Attribution
- Does revenue attach to the paid invoice, not the “won” stage?
- Can you see revenue by sequence step and subject line?
- Is attribution in the same database as the sends, or a report built from exports?
01The checklist
Sixteen questions. Ask every vendor.
Outbound & deliverability
- Can it send from your own Google/Microsoft/SMTP mailboxes with rotation and caps?
- Are there pre-send checks (SPF, DKIM, DMARC, blocklists, warm-up, content) that block the send?
- Does any real reply stop the sequence automatically?
AI governance
- Does the AI write to your records without approval? (It should not.)
- Can you read the prompts and choose the model?
- Is AI priced per seat, per credit, or on your own key?
- Is there an audit log of every proposal and approval?
Pricing
- Per seat, per mailbox, or flat?
- What happens at the limit — a wall or an add-on?
- Does the free plan expire?
Fit & migration
- Industry vocabulary out of the box, or a consultant?
- Markets: local currency, time zone, compliance profile?
- Migration: CSV in, sequences rebuilt — how long?
- Export everything, any time?
02Why these questions
Three tools, a sync and a spreadsheet — that is where deals go missing.
Before / after
Drag the line. Same quarter, two answers.
On the left: the export-and-VLOOKUP report finance stopped trusting. On the right: the same question answered from one table.
Spreadsheet attributionQuotarider
Before · three tools and a spreadsheetcampaign,sequencer_replies,crm_deals,finance_paid
Q3-outbound-A,118,?,?
Q3-outbound-B,74,?,?
partner-referral,—,12,$52,000
webinar-follow-up,31,4,?
= VLOOKUP(deal_id, finance!A:D, 4, FALSE) → #N/A
report_date: 11 days after quarter close
trusted_by_cfo: no
Q3-outbound-A,118,?,?
Q3-outbound-B,74,?,?
partner-referral,—,12,$52,000
webinar-follow-up,31,4,?
= VLOOKUP(deal_id, finance!A:D, 4, FALSE) → #N/A
report_date: 11 days after quarter close
trusted_by_cfo: no
After · one databaseSame databaseSequence, reply, deal and invoice are rows in one table — attribution is a query, not a reconciliation.Click anything to explore
Email sentReplyDealInvoice paid
See it work
How Quotarider answers all sixteen.
Every card below is a real workflow — not a slide. Click through them, then click inside the screens.
SV
Sandeep Voghra · Max HealthcareYes — send the ICU module pricing and let's set up 20 minutes next week.
InterestedReply Triage Agent“Yes — send the ICU module pricing and let's set up 20 minutes next week.”
Classified as Interested in 0.4 s.What happened next: Sequence stopped · deal drafted by Vera · reply routed to you
AK
Anita Kapoor · NorthwindNot this quarter, check back in October after our budget resets.
Not nowReply Triage Agent“Not this quarter, check back in October after our budget resets.”
Classified as Not now in 0.4 s.What happened next: Sequence paused · follow-up scheduled 1 Oct · no manual task needed
RM
Rahul Mehta · Bhatia LogisticsI'm not the right person — try our ops head, Priya (cc'd).
ReferralReply Triage Agent“I'm not the right person — try our ops head, Priya (cc'd).”
Classified as Referral in 0.4 s.What happened next: New contact Priya created · original thread linked · sequence restarted to Priya
OO
auto-reply · Coastal HotelsI am out of the office until 14 September with limited email access.
Out of officeReply Triage Agent“I am out of the office until 14 September with limited email access.”
Classified as Out of office in 0.4 s.What happened next: Step delayed until return date · no send burned
JD
J. Dawson · Orbit StudioPlease remove me from this list.
UnsubscribeReply Triage Agent“Please remove me from this list.”
Classified as Unsubscribe in 0.4 s.What happened next: Suppressed across every workspace mailbox in 0.2s
Reply Triage Agent
“Yes — send the ICU module pricing and let's set up 20 minutes next week.”
Classified as Interested in 0.4 s.What happened next: Sequence stopped · deal drafted by Vera · reply routed to you
Add Sandeep Voghra, VP at Max Healthcare, sv@maxhealth.com. New deal for the ICU module, $18,400, proposal stage. Note: wants pricing by Friday.
