Receipts, not adjectives.
Two engagements in detail. One small operator, one global manufacturer. Different scale, and underneath, usually the same short list of problems.
Paying for Google ads, no idea if they were worth it.
The situation. Jeff runs a home-inspection company. He was paying for Google ads but couldn't tell whether they were worth the money. Realtors who used to send him business had gone quiet, and no one had noticed. His website vendor's reports never quite added up. He had no good way to keep track of any of it.
What counting revealed. GA4 was tracking 2 form submissions. His vendor's own tracking counted 26 a year. The real number, from a WordPress plugin nobody was watching, was 139 over 14 months. About 120 a year, and climbing every year since 2022. So roughly 94 real leads a year never showed up in the reports he was paying for. Meanwhile $883 a month was going to the website vendor with zero key events configured in GA4. The one call-tracking number covered Google Ads. Calls from anywhere else went unmeasured.
The agent channel. "We work with agents" became a hard number. 786 agents in the database, 68% of whom used the company once and were never contacted again. The automations the system already offered, drip emails, bulk SMS, agent acquisition, sat dormant. His agents are sorted now by how often they send him work, and the follow-up for each group is written and tested.
The scheduler. An end-to-end audit turned "something feels off" into seven documented UX issues, including a misqualification bug where the industry term "units" mapped customers to the wrong property type, quoting $1,495 for a $495 job.
What landed. One page, refreshed twice a day, that reads his booking system, his call records, and Google's ad billing, and shows what each ad dollar brought back. About three to one. He'd been spending that money without knowing. The analytics are in his name now, not the vendor's. The key events that count his leads are live. And the fix list is sequenced, evidenced, and his own team's to run.
“We’ve been doing this for 27 years and no one has ever told us the things you’re telling us.”
Prospective Home Inspections
12,461 orders, two systems, zero mismatches.
The situation. A global manufacturer of commercial-vehicle components, with order flow that punishes any bad assumption. I learned the discipline inside this live system, where a sync error means real trucks don't get real parts.
The sync. I automated the SAP-to-CRM flow and reconciled all 12,461 orders to the record, source file and CRM matching exactly. The manual version ate hours every week and silently dropped data. The weekly sync now lands in minutes. One recent week: 55 new orders, 81 updates, zero errors logged. The CRM went from a place where numbers were typed to a place where numbers were true.
The pricing engine. Built to catch the errors the manual process missed. Mismatched quotes, stale price lists, the small leaks that compound quietly at volume.
The portal. A B2B customer portal, in development now, built to remove the customer-service quote-and-data-entry bottleneck. Customers self-serve. Reps stop being typists.
Why it matters to you. The same playbook scales down. A four-person sales team on an off-the-shelf CRM has the same disease as a manufacturer running SAP. Systems that don't talk, numbers the team works around. Just with fewer zeros attached.
What would a count like this turn up in your business?
The first call costs nothing and usually surfaces at least one thing you didn't know. Worst case, you get a free second opinion.