AI case study · Example project
The owner knew roughly what each channel cost, but not which one produced jobs that actually closed.
The question: Which marketing channel is most effective for my business?
Why this question matters
Every marketing channel claims credit for leads. The only number that matters is which one produces customers who pay. Connecting the ad accounts, call tracking and CRM answers that question with real data.
The project, step by step
Which marketing actually brings in paying customers?
Example: a home remodeling company spending on Google, Facebook and printThe owner knew roughly what each channel cost, but not which one produced jobs that actually closed.
- 01 · ASK
The question
During the free assessment we connected ad accounts, call tracking and the CRM, then matched leads to signed contracts.
- 02 · AI + TOOLS
Connect the right tools
We use AI on top of the apps already in the business:
Google Analytics 4Google AdsMeta AdsCallRailCRMClaudeLooker Studio - 03 · TASKS + AGENTS
Turn it into tasks and agents
- Attribution agent matches every call and form to its source and its sale
- Report agent calculates cost per lead and cost per signed job
- Briefing agent emails a plain-English summary every Monday
- 04 · CONTROL PANEL
Manage it from one screen
We build a control panel that ties the texts, emails, tasks and logistics together, with a person approving anything important.
Today’s activity
This example is based on systems Travis Finseth has built and used in his own businesses. The company, names and figures are illustrative; your free assessment gives real estimates for your business.
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AI Readiness Assessment · AI for Business · Get a free AI assessment