01Four models
Each answers a different question.
| Model | Credits | Use it to decide | Fails when |
|---|---|---|---|
| First touch | The send that started the thread | Which lists and triggers to fund | Long cycles with many later touches |
| Last touch | The step before the reply or deal | Which follow-ups to keep | It ignores what opened the door |
| Weighted (40/20/20/20) | Split across first, key and last touches | How to pay people | Touches are not all recorded |
| Time-decay | More credit to recent touches | Long enterprise cycles | Short cycles |
Email sentReplyDealInvoice paid
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
See it done inside the product.
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
Published by QuotariderLast updated 6 September 2026Reviewed quarterly
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Questions teams ask
Which model should we use?
First touch to fund lists; last touch to keep steps; weighted or time-decay to pay people.
Why lock on paid?
A won deal that never pays is a lost deal with extra steps.
How often is this updated?
Quarterly, and whenever a vendor changes pricing or a law changes. Last review: September 2026.
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