Win and keep good work

Know which marketing actually turns into work.

Campaigns, attribution, lead capture, referrals, reviews, testimonials, lead scoring, and preferences.

See the workflow Walk through it with us

Useful to the people doing the work

Where marketing fits

CSR and office

Capture the right details and keep the next action visible.

Sales

Move opportunities forward with the history and ownership intact.

Owner or manager

See where work is being won, delayed, or lost.

See marketing in Service Opus

Marketing dashboard for campaign and growth visibility.
Executive marketing view for leadership-level performance tracking.
Performance view for conversion and campaign results.
Attribution tab for tracking which sources produce work.
Timeline tab for outreach and follow-up sequencing.
Lead capture tab for inbound opportunity sources and handoff.
Landing pages tab for campaign entry points and conversion surfaces.
Campaigns tab for active promotion management.
Calendar tab for planned marketing activity and content timing.
Marketing templates tab for reusable outreach content.
Referrals tab for customer advocacy and partner-driven growth.
Reviews tab for reputation and review automation workflows.
Testimonials tab for social proof and reusable customer stories.
Lead scoring tab for prioritizing the best opportunities.
Preferences tab for audience targeting and communication controls.

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Marketing dashboard for campaign and growth visibility.

How the work moves

A practical way to run this workflow

Connect marketing activity to real leads, booked work, reviews, referrals, and customer retention.

Who uses it

  • Owners evaluating which channels create profitable demand.
  • Marketing coordinators managing campaigns and follow-up.
  • Sales managers prioritizing high-intent opportunities.

Set it up right

  • Standardize campaign names, lead sources, referral sources, and audience segments.
  • Connect review and testimonial workflows to customer history.
  • Agree how lead score, source, and campaign influence follow-up priority.

Run the workflow

  1. Review campaign and source performance before launching new outreach.
  2. Use landing pages, lead capture, referrals, and reviews to collect demand signals.
  3. Monitor attribution and lead scoring to prioritize the strongest opportunities.
  4. Create reusable templates for common promotions, review requests, and retention messages.
  5. Hand qualified responses to Leads or Customer Service with source context intact.

Do not let this slip

  • Campaign records use consistent naming.
  • Lead sources are not overwritten during handoff.
  • Review requests avoid customers with unresolved service issues.
  • Performance is reviewed by booked work and revenue, not only by lead count.

What it hands off to

  • Leads for pipeline follow-up.
  • Customers for retention targeting.
  • Communications for outbound messages.
  • Reporting and Analytics for source-level results.

See it with your process

Walk through marketing using the way your company works today.

No generic slide deck. Bring a real handoff, problem, or operating question and see how the workflow fits.

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