You delegated the execution. You didn't mean to delegate the answers.
Maybe it's an agency. Maybe it's your office manager. Maybe it's an employee you trust, or a freelancer, or your brother-in-law who's “good with that stuff.” Whoever it is, every month they send you impressions, clicks, rankings, engagement rates. At the end of that month you still can't tell what it cost you to get a customer, which channel produced the calls, or whether the money you spent on direct mail did anything at all.
That's not a reporting problem. That's a measurement problem. And nobody is going to fix it for you as long as the only numbers you see come from the person producing them.

True ROI
3.4x
The real problem
A report tells you what happened on the slice its author is responsible for. Your SEO agency shows you ranking improvements. Your office manager shows you Facebook engagement. Your Google Ads person shows you click-through rates. The trade show booth guy shows you scans. Every one of them is telling the truth about their slice. None of them can tell you which slice produced the phone call that turned into a booked job.
Measurement is different. Measurement connects a dollar spent on Monday to a lead that came in on Thursday to a job that closed next week. It works across every channel at once, including the ones nobody sends reports about: direct mail, yard signs, truck wraps, billboards, the Chamber of Commerce sponsorship your wife said you had to do. Measurement doesn't care who sent it. Measurement just answers the question. And critically, ROI Insights is 100% independent: it reads your accounts, but the numbers it reports to you are nobody's opinion but the data's own.
Reports make whoever runs your marketing look good. Measurement tells you whether they are good.
Questions you've probably asked out loud
The Weekly Advisor Briefing doesn't open with a vanity metric. It opens with the questions you've actually been asking, with a number next to each one.
"That direct mail cost me $4,000. Did it do anything?"
Every mail piece gets a tracked QR code and a tracked phone number. You see exactly how many leads each drop produced and how many turned into booked work.
"My truck wraps. Are those worth it, or am I just driving around with expensive advertising?"
Tracked QR codes on the wrap feed into the same dashboard. If the wrap produces ten leads a month at a $2,000 amortized cost, you see $200 per lead next to Google Ads at $340. Now you have a real comparison.
"I'm on three different Google Ads keywords. Which ones are actually booking jobs?"
Every paid click gets tied to the call or form that followed it. You see which keywords produced leads and which ones spent $800 last month and produced nothing.
"When someone calls, how do I know if it was from Google, Facebook, or a yard sign?"
Dynamic number insertion swaps your phone number based on where the visitor came from. The number a Facebook visitor sees is different from the one a Google visitor sees. The call gets attributed automatically. Nobody has to ask "how'd you hear about us?"
"Is my Google Business Profile actually doing anything?"
Profile views, direction requests, and call clicks all flow into the same dashboard as your paid channels. You see what GBP produced this week versus what you spent to keep it active.
"My receptionist swears she writes down the lead source. The spreadsheet is empty."
Lead source tracking stops depending on humans. Every call, form, and chat is attributed automatically before it ever hits your team's workflow.
These aren't features. They're answers to the questions you've been paying for and not getting.
How it works
Book a thirty-minute discovery call. We listen to what you're running, where the data lives, and who has access to what. Then our team handles the whole setup: installing the tracking code, provisioning your call tracking numbers, generating UTM links for every offline piece you run, connecting Google Analytics, Google Ads, Search Console, and Google Business Profile.
If your previous agency still controls an account you should own, we help you get it back. Everything goes into accounts