Report & Analysis Services
Most B2B marketing teams operate on opinion because their data is scattered across CRM, MAP, ad platforms, web analytics and a dozen spreadsheets — with no single trustworthy answer to "what's working?" Our Report & Analysis Services consolidate that fragmented data into one source of truth, with executive dashboards and channel-level attribution showing exactly how marketing investment becomes revenue.
Live · verified dataWhat’s inside the Report & Analysis Services?
Our report & analysis services is a done-for-you program run by operators who have carried a quota — from setup through weekly revenue review, we own the delivery. Programs integrate with Salesforce, HubSpot, Marketo, Outreach and Salesloft for end-to-end attribution.
Senior B2B operators handle strategy, execution and reporting under one accountable team. Weekly performance reviews tie every touchpoint to qualified pipeline and closed-won revenue — not just opens and clicks.
Engagements are scoped on day one with a written brief that locks success metrics, target volumes and exclusion rules. You'll know exactly what you're getting and what the program will cost before any work starts.
Every campaign runs against the same 180M+ verified B2B universe and the same compliance posture (GDPR, CCPA, CAN-SPAM, TCPA, CASL, DNC). No black-box vendor lists, no surprise compliance gaps.
We work across every major B2B platform — Google Ads, LinkedIn, Meta and Bing — plus dedicated email infrastructure and direct-dial calling. One vendor, one source of truth, one accountable team.
Every record is permission-based, re-verified at the moment of delivery, and filtered through regional compliance rules — so your campaigns land clean and deliverable.
What you can expect
The outcomes our clients consistently see from this program.
- Dedicated operator leading your program
- Weekly revenue review + reporting
- CRM native (Salesforce / HubSpot)
- Scale up or pause any time
A closer look at our Report & Analysis Services.
We start by defining the questions your dashboards need to answer — and the KPIs that matter to your CEO, CMO and board. From there we integrate your CRM, marketing automation, ad platforms, web analytics and BI tools into a single data warehouse, then build executive dashboards and channel reports on top. Insight loops run monthly to surface what's working, what's not and what to test next quarter.
Cross-channel attribution clarifies which campaigns actually drive pipeline, which channels overlap and where budget should shift next quarter. Setup typically takes 2–4 weeks, with most clients seeing predictive pipeline forecasting accuracy improve dramatically within the first quarter. We integrate with Salesforce, HubSpot, Marketo, Pardot, GA4, Mixpanel, Looker, Tableau, Power BI and most major analytics tools.
Ready to scope a Report & Analysis engagement? Talk to a real operator — you'll get a written scope, a sample of 25–50 verified records, and a confirmed delivery date within one business day.
Built to deliver — or it ships back free.
95%+ deliverability
Every record re-verified at the moment of request.
Multi-source verified
Cross-referenced across 40+ public and proprietary sources.
Compliance baked in
GDPR, CCPA and CAN-SPAM applied automatically.
Delivered in 48 hours
Most lists ship same day. Full ICP builds in 48 business hours.
Built for modern revenue teams
Own a number? This is built for you.
SDR, AE and RevOps teams we work with daily.
10-person teams to Fortune 500 revenue orgs.
White-label delivery available.
How Our Report & Analysis Works?
A repeatable, transparent workflow that gets your data production-ready — fast.
- 01
KPI & question setup
Define the business questions your marketing dashboards need to answer — and which KPIs matter.
- 02
Data integration
We connect your CRM, MAP, ad platforms, web analytics and BI tools into one source of truth.
- 03
Dashboards & reports
Weekly executive reports, channel dashboards and self-serve analytics — built for your specific operating cadence.
- 04
Insight loops
Monthly review sessions surface what's working, what's not and what to test next.
How Can It Benefit Your Business?
Cleaner data isn't the goal — measurable revenue impact is. Here's what changes when this layer is fixed.
Decisions on data, not opinion
Replace gut-feel marketing decisions with evidence and clear KPIs.
Time back for your team
Stop building reports in spreadsheets — let your team focus on strategy and execution.
Cross-channel attribution
See how email, paid, content and events actually combine to influence pipeline.
Forecasting accuracy
Trustworthy data inputs make marketing's pipeline forecasts as credible as sales'.
Types of Report & Analysis We Provide
Choose a single service or combine them into an end-to-end data program — we tailor scope to your stack and ICP.
Campaign Performance Reports
Per-campaign reporting tied through to closed revenue.
Channel Attribution Reports
First-touch, last-touch and multi-touch models showing channel contribution.
Executive Dashboards
Board-ready monthly dashboards built for the metrics your CEO actually cares about.
Pipeline Forecasting
Predictive models forecasting pipeline from marketing investment.
Cohort & Retention Analysis
Customer cohorting to surface lifetime value and retention drivers.
Custom Analytics Projects
One-off deep dives on specific business questions and segments.
What Makes Our Report & Analysis Unique?
How Data Is Sourced and Verified?
Every record on this list passes through a four-stage compile-and-verify process before delivery.
- 01
Multi-source compile
Records are aggregated from public business directories, professional networks, permissioned partner feeds and proprietary research signals.
- 02
Email & phone verification
Every email is SMTP-verified and every phone is HLR-validated at the moment of delivery — not at last refresh.
