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Attribution Model

Set up attribution models.

15 minutes
By communitySource
#attribution#model

Marketing teams lose hours to ad-hoc, inconsistent attribution model work — Set up attribution models. Use when: multi-touch attribution, credit distribution rules, GA4 config, channel contribution. This playbook turns the process into a repeatable, brand-aware workflow.

Who it's for: marketing analysts, growth analysts, BI leads

Example

"Run /attribution-model for our brand" → Attribution Model workflow output with brand context, structured inputs captured, process steps executed, and a complete deliverable ready for review.

CLAUDE.md Template

New here? 3-minute setup guide → | Already set up? Copy the template below.

# Attribution Model

# /dm:attribution-model

## Purpose

Design and recommend a multi-touch attribution model with implementation guidance, credit distribution rules, and platform-specific configuration. Produces a complete attribution strategy tailored to the business's data maturity, sales cycle, and analytics infrastructure.

## Input Required

The user must provide (or will be prompted for):

- **Sales cycle length**: Average number of days from first touchpoint to conversion (e.g., 7 days for e-commerce, 90+ days for B2B enterprise)
- **Active marketing channels**: All channels currently running — paid search, paid social, organic search, email, display, video, affiliate, direct mail, events, referral, content marketing, etc.
- **Conversion types**: The key conversion events being tracked — lead form, MQL, SQL, opportunity, customer, revenue, or e-commerce purchase
- **Data maturity level**: Current analytics sophistication — beginner (basic GA4, limited tagging), intermediate (UTM tracking, CRM integration, multi-platform), or advanced (data warehouse, CDI, unified user IDs)
- **Current analytics tools**: Platforms in use — GA4, HubSpot, Salesforce, Adobe Analytics, Mixpanel, custom data warehouse, or third-party attribution tools
- **Touchpoint volume**: Approximate monthly interactions across all channels (thousands, tens of thousands, hundreds of thousands)
- **Offline touchpoints**: Whether offline channels (trade shows, phone calls, direct mail, in-store visits, sales meetings) play a role in the customer journey
- **Budget allocation philosophy**: How budget decisions are currently made — gut feel, last-click data, blended ROAS, executive direction, or existing attribution data
- **Previous attribution approach**: Any existing attribution model in use and its known shortcomings or limitations
- **Key business questions**: What specific decisions attribution data needs to inform — budget allocation, channel investment, campaign optimization, executive reporting, or vendor evaluation

## Process

1. **Load brand context**: Read `~/.claude-marketing/brands/_active-brand.json` for the active slug, then load `~/.claude-marketing/brands/{slug}/profile.json`. Apply brand voice, compliance rules for target markets (`skills/context-engine/compliance-rules.md`), and industry context. **Also check for guidelines** at `~/.claude-marketing/brands/{slug}/guidelines/_manifest.json` — if present, load restrictions and relevant category files. Check for custom templates at `~/.claude-marketing/brands/{slug}/templates/`. Check for agency SOPs at `~/.claude-marketing/sops/`. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.
2. **Assess data maturity and touchpoint landscape**: Map all active touchpoints across channels, evaluate tracking coverage (what percentage of interactions are captured), identify user identity resolution capabilities (logged-in vs. anonymous, cross-device stitching), and score overall data readiness on a 1-5 scale.
3. **Evaluate attribution model options**: Analyze seven model types against the business context — last-touch (simple but biased to bottom-funnel), first-touch (biased to top-funnel), linear (equal credit, ignores position importance), time-decay (favors recency), position-based/U-shaped (weights first and last), data-driven (algorithmic, requires volume), and marketing mix modeling (aggregate, handles offline). Score each on data requirements, accuracy, actionability, and implementation complexity.
4. **Recommend primary model with rationale**: Select the best-fit model based on sales cycle length, data maturity, touchpoint volume, and business questions. Provide a clear explanation of why this model fits and where it will still have blind spots. If data maturity is low, recommend a phased approach starting with a simpler model and graduating to data-driven as tracking matures.
5. **Define credit distribution rules**: Specify exactly how conversion credit is allocated — percentage per touchpoint position, time-decay half-life window, position-based weight splits (e.g., 40% first, 40% last, 20% distributed across middle), and rules for single-touch conversions vs. multi-touch journeys.
6. **Design lookback window**: Set the attribution lookback window based on sales cycle data — typically 1.5-2x the average sales cycle length. Define separate windows for click-through and view-through attribution. Justify the window length with sales cycle analysis and explain the tradeoffs of shorter vs. longer windows.
7. **Map implementation steps per analytics platform**: Create platform-specific configuration guides — GA4 attribution model settings and conversion path reports, HubSpot multi-touch revenue attribution setup, Salesforce campaign influence configuration, and custom data warehouse query logic. Include step-by-step setup instructions for each tool in the stack.
8. **Identify data gaps and tracking requirements**: Audit current tracking against the recommended model's requirements — missing UTM parameters, untagged campaigns, broken cross-domain tracking, absent offline touchpoint capture, incomplete CRM integration, and consent management gaps. Prioritize fixes by impact on attribution accuracy.
9. **Create attribution reporting framework**: Design the reporting structure — attribution dashboard layout, key metrics (attributed revenue per channel, cost per attributed conversion, ROAS by model), comparison views (model A vs. model B side-by-side), trend analysis over time, and executive summary format.
10. **Define model evaluation criteria**: Set review cadence (quarterly) and criteria for reassessing the model — changes in channel mix, sales cycle shifts, new touchpoint types, data maturity improvements, or significant discrepancies between attributed performance and actual business outcomes.
11. **Document limitations and known blind spots**: Explicitly state what the model cannot capture — cross-device gaps, walled garden limitations (Meta, Google self-reporting), view-through estimation inaccuracies, offline-to-online stitching failures, privacy regulation impacts on tracking, and the inherent impossibility of perfect attribution. Frame expectations for stakeholders.

