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Service / One-time + optional monthly

Reporting & Analytics Automation

One-time Starting at $300

When the numbers live in four different logins, month-end reporting often doesn't happen — and you're guessing at what's working. Performance reports arrive automatically, pulled from the tools you already use.

Owner-built, human-supervised, and supported by monitored automation.

Quick answers

Short answers, before the detail

Which tools does this pull data from?

Whatever you already use to run the business — CRM, scheduling software, GBP, GA4, POS — whatever holds the numbers that matter to you.

How often do reports get delivered?

Weekly or monthly, your choice — set once and it runs on that cadence without anyone having to remember to pull it.

What's the ongoing monthly fee for?

Keeping the report current as your tools or metrics change, and adjusting what gets pulled as your priorities shift.

What's included

01

Automated report generation

A report built once, then generated automatically on the cadence you choose.

02

Pulled from existing tools

CRM, scheduling, GBP, GA4, or whatever else holds the numbers that matter — no new system to maintain.

03

Weekly or monthly cadence

Set once to match how often you actually want to look at the numbers.

04

Zero manual data pulling

Nobody has to remember to export anything — it just shows up.

05

Plain-English formatting

The numbers that matter, surfaced clearly — not a raw export you have to interpret yourself.

06

Metric flexibility

Scoped to what actually matters to your business, adjustable as your priorities change.

What's not included

  • Keeping reports current after setup — optional monthly management, priced separately
  • Third-party software subscriptions, billed by the vendor

Pricing

Reporting & analytics automationOne-time Starting at $300 Automated weekly or monthly performance reports pulled from existing tools. Optional ongoing management available monthly.
Optional monthly managementMonthly Starting at $50/mo Keeping the report current as your tools or metrics change, and adjusting what gets pulled as your priorities shift.

Who does what

Human oversight

Alex scopes and builds it, and reviews anything automated before it goes live. You approve anything customer-facing.

Who owns what

Accounts registered in your name stay yours. Systems we build and operate for you (automations, integrations) stay with us if you cancel — see the terms.

Read the full terms

Who this is for

Owners who want to actually know how the business is doing without spending an evening every month pulling numbers from four different logins.

Especially useful once other automations (CRM, inquiry routing, documents) are in place — this is how you see whether they're working.

Weekly/Monthly cadence, your choice
Automatic delivery on your chosen cadence
5 counties served in Eastern NC

Frequently asked questions

Which tools does this pull data from?

Whatever you already use to run the business — CRM, scheduling software, GBP, GA4, POS — whatever holds the numbers that matter to you.

How often do reports get delivered?

Weekly or monthly, your choice — set once and it runs on that cadence without anyone having to remember to pull it.

Do I need to know how to read a spreadsheet?

No — reports are built to be read in plain English, with the numbers that actually matter surfaced, not buried in a raw export.

What's the ongoing monthly fee for?

Keeping the report current as your tools or metrics change, and adjusting what gets pulled as your priorities shift.

Can I get a custom report built around a specific metric?

Yes — reports are scoped to what actually matters to your business, not a generic dashboard template with metrics you never look at.

Plain English

The terms on this page, explained

No jargon test. If any of this is unfamiliar, here is what it actually means — written for the person paying for the work, not the person selling it.

Browse the full glossary

Ready to see the real numbers without the busywork? Start with a free Market Leak Check.

Prefer to talk it through first? Book a consultation.