DataGlue
Sales-led & B2B services

Agencies

See which enquiries turn into retainers, and which client relationships need attention.

Book a CallSee the formula

Example tags

What you can learn

  • Read a case study, then sent a brief
  • Attended a pitch and signed a retainer
  • Paid 3 retainer invoices in a row
  • Approval overdue and review call missed
  • Sent a second brief after project delivery
  • Viewed a new service before a client review

Built from recorded events, using the rules we agree with you.

From events to a tag

Say what you want to learn. See how it is defined.

DataGlue shows the formula: which events count, in what order, and over what time. Our team builds and checks it with you.

This is an example rule. Your event names, time limits and links are agreed in the build.

Example formula: See which case studies lead to a retainer.

Example formulaEvents → tag

See which case studies lead to a retainer.

  1. Website: case study read
  2. Website: brief submitted
  3. CRM: retainer signed
  4. Billing: first payment received

In this order, within 60 days, for the same client.

Tag created

Case study to paid retainer

Use cases

Start with a question that matters.

  1. See the path to a retainer

    Join the case study, brief, pitch and first retainer payment.

  2. Catch slow client approvals

    Join overdue approvals and missed review calls so the account team can follow up.

  3. Find repeat briefs

    See clients who paid for delivered work and then sent another brief.

Sources joined

Each system adds a piece of the story.

  • Website

    Case-study views and brief submissions.

  • CRM

    Pitches, proposals and retainers.

  • Project records

    Approvals, delivery dates and reviews.

  • Billing

    Retainer invoices and payments.

We agree how each source connects through your warehouse, API or the connections in your build. Person records need a shared id to join. Vehicle, shipment, machine and site tags stay on those records.

Where it goes

Send the tag where your team works.

Choose the destination. We build the route so the result can reach the tools your team already uses.

  • CRM
  • BI dashboards
  • Email tools

These are example destinations. The formula stays the same wherever the tag is sent.

Built with your team

Describe the outcome. We’ll join the data.

Bring one question about briefs or retainers. We’ll build the path with you.

Book a Call

A dedicated team builds the connections, rules and destinations with you.

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