## Output

A structured attribution model recommendation containing:

- **Attribution model recommendation** with detailed rationale connecting the model choice to sales cycle, data maturity, and business questions
- **Credit distribution rules** — percentage allocation per touchpoint position with examples showing how a sample multi-touch journey would be credited
- **Lookback window recommendation** with sales cycle justification, click-through vs. view-through windows, and tradeoff analysis
- **Implementation guide per platform** — step-by-step GA4 attribution setup, HubSpot multi-touch configuration, Salesforce campaign influence settings, and custom warehouse query templates
- **Touchpoint taxonomy** — standardized hierarchy of channel, source, medium, and campaign with naming conventions for consistent tracking
- **Data requirements checklist** — what must be tracked, tagged, and integrated for the model to function accurately
- **Tracking gap analysis** — identified gaps ranked by impact on attribution accuracy, with fix recommendations and effort estimates
- **Attribution reporting dashboard spec** — metrics, dimensions, filters, visualizations, comparison views, and executive summary format
- **Model comparison table** — 6-7 models compared side-by-side on pros, cons, data requirements, best-fit scenarios, and implementation complexity
- **Evaluation framework** — quarterly review criteria, model reassessment triggers, and maturity graduation path from simple to advanced models
- **Known limitations and blind spots** — explicit documentation of what the model cannot measure with stakeholder expectation-setting guidance
- **Cross-device and cross-platform considerations** — user identity resolution approaches, deterministic vs. probabilistic matching, and platform-specific limitations
- **Offline-to-online stitching recommendations** — methods for incorporating trade shows, phone calls, direct mail, and in-person interactions into the digital attribution model

## Agents Used

- **analytics-analyst** — Data maturity assessment, attribution model evaluation, credit distribution design, lookback window analysis, platform implementation guidance, tracking gap identification, reporting framework design, and limitation documentation
README.md

What This Does

Design and recommend a multi-touch attribution model with implementation guidance, credit distribution rules, and platform-specific configuration. Produces a complete attribution strategy tailored to the business's data maturity, sales cycle, and analytics infrastructure.


Quick Start

Step 1: Create a Project Folder

Create a dedicated folder for this workflow (e.g. ~/marketing/attribution-model).

Step 2: Download the Template

Click Download above and save the file as CLAUDE.md in that folder.

Step 3: Run the Workflow

Open the folder in Claude Code and describe your goal. Claude will prompt you for any missing inputs, follow the structured process, and produce a complete deliverable.


Inputs You'll Need

The user must provide (or will be prompted for):

  • Sales cycle length: Average number of days from first touchpoint to conversion (e.g., 7 days for e-commerce, 90+ days for B2B enterprise)
  • Active marketing channels: All channels currently running — paid search, paid social, organic search, email, display, video, affiliate, direct mail, events, referral, content marketing, etc.
  • Conversion types: The key conversion events being tracked — lead form, MQL, SQL, opportunity, customer, revenue, or e-commerce purchase
  • Data maturity level: Current analytics sophistication — beginner (basic GA4, limited tagging), intermediate (UTM tracking, CRM integration, multi-platform), or advanced (data warehouse, CDI, unified user IDs)
  • Current analytics tools: Platforms in use — GA4, HubSpot, Salesforce, Adobe Analytics, Mixpanel, custom data warehouse, or third-party attribution tools
  • Touchpoint volume: Approximate monthly interactions across all channels (thousands, tens of thousands, hundreds of thousands)
  • Offline touchpoints: Whether offline channels (trade shows, phone calls, direct mail, in-store visits, sales meetings) play a role in the customer journey
  • Budget allocation philosophy: How budget decisions are currently made — gut feel, last-click data, blended ROAS, executive direction, or existing attribution data
  • Previous attribution approach: Any existing attribution model in use and its known shortcomings or limitations
  • Key business questions: What specific decisions attribution data needs to inform — budget allocation, channel investment, campaign optimization, executive reporting, or vendor evaluation

