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The Debrief — 10 Sections
01 — The Business02 — What's Broken03 — The Growth Plan04 — Making Marc the Authority05 — The 4,50006 — The 20,00007 — The Arsenal08 — How We Operate09 — How We Keep Score10 — Day One
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Tech Stack

Attribution Tech Stack — Ernest Gilmore × MWA
Attribution Tech Stack — MWA 2026
Attribution Infrastructure
Every lead.
Every dollar.
Every signed case.
This is how I would wire up MWA’s attribution stack from day one. Three platforms working together so that every lead — from organic search, PPC, TV, or a referral call — is tracked back to its source, nurtured to conversion, and reported in the weekly Level 10 scorecard.
CallRail Call tracking & attribution
HubSpot CRM & lead nurturing
Salesforce Pipeline & reporting
The Full Attribution Journey
From first touch to signed case — nothing untracked.
Lead sources
Organic / SEO
DisabilityDenials.com
PPC
Google Ads
TV
Houston Market
Referrals
Attorney + Client
Paid Social
Facebook / Instagram
CallRail captures
CallRail
Call Tracking & Attribution
Every inbound call — from Google Ads, TV, organic, or referral — lands on a unique tracking number. CallRail identifies the source, records the call, and passes clean attribution data downstream.
Dynamic number insertion Source attribution Call recording UTM tracking
HubSpot
CRM & Lead Nurturing
Every lead — phone, form, or referral — is created as a contact in HubSpot with full source attribution. Drip sequences by practice area nurture unconverted leads. VA pre-filing sequences hold leads until they’re eligible.
Contact management Drip automation Lead scoring Attorney tracking
Salesforce
Pipeline & Reporting
Signed cases flow into Salesforce as opportunities with full attribution history. Monthly reporting on CPCase by source, practice area ROI, and vendor performance lives here — formatted for Marc’s weekly Level 10 scorecard.
Case pipeline ROI reporting Vendor scorecards CPCase tracking
Signed cases + attribution
Weekly Level 10 Scorecard Output
Every dollar tied back to a signed case.
1,500–2,000
Leads / month tracked
4
Vendors attributed
3
Practice areas reported
Every Tuesday
9:00 AM Level 10
● CallRail — Layer 1: Capture
CallRail
The first thing that has to work. If call attribution breaks, every downstream metric is wrong.

CallRail is the attribution backbone for every inbound phone call at MWA. With 1,500–2,000 leads per month — the majority arriving by phone — knowing which channel, campaign, and keyword drove each call is the foundation of all CPL and CPCase reporting.

The core mechanism is Dynamic Number Insertion (DNI): every visitor to DisabilityDenials.com sees a unique phone number based on how they arrived. A visitor from Google Ads sees a different number than a visitor from organic search. CallRail matches the call to the session, the session to the source, and passes that attribution into HubSpot and Salesforce automatically.

For TV campaigns, dedicated vanity numbers per Roux flight allow direct measurement of TV-driven inbound — this is how the $400K Roux spend gets its full attribution story, including the LTD and VA halo effect currently unmeasured.

01
PPC campaign attribution
Every Google Ads campaign gets a dynamic tracking number. Calls are matched to keyword, ad group, and campaign — so CPL by practice area is accurate, not estimated.
02
TV halo effect measurement
Unique vanity numbers per TV flight (SSD, LTD, VA variants) let us isolate TV-driven inbound volume and measure the cross-practice halo lift that $400K in Roux spend is generating but currently can’t prove.
03
Organic vs. AI-era traffic
As AI search intercepts organic click-throughs, branded direct traffic increases. CallRail’s source data shows when “direct” calls spike after TV or PR placements — the signal that brand investment is working.
04
Intake quality feedback loop
Call recordings feed a quality audit with Erika Torres’s intake team — matching campaign messaging to what leads are actually saying on calls, so misalignment between ads and intake scripts shows up immediately in the data.
Primary Function at MWA
Call attribution
Every inbound call matched to its originating channel, campaign, and keyword before it reaches intake.
Dynamic Number InsertionAll web traffic
TV tracking numbersPer Roux flight
Referral trackingPer attorney source
Hispanic marketSpanish landing pages
Integration — HubSpot
CallRail → HubSpot
Every call automatically creates or updates a HubSpot contact with full source attribution, call duration, recording link, and campaign data. No manual entry. Intake doesn’t need to log anything.
Day-One Setup Priority
Audit existing numbers
First audit: verify all CallRail numbers are correctly mapped to their campaigns in Google Ads and HubSpot. Attribution accuracy is the prerequisite for every other optimization decision.
Verify PPC number mappingDay 1–3
Add TV vanity numbersDay 10
Hispanic market numbersWeek 6 launch
● HubSpot — Layer 2: Nurture
HubSpot
Where leads become cases. The conversion engine between first contact and signed representation.

HubSpot is MWA’s primary CRM and automation platform. Every lead — whether it came in by phone (via CallRail), web form, or attorney referral — lives here as a contact with complete attribution history, practice area qualification, and drip sequence enrollment.

