What it connects to
Your ad accounts
Every sold job tied back to the channel that produced it.
What it does with your ad accounts
It connects to your Meta and Google ad accounts and reads spend and leads. It ties every lead through to the quote and the sold job in your CRM, so you see cost per sold job by channel, not cost per lead. It compares the ad channels with referrals and door-knocking side by side and tells you how to split the budget for the most jobs per dollar.
Show me every channel side by side: spend, leads, quotes, sold jobs.
What does a sold job actually cost us from Meta versus Google?
Tell me how to split next month's budget.
Text me if any channel's cost per sold job jumps this week.
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Your ad accounts stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Does it change my ad spend?
- No. It recommends, with the reason. You move the money, or say yes and it helps.
- Can it see referrals and door-knocking too?
- Yes, from your CRM and the field app, so the comparison is the whole picture.