- 03
Tele- & manual verification
A sample of records on every list is human-verified by trained agents to confirm role, employer and contact accuracy.
- 04
Suppression & dedupe
Opt-out, DNC and bounce suppression are applied before delivery, with multi-key dedupe to ensure clean ingestion into your CRM.
Data Privacy Compliance Framework
Every record on this list is filtered through global and region-specific privacy regulations before it ever reaches you.
GDPR & UK GDPR
Lawful-basis framework with documented legitimate-interest balancing tests for EEA and UK business contacts.
CCPA / CPRA
California Consumer Privacy Act compliance with opt-out routing and verifiable consumer request handling.
CAN-SPAM Act
Sender identification, opt-out support and physical address compliance applied to every record.
TCPA & DNC
Phone records scrubbed against the National DNC Registry and applicable state-level DNC lists.
CASL (Canada)
Canadian Anti-Spam Legislation applied to all Canadian contacts before delivery.
Internal controls
Encryption in transit (TLS 1.2+) and at rest (AES-256), least-privilege access, signed DPAs and SOC 2-aligned controls.
Data Sources
We never rely on a single source. This list is compiled and cross-validated from the channels actually trusted in this category.
Who Can Use Our Report & Analysis?
What every Report & Analysis delivers
Every order ships with the same operating standard — built to drop into your stack, run a quarter cleanly and stand up to scrutiny from procurement, legal and finance.
Multi-source verification
Each record is cross-validated against partner directories, public filings, professional networks and our proprietary B2B graph. Email validity, phone reachability and role accuracy are checked at the moment of delivery, not at last refresh.
CRM-ready format
Lists ship as a clean CSV plus optional direct sync into Salesforce, HubSpot, Outreach, Salesloft, Pipedrive and Apollo. Field mapping is preserved so your sequences trigger without manual cleanup or re-mapping.
Compliance posture, documented
GDPR, UK GDPR, CCPA/CPRA, CAN-SPAM, CASL, TCPA and DNC checks are applied before delivery. We sign DPAs on request and provide written compliance documentation suitable for procurement and legal review.
Replacement guarantee
Any record that hard-bounces, is unreachable or has a verified role mismatch is replaced free of charge for 90 days. The guarantee is unconditional — no support tickets, no proof required beyond the bounce log.
Continuous refresh
B2B contacts decay roughly 30% per year. We re-verify every record continuously against role-change signals, employer changes and tech-stack movement, so a list licensed in Q1 still routes pipeline cleanly in Q4.
Named operator support
Every engagement is owned by one named operator from brief to closed-won. No SDR routing, no ticket queue, no handoff — just a real person who has carried a quota and replies within one business day.
Three ways to receive your Report & Analysis
Pick the delivery format that fits your stack. All three options ship with the same compliance posture, the same 90-day replacement guarantee and the same named-operator support B2B Leo is known for.
Clean CSV
Standard delivery — UTF-8 CSV with preserved field mapping, suppression applied, ready to upload to any system that accepts a flat file.
Direct CRM sync
Push records straight into Salesforce, HubSpot, Outreach, Salesloft, Pipedrive or Apollo with field mapping handled end-to-end.
Secure SFTP / API
Encrypted SFTP drop or REST API delivery for enterprises with procurement-mandated transport. SOC 2-aligned controls applied.
From ICP brief to live campaign in 7 business days.
Every engagement runs on the same four-step cadence — scoped on day one, delivered by day seven, measured to closed-won every week after that.
- 01
Day 1 · Brief & scope
30-minute ICP call with a real operator (not an SDR). We lock titles, geographies, tech-stack filters, exclusion rules and suppression lists. You leave the call with a written scope and a confirmed delivery date.
- 02
Day 2–4 · Build & verify
Multi-source compile against our 180M+ B2B graph, then tele-verification on a statistically valid sample, SMTP validation on every email and phone-line testing on every direct dial. Suppression and dedupe run last.
- 03
Day 5–7 · Load & launch
Delivered as a clean CSV plus optional direct push into Salesforce, HubSpot, Outreach or Salesloft. Field mapping preserved. Sequences kick off the same day we deliver — no manual cleanup needed.
- 04
Ongoing · Measure to revenue
Weekly revenue review with one named operator. Bounces and role mismatches are replaced free of charge for 90 days. Performance is reported against pipeline and closed-won, not opens or clicks.
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Learn moreCommon questions about Report & Analysis Services.
Can’t find yours? Email the team — we usually reply within the hour.
Which tools do you work with?
Salesforce, HubSpot, Marketo, Pardot, Google Analytics, GA4, Mixpanel, Segment, Looker, Tableau, Power BI and most major BI tools.
Will I get raw data or just dashboards?
Both. We deliver executive-ready dashboards and ensure you have full access to the underlying data warehouse for ad-hoc analysis.
How long does setup take?
Initial integrations and first dashboards typically launch in 2–4 weeks depending on data complexity and number of source systems.
Do you replace our in-house analyst?
We can supplement, not replace, in-house analytics. Most clients use us to accelerate setup and free their analysts for higher-value strategic work.
Let's build a pipeline you can actually close.
Tell us your ICP, your goals, and one painful bottleneck. We'll come back with a concrete 30-day plan — no pitch deck, no pressure.