The most critical HubSpot function for MWA right now isn’t the CRM — it’s the VA pre-filing drip sequence. Veterans who call before they’re denied benefits can’t be signed yet, but they can’t be abandoned either. A 9-touch pre-filing sequence that educates, maintains trust, and re-engages based on timeline logic is how 6% VA conversion becomes 8–10%. That fix alone generates approximately 18 additional cases per month from existing lead volume at zero additional cost.

Beyond VA, HubSpot tracks every attorney referral relationship — which attorneys refer most, which practice areas they send cases to, and how those referrals convert. This is the data that drives the attorney gifting program, the Mastermind invitations, and the BDM’s weekly outreach priorities.

01
VA pre-filing drip sequence (Day 10 priority)
Rebuild the current 4-email sequence to a 9-touch pre-filing journey. Milestone-triggered re-engagement based on denial timeline logic. Target: VA conversion 6% → 8–10%.
02
Practice area segmentation & lead scoring
Every contact scored by practice area fit, engagement level, and qualification signals. High-score contacts get priority intake follow-up. This reduces intake team load while increasing signed case rate.
03
Attorney referral tracking & Frequent Flyer program
Every referral tracked to the specific attorney in HubSpot. Monthly Frequent Flyer reports show which attorneys drove the most cases — and automatically trigger gifting and personal outreach sequences for top referrers.
04
Won-case referral automation
Automated 30 and 90-day post-win sequences to the 20,000+ client database. Case win congratulations → referral ask → status check. The client referral channel (15% of leads) grows without manual effort.
The VA Opportunity
+18 cases/mo
Moving VA conversion from 6% to 8% on 300 VA leads/month generates 18 additional signed cases — at zero additional budget. This is the fastest ROI improvement in the portfolio.
Current VA conversion6%
Target VA conversion8–10%
Approx. VA leads/month~300
Cases gained at 8%+6–18 / month
Database Scale
20,000+ contacts
Past and current clients in HubSpot. Combined with the 4,500-attorney network, this is one of MWA’s most valuable and underutilized assets.
Client database20,000+
Attorney network~4,500
Monthly leads processed1,500–2,000
Drip Sequences to Build / Fix
5 sequences
VA pre-filing (9-touch)Day 10
SSD unconverted follow-upWeek 3
LTD professional nurtureWeek 4
Won-case referral automationDay 62
Attorney Frequent FlyerDay 68
● Salesforce — Layer 3: Report
Salesforce
Where attribution becomes accountability. The reporting layer that makes every marketing decision defensible to firm leadership.

Salesforce is the destination for signed cases and the source of every reporting number that goes into the weekly Level 10 scorecard. When a lead converts in HubSpot, the opportunity flows into Salesforce with its full attribution history — which channel drove it, which campaign, which vendor, and what it cost.

This is how cost-per-case by practice area gets calculated accurately. It’s also how vendor performance scorecards are built — the Hennessy Digital 60-day gate metrics, the Roux TV attribution, the Bucaram PR lead attribution — all of it traces back to Salesforce pipeline data matched against marketing spend.

The multi-touch attribution model I’d build here goes beyond last-click: it weights TV, organic, PPC, and referral touchpoints across the full lead journey. So when a lead first hears MWA on TV, finds DisabilityDenials.com through organic search three weeks later, and converts via a Google Ad — all three channels get credit. That’s how the $400K Roux TV spend gets its real ROI story.

