Operate · Automated Business Analytics
Know your numbers without building the report
Your key numbers pulled, cleaned and delivered on a schedule, with plain notes on what changed.
from $500/mo · live in weeks, not quarters
The problem this solves
Someone exports, pastes and formats spreadsheets by hand.
- Reporting eats a day a month
Someone exports, pastes and formats spreadsheets by hand.
- You see the numbers too late
By the time the report is ready, the moment to act has passed.
- Numbers do not agree
Marketing, sales and accounting each have a different version.
- Data without meaning
Dashes and charts, but no plain answer to what changed.
What we build
- A single dashboard of the numbers that actually drive the business
- Automatic pulls from your tools and books
- A scheduled summary delivered to inbox or Slack
- Plain-language notes on what moved and what to look at
- Weekly or monthly, whatever matches your rhythm
How it works
A defined process, tested before launch, and tuned with you afterwards.
We pick the numbers
Five to seven metrics that decide the week, not fifty.
We connect the sources
Ads, CRM, billing, sheets, whatever you have.
We build the report
One page, scheduled, with the commentary.
We refine it
The metrics will change as the business does.
Who this is for
The same service, shaped to the trade.
Home services
Techs are under a sink or up a ladder. The caller hangs up and dials the next company.
See the Home services pageDental and medical
One or two people manage the phone, the schedule, check-ins and insurance questions.
See the Dental and medical pageLegal
The firm that answers first and screens well wins the case.
See the Legal pageReal estate
Buyers and sellers contact several agents. The first good reply usually wins.
See the Real estate pageAutomated Business Analytics questions
Do we need a data warehouse?
No. We connect what you already use and keep it simple.
Can it handle messy data?
Yes. Cleaning sources is part of the work.
Where does the report land?
Email, Slack or a dashboard link, as you prefer.
Is it only for marketing?
No. Sales, operations and finance numbers are welcome. Whatever runs the business.
Often used with
These work well alongside Automated Business Analytics.
Custom AI Agents
Internal agents that do a defined job end to end: intake, quoting, scheduling, data entry, research, reporting.
See Custom AI AgentsAI Sales Automation
Speed to lead in seconds, qualification that asks the right questions, and follow-up that never forgets.
See AI Sales AutomationAI Knowledge Base for Employees
The company brain: one place for policies, prices, process and answers, with sources so staff trust it.
See AI Knowledge Base for EmployeesReady to see what this looks like in your business?
Book a 20 minute call. We will ask about your calls, your leads and your admin, and tell you honestly what is worth doing first.