 percent standardization. Based on these findings, it generates tailored recommendations for required‑field settings, standardized dropdown lists and validation logic for web forms and integrations, then outputs a dashboard‑ready JSON of fill‑rate metrics by channel.

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Strategic Impact

Ensuring high‑quality lead source data at capture strengthens downstream analytics and drives more confident marketing decisions.

Business outcomes:

 → Delivers reliable ROI measurement through complete attribution data

 → Reduces misattribution errors with enforced standard values

 → Enables precise CAC and LTV tracking for smarter budget allocation