01
Cost per case by practice area (weekly)
CPCase for SSD (target ≤$400), VA (target $500–600), and LTD (target ≤$1,667) calculated from actual signed cases against attributed marketing spend — reported every Tuesday at the Level 10.
02
Vendor performance scorecards
Hennessy Digital, Roux Advertising, and Bucaram PR all have performance gates tied to Salesforce pipeline data. The 60-day Hennessy gate CPL benchmarks are measured here — not in Google Ads.
03
Multi-touch attribution model
TV → organic → PPC conversion paths are tracked across the full lead journey. This is how TV’s halo effect on LTD and VA gets proven — not just assumed — within 80 days of starting.
04
20% growth target dashboard
A single dashboard tracking cases per month against the 180–288 target, broken out by practice area and source. This is the number Marc sees every Tuesday. Everything else is context for it.
The Numbers That Matter
3 CPCase targets
SSD, VA, and LTD each have a cost-per-case target and minimum ROI. Salesforce is the only place where all three can be measured simultaneously against real spend.
SSD target CPCase≤ $400 (8.5:1 ROI)
VA target CPCase$500–600 (10:1 ROI)
LTD target CPCase≤ $1,667 (6:1 ROI)
Annual Budget Attributed
$2M+
Every dollar of the annual marketing budget — Hennessy ($454K), Roux ($400K), PR ($42K), plus social, print, and direct mail — traced through to signed cases in Salesforce pipeline.
Level 10 Reporting Cadence
Every Tuesday, 9 AM
Lead volume by sourceWeekly
CPCase by practice areaWeekly
Vendor performanceWeekly
Full ROI analysisMonthly
Vendor gate decisions60-day gates
The Complete Journey
From a TV ad to a signed case
every step attributed.
This is the specific journey MWA’s most common lead type takes. Every platform plays a distinct role.
1
Roux Advertising → CallRail
Prospect sees MWA TV ad on Houston market
A veteran in Houston sees the TV ad, calls the number on screen. That number is a dedicated Roux/VA CallRail tracking number. The call is attributed to the TV flight date, time slot, and creative version — even before they speak to intake.
TV flight #: CallRail number Source: Roux Advertising Practice area: VA
2
CallRail → HubSpot
Call ends — contact created automatically in HubSpot
CallRail’s HubSpot integration fires the moment the call ends. A new contact is created (or an existing one updated) with the call recording, duration, source attribution, and practice area tag. The intake team’s activity is logged. No manual entry required.
Contact created: HubSpot Source: TV / Roux Call recording attached Intake notes logged
3
HubSpot — Pre-filing drip
Lead hasn’t been denied yet — enrolled in VA pre-filing sequence
The veteran called before their claim was denied, so MWA can’t represent them yet. HubSpot automatically enrolls them in the 9-touch VA pre-filing sequence: education about the VA claims process, what evidence to gather, and milestone-triggered re-engagement when the timeline suggests a decision is imminent. This is what moves VA conversion from 6% to 8%+.
Sequence: VA pre-filing (9-touch) Trigger: pre-denial status Re-engage: 90-day milestone
4
HubSpot → Intake
90 days later — denial received, lead re-engages and signs
The automated re-engagement email fires when the timeline logic triggers. The veteran calls back. This time they’re eligible. Intake processes them as a warm, pre-educated lead. Conversion rate is significantly higher than a cold call because the 9-touch sequence has maintained trust and set expectations for 90 days.
Re-engagement: milestone trigger Lead status: hot Intake: pre-qualified
5
HubSpot → Salesforce
Case signed — opportunity created in Salesforce with full attribution
The signed case flows into Salesforce as an opportunity. The attribution chain is intact: TV ad → CallRail → HubSpot pre-filing drip → signed case. Roux Advertising gets credited for a VA case that took 90 days to convert. The $400K TV spend now has a complete ROI story — including the cases that weren’t immediate.
Opportunity: Salesforce Attribution: TV → nurture → signed CPCase: calculated Roux: credited
6
Salesforce → Level 10 Scorecard
Tuesday 9 AM — Marc sees this case in the weekly scorecard
The signed case appears in Tuesday’s Level 10 scorecard as a VA case attributed to TV/Roux, with CPCase calculated against the Roux budget allocation. The halo effect of the TV campaign on VA (not just SSD) is now quantified. Marc sees — for the first time — that the $400K Roux spend is producing VA cases that take 90 days to close, not just same-day SSD calls.
Level 10: Tuesday 9 AM Roux halo: VA attributed CPCase: within target Full ROI story: told
Why This Matters for MWA Right Now

“The $400K in Roux TV spend currently has no attribution story for LTD or VA cases. Every week that passes without measuring the halo effect is a week Marc can’t defend or scale that budget. Within 80 days of starting, this attribution stack will show — for the first time — what TV is actually worth across all three practice areas.”

MWA-Specific Applications
What this stack unlocks
specifically for MWA.
Six capabilities MWA doesn’t fully have today — and will have within 90 days.
CallRail
TV halo effect — finally measured
Unique CallRail numbers per TV flight isolate how many LTD and VA calls are driven by Roux advertising — not just SSD. Marc will see a true ROI picture for the $400K TV spend within one full flight cycle.
CallRail
PPC attribution verified, not assumed
Cross-referencing CallRail source data against HubSpot CPL figures verifies whether the Hennessy Digital PPC conversion tracking is accurate. If it’s broken, we know within two weeks — not two months of wasted budget.
HubSpot
VA conversion from 6% to 8%+
The 9-touch pre-filing sequence holds and nurtures VA leads who aren’t eligible yet. Milestone-triggered re-engagement at 90 days converts leads that the current 4-email drip is losing. No additional budget required.
HubSpot
Attorney Frequent Flyer intelligence
A visual referral heat map in HubSpot shows which of the 4,500 attorneys are active, warm-but-dormant, or cold. The BDM’s outreach priorities and gift triggers are driven by this data — not gut instinct.
Salesforce
Cost per case — accurate, weekly
CPCase for SSD, VA, and LTD calculated from actual signed cases matched against attributed marketing spend — not estimated from lead counts. The number Marc sees at the Level 10 is real, not directional.
Salesforce
Hennessy 60-day gate — data-driven
The decision to stay with or replace Hennessy Digital is made with Salesforce pipeline data, not gut feeling. CPL benchmarks are measured against actual signed cases. The gate has teeth because the data is clean.