Learn what's included, how your information is validated, and which level of revenue intelligence and advisory support fits your business.
We build connected intelligence around the way your leads become customers and profitable projects. That helps you understand past results, investigate opportunities as new evidence arrives, and make better-informed future decisions. The level of analysis and ongoing guidance depends on the plan you choose.
Funnel Fabric is our connected revenue intelligence platform. We are developing it to preserve permitted lead activity, CRM history, project outcomes, and important decisions together, so your next decision can benefit from what happened before. We provide the agreed intelligence and, with the appropriate plan, independent advisory support.
An analysis answers a question using the information available at that moment. Our goal with Funnel Fabric is to keep the relevant customer history connected as new activity and business outcomes arrive, recognize changes worth reviewing, and retain what happened after important decisions. That takes ongoing integrations, data quality work, and a defined review process, not just a prompt. We confirm which capabilities your agreed setup actually supports.
Each new lead, estimate, signed job, lost opportunity, and completed project can add useful context when the records are connected. Over time, you can compare which earlier behaviors and project interests appeared in profitable work, which opportunities repeatedly stall, and which decisions were worth repeating. The value comes from using that evidence, not simply storing more data. More records do not guarantee better predictions or results.
Which lead channels bring in the projects you most want? What did profitable customers do before contacting you? Which known leads are showing renewed activity? What do stalled and lost opportunities have in common? Which earlier marketing or sales decisions were followed by better outcomes? The questions we can answer depend on your connected records, permissions, and the capabilities included in your build.
Not every record has enough information to support a conclusion. Signed jobs help show what worked. Lost, stalled, and returning opportunities can also reveal patterns in project fit, timing, and sales follow-through when those details have been recorded reliably. We distinguish observed facts from hypotheses.
No. Connected intelligence can provide better evidence for a marketing decision. Your team or existing agency still chooses and executes changes. We can help evaluate the results through Advisor or Agency Partnership within the agreed scope. Any data sent back to ad platforms or automated campaign actions require separate technical implementation and approval.
We work with established home improvement and project-based service businesses, including remodeling, custom homes, kitchen and bath, outdoor living, decks, and luxury pools. The best fit is a business that wants to understand how its marketing, sales, and projects produce revenue and profit.
That's where we start. We'll review the systems you use, what information they hold, and which connections they support. Then we'll agree on a build that fits those systems and the questions you need answered. We can't promise every tool can be connected.
Generally, no. We build around the tools you already use: ad platforms, CRM, proposal software, accounting and job costing. Which ones we connect is agreed in your build, based on supported access and the data available.
That is a capability we can evaluate and scope where permitted website activity can be connected reliably to an existing lead. It requires supported instrumentation, identity matching, appropriate permissions, alert rules, and ownership of follow-up. A return visit is a signal to investigate, not proof that a homeowner is ready to buy. Live alerts are not included in every plan.
No. Identity matching has limits. Some visits remain anonymous, browser and platform restrictions reduce what is visible, and a person may use different devices or contact details. We only join records when supported by permitted data and a defensible matching method. We will not present guesses as confirmed identities.
No. The complete learning and surge system is still in development. Some data-connection and analysis capabilities have historical implementations, but their current operating status must be verified. Before any engagement, we'll explain what is available now, what your systems support, and what requires a separately approved implementation.
Any configured opportunity review belongs with the owner or sales team you designate. We provide intelligence and, on the appropriate plan, analysis and advice. We do not take over sales calls, lead nurturing, or your marketing agency's campaign execution.
We look for the links between a lead, the customer, the opportunity, the signed contract, payments, and job costs. We agree on what each number means, then use the records your systems can provide to follow that work through the business. When a link is missing or uncertain, we show the gap instead of treating a guess as a fact.
We check it against your books. The connected numbers are reconciled with your own records before you rely on them. Not every business's records support a complete picture; where yours have gaps, we show them plainly, and profit that's only projected is never presented as earned.
We also agree on the definitions behind each key measure, check the connections between records, and flag figures that the available data cannot support confidently.
We troubleshoot it. We monitor connection health and investigate breaks in the integrations agreed in your build as part of every plan. When a connection fails, we work to restore it within the supported configuration. A third-party outage or change to the underlying software may be outside our control; larger changes, such as moving to a new CRM, are scoped separately.
We'll assess the new requirement and how it affects your existing intelligence. Routine upkeep of the agreed setup is part of your plan. A new integration, major migration, or custom development beyond that setup gets a separate scope and quote before work starts.
Seeing versus deciding. The Stack gives you the connected, maintained picture to explore on your own schedule. An advisor works through it with you every month, recommends priorities, builds a plan with you every quarter and follows each decision to its result.
Your advisor evaluates financial performance, highlights significant opportunities and concerns, and works with you to prioritize decisions and next steps. Monthly reviews are included in Advisor and Agency Partnership.
You and your advisor review recent performance, set business priorities, establish measurable goals, and agree on how results will be evaluated.
No. We provide independent intelligence and advisory services. With Agency Partnership, we work directly with your existing agency using findings and priorities from your monthly and quarterly reviews. We lead the data conversations, collaborate on improvements and follow through on results. Your agency continues running campaigns.
Yes. Your team can use the connected information to see which work and marketing efforts produce business results. If you choose Agency Partnership, we work directly with your agency on agreed performance improvements. You remain responsible for approving material spending or strategic changes, and the plan doesn't include open-ended campaign or internal team management.
From $3,000, quoted for your business. The final investment depends on the systems we connect and the complexity of your business: how cleanly your systems share data, how complete your records are, and which numbers you need. You'll have the quote before any work starts.
The build connects and configures intelligence around your actual systems, defines the numbers, and checks the result against your records. That's a one-time project. Your monthly plan keeps the agreed setup working and adds the level of support you choose.
No. The build is scoped to your systems and your business, not to the plan you choose. Where advisory or agency onboarding adds real work, we include it in the quote and say so.
Revenue Intelligence Stack is $495/month. Revenue Intelligence + Advisor is $995/month. Revenue Intelligence + Agency Partnership is $1,495/month. The one-time build is quoted separately.
Keeping your intelligence working. Month-to-month, cancel anytime. Every plan maintains the integrations agreed in your build, monitors data quality and keeps your views current. The Advisor and Agency Partnership plans add the people. There is no long-term commitment. New integrations, migrations and new custom development are scoped separately.
Book a Revenue Clarity Call. We'll talk about your business, the systems you use, the questions you most need answered, and whether we're the right fit. If it is, we can discuss what a tailored build could involve.
Connect the lead channels, customer journeys, sales outcomes, and project results behind your business.
Recognize meaningful changes and learn which leads and projects are associated with your best work.
Put that knowledge into your next decision, then measure what happens and keep the result.
Your next move deserves the full picture.
