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Data source audit
Map the information in your analytics, email platform, advertising accounts and CRM.
A clearer view of your business
A dashboard built around your marketing channels, leads and reporting priorities — with connected data, useful views and a walkthrough of how to read it.
Built around your process
These are the core areas of the service. Your proposal confirms the deliverables, integrations and boundaries of your engagement.
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Map the information in your analytics, email platform, advertising accounts and CRM.
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Connect agreed data sources and establish the refresh schedule each platform supports.
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Organize available source data to help you understand where inquiries and clients come from.
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Create views for performance, spending and revenue where the underlying data supports them.
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Set up scheduled email reports and alerts around the KPIs you choose.
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Walk through the views, explain the numbers and show your team how to use the dashboard.
A clear path forward
Review your current setup, goals and the work you want help with.
Confirm the deliverables, tool connections, price and timeline before building.
Connect the agreed pieces and check the workflow before it is used.
Walk through the finished work and the support arrangements for your service.
Attribution depends on the quality and completeness of your source data. We connect what is available and make the limitations clear, rather than presenting incomplete data as certainty.
Refresh rates vary by data source and integration. The update schedule is agreed as part of the build.
Support is $100 per incident for changes or troubleshooting. New data sources or larger changes may require a separate scope. Any third-party platform costs are confirmed before the build.
Tell Avery what you need, or get in touch directly.