Home · Go-to-market systems · System 04
This dashboard joins your marketing, sales, and accounting data in one place, so you can follow each lead from the first search or click to a booking and a sale. You see which campaigns, channels, and locations make money.
Scroll to run. Every crate is one task automated.
How the lead enters
How it works
These follow the same 8 steps I use for every build. A person approves the output before anything goes live.
The few questions the dashboard must answer, such as which campaigns bring booked jobs.
Where each number lives today, who owns it, and how often it changes.
Pull data from each tool on a schedule into one place, such as a sheet or a database.
Match records to one lead using form data and UTM tags, and line up dates, regions, and locations.
A funnel from searches to site visits, quote requests, bookings, and sales. A map by region or location. Revenue by campaign.
Check totals against the source tools. The owner approves the numbers before anyone relies on them.
A live dashboard with a set refresh time and a short guide for reading it.
A monthly review of what changed, what to fix, and where to move budget.
Case studies
Turns a brand's own data into tested organic content ideas, with a person approving the final idea.
See the breakdown ▸Case study · FORGECreative automation that turns an approved idea into on-brand ads and organic posts, sized for every placement.
See the breakdown ▸Tools and data
I use the tools you already pay for. These are common examples.
What you get
Your team gets the system written as a Claude skill: the steps, rules, templates, and checklists. They type a request in Claude, and it follows the same steps every time.
Ways to work together
I map the system for your business and hand over the plan and the Claude skill. Your team builds it. Consulting starts at USD 50 an hour.
I set up, connect, and test every part in your accounts, then hand it over with a guide. Builds start at USD 1,500.
Questions
Search Console, Analytics, Tag Manager, Google Business Profile, your email platform, your CRM, your website forms, your SEO tools, and accounting tools like Xero or QuickBooks.
Yes. For a multi-location franchise brand, I am building a dashboard that maps demand by region and follows each location from searches to quote requests, bookings, and sales by campaign.
No. The dashboard runs on the tools you already have, refreshes on a schedule, and comes with a guide.
As accurate as the source data. Every number is checked against its source tool, and gaps, such as leads with no tracking tags, are shown instead of hidden.
Yes. A Claude skill lets your team ask plain questions of the data, such as which campaign brought the most bookings last month.
More systems
From keyword and AI-answer research to a content plan, briefs, published pages, and lead capture.
System 02Prospect lists, warmed-up sending, personal messages by email and DM, and every reply routed to your CRM.
System 03Strategy, audiences, ads, landing pages, pixels, and UTMs for Google, Meta, and X, with every lead in your pipeline.
Request a quote
Tell me the problem that eats your team's week. Answer the 8 steps below as best you can and skip the rest. I'll send you a plan for how I would fix it, with the tools you already use, and a price. Builds start at USD 1,500. Consulting starts at USD 50 an hour.
Workflows, automations, and code I build for clients are their company property, so I don't share them.
Contact
Email me or send me a message on LinkedIn. I reply to every message.