Illustrative solution scenario · Multi-channel SMB
Business reporting dashboard for a growing SMB
A hypothetical two-location service business runs SEO, social, Meta Ads and a call line, but the owner pieces results together from five logins. This is an example of how we'd approach it, not a completed client project.
Hypothetical businessNo invented resultsApproach + measurement plan
Illustrative
Starting point
The situation
Numbers live in separate tools
Lead definitions differ by location
Monday meetings start with arguments about data
No view of which channel brings paying customers
Approach
How we would approach it
STEP 1
Define
Agree what counts as a lead, booking and customer.
STEP 2
Connect
Pull data from profiles, analytics, ads, calls and the CRM where access allows.
STEP 3
Design
Location and channel views with clear definitions.
STEP 4
Summarize
A weekly AI-written summary reviewed by a person at first.
Step five: Improve. Quarterly review of what the dashboard should answer next.
Measurement plan
How success would be measured
We define these before starting. We don't publish predicted numbers.
Leads and bookings by channel and locationTracked from day one; target set with the client
Ad spend vs booked workTracked from day one; target set with the client
Response timesTracked from day one; target set with the client
Weekly summary accuracyTracked from day one; target set with the client
Keep exploring
Services in this scenario
Have a similar challenge?
We'll walk through how this approach would apply to your business.