Before you start: open Ask Jiminny Panorama and filter to first and discovery calls from the period you want to attribute.
Copy the text below and paste it into Ask Jiminny âŹď¸
Review these calls for any mention of how the customer first heard about us, or what prompted them to start looking for a solution.
Structure the output as:
The channel or trigger: referral, search, event, content, social, word of mouth or other
The context, quoted or closely paraphrased, and the account it came from
What set the search off â a new hire, a failed tool, a growth moment
Finish with which channels come up most often and any pattern in why customers started looking
Only report what customers actually said â do not infer attribution from context or from generic remarks like âI saw something onlineâ. The trigger is often more valuable than the channel, so capture both where both are present. If a call reveals neither, say so rather than guessing a channel.