Business Intelligence
If your business reconciles marketing performance to revenue in a spreadsheet, you have a wiring problem.
Built for operations scaling past owner-operator and light industrial operators between $1M and $50M. Big tickets, considered purchases, real capacity decisions. The kind of business where one wrong call costs more than a marketing retainer.
Three years ago, hiring a marketing firm meant hiring a team of specialists.
SEO
paid ads
content
design
analytics
SEO, paid ads, content, design, analytics. By 2027, every one of those will be deliverable by an AI agent that costs less than your phone bill.
The business intelligence layer that ties marketing to operations, operations to finance, and finance to the future of the company.
That's what we built. That's what we sell. Marketing is one of the things that runs through it.
The closed loop is the whole product.
Most marketing reports start with a lead count. Between 30 and 50 percent of that number is contaminated — spam form fills, vendors trying to sell to you, existing customers calling about a service issue. None of it is new business. All of it lands in the "lead" total your firm sends you.
The Problem
You make budget, hiring, and capacity decisions based on a denominator that's wrong.
The Fix
AI reads every call transcript and form fill. It classifies actual intent. Only real new prospects land in your front-door count. Everything else is tracked but quarantined.
So when the report says 32 new prospects this month, those are 32 people who actually want to buy something. The number means what it says. Every real prospect is attributed to source automatically. Every prospect linked to the actual invoiced job. ROAS calculated by source, every month, in numbers your CFO can verify.
No other marketing firm has wired these systems together. Most don't have the engineering. The ones that do don't have the monthly operating cadence to turn the data into decisions.
Where you are determines what you need to know.
1
Owner-Operator Stage — $1M to $5M
You're banking your future creditworthiness right now, whether you know it or not.
Three years from now, when you're at $10M and trying to negotiate a real bank line, buy your building, finance equipment, or take on a partner — the bank, the supplier, and the buyer will all ask for trailing financials. The operator who started documenting two years ago walks in with three years of attributed, defensible data. The operator who didn't walks in with a story.
What you do about it now: build the wiring before you need it. The cost is the same. The asset compounds.
2
Scaling Stage — $5M to $20M
Your forecast is wrong, and you're making decisions on it anyway.
Your data lives in six to ten places: marketing platforms, your CRM, your ops or job-management system, accounting, payroll, and the spreadsheets your team built to bridge them. Every hiring decision, every marketing spend, every capital purchase is being made on data that's 60 days stale and reconciled by hand.
What you do about it now: stop reconciling marketing performance in spreadsheets. Get the leading indicators in front of you before the next decision, not after.
3
Mid-Market Stage — $20M to $50M
You have a stack. You don't have a source of truth.
Your CFO doesn't trust the marketing dashboards. Your CMO doesn't trust the finance numbers. The two halves of the company report on different versions of reality, and the spreadsheet that bridges them is built and rebuilt every quarter by an analyst making $90K. If you're PE-owned or PE-curious, this gap is the one that costs you turns on the multiple.
What you do about it now: wire the marketing-to-revenue chain into the same source of truth your CFO already uses. Stop paying analysts to rebuild a spreadsheet every quarter.
What this unlocks.
Run on Facts, Not Feelings
Every operating decision becomes a numbers decision. Hire the next foreman 60 days before you need them. Kill the underperforming marketing channel in a week, not a quarter. Stop fighting about whether the marketing is working — your data answers it.
Forecast the Next 90 Days
Lead velocity is a leading indicator. Booked revenue is a lagging one. We give you both. Plan capital, hiring, and growth on numbers a banker would underwrite.
Bankable Financials
Your bank, your suppliers, and your equipment lender price you based on what you can show them. Better trade terms, higher credit lines, lower rates. Every year you own the business.
A Sellable Asset
PE-backed roll-ups pay 6x EBITDA for operators with operational maturity and clean attributed data. They pay 3.5x for the same business without it. On a $5M operator, that's $2.25 million. On a $25M operator, $12 million.
Other firms send you reports. We send you decisions.
This is an excerpt from a real monthly narrative we sent a client last month. Names and cities are anonymized. The dollar figures, the source channels, the action items, and the analysis are real.
What follows is what arrives in your inbox on the first of every month. It runs your operating meeting. Your team walks in already aligned.
Real Client Report — Anonymized
April 2026 Operating Narrative
Today is Monday, May 4. This report covers business performance for April. 20 business days remain in May, and 21 calendar days until the next potential scheduling disruption on Memorial Day. These windows are critical for the intake and conversion of the high volume of storm-related leads currently in the pipeline.
62
New Active Prospects
131
Total Active Pipeline
$42K
Total Invoiced (April)
$301K
Estimated Pipeline Value
44
Currently Scheduled
10
Contracts Won
The prospect journey through April was defined by a surge in demand during the middle weeks, followed by a notable stagnation in new lead generation during the final week — a monthly high of 62 new active prospects contrasted against zero lead intake recorded for the week of April 27. Despite the quiet end to the month, the pipeline value sits at over $300,000 in estimated revenue, largely driven by large-scale restoration and reconstruction requests.
