Make the work visible
Lead Dashboard + Reporting
The owner gets a clear monthly view of what was shipped, what happened, what is leaking, and what should happen next.
Who this is for
- Clients buying more than one service lane.
- Owners tired of scattered platform screenshots and vague updates.
- Operators who need accountability across content, ads, calls, forms, reviews, and follow-up.
What the client receives
- Monthly executive summary
- Calls/forms/leads where trackable
- Content shipped log
- Ad and campaign notes
- Review/GBP activity
- Conversion issues and next recommended moves
What must be clear
- No fake metrics or attribution certainty when tracking is incomplete.
- Custom BI builds, multi-system data pipelines, and confidential data workflows are custom quoted.
Packages
Pricing is a starting structure. Final scope is confirmed after intake, access review, and complexity check.
Scope before billing
| Package | Price | Includes |
|---|---|---|
| Monthly Operator Report | $149/mo Starting point. Final scope is confirmed during intake. | Executive summary, shipped-work log, key metrics, blockers, and next recommendations. |
| Lead Dashboard | $399 setup + $99/mo Starting point. Final scope is confirmed during intake. | Dashboard setup and monthly maintenance for available sources. |
| Advanced Reporting | Quoted Starting point. Final scope is confirmed during intake. | Multi-location, multi-channel, custom attribution, and deeper analytics. |
Client inputs needed
- Access to relevant platforms or acceptance of limited reporting when access is unavailable.
- Current goals, decision priorities, and monthly review cadence.
Delivery workflow
Define KPIs and data sources.
Collect available data.
Build dashboard or report template.
Annotate performance and shipped work.
Identify leaks and next moves.
Send report with clear priorities.
Report after work ships
- This service produces the report
- Open blockers
- Recommended priorities
- Upsell path based on data
Natural next offers
Paid Traffic Management
CRM + Follow-Up Automation
Revenue Ops Retainers
Embedded Growth Operator
These are suggested based on how this service usually exposes the next business leak.
Client-safe promise: this service is sold as managed implementation, reporting, and guidance. Any third-party software, ad platform, messaging provider, or outside fulfillment support is coordinated as part of the delivery path when it helps complete the contracted scope.