Lead Source Taxonomy Template

41% of lead source values in a typical CRM are blank, misspelled, or duplicated. Instead of 47 variations of “Website,” you get 10–12 clean values your attribution can actually trust.

One clean taxonomy. Better attribution.

A ready-to-implement, three-level Excel taxonomy that separates channel category, source detail, and campaign data — with the mapping and rollout guides to put it in place.

What's Inside

  • A complete three-level taxonomy with 32 pre-built source values
  • A dirty-value mapping table with 28 common messy values cleaned up
  • A monthly audit checklist with 15 steps to keep it clean
  • Step-by-step Salesforce + HubSpot implementation guides

Ready to Clean Up Your Lead Sources?

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