Analysis of original contact dates reveals heavy clustering around Weeks 3 and 4, trailing severe weather events mentioned by multiple callers. Marcus Reilly contacted the company via Google Organic in Week 4 seeking a quote for "roof, siding, windows, pretty much everything" following tornado damage in Briarwood. David Kowalski reached out via Google My Business the same week regarding hail damage across 10 different buildings.
Google My Business was the primary driver of demand this month, identifying 32 of the 62 new leads. Other notable sources included Direct contact (5) and Print Ad (3), which specifically generated high-intent inquiries including a prospect looking to design and build a 1,500-square-foot home — representing a shift from emergency repairs to long-term capital projects.
The financial performance for April was anchored by three major wins. Linda Marchetti signed a contract for $30,000 (with $37,425 invoiced), and Tom Weatherly moved to "Won" status with an $8,809.40 estimate. The third win, Karen & Mike Donovan, came in Week 5 for $15,000. These successes demonstrate the team's ability to close, yet there is a massive gap between the $301,412.96 in estimated value and the $42,234.40 invoiced, suggesting a bottleneck in current quoting or contract signing.
Prioritized Action Items
1
Clear the Intake Backlog
Assign a dedicated window to reach out to the 54 prospects in "New Lead" status. Prioritize storm-related inquiries from Briarwood and Pinecrest who have mentioned insurance funds are already available.
2
Estimate Audit
Move the 44 "Scheduled" leads to "Quoted" or "Contacted" within the next 10 business days. Specifically, clarify the status of the $193K estimate for Vincent Calloway to determine if the pipeline value is realizable.
3
Customer Service Recovery
Follow up with Frank Delaney regarding the missed/late estimator appointment and Margaret Sutton regarding the leaking exterior door. These represent critical retention and reputation risks.
4
Verification of "Won" Status
Reconcile the Karen & Mike Donovan account — the pipeline shows a "Won" status with $0 invoiced against a $15,000 estimate. Verify if a deposit has been collected or if invoicing is delayed.
This is what arrives in your inbox on the first of every month.
It runs your operating meeting. Your team walks in already aligned. Other firms send you graphs. We send you decisions.
Other Firms
Graphs, traffic reports, vanity dashboards, and a PDF you have to interpret yourself.
We Send You
A narrative. Prioritized action items. Numbers your CFO can verify. A meeting that runs itself.
What we built that no other firm has.
Direct API Integration
Between CallRail, your job management or ERP system (Jobber, ServiceTitan, Housecall Pro, FieldEdge, BuildOps, NetSuite, Sage, JobBOSS, Epicor), Google Ads, Search Console, and GA4. Not a dashboard on top of exports — actual wired integration.
Monthly Operating Cadence
Run alongside your fractional COO if you have one. We arrive aligned. Your team gets one unified management layer instead of two competing vendors pulling in different directions.
12+ Months of Attributed Historical Data
Deduplicated, forecast-ready, per client. The trend is what nobody else can replicate. Even if a competitor wanted to copy us tomorrow, they're 12 months behind on the wiring and don't have a seat at your operating table.
The wiring is the product. The compounding data asset is what makes this defensible — for us and for you.
This is built for you if:
Built For You
- You run a home services operation scaling past owner-operator (HVAC, plumbing, electrical, roofing, restoration, exteriors, specialty trades, commercial service)
- You run a light industrial operation between $1M and $50M (fabrication, machining, manufacturing, distribution, equipment dealer, specialty contractor)
- Your average ticket is high enough that knowing where each lead came from actually matters
- You make capacity, hiring, and capital decisions every quarter and want them backed by real numbers
- You spend money on marketing every month and aren't sure what's actually working
- You've ever thought "what if I sold this in five years"
- You've ever felt like your bank doesn't take you seriously
Not Built For You
- You run a low-ticket repeat-visit operation (gyms, restaurants, cafes, retail, salons) — the closed-loop math doesn't fit a $12 transaction with a daily customer count
- You want to buy a service line item and not think about it
- You don't want a monthly operating meeting
- Your business is sub-$1M or pure e-commerce
- You want the cheapest agency option
What other firms sell. What we sell instead.
What other firms sell
What we sell instead
The numbers behind the work.
18-30x
Average Client SEO ROI
Same closed-loop math we use on paid. The ratio lands better because there's no media bill on top of the work.
95%+
Marketing Dollars Attributed
To invoiced revenue. No more "I think it's working." We can show you which $1 produced which $1.
$40K
Unlocked Per Year
$15K to $40K per year in better trade terms and credit rates for $3M to $10M operators after 12 months of documented financial transparency.
$12M
Enterprise Value Created
$2.25M to $12M of enterprise value created between an undocumented exit and a documented one, depending on revenue band.
The wiring problem is fixable.
The compounding clock is real. The gap between operators who recognized the problem two years ago and the ones who didn't is showing up in bank lines, trade terms, exit multiples, and the quiet stress of running a business on numbers that are 60 days old.
No Funnel
No discovery call to sit through. No menu of engagement tiers to pick from.
No Tiers
The operators we work with read this page, saw their situation in one of the segments above, and reached out.
One Conversation
When you're at that point, here's where to find us.