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How it works

Turn the exports you already have into one reliable owner scorecard.

Bring your lead, sold-job, revenue, and marketing-spend records. Lurion helps organize them into a consistent view of what the provided records show for each marketing source.

Apply for the Founding Pilot

No CRM migration or perfectly clean starting data is required.

The process

A practical path from exports to decisions.

The founding pilot combines your structured exports with assisted mapping, data review, and initial scorecard setup.

  1. 01

    Bring the data you already use.

    Start with the files that hold the closest available record of leads, sales activity, sold jobs, revenue, and marketing spend.

    • Leads

      Lead dates, sources, and sales activity.

    • Sold jobs

      Sold dates, job records, and recorded revenue.

    • Marketing spend

      Spend by marketing source and period.

    Provide structured CSV exports from your CRM, spreadsheets, or reporting tools. For Google Sheets, provide a structured CSV export; Lurion does not connect to Sheets in real time.

  2. 02

    Your terminology stays familiar. The reporting becomes consistent.

    Businesses use different marketing source names and sales stages. During assisted setup, Lurion maps those terms into a consistent reporting funnel without requiring your company to rebuild its workflow.

    • New lead→Lead
    • Contacted→Lead
    • Appointment set→Booked appointment
    • Estimate→Estimate
    • Sold→Sold job
    • Lost→Lost
  3. 03

    Review gaps and inconsistencies.

    Messy data is normal. The important step is making the gaps visible before trusting the report.

    • Inconsistent marketing source names

    • Leads missing a marketing source

    • Duplicate records

    • Sold jobs without linked leads

    • Revenue without a clear source

    • Unclear or incomplete sales stages

    Lurion does not hide weak data behind polished charts. Missing and inconsistent records are surfaced for review. During assisted setup, they can be corrected in the source files or clearly excluded from the initial scorecard.

  4. 04

    Review the scorecard and act.

    The result is an owner-level reporting view built around practical marketing-spend and sales-process decisions.

    • Compare marketing source performance
    • See where leads stop progressing
    • Check goal pacing
    • Investigate missing data
    • Decide where spending needs attention

What happens during setup

You provide the records. Lurion helps map them into consistent reporting.

The founding pilot includes a focused service component without turning the work into a broad consulting engagement.

What the company provides, what Lurion does, and what the company receives
You provideLurion doesYou receive
Lead and sold-job exportsMaps sales stages and marketing sourcesConsistent funnel reporting
Sold revenue dataReviews gaps and mismatchesSource-level revenue visibility
Marketing spendCombines spend with outcomesCPL, CAC, and performance comparisons
You provide
Lead and sold-job exports
Lurion does
Maps sales stages and marketing sources
You receive
Consistent funnel reporting
You provide
Sold revenue data
Lurion does
Reviews gaps and mismatches
You receive
Source-level revenue visibility
You provide
Marketing spend
Lurion does
Combines spend with outcomes
You receive
CPL, CAC, and performance comparisons

No system replacement

What you keep using.

Keep your current systems.

Keep your current CRM, spreadsheets, ad platforms, and sales process. Lurion sits above them as the owner reporting layer.

Founding-pilot setup is assisted.

Lurion assists with data review and cleanup, marketing-source mapping, sales-stage mapping, and initial scorecard configuration. Setup is assisted rather than self-serve or real-time.

Bring the data. Leave with a clearer answer.

Founding-pilot setup is assisted from the first export through the initial owner scorecard.

Apply for the Founding Pilot