Automatic Lead Source Effectiveness Analysis
You prospect from 5 different channels but don't know which actually work. Notis analyzes your Apollo pipeline weekly, shows which sources close deals, which waste time, and recommends where to double down or exit -- so you stop chasing dead channels.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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Why this helps
You have leads from everywhere (inbound, referrals, ads, outbound, events) but no visibility into which actually convert. You waste effort on low-ROI channels while under-investing in winners.
- Stop wasting effort on low-converting sources
- Double down on channels that actually close deals
- Make budget allocation decisions backed by data
- Justify marketing spend to investors or co-founders with real ROI
Setup
Build it in a few focused steps.
- 1Connect Apollo and Studio By Ai21 Labs to Notis. Ensure your Apollo leads are tagged with source (inbound, referral, etc.).
- 2Tell Notis: 'Every Friday at 4pm, generate a lead source effectiveness report. For each source, show: count added this week, conversion rate (if deals exist), average deal size, and ROI. Recommend which sources to increase, maintain, or pause.'
- 3Review the first report. Do the source tags in Apollo match your expectations? Refine if needed.
- 4Use the report to guide your weekly effort allocation and monthly marketing/outbound budget.
Questions about this workflow
What if I don't have closed deals yet to measure conversion?
Notis can measure early signals: meetings booked, proposals sent, engagement level. As you close deals, it switches to true conversion metrics.
Can I see lead source effectiveness by sales rep too?
Yes. Ask Notis to 'Also break down conversion rate by sales rep so I see who's best at closing referrals vs. inbound' or similar.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Apollo to Studio By Ai21 Labs. A trigger fires from one place; an action lands in another.
Apollo triggers
Studio By Ai21 Labs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Apollo and Studio By Ai21 Labs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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