The numbers you'd actually act on.
A short workshop to pick 6–10 numbers, each with a written definition. For example, "an enquiry is a form sent or a call longer than 30 seconds".
Automate · Stage 03
One place to see how the business is actually tracking.
Five logins and a Friday-afternoon spreadsheet is not a reporting system. A single dashboard pulling your marketing and sales numbers together automatically means you can see how the business is actually tracking in the time it takes to check your phone.
Who this is for: a business owner who currently has to ask “how are we doing?” rather than just looking it up.
A short workshop to pick 6–10 numbers, each with a written definition. For example, "an enquiry is a form sent or a call longer than 30 seconds".
Looker Studio pulling from GA4, Search Console, Google Ads, Meta Ads, your Google Business Profile, your CRM, and Xero, ServiceM8 or Cliniko.
Quotes sent and won, jobs or appointments booked, no-shows, money owed and time to first reply, next to leads and ad spend.
Automatic daily refresh, with a timestamp showing when the data last updated.
A scheduled email with the week's key numbers and a three-line summary of what changed and why it matters. The summary is AI-written and checked by a person.
A message when leads drop sharply week on week, ad spend jumps, or overdue invoices pass a limit you set.
Laid out to read on a phone as well as a desktop.
Owners, managers and staff see what they need, and customer personal details stay out of the dashboard.
A 30-minute walkthrough and your number definitions in writing.
You own: the dashboard and data sheets, in your own Google account.
Paid directly by you: any paid data connectors, which we name and price before building.
What you want to know, and where the data lives.
Written definitions and a layout for approval.
Every number compared with the system it comes from.
Scheduled emails, alerts and training.
Adjust what you find yourself not using.
Most reporting set-ups take 3–4 weeks.