See which marketing actually brings in business.
We bring your ads, website, leads and bookings into one clear view, then build a working tool around the questions you need answered. Try three examples below.
Where the visits came from, and where the booked jobs came from
Ads, website, calls, forms, calendar
The numbers sit in separate places, so nobody sees the whole path.
One view, shaped to your business
Each lead is traced back to where it came from and forward to what it became.
Where to spend, fix or follow up
The tool points at what needs a look. You make the call. Nothing changes in your accounts on its own.
Which source is filling the calendar?
Northfield Heating & Cooling is a made-up local company spending on search ads, social ads and a directory listing. The owner wants to know which of those turns into booked jobs, not just clicks.
From visit to kept appointment
Same group of leads, followed all the way through.
Where the visits go vs where the jobs come from
A source can bring lots of visits and very few jobs.
Each source, side by side
Tap a source to see its leads.
| Source | Visits | Leads | Booked | Cancelled | Kept | Ad spend | Cost per kept | What it means |
|---|
Leads
Where this lead came from
Which leads need a reply today?
Ledgerline Bookkeeping is a made-up firm. Leads arrive from its website, LinkedIn, partners and search. The partners want to see what becomes a signed client, and who is waiting on them.
Cards show where each lead sits today. The funnel below counts every lead that ever reached a stage, so its numbers are larger.
From lead to signed client
Signed fees by channel
Annual fees won, all channels shown for comparison.
Follow up first
Lead
Which campaigns actually make money?
Ember & Wick is a made-up online candle shop. Revenue looks healthy, but after product cost, shipping and ad spend, some campaigns lose money. Move the budget and see what is left over.
Where the money goes
Revenue is not profit. This is what is left after costs.
Profit by campaign
Left of the line loses money, right of the line makes money.
Monthly ad spend
| Campaign | Ad spend | Orders | Revenue | Revenue per $1 of ads | Needed to break even | Profit after costs |
|---|