Vera — Drafted 3 records from one sentence. Nothing is saved until you approve.
ContactSandeep Voghra · VP · sv@maxhealth.com
AccountMax Healthcare · Healthcare · Delhi NCR
DealICU module · $18,400 · Proposal
TaskSend pricing · due Friday
Approve allEditDiscard
Prospect$18,400
Max HealthcareICU module · 12 beds
$18,400health 82
Max Healthcare
ICU module · 12 beds · $18,400 · health 82
- First touchSequence "Quick question" · step 2 · opened twice
- Reply"Yes — send pricing" · triaged Interested in 0.4s · sequence stopped
- Deal created by VeraContact, account and deal drafted from the reply · approved by you
- Next stepProposal call · Tuesday 09:30 · reminder set
Discovery$23,100
Northwind LtdRenewal + 2 seats
$14,200health 64
Northwind Ltd
Renewal + 2 seats · $14,200 · health 64
- First touchSequence "Quick question" · step 2 · opened twice
- Reply"Yes — send pricing" · triaged Interested in 0.4s · sequence stopped
- Deal created by VeraContact, account and deal drafted from the reply · approved by you
- Next stepProposal call · Tuesday 09:30 · reminder set
Bhatia LogisticsFleet tracking pilot
$8,900health 71
Bhatia Logistics
Fleet tracking pilot · $8,900 · health 71
- First touchSequence "Quick question" · step 2 · opened twice
- Reply"Yes — send pricing" · triaged Interested in 0.4s · sequence stopped
- Deal created by VeraContact, account and deal drafted from the reply · approved by you
- Next stepProposal call · Tuesday 09:30 · reminder set
Proposal$47,600
Orbit StudioAgency retainer
$5,600health 38
Orbit Studio
Agency retainer · $5,600 · health 38
- First touchSequence "Quick question" · step 2 · opened twice
- Reply"Yes — send pricing" · triaged Interested in 0.4s · sequence stopped
- Deal created by VeraContact, account and deal drafted from the reply · approved by you
- Next stepProposal call · Tuesday 09:30 · reminder set
Fintech RailEnterprise plan
$42,000health 76
Fintech Rail
Enterprise plan · $42,000 · health 76
- First touchSequence "Quick question" · step 2 · opened twice
- Reply"Yes — send pricing" · triaged Interested in 0.4s · sequence stopped
- Deal created by VeraContact, account and deal drafted from the reply · approved by you
- Next stepProposal call · Tuesday 09:30 · reminder set
Negotiation$11,300
Coastal HotelsGroup booking desk
$11,300health 55
Coastal Hotels
Group booking desk · $11,300 · health 55
- First touchSequence "Quick question" · step 2 · opened twice
- Reply"Yes — send pricing" · triaged Interested in 0.4s · sequence stopped
- Deal created by VeraContact, account and deal drafted from the reply · approved by you
- Next stepProposal call · Tuesday 09:30 · reminder set
Email sentReplyDealInvoice paid
18/18checks cleared
✓SPF aligned
✓DKIM 2048-bit
✓DMARC p=quarantine
✓MX resolves
✓rDNS matches
✓Not on 12 blocklists
✓Domain age > 30 d
✓Warm-up day 21/28
✓Daily cap 40/mailbox
✓Custom tracking domain
✓Unsubscribe header
✓Spam words: 0
✓Links: 1, same domain
✓HTML/text ratio OK
✓Bounce rate 0.6%
✓Complaint rate 0.02%
✓Reply address monitored
✓Send window 09–17 local
Questions teams ask
Is this guide vendor-neutral?
The questions are; the answers are yours to collect. Quotarider answers all sixteen on this site and says where it is weaker (no purchased data, no dialer yet).
Can I get it as a PDF?
Print this page — it is laid out for it — or use the CSV scoring sheet.
Published by QuotariderLast updated 6 September 2026Reviewed quarterly
Run the checklist on us. Free.
One mailbox, one sequence, one attribution report.