Lead Management Platform
How we gave a digital marketing company serving local service businesses complete end-to-end tracking across 250+ client accounts.
250+
Client accounts in one system
20hrs
Saved weekly in manual reporting
6→1
Reporting platforms consolidated
CLIENT OVERVIEW
A digital marketing company specializing in local service businesses like moving, HVAC, plumbing, and roofing companies. With over 250 active client accounts, they needed full end-to-end tracking across all channels. Their teams were manually pulling data from dozens of platforms to present client reports, and had no unified system for sales insights, marketing performance, or search rankings. The improvement from building this platform was massive for their team's ability to present data analysis at scale.
THE PROBLEM
What was broken
No unified tracking across 250+ client accounts
Data was scattered across Google Ads, Meta, call tracking platforms, CRMs, and Google Business Profile for each of their 250+ clients. Building a single client report required pulling from 5-6 different platforms manually.
No sales or marketing intelligence
There was no way to see sales rep performance, phone answer rates, lead response times, or close rates by channel. Marketing ROI and ROAS were calculated in spreadsheets, if they were calculated at all. Data-driven decisions were impossible at scale.
Manual reporting couldn't scale with growth
The team spent 10+ hours per week manually pulling and stitching reports for clients. As they added more accounts, report quality dropped and delivery timelines slipped. They had no foundation for the AI analysis and automated reporting they wanted to build next.
THE GOALS
What success looks like
Build a unified lead management platform that aggregates data across all client accounts and platforms
Provide sales insights for rep performance, revenue, phone answer rates, and lead response times
Deliver marketing analytics with ROI/ROAS by channel, lead volume, close rates, and ad spend analysis
Track rankings across Google Business Profiles and SERP positions for all clients
OUR APPROACH & SOLUTION
Building a unified platform for sales, marketing, and rankings intelligence
We started with a 2-week discovery sprint where we mapped every data source, client workflow, and manual reporting process. Then we built in phases, delivering usable value every 2 weeks across 250+ client accounts.
Phase 1
Multi-Platform Data Aggregation
Connected Google Ads, Meta Ads, call tracking platforms, CRMs, and Google Business Profile into a unified data layer across all 250+ client accounts. Every lead now carries a full attribution chain from first touch to closed deal.
Phase 2
Sales Intelligence Dashboard
Built dashboards showing sales rep performance, revenue by account, phone answer rates, lead response times, and conversion metrics. Management can see which reps and which clients are performing and where the gaps are.
Phase 3
Marketing Performance Analytics
Channel-by-channel ROI and ROAS reporting, lead volume trending, close rate analysis by source, and ad spend optimization. The team can now show every client exactly what's working and where to invest more.
Phase 4
Rankings and AI Reporting Foundation
Integrated Google Business Profile rankings and SERP position tracking for all clients. This data layer set them up for AI-powered report generation with automated analysis and recommendations across the entire client portfolio.
KEY TAKEAWAYS & IMPACT
What changed for this business
250+
Client accounts unified in one platform
Every client's data across Google Ads, Meta, call tracking, CRM, and Google Business Profile flows into a single system. The team went from pulling 5-6 platforms per client to one unified view.
20hrs
Saved per week in manual reporting
Report generation that used to take hours of manual work across 6 different platforms now happens in minutes. Sales insights, marketing analytics, and rankings data are all available in real time.
6→1
Platforms consolidated into one system
Google Ads, Meta Ads, call tracking, CRM, and Google Business Profile data that was previously scattered across 6 separate platforms now lives in a single lead management system with unified dashboards.