Go Beyond the Basics with Insights+
All of our automation packages come with built-in reporting dashboards so you always know what’s happening. But if you’re ready to take your data from informative to actionable, the Insights+ Add-On gives you expert analysis, strategic recommendations, and optional monthly check-in sessions to help you fine-tune your approach and grow faster—with clarity and confidence.
Get Insights. Make Smarter Moves.
From Data to Direction
Automation tools are great at collecting numbers—but making sense of those numbers is another story. How do you know which campaigns are really working? Are your reviews trending in the right direction? Could a few small tweaks boost your lead conversion?
We Help You Translate Data into Action
Insights+ takes your existing performance data and turns it into clear, easy-to-digest reports—delivered monthly. Each report highlights trends in your reviews, leads, engagement, and automation results, so you can stop guessing and start optimizing.
Meet Monthly to Optimize Results
Want more than just a report? Each month, you can book a one-on-one strategy session to walk through your results, ask questions, and collaborate on adjustments to your current campaigns or automations. Whether you want to tweak messaging, adjust timing, or test new follow-ups, we help you make smart changes that move the needle.
Clarity Without Complexity
Every report is designed for business owners—no analytics background required. We make the numbers easy to understand and even easier to act on. Whether you’re focused on reviews, lead capture, or contact follow-up, Insights+ keeps you aligned with your goals.
Insights+ Pricing
Insights+
Contact or Marketing Automation RequiredHow it works
Insights+ gives you expert-reviewed monthly reports and the option for a personalized strategy session to help you fine-tune and grow.
Sync With Your Automations
We automatically pull performance data from your review, contact, and marketing tools—no setup needed.
Track the Right Metrics
We focus on what matters most: reviews collected, leads engaged, campaign open rates, and more.
Analyze Performance Trends
Our team reviews your performance over time and highlights key trends and changes.
Receive Your Monthly Report
You’ll get a simple, visual report that breaks down results and explains what they mean.
Join Your Strategy Session
Each month, you can schedule a session with our team to walk through your report and update your strategy.
Implement and Improve
We help you adjust automations, update messages, or shift tactics—then repeat each month for steady progress.
Answers to Your Questions
What’s the difference between Insights+ and the included analytics?
Every automation package comes with standard reporting—so you’ll always have access to your data. Insights+ enhances that with expert-curated reports, simplified visuals, and strategic suggestions. Instead of raw dashboards, you’ll get a clear monthly summary and insights designed to improve your results.
Is the monthly strategy session required?
Nope! It’s entirely optional—but highly recommended. If you want help interpreting your report or making updates based on the results, the session is there for you. Whether you use it every month or just when you’re planning a shift, it’s a powerful tool for growth.
What kinds of metrics are included?
We track metrics across your review automation, lead capture, contact follow-up, and marketing performance. This includes review volume and ratings, missed call recovery stats, form completion rates, email engagement, and more. We tailor your report based on what matters most to your business.
Can the strategy session help me adjust my campaigns?
Absolutely. The session is your chance to collaborate with us on what’s working and what could be improved. We can help you rewrite automations, adjust timing, refine messages, or test something new based on the data. It’s all about evolving your strategy with confidence.
Will I still have access to my data if I don’t use Insights+?
Yes—your dashboards are always included with your automation package. You can check stats anytime. Insights+ simply adds interpretation, visual clarity, and expert support to help you go further, faster.
Is this helpful even for small businesses?
Definitely. In fact, it’s especially helpful for small businesses that don’t have a full marketing or data team. We help you focus on what really matters so you can make smart decisions without being overwhelmed by numbers.