Integrations and reporting that close the loop.
Connect your intake sources, CRM data, and follow-up outcomes—then turn it into reporting that operators can use. We keep it practical: a few decision-ready views, clear ownership, and verification so the numbers mean something.
- Connected sources: forms, calls, chat, ads, and imports mapped correctly.
- Simple dashboards: pipeline health, response time, and outcome tracking.
- Verified reporting: definitions everyone agrees on, so decisions are clean.
What this service is
Integrations and reporting is the connective tissue between “leads coming in” and “results happening.” We map sources, standardize fields, connect tools, and build reporting that answers operator questions: What’s working? What’s stuck? Where are we leaking? What’s the next action?
Reporting is only useful when definitions are enforced. We verify the loop so dashboards reflect reality—not guesswork.
1) Source mapping + integrations
We connect the systems that generate leads and activity—then map the data so it lands cleanly with the context operators need. No mystery fields. No “where did this come from?”
- What it is: source inventory, field mapping, tags, and event/trigger setup.
- Why it matters: mis-mapped data breaks routing, follow-up, and reporting.
- How it works: we define standards, then connect tools with deterministic rules.
- What happens next: we run test submissions and validate end-to-end.
2) Operator KPIs + definitions
“Leads” is not a metric. We define the handful of KPIs that drive decisions: response time, pipeline velocity, stage conversion, show rate, close rate, and revenue attribution—based on your motion.
- What it is: KPI list, metric definitions, stage rules, and ownership expectations.
- Why it matters: shared definitions prevent arguments and bad decisions.
- How it works: we map your workflow to metrics and enforce the “done means done” rules.
- What happens next: we implement views that show exceptions and next actions.
3) Dashboards that drive action
Dashboards should answer operator questions fast: what’s stuck, what’s trending, and what needs attention today. We build a few clean views instead of a giant reporting maze.
- What it is: pipeline health, aging, response time, and outcome tracking views.
- Why it matters: operators need decisions, not charts.
- How it works: we design “review rhythms” (daily/weekly) that match the views.
- What happens next: we train the team on the cadence and exception handling.
4) Verification + ongoing tuning
We verify every key loop: intake → routing → pipeline → tasks → follow-up → reporting. Then we set a simple tuning process so the system stays clean as your operations evolve.
- What it is: test scenarios, edge cases, documentation, and weekly review checklist.
- Why it matters: “mostly correct” reporting creates expensive mistakes.
- How it works: we run operator-style tests and document expected outcomes.
- What happens next: you get a stable baseline and a clean improvement cadence.
If reporting isn’t decision-ready, you’re operating blind.
We’ll connect your sources, define clean KPIs, and implement dashboards that show what’s happening—and what to do next. Practical reporting. Verified loops. Operator clarity.
FAQ
Do you build “big dashboards” or simple reporting?
Simple reporting. We focus on the few views that drive decisions, plus the definitions and verification that make them trustworthy.
Can you connect ads, calls, forms, and CRM outcomes?
Yes. We inventory sources, map fields, connect tools, and verify the end-to-end loop so attribution and outcomes are consistent.
How do you keep reporting accurate over time?
We lock definitions and stage rules, then establish a weekly checklist that catches drift—before it becomes a decision problem.
What do you need from us to start?
A list of your tools/sources and access to the CRM. We start by mapping intake paths, pipeline stages, and the metrics you actually use.
