+ HOW IT WORKS
Connect the data across your locations. Find the location behind the performance gap. Bring the evidence into the work—and follow what happens after the change.
YOUR TOOLS. CONNECTED TO A CLEARER NEXT STEP.
ONE CONNECTED WORKFLOW
Bring ad and CRM data into a location-level view. Check the period, source coverage, and outcome definition before comparing performance. A network average is a starting point; the individual locations explain the spread.
Look at the journey from lead to booking to arrival. Separate a measured difference from a possible explanation. Differences in offers, lead sources, or booking systems matter when choosing a useful comparison.
Bring the finding to the appropriate media buyer, account manager, or booking specialist. Define the proposed change, the review step, and the services enabled for that location. Record what was approved and what was done.
Define the follow-up window and eligible population. Review what changed and what remains uncertain. Before proposing the same action elsewhere, check whether the locations are comparable.
This is the operating model. Execution availability and oversight vary by capability; the walkthrough distinguishes operator-led tools, supervised capabilities, and pilots.
TWO LAYERS. ONE PURPOSE.
ConversionSignal brings performance into focus. RevSpark OS connects the context to specialist work and follow-through.
CONVERSIONSIGNAL
Location comparisons, funnel findings, and the supporting measurement context.
REVSPARK OS
Account context, campaign and booking workflows, specialist routing, and review requirements.
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. Typical intelligence setup takes 7–14 days, depending 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 →
INSIDE THE EXECUTION LAYER
RevSpark OS brings the account’s context into the specialist workflows around it. That connection matters when a performance issue crosses teams: a media buyer should know about a booking constraint, and an account manager should know what was changed before the next client conversation.
Half of the sample location’s booked consults were recorded as shown. Bring the booking experience into the review before proposing a change.
The lowest cost per lead can hide a higher cost per consult shown. Give the buyer the downstream evidence before a budget or campaign decision.
Keep the original finding, the operating context, and the work in progress together. The client conversation should explain the next step as clearly as the number.
ACCOUNT MANAGEMENT
The AM base layer brings account history, open issues, decisions, and next steps into the review. A finding becomes a trackable item with an owner, rather than another detail the client has to repeat.
Example: Check whether a location’s appointment availability changed before treating a booking decline as a campaign problem.
MEDIA BUYING
Bring downstream performance into campaign reviews. Compare lead cost with booking and attendance outcomes before proposing a budget, creative, or targeting change.
Example: Investigate whether a cheaper lead source still costs less per attended consultation.
BOOKING + FOLLOW-UP
Give the booking team the relevant context for reviewing contact attempts, confirmation steps, appointment timing, and handoffs to the location.
Example: Review a source-specific attendance gap and prepare a confirmation test for the booking lead to approve.
These are examples of how the work connects. The rollout identifies the operator-led workflows available today, any supervised capabilities enabled for your account, and pilots still being validated. Connecting read-only intelligence does not grant campaign or messaging permissions.
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.
A 20-minute introduction to the intelligence, the execution work, and where your network could start.
Book your live demo Free walkthrough · No prospect data required