Know which marketing turns into clients.
Every report answers one question: is your marketing producing clients, and what are we doing next? We track every channel to booked calls, clients and revenue, and report it in plain language every month.
Illustrations of results by source and a monthly report.
Question 1 of 5
What do I get?
Eleven parts that work together, from agreeing what to measure to the sales results that close the loop.
A measurement plan
In the first month we agree on your business goals and the numbers that track them, define what counts as a qualified inquiry, a booked call and a closed client, and set your average client value so every step can be shown in dollars.
Tracking set up right
Google Analytics, Tag Manager, ad pixels and server-side tracking, which keeps counting when browsers block ad trackers. Call tracking by source, form and booking events, consistent campaign tags on every link and a source on every contact in your CRM. Cookie consent where required, and careful choices on healthcare sites.
Every source in one place
Google Search Console, Google Analytics, your Google Business Profile, ad platforms, your CRM, email and social all feed the same reports.
Credit where it's due
Software tracks the first and last touch, and every booking form asks "How did you hear about us?" We compare both every month, so referrals and word of mouth get credit instead of disappearing. Closed deals are sent back to Google and Meta.
An owner dashboard
One live screen with booked calls, new clients, revenue from marketing, cost per client, pipeline value and the trend against your goal, with no vanity numbers on the first screen.
Channel dashboards
Deeper views for your team on search, paid ads, social, video, email and automation, each showing that channel's share of booked calls.
A one-page monthly report
What happened, why it happened and what we're doing next, in plain language with a short video walkthrough. Every report ends with specific next steps.
A quarterly business review
Results against your goals and your starting point, each step's conversion rate and what improvements were worth, and a plan for the next 90 days. If you split the work with us, we also review who does what.
Alerts when something breaks
Automatic flags for problems that cost money if they sit: tracking that stops working, broken forms, a sudden drop in calls or a spike in ad spend.
Data you can trust
A monthly check of your tracking and CRM data, including how many contacts are missing a source, so the reports hold up.
Sales results in the same report
Sales outcomes are recorded in your CRM, and your sales team's feedback on inquiry quality sits next to the numbers, so marketing and sales are measured together.
Reported in revenue
Booked calls, new clients, cost per client and revenue lead every report. Traffic and likes come second.
Referrals and reputation counted
Software tracking plus a simple question on every booking form, so word of mouth gets the credit it earns.
You own the dashboards and data
Every dashboard, account and report stays in your name.
Question 2 of 5
What will I see, and how often?
Alerts the moment something breaks, a one-page report every month and a business review every quarter.
Any time
Alerts
If tracking stops, a form breaks, calls drop or ad spend spikes, we know and fix it.
Every month
A one-page report
What happened, why and what we're doing next, with a short video walkthrough.
Every quarter
A business review
Results against your goals, what each improvement was worth and the plan for the next 90 days.
Question 3 of 5
How will I know it's working?
You get every report on time, you know where your contacts came from, and each report leads to a decision.
Reports on time, every time
Your monthly report and quarterly review arrive when promised.
Contacts with a known source
The share of your contacts whose source is known, checked every month.
Decisions from each report
The number that matters most. Every report ends with next steps, and we track that they happen.
Want to see it in real numbers? See client results →
Question 4 of 5
Who does the work?
Our team, yours, or a split. You choose.
We set up the tracking, build the dashboards and deliver the monthly report and quarterly review.
How it works →We build the foundation, then train your marketer to read the data, write the monthly report and run the quarterly review. We certify them when they can do it without notes.
How it works →The most common split: we own the tracking, dashboards and quarterly review, and your team adds sales outcomes and feedback.
How a split works →Question 5 of 5
How does it fit with the rest?
Reporting is where the whole system proves itself. It shows which marketing produces clients, so every other service gets better each month.
- CRM setup and management Where every inquiry and closed deal is recorded.
- Conversion optimization Fixing the steps the reports show are leaking.
- Marketing automation and nurture The follow-up your reports measure.
What does it cost? There's no standard price list. Every engagement is built around where your business is and where you want it to go. Book a call and we'll show you what yours would take. What an in-house team would cost →
See what's really working.
Book a call. We'll look at what you track now and show you what a report built around clients would tell you.