Frequently Asked Questions

ProofIQ is an attribution platform built specifically for financial services firms by GK3 Capital. It connects your paid media channels with your HubSpot CRM to show which marketing activities are generating real contacts and, where your pipeline is tracked, real closed deals.

The platform is designed around the realities of financial services marketing: long sales cycles, high deal values, and decision-makers who rarely act on first contact. It is fully managed by your GK3 account team.

Most clients are fully onboarded within 5 to 10 business days. This involves connecting your ad accounts, verifying your HubSpot portal, and running an initial data sync. Your GK3 account lead manages the entire process. No technical work is required from your team.

No. ProofIQ connects directly to your advertising platforms and HubSpot via secure API connections. Your website does not need to be modified.

Fully managed. Your GK3 account team handles data connections, daily syncs, and attribution configuration. You log in to view your dashboard, review performance, and share access with your team.

No. Your data is stored in a dedicated environment and is never shared with other clients or third parties. Data is transmitted over encrypted connections and protected by role-based access controls. GK3 staff may also use Claude (Anthropic's AI assistant) internally to query account data through ProofIQ's own access controls -- the same role-based restrictions apply, it's read-only for virtually everything it can see, and the two narrow exceptions (excluding a wasted-spend search term from your PPC account, registering a sending domain) always require a staff member's explicit approval first and are logged.

Every contact that lands in your HubSpot CRM carries real source data: where they clicked in from, what UTM parameters were on the link, whether they came through a lead form. ProofIQ reads that real data once, at the moment the contact is created, and assigns it to exactly one channel using a fixed priority order (your own hand-curated HubSpot fields first, then UTM parameters, then HubSpot's own tracking fields). That assignment never changes afterward.

This is different from how some attribution tools work: there is no multi-touch model to switch between, and no simulated "customer journey." A contact is attributed to the one real channel the data points to, or marked unattributed if nothing in HubSpot indicates a channel.

A lead is a HubSpot contact created in the selected date window that ProofIQ was able to attribute to a paid channel. The "HubSpot Conversions" figure on your dashboard reflects that count.

It depends on how deeply your HubSpot pipeline is tracked, and the dashboard tells you which case applies:

• Real deal data: if your HubSpot deals are kept up to date, Revenue is the actual sum of closed-won deal amounts, grouped by the channel that originated each deal's contact.
• Estimated: if deal tracking isn't set up, Revenue is estimated as the number of contacts that reached the "Customer" stage times your average deal value.
• Media performance instead: if your HubSpot pipeline has never had a deal closed or a contact reach Customer stage, showing a Revenue number would just show $0 and imply your media isn't working when the real issue is that pipeline isn't being tracked. In that case ProofIQ automatically switches the dashboard to Cost Per Lead and Leads per $1K Spend instead, with a banner explaining why.

HubSpot deals don't reliably carry a direct link back to the contact and channel that originated them, and HubSpot itself often leaves a deal's own source field blank or generic. When ProofIQ can't confidently attribute a closed-won deal to a channel, it's counted in your total Revenue but excluded from the per-channel breakdown rather than assigned to a misleading "unknown" bucket. A note above the channel table tells you when this applies and how much revenue it affects.

Google Ads, LinkedIn Ads, Meta (Facebook/Instagram), Spotify, Vibe, Simplifi, Bing/Microsoft (including ChatGPT-sourced traffic, grouped under this channel), and Cold Email are all live paid-channel integrations. Cold email reporting now lives directly in ProofIQ under its own InboxIQ tab (see "Other Dashboards" below), rather than only being referenced through a separate platform. Organic search, direct traffic, IP-based company matching, and database imports are also recognized as distinct channels where the underlying HubSpot data indicates them. Not every client runs every channel. Your dashboard only shows what you're actually running.

For clients with Google Analytics 4 connected, the Attribution tab includes a Site Intelligence panel showing sessions, users, engagement rate, and bounce rate by channel (a useful cross-check on whether the traffic a channel drives is actually engaging with your site, independent of whether it converts in HubSpot).

The default view covers the last 90 days. Use the date pickers above the KPI row to select any custom start and end date, up to a year back. HubSpot contact and deal history can go back further for clients who've been onboarded a while; ad platform spend is synced up to 365 days back. If you pick a start date earlier than what's actually been synced for a channel, a note above the channel table tells you so: leads and revenue in that older window are real, but spend (and anything calculated from it) will show as zero for dates outside sync coverage.

The orange-bordered panel near the top of your Attribution tab. It shows data pulled directly from your HubSpot CRM: confirmed conversions and, if your pipeline is tracked, closed-won deal count, median/average/highest deal value, and total pipeline, all computed from real deal data, and both the on-screen panel and the PDF export show the same figures.

An admin page (sidebar, under "Under Development") for setting a client's expected average deal value by hand. It only matters for clients without enough real closed-won deal history to compute revenue directly: for those, ProofIQ estimates revenue as paid leads × this value, so a client sitting at $0 there will show $0 estimated revenue no matter how many leads convert, until a real number is set. Has no effect on clients whose revenue is already computed from real closed deals.

Yes. The Pipeline page shows how contacts progress through your HubSpot lifecycle stages (Subscriber through Customer), broken out by the channel that originated them, along with closed-won deal data where it's tracked.

The client selector now lives in the left sidebar, near the top, instead of the top right of the page: pick a client there once and it carries across every page. A light/dark theme toggle (the sun/moon icon next to the ProofIQ logo, top of the sidebar) is new too; your choice is remembered on that browser for next time you sign in.

Performance is a standalone view of channel-level spend, clicks, and impressions across your full nav. Pipeline is the deeper HubSpot-focused view: spend/leads/cost-per-lead by channel, the lifecycle funnel, revenue attribution, cold email campaign performance (if you use InboxIQ), and a searchable contact list. Both are reachable from the left sidebar and carry your client selection with you from the main dashboard.

Attribution and Performance have had PDF export for a while; Campaign Reporting and Pipeline now do too. On Campaign Reporting, "Export PDF" respects whichever channel filter you have selected. On Pipeline, it covers the channel spend/leads breakdown and the lifecycle funnel (revenue is already covered by Attribution's own PDF for the same client and date range).

The sidebar page (under "Under Development") for CRD Verification: a single client-scoped tool, reached through the client picker at the top of the page. Visitor scoring/fit ranking now lives on its own separate page, Prospect Fit Report (see below), not as a tab here.

The tool on the Data Enrichment page. Upload a FINTRX, AdvisorPro, Discovery Data, or Dakota Data export and match it against your ProofIQ contacts to attach real CRD numbers where the data lines up (by email first, then by name and firm). Matched contacts get a verification badge with a confidence score on the Pipeline page's contact list: 1.0 means an exact email match, anything lower means it was matched on name and firm only and is worth a spot-check. Upload a CSV or XLSX file (up to 500MB); a match job usually completes in a few seconds.

The one place to set a client's Ideal Customer Profile (5P): upload a document or paste text, either becomes that client's saved ICP. It's used by both Prospect Fit Report and PPC Builder, so setting or replacing it here updates it everywhere. Both of those tools show a read-only summary of what's currently on file, so you always know what you're building from without leaving the page.

Its own page under Data I/O (previously a tab on Data Enrichment). Scores a client's de-anonymized website visitors against their own Ideal Customer Profile (a "5P" document, set once per client in the ICP Library) so you can see which visitors are actually worth a follow-up, ranked by fit, not just a raw list. Every visitor is scored individually, so results include verified email(s), company phone, a fit score, a hot/warm/cold tier, and a short rationale for each one. Download the results as a Word dossier (one page per prospect; best for smaller, curated lists), an Excel workbook (best for larger ones), or a raw CSV; "Auto" picks the format for you based on how many prospects matched. The export can also be limited to just the top N prospects instead of the full list.

Every field on the visitor export, including home address, net worth, and personal phone/email, is kept and used to judge fit and reach a good match; only identity hash columns and internal tracking IDs are dropped.

Every visitor gets individually scored by Claude against the client's 5P document: a real judgment call per row, not a fast database lookup the way CRD Verification and Audience Builder work. That makes it meaningfully slower, and the time scales with file size: a file of a few thousand rows can take over an hour today. It's safe to close the tab and check back later; results are saved for when you return.

Off by default for privacy: most clients' ideal customer is defined by job title and company, not personal finances, so that data is dropped automatically before scoring. It's only enabled for specific clients whose actual targeting is wealth or demographic-based (a toggle on that client's 5P setup, in the ICP Library): for those, results also show net worth, income range, age range, homeowner status, and location instead of job title and company.

Generates a full Google Ads + Microsoft Advertising campaign build from a client's Ideal Customer Profile (the same 5P document Visitor Fit Scoring uses) and their website URL. Pick a client, enter the website, hit Generate: it plans out campaigns, ad groups, keywords, responsive search ads, negatives, sitelinks, and compliance notes, then packages the result as downloadable workbooks: Google Ads, Microsoft Ads, and LinkedIn.

A real build is a genuine per-campaign judgment call, not a template fill, so expect roughly 3-4 minutes from Generate to done. Safe to leave the tab and come back; the job keeps running either way.

Keyword volume/CPC estimates come from Keywords Everywhere where available; if that account has no credit, those specific columns come back blank but the rest of the workbook is unaffected. The LinkedIn workbook's Campaign Groups and Campaigns tabs import in bulk, but LinkedIn's own bulk import can't create ads, so its Ad Copy tab is a reference to paste in by hand when building each ad in Campaign Manager.

Pick a client and this page shows the same ICP that's set in the ICP Library, so you always see what the build is grounded in before generating. Use it as-is (the default), or click "Paste a different ICP for just this build" for a one-off override scoped to only this build (never saved anywhere -- it doesn't touch the client's saved ICP). To set or replace the client's actual saved ICP, use the ICP Library tab.

Once a client has approved the review workbook, two more downloads generate the actual files their ad platform's own tool accepts directly: a Google Ads Editor CSV and a Microsoft Bulk Upload CSV. These aren't review documents: they're the real import files, so double-check the campaign structure in the review workbook first. Microsoft's file needs a campaign budget it doesn't otherwise generate, so a placeholder daily budget is set automatically; review and adjust it in Bulk Upload before actually launching anything.

A "Single Build" / "Batch Build" toggle appears at the top of PPC Builder for clients with many individually-branded agents or locations (Revolution FMO today). Instead of generating one campaign build at a time, Batch Build creates a full build for every selected agent in one click, each targeted to a radius around that agent's own office address rather than the client's website as a whole.

The agent roster (name, website, address, radius, active/inactive) is editable directly on the page, or update it in bulk with a spreadsheet upload, which merges in changes rather than replacing the list. If a client has no single shared Ideal Customer Profile across all their agents, each agent's own website is used to ground their individual build automatically, no extra setup needed. Selecting a large number of agents at once shows an estimated cost before it runs. Once builds finish, download every agent's workbook or bulk-upload file together as one zip, for whichever platform you need.

A separate tool from Data Enrichment, not tied to a specific client. Nothing here writes into ProofIQ's own data. Three modes, chosen at the top of the page:

Match two lists (the original mode): upload two arbitrary lists (e.g. a 3rd-party list and an IntentIQ export) and it finds the overlap between them: exact email matches first, then company domain, then name+firm similarity for anything left over.

CRD enrichment: match your own list against a CRD vendor file (FINTRX, AdvisorPro, Discovery Data, or Dakota Data), either uploaded fresh or picked from a saved list, and get every row from your list back with a CRD number filled in wherever one matched and left blank where it didn't. A freshly-uploaded reference file is deleted as soon as matching completes; a saved list stays available for the next match.

Combine lists (added Sep 2026): upload 2 or more CSV/XLSX lists at once (name the upload so the download stays organized) and merge them into one deduped list, dropping exact-email duplicates and high-confidence fuzzy name+company duplicates. A "Past combines" list keeps recent runs and their downloads reachable for 48 hours, even after starting a new one.

Every export panel (all three modes) offers CSV, Meta, LinkedIn (contacts and company list), Google Ads/YouTube, Spotify, Vibe, Bing (Microsoft Advertising), and ChatGPT (an unverified best-effort format, since no downloadable template exists for it), plus a "Download all formats" option that grabs every format in one click. CRD-enriched results can also be exported to any of those ad platforms now, in addition to the CRD-verified CSV.

Saved reference lists let you load a vendor file once and reuse it across multiple runs instead of re-uploading it every time. Manage them (add, refresh, delete) from the "Manage saved lists" link in CRD enrichment mode.

Results are kept 48 hours for downloading, then automatically deleted.

A client-scoped page (sidebar, under Reporting, next to Campaign Reporting) for cold email performance, sourced from Smartlead via InboxIQ's own sync. Five tabs: Overview (KPI totals including a deliverability score and rule-based recommendations, plus a sent/engagement trend), Campaigns (per-campaign totals with drill-in detail), Inboxes (deliverability and warmup health by domain), Leads (filterable by status: Interested, Opened, Clicked, Replied, Bounced, Unsubscribed), and Insights (pipeline matching against your HubSpot contacts, red-flag campaigns, rankings by open rate, and best-performing subject lines).

Data refreshes on the same daily sync as everything else; a "Last synced" timestamp at the top of the page shows how current it is.

