Paid Ads / Attribution
AttributionOS
Multi-touch attribution, funnel visibility, and lead-source intelligence.
Service Packages
Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.
Service package scaffold
This plugin can be added to proposal only or installed as a draft tenant service package.
Problem / Outcome Summary
Business problem
Teams cannot scale acquisition when source, funnel, CRM, and revenue data do not reconcile.
Business impact
Operational symptoms
- lead source confusion
- CAC by channel is unclear
- sales blames marketing
Recommended user
Install / Configure
Tooling Included
Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.
Tools
AttributionOS Workspace
workflowOperational workspace for AttributionOS tasks, owners, and outcomes.
AttributionOS Dashboard
dashboardManager visibility and KPI reporting for AttributionOS.
AttributionOS Implementation Checklist
checklistStep-by-step install and operationalization checklist for AttributionOS.
Workflows
Generate implementation plan
generateAsk MarketX to generate the fastest implementation path for AttributionOS.
Assign owner
assignAssign the operating owner and fallback escalation owner.
Add to RevMax proposal
create_proposalGenerate a proposal-ready section for AttributionOS.
Templates
AttributionOS SOP
sopStandard operating procedure for installing and running AttributionOS.
AttributionOS Proposal Section
proposal_sectionRevMax-ready proposal insert with problem, system, phases, KPIs, and value.
AttributionOS Dashboard Template
dashboard_templateDefault reporting layout for executive and manager visibility.
Dashboards
AttributionOS Executive Dashboard
scorecard, trend, exception tableExecutive rollup for AttributionOS outcomes, risk, and implementation progress.
AttributionOS Operator Queue
table, kanbanDaily action queue and blocked-work visibility for AttributionOS.
AI Actions
Diagnose AttributionOS gap
system recommendationWhich AttributionOS workflow should we install first for this client?
Write AttributionOS proposal insert
RevMax proposal sectionExplain AttributionOS to an executive buyer.
Automations
AttributionOS task routing
lowNew workflow item created -> Assign owner, due date, and escalation rule
AttributionOS exception alert
mediumKPI or SLA misses threshold -> Create manager review task and MarketX summary
Integrations
AttributionOS
availablemanual import and demo-local workflow
KPIs
Attributed Pipeline
leadingImprove 20% in 60 days
Cac By Channel
operationalTracked weekly
Source To Revenue Match
laggingTracked weekly
Interactive Preview
Operational workspace for AttributionOS tasks, owners, and outcomes.
AttributionOS Workspace
Step 1
diagnose bottleneck
Step 2
install workflow
Step 3
assign owners
Step 4
activate reporting
Step 5
optimize with MarketX
Implementation Plan
Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.
Install quick-win workspace
Create the core workspace, owner queue, demo data, and first checklist.
Operationalize workflow
Assign roles, configure required fields, connect fallback modes, and define approval gates.
Add visibility layer
Install dashboards, KPI trackers, alerts, and manager exceptions.
Enable MarketX actions
Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.
Scale controls
Add permissions, multi-location variants, audit trail, and handoff outputs.
Install AttributionOS
This will add
Required setup
Fallback: can run manually without integrations. Demo install state is local until persistence is wired.
Related Systems
Prerequisites
Commonly paired
Ask MarketX
MarketX uses AgencyOS registry context as the implementation architect.
Recommended deployment order
Missing dependencies: pixelguard
Proposal Usage
Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.
Generated proposal-ready section
AttributionOS Proposal Section
AttributionOS addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.