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How the "Deal Architect" Uncovers Dark Social Attribution During Deep Discovery

  • Writer: ClickInsights
    ClickInsights
  • 8 hours ago
  • 9 min read

Every Discovery Call Reveals More Than Buying Intent

For many Account Executives, the discovery call serves as the starting point of the sales process. In these discovery calls, the buying intent, pain points, budget, timelines, and more are all discovered in order to qualify the opportunity and determine the best way to proceed with the sales process.

However, today's B2B buyers have done extensive amounts of research prior to discovery calls. In preparation for booking the call, they might have already read LinkedIn posts, listened to podcasts, participated in closed communities, received recommendations from peers, or even discussed potential solutions internally. All of which happens through Dark Social and goes unseen by attribution platforms.

This is where the function of the Deal Architect is crucial. In lieu of simply qualifying the opportunity, the Deal Architect will discover the hidden factors that influence the buyers' purchase. Through deep discovery, Sales completes the buying journey started by marketing dashboards.


Account Executive designing a buyer journey blueprint that connects website visits, demos, proposals, and closed deals with hidden influences such as podcasts, LinkedIn, peer recommendations, private communities, and webinars.

Why Attribution Software Cannot Tell the Entire Buyer Story

Attribution tools are helpful because they track digital touchpoints such as website visits, paid marketing, search engine traffic, emails, and form fills. This allows you to see how measurable channels are helping drive your pipeline.

What they don't do is tell you why the buyer became interested to begin with. Attribution doesn't usually capture where the buyer first heard about the company, what LinkedIn article got their attention and piqued their interest, or what trusted friend recommended them to research more about your company. These invisible influences take place well before the measurable touchpoint shows up in your CRM.

The result? Dashboards that capture the visible part of the buyer journey but not the invisible part. Companies that base everything they know about the buyer journey on software alone may misinterpret the data to think that the last measurable touchpoint generated the demand, when it really just captured it weeks or even months earlier.

Only conversations with buyers will give you the answers you need.


The Deal Architect's Role in the Hybrid Attribution Framework

Today's modern Account Executive not only handles opportunities but is also expected to take on the role of a Deal Architect who plays a significant part in developing the Hybrid Attribution Framework of the organization.

Rather than qualify the prospects, the Deal Architect tries to get a better understanding of the entire process of evaluation. This includes knowing how the prospect first became aware of the company, what sources shaped his thinking, and finally what made him book a call.

This information helps bring context to the sales process, something that marketing software cannot capture. It also helps Marketing know what kind of educational, thought leadership, and community content is raising awareness and leading up to engagement.

Thus, by capturing qualitative information from buyers and making it available for all across the organization, the Deal Architect turns every sales call into useful business intelligence.


Asking Layered Discovery Questions That Reveal Hidden Attribution

Organizations typically ask one basic attribution question on their lead forms, "How did you hear about us?" Although this is helpful, there is the chance to uncover the whole story through a discovery conversation.

A Deal Architect asks layered questions that allow them to see the full buyer journey. They keep asking questions about how this particular evaluation process evolved rather than stopping at the very first answer.

So, they ask what introduced the buyer to the brand, what motivated them to do more research, what content was involved in shaping their ideas, who else was part of the process, and finally what made them decide to contact the organization.

Through such questions, it becomes clear that a single touchpoint does not drive purchase decisions. Instead, they discover the whole journey that leads to building trust and knowledge of the organization.


Capturing Qualitative Insights That Marketing Cannot Measure

One of the biggest advantages of the discovery process is the information that cannot be gathered using any analytics software. Clients may provide stories of the experiences that do not make their way into the attribution report but are crucial factors behind the decision to buy a product.

The prospect may tell you about how they always watched the posts of the company's founder on LinkedIn before buying the product. The client could tell you about watching an executive of the company on a podcast. The conversation could also highlight the experience when the client got a referral from an industry colleague or discussed the product in a Slack community, WhatsApp group, referrals, or even internal meetings comparing several companies.

This kind of information helps understand why trust grew so far ahead of any purchase intent that was measurable through the analytics tools.


Turning Buyer Conversations Into Organizational Intelligence

The insights from discovery sessions are best utilized if they are available to the organization as a whole and not just to individual sales reps. There is information in every conversation that can help with marketing, reporting, and decision-making at the leadership level.

The Deal Architects can log repeatable customer influencer data in the CRM. These can then be examined by Marketing and RevOps teams to understand patterns for multiple opportunities.

For instance, there might be many instances of leadership discovering that the buyer is referencing the company's founder thought-leadership, education-based content on LinkedIn or even community referral. This will give more confidence to Marketing to spend more money on initiatives generating demand, even if traditional dashboards are unable to capture the influence.

This makes it easier for Sales to contribute relevant information, which will make future marketing campaigns better and improve reporting and planning.


Building Stronger Marketing and Sales Alignment Through Discovery

Strong discovery becomes one of the best tools that Marketing, Sales, and RevOps can use to align themselves. The departments see things from their own angles, but all together, they get a much clearer picture of the buying process.

Marketing raises awareness by educating the audience through content, thought leadership, employee advocacy, and community involvement. Sales verify whether these actions had any influence on the buying decision by asking discovery questions. RevOps brings together marketing insights, CRM data, and qualitative buyer insights into reporting that takes into account not only visible but also invisible factors.

Constant feedback helps to improve the performance of each department. Marketing produces more useful materials, Sales start engaging in conversations knowing buyer behavior better, and RevOps provides valuable business intelligence to the management.


Conclusion: The Deal Architect Helps Close the Buyer Journey

While the responsibilities of the Deal Architect go way beyond qualification and closure of opportunities, in today's B2B world, Account Executives are uniquely placed to uncover conversations, recommendations, and experiences that can never be quantified using attribution software.

Through deep discovery questions, capturing qualitative buyer insights, and sharing these insights with Marketing and RevOps, Deal Architects are able to help close the buyer journey that has been left incomplete in traditional dashboards.

The combination of data and buyer experiences through the Hybrid Attribution Framework helps organizations determine what really builds trust and influences purchase decisions.

In the era of Dark Social, much of the attribution data is not captured in analytical software tools but in discovery conversations, positioning the Deal Architect as an extremely crucial contributor to revenue growth.

Every Discovery Call Reveals More Than Buying Intent

For many Account Executives, the discovery call serves as the starting point of the sales process. In these discovery calls, the buying intent, pain points, budget, timelines, and more are all discovered in order to qualify the opportunity and determine the best way to proceed with the sales process.

However, today's B2B buyers have done extensive amounts of research prior to discovery calls. In preparation for booking the call, they might have already read LinkedIn posts, listened to podcasts, participated in closed communities, received recommendations from peers, or even discussed potential solutions internally. All of which happens through Dark Social and goes unseen by attribution platforms.

This is where the function of the Deal Architect is crucial. In lieu of simply qualifying the opportunity, the Deal Architect will discover the hidden factors that influence the buyers' purchase. Through deep discovery, Sales completes the buying journey started by marketing dashboards.


Why Attribution Software Cannot Tell the Entire Buyer Story

Attribution tools are helpful because they track digital touchpoints such as website visits, paid marketing, search engine traffic, emails, and form fills. This allows you to see how measurable channels are helping drive your pipeline.

What they don't do is tell you why the buyer became interested to begin with. Attribution doesn't usually capture where the buyer first heard about the company, what LinkedIn article got their attention and piqued their interest, or what trusted friend recommended them to research more about your company. These invisible influences take place well before the measurable touchpoint shows up in your CRM.

The result? Dashboards that capture the visible part of the buyer journey but not the invisible part. Companies that base everything they know about the buyer journey on software alone may misinterpret the data to think that the last measurable touchpoint generated the demand, when it really just captured it weeks or even months earlier.

Only conversations with buyers will give you the answers you need.


The Deal Architect's Role in the Hybrid Attribution Framework

Today's modern Account Executive not only handles opportunities but is also expected to take on the role of a Deal Architect who plays a significant part in developing the Hybrid Attribution Framework of the organization.

Rather than qualify the prospects, the Deal Architect tries to get a better understanding of the entire process of evaluation. This includes knowing how the prospect first became aware of the company, what sources shaped his thinking, and finally what made him book a call.

This information helps bring context to the sales process, something that marketing software cannot capture. It also helps Marketing know what kind of educational, thought leadership, and community content is raising awareness and leading up to engagement.

Thus, by capturing qualitative information from buyers and making it available for all across the organization, the Deal Architect turns every sales call into useful business intelligence.


Asking Layered Discovery Questions That Reveal Hidden Attribution

Organizations typically ask one basic attribution question on their lead forms, "How did you hear about us?" Although this is helpful, there is the chance to uncover the whole story through a discovery conversation.

A Deal Architect asks layered questions that allow them to see the full buyer journey. They keep asking questions about how this particular evaluation process evolved rather than stopping at the very first answer.

So, they ask what introduced the buyer to the brand, what motivated them to do more research, what content was involved in shaping their ideas, who else was part of the process, and finally what made them decide to contact the organization.

Through such questions, it becomes clear that a single touchpoint does not drive purchase decisions. Instead, they discover the whole journey that leads to building trust and knowledge of the organization.


Capturing Qualitative Insights That Marketing Cannot Measure

One of the biggest advantages of the discovery process is the information that cannot be gathered using any analytics software. Clients may provide stories of the experiences that do not make their way into the attribution report but are crucial factors behind the decision to buy a product.

The prospect may tell you about how they always watched the posts of the company's founder on LinkedIn before buying the product. The client could tell you about watching an executive of the company on a podcast. The conversation could also highlight the experience when the client got a referral from an industry colleague or discussed the product in a Slack community, WhatsApp group, referrals, or even internal meetings comparing several companies.

This kind of information helps understand why trust grew so far ahead of any purchase intent that was measurable through the analytics tools.


Turning Buyer Conversations Into Organizational Intelligence

The insights from discovery sessions are best utilized if they are available to the organization as a whole and not just to individual sales reps. There is information in every conversation that can help with marketing, reporting, and decision-making at the leadership level.

The Deal Architects can log repeatable customer influencer data in the CRM. These can then be examined by Marketing and RevOps teams to understand patterns for multiple opportunities.

For instance, there might be many instances of leadership discovering that the buyer is referencing the company's founder thought-leadership, education-based content on LinkedIn or even community referral. This will give more confidence to Marketing to spend more money on initiatives generating demand, even if traditional dashboards are unable to capture the influence.

This makes it easier for Sales to contribute relevant information, which will make future marketing campaigns better and improve reporting and planning.


Building Stronger Marketing and Sales Alignment Through Discovery

Strong discovery becomes one of the best tools that Marketing, Sales, and RevOps can use to align themselves. The departments see things from their own angles, but all together, they get a much clearer picture of the buying process.

Marketing raises awareness by educating the audience through content, thought leadership, employee advocacy, and community involvement. Sales verify whether these actions had any influence on the buying decision by asking discovery questions. RevOps brings together marketing insights, CRM data, and qualitative buyer insights into reporting that takes into account not only visible but also invisible factors.

Constant feedback helps to improve the performance of each department. Marketing produces more useful materials, Sales start engaging in conversations knowing buyer behavior better, and RevOps provides valuable business intelligence to the management.


Conclusion: The Deal Architect Helps Close the Buyer Journey

While the responsibilities of the Deal Architect go way beyond qualification and closure of opportunities, in today's B2B world, Account Executives are uniquely placed to uncover conversations, recommendations, and experiences that can never be quantified using attribution software.

Through deep discovery questions, capturing qualitative buyer insights, and sharing these insights with Marketing and RevOps, Deal Architects are able to help close the buyer journey that has been left incomplete in traditional dashboards.

The combination of data and buyer experiences through the Hybrid Attribution Framework helps organizations determine what really builds trust and influences purchase decisions.

In the era of Dark Social, much of the attribution data is not captured in analytical software tools but in discovery conversations, positioning the Deal Architect as an extremely crucial contributor to revenue growth.


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