How It Works

  1. Load brand context: Read ~/.claude-marketing/brands/_active-brand.json for the active slug, then load ~/.claude-marketing/brands/{slug}/profile.json. Apply brand voice, compliance rules for target markets (skills/context-engine/compliance-rules.md), and industry context. Also check for guidelines at ~/.claude-marketing/brands/{slug}/guidelines/_manifest.json — if present, load restrictions and relevant category files. Check for custom templates at ~/.claude-marketing/brands/{slug}/templates/. Check for agency SOPs at ~/.claude-marketing/sops/. If no brand exists, ask: "Set up a brand first (/dm:brand-setup)?" — or proceed with defaults.
  2. Assess data maturity and touchpoint landscape: Map all active touchpoints across channels, evaluate tracking coverage (what percentage of interactions are captured), identify user identity resolution capabilities (logged-in vs. anonymous, cross-device stitching), and score overall data readiness on a 1-5 scale.
  3. Evaluate attribution model options: Analyze seven model types against the business context — last-touch (simple but biased to bottom-funnel), first-touch (biased to top-funnel), linear (equal credit, ignores position importance), time-decay (favors recency), position-based/U-shaped (weights first and last), data-driven (algorithmic, requires volume), and marketing mix modeling (aggregate, handles offline). Score each on data requirements, accuracy, actionability, and implementation complexity.
  4. Recommend primary model with rationale: Select the best-fit model based on sales cycle length, data maturity, touchpoint volume, and business questions. Provide a clear explanation of why this model fits and where it will still have blind spots. If data maturity is low, recommend a phased approach starting with a simpler model and graduating to data-driven as tracking matures.
  5. Define credit distribution rules: Specify exactly how conversion credit is allocated — percentage per touchpoint position, time-decay half-life window, position-based weight splits (e.g., 40% first, 40% last, 20% distributed across middle), and rules for single-touch conversions vs. multi-touch journeys.
  6. Design lookback window: Set the attribution lookback window based on sales cycle data — typically 1.5-2x the average sales cycle length. Define separate windows for click-through and view-through attribution. Justify the window length with sales cycle analysis and explain the tradeoffs of shorter vs. longer windows.
  7. Map implementation steps per analytics platform: Create platform-specific configuration guides — GA4 attribution model settings and conversion path reports, HubSpot multi-touch revenue attribution setup, Salesforce campaign influence configuration, and custom data warehouse query logic. Include step-by-step setup instructions for each tool in the stack.
  8. Identify data gaps and tracking requirements: Audit current tracking against the recommended model's requirements — missing UTM parameters, untagged campaigns, broken cross-domain tracking, absent offline touchpoint capture, incomplete CRM integration, and consent management gaps. Prioritize fixes by impact on attribution accuracy.
  9. Create attribution reporting framework: Design the reporting structure — attribution dashboard layout, key metrics (attributed revenue per channel, cost per attributed conversion, ROAS by model), comparison views (model A vs. model B side-by-side), trend analysis over time, and executive summary format.
  10. Define model evaluation criteria: Set review cadence (quarterly) and criteria for reassessing the model — changes in channel mix, sales cycle shifts, new touchpoint types, data maturity improvements, or significant discrepancies between attributed performance and actual business outcomes.
  11. Document limitations and known blind spots: Explicitly state what the model cannot capture — cross-device gaps, walled garden limitations (Meta, Google self-reporting), view-through estimation inaccuracies, offline-to-online stitching failures, privacy regulation impacts on tracking, and the inherent impossibility of perfect attribution. Frame expectations for stakeholders.

What You Get

A structured attribution model recommendation containing:

  • Attribution model recommendation with detailed rationale connecting the model choice to sales cycle, data maturity, and business questions
  • Credit distribution rules — percentage allocation per touchpoint position with examples showing how a sample multi-touch journey would be credited
  • Lookback window recommendation with sales cycle justification, click-through vs. view-through windows, and tradeoff analysis
  • Implementation guide per platform — step-by-step GA4 attribution setup, HubSpot multi-touch configuration, Salesforce campaign influence settings, and custom warehouse query templates
  • Touchpoint taxonomy — standardized hierarchy of channel, source, medium, and campaign with naming conventions for consistent tracking
  • Data requirements checklist — what must be tracked, tagged, and integrated for the model to function accurately
  • Tracking gap analysis — identified gaps ranked by impact on attribution accuracy, with fix recommendations and effort estimates
  • Attribution reporting dashboard spec — metrics, dimensions, filters, visualizations, comparison views, and executive summary format
  • Model comparison table — 6-7 models compared side-by-side on pros, cons, data requirements, best-fit scenarios, and implementation complexity
  • Evaluation framework — quarterly review criteria, model reassessment triggers, and maturity graduation path from simple to advanced models
  • Known limitations and blind spots — explicit documentation of what the model cannot measure with stakeholder expectation-setting guidance
  • Cross-device and cross-platform considerations — user identity resolution approaches, deterministic vs. probabilistic matching, and platform-specific limitations
  • Offline-to-online stitching recommendations — methods for incorporating trade shows, phone calls, direct mail, and in-person interactions into the digital attribution model

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