Software & AIDashboards and reporting
Your whole business on one screen.
Live dashboards that pull from your ads, website, phones, CRM and booking software. Leads, spend, calls and revenue in one place, with a plain English summary of what changed and why.
- SonríeOur own AI product, used by dental practices
- English and SpanishAgents and interfaces in both languages
- In your nameThe accounts, code and data stay yours
- One teamThe same people who run your marketing
- 01
Data connections
Google, Meta, analytics, call tracking, CRM, booking and payment systems, wherever they allow a connection.
- 02
A view for each role
One glance for owners, detail for managers, and the numbers each team is responsible for.
- 03
AI written summaries
A weekly note in plain English: what moved, what looks off and what to check first.
- 04
Alerts
A message when something needs you: a spend spike, a drop in leads, missed calls piling up.
- 05
Ask your data
Type a question, such as which ads brought in the most booked appointments last month, and get the answer with the numbers behind it.
- 06
Your accounts, your data
Built on tools in your name, so the dashboard stays with you.
Is it right for you?
Who this works for.
A good fit if
- You open four or more tools to find out how the week went
- Your team disagrees about which numbers are right
- You want to see revenue, beyond clicks and leads
Probably not yet if
- You run one channel through one tool. Its built in reports are probably enough
Sound like your business? Twenty minutes with the person who would run your account, and you will know what we would do first.
How we run it
Start with the questions you ask every week.
- 1
Questions
We list what you ask about the business every week, and which numbers answer it.
- 2
Connect
We connect every source that allows it, and mark clearly where data cannot reach.
- 3
Build
Dashboards, summaries and alerts, reviewed with you screen by screen.
- 4
Keep it true
Every month we check the numbers against the source, so you can trust them.
What you will see
What you will see every Monday.
- Leads, calls and bookings by source
- Spend against results, channel by channel
- A written summary of the week
- Alerts before small problems get expensive
Every agent and tool keeps a record of what it did, so you can check its work.
Our standards
- Your accounts, in your nameAd accounts, analytics, code and content belong to you, including if you leave.
- One named personA contact you can call directly, who knows your account.
- Straight reportsEverything we can track, in plain English, and a clear line where tracking stops.
- English and Spanish since 2016Bilingual from day one, written by native speakers.
Questions
Before you call.
Works well with
Works well with it.
Start here
Tell us what you want to build.
Send the idea, the problem or the half finished project. We will tell you honestly what it would take, and whether AI belongs in it.
Rather talk now? Call (904) 206-8877.