We connect the tools, normalize the data, and build owner-ready reporting so decisions stop depending on screenshots, stale spreadsheets, and somebody's memory.
The point is not prettier charts. The point is making stuck leads, weak sources, missed appointments, tool waste, and margin problems obvious enough to fix.
A concise report shows leads captured, response speed, bookings, review volume, failed workflows, and next recommended action.
Every lead and job has a status, owner, source, value, and next action so stalled revenue is visible.
We identify duplicate tools, manual exports, and subscriptions that exist only because the system was never wired correctly.
We define the minimum useful records: leads, customers, jobs, source, status, owner, value, and outcome.
n8n, Airtable, Google Sheets, existing CRMs, forms, inboxes, SMS, and booking systems get connected around the workflow.
Reports are written for action: what changed, what is stuck, what needs approval, and what to do next.
The owner should see the week clearly without hunting through five tools and a pile of chat threads.