+ How it works
Connect your ad accounts and CRM read-only. See every location's gap. Recover what matters first.
YOUR TOOLS. CONNECTED TO A CLEARER NEXT STEP.
Your starting point
Connect the spend in your ad accounts to the customer records in your CRM. Your locations keep their existing systems. Platform intelligence setup depends on access and compatibility.
See what every location pays to win a customer and to keep one. Follow the journey from the first ad through conversations, appointments and repeat customers. Learn what your best locations do differently.
Give each fix an owner and measure the result. Your team or agency can run the work. Turn on an agent for a specific task when you want help acting on it.
GETTING CONNECTED
Native GoHighLevel integration. Other open-API CRMs are assessed during setup, alongside your Meta and Google account structure.
Start with read-only access. Platform intelligence setup depends on access and compatibility.
Agree the locations, services, permissions, and review responsibilities before enabling execution capabilities.
THE INPUTS BEHIND THE ANSWER
Your ad account records the acquisition. Your CRM records what happened next. The useful questions sit between them: which inquiries became bookings, which bookings became visits, and where the cost changes by location.
| Source | What it contributes | What we establish during setup |
|---|---|---|
| Meta + Google Ads | Spend, campaigns, and lead acquisition context. | Which accounts serve which locations, the reporting period, and the available source identifiers. |
| CRM + appointments | Inquiries, bookings, recorded attendance, and available downstream outcomes. | Stage definitions, location mapping, duplicate records, and whether outcomes are being recorded consistently. |
| Customer conversations | Context around questions, objections, handoffs, and follow-up. | Which conversation channels are available and appropriate to analyze, with the required access and processing scope. |
| Account + operating context | Offers, booking arrangements, service changes, and decisions already made. | What is different about each location and which team is responsible for acting on a finding. |
A missing source stays visible as a limitation. If purchases or revenue are not reliably recorded, a cost per appointment should not be presented as customer acquisition cost or return on ad spend.
WHAT YOUR TEAM WORKS FROM
See the spread behind the average. Compare locations at the same stage of the customer journey and identify where a closer look is warranted. The comparison carries its time period and coverage so a partial month or incomplete source does not quietly become the benchmark.
The question: “Are we paying more for inquiries, or losing more people after they inquire?”
Bring the funnel, lead mix, and operating context together for a specific location. Separate the observed problem from possible explanations, then identify the evidence needed to choose an action.
The question: “What makes this location different, and what can its team actually change?”
Carry the finding into a defined piece of work: a responsible owner, a proposed change, a review requirement, and a measurement window. The follow-up records both what was done and what happened afterward.
The question: “Who owns the next step, and when will we know whether it helped?”
Reporting cadence and enabled outputs are agreed for your engagement. Explore the expanded sample report →
YOUR FIRST ROLLOUT
A useful pilot has a defined group of locations, usable data, and an operating decision behind it. It should show your team how to use the findings before expanding across the network.
Optional execution
Your team runs the fixes, or your agency does. If you'd rather have it handled, ConversionSignal can switch on agents for specific tasks, or RevSpark can run them for you.
See it with your numbersThe Revenue Reconciliation: your last 30 days, reconciled by hand. Free. No platform.
Or explore the demo: a fictional 28-location network