8 prompts to drive pipeline with Source and your AI agent

Once Source is connected to your agent, you can stop hopping between ads, analytics and the CRM to figure out what created pipeline. Paste one of these prompts into Claude, ChatGPT, Cursor, or any client with the Source MCP connected.

These work after the pixel is on your site. Spend and deal questions also need your ad accounts and CRM connected.

1. Which campaigns drove pipeline last 30 days

Which campaigns drove pipeline in the last 30 days? Rank them by pipeline influenced, show spend and pipeline per dollar where we have it, and include the SQL you used.

2. Shift ad budget to the best pipeline per dollar

Look at the last 30 days of paid channels and campaigns. Which ones produced the most pipeline per dollar, and which ones spent a lot for little pipeline? Tell me where you would move budget, and by how much, based on Source attribution rather than platform-reported conversions.

3. Which blog topics create opportunities

Which blog posts and topics show up most often in journeys that reached opportunity or closed-won in the last 90 days? Use content attribution, not last click. Give me a short list of topics I should write more of, and any that get traffic but rarely show up in pipeline.

4. A weekly pipeline report to Slack

Draft a weekly pipeline report I can post to Slack. Cover the last 7 days versus the prior 7: pipeline by channel, the top 5 campaigns, first-touch vs last-touch on new opportunities, and anything that looks off. Keep it short enough to read in a minute.

5. First-touch vs last-touch on closed-won

For deals that closed-won in the last 90 days, compare first-touch and last-touch credit by channel. Where do the two models disagree the most, and what does that mean for how we spend?

6. Time to pipeline by channel

What is the time from first visit to opportunity, and from first visit to closed-won, by channel over the last two quarters? Call out channels that look strong on last click but take much longer to become pipeline.

7. Organic keywords that show up in deal journeys

Which organic search keywords appear in journeys that became pipeline in the last 90 days? Rank them by pipeline influenced, and flag any that convert later even if they are not the last click.

8. Platform conversions vs Source pipeline

Where do Meta or Google report more conversions than Source can tie to pipeline in the last 30 days? Show the campaigns with the biggest gap, and tell me whether those clicks ever show up later in opportunities or closed-won.

If you have not connected Source yet, add https://api.source.app/mcp in Claude or ChatGPT, sign up free, and ask your agent to install the pixel with get_pixel_installation_guide. Then start with prompt 1.