A client-scoped page (sidebar, under Activation) for planning and tracking content: campaigns, blog posts, social, email. Generate a first draft of a calendar from that client's ICP/5P plus any strategy briefs you've attached, or add items by hand. Each item can carry a scheduled (go-live) date, a separate internal deliverable date, a status (Planned/In progress/Published/Skipped), and its own checklist of checkpoints (e.g. "Draft to client," "Client approval") with their own due dates.

The default view is an actual month calendar (items and checkpoints shown on their real dates); a List toggle shows everything as a flat, sortable list instead. A "Share" button generates a read-only link that opens the calendar for anyone, including a client contact, with no ProofIQ login required; revoke it any time from the same button.

A client-scoped page (sidebar, under Activation) with two tabs that work together but do different jobs: UTM Plan and Budget Plan.

Budget Plan is the money side: a spreadsheet-style grid of every channel, its planned spend for each month of the plan, and its actual spend once that month closes, with variance shown per cell and in summary totals. Build a plan by hand, or upload a media flowchart/budget file and let Claude parse it into a proposed plan you review and confirm before anything saves. Rows can be mapped to a real Windsor-synced channel (Google Ads, LinkedIn, Bing, Spotify, Vibe, Meta, Simplifi); mapped rows get their actual spend filled in automatically on every data sync instead of typing it in by hand. Multiple plans per client are kept (a switcher at the top moves between them), so last year's plan stays on record instead of disappearing when this year's is created.

UTM Plan is the tagging side: one row per real campaign or creative, with the exact channel, campaign name, creative name, and UTM values (source/medium/campaign/content) it should carry, plus a landing page URL. It's linked to Budget Plan rows (a "Generate UTM items" button on the Budget Plan tab creates a starting item for every row that doesn't have one yet), so renaming a row's channel mapping updates every linked item automatically.

Once a campaign is live, two ways to confirm its real tagging instead of guessing it: click QA on an item for a full-funnel check (ad platform, GA4, HubSpot, and whether the landing page URL actually resolves), with a history of every past run so you can see when something broke, not just its state right now. Or use Pull from GA4 (on one item) or Pull all from GA4 (reviews every item at once before saving anything) to fill in UTM values from what GA4 has actually recorded, rather than typing in what you assume is correct.

A shared library (sidebar, under a new "Resources" section) for reference guides and sell sheets, uploaded as PDFs. Not client-scoped: every client user and agency staff member sees the same library, organized by category with a search box. Uploading, editing (title/category/description, or replacing the file itself), and deleting is agency-admin only; everyone else can browse and download.

A self-serve page (Billing link in the sidebar) for paying for add-on products directly through ProofIQ, on top of media spend. ProofIQ itself is never billed here; it's included free for any client running media through GK3 or subscribed to at least one add-on below.

Current add-ons: DemandIQ ($1,500/mo, data provider), VisitorIQ ($500/mo, IP matching), and InboxIQ (cold email sending, one of three volume tiers: 30k/mo at $1,500, 60k/mo at $3,000, or 100k/mo at $5,000 -- only one InboxIQ tier at a time). Pick whichever add-ons apply, subscribe with a card, and manage or cancel anytime from the same page (opens Stripe's own billing portal).

Yes. The Export PDF button in the top right of your Attribution tab generates a branded report for whatever date range you currently have selected: KPI summary, HubSpot data, and channel breakdown. The file downloads immediately.

Use the two date pickers below the page header to set a start and end date, then click Apply. Every KPI, chart, and table on the page reloads for that window.

Data refreshes automatically once a day. The dashboard reflects data that is at most 24 hours old.

Your GK3 account lead will add you and send an invite from noreply@gk3capital.com. The link is valid for 5 days. If it expires, contact your account lead to resend it.

Click Forgot password? on the login page. A reset link will be emailed to you, valid for one hour. If the email does not arrive, check spam or contact your GK3 account lead.

Contact your GK3 account lead with the name, email, and access level (Admin or Viewer) for each person. They will receive an invite automatically. All accounts are invite-only.

All questions go to your dedicated GK3 account lead. If you are unsure who that is, email hello@gk3capital.com and reference ProofIQ in the subject line.

bcrypt password hashing, httpOnly JWT session cookies, role-based access control, login rate limiting (5 attempts per 15 minutes per IP), invite-only account creation, and optional two-factor authentication (TOTP) for all users.

Click Security in the left sidebar, then Enable 2FA. Scan the QR code with any TOTP app (Google Authenticator, Authy), confirm with a 6-digit code. Every login will then require your password plus an authenticator code.

Contact your GK3 account lead immediately. They can disable 2FA on your account so you can log in and re-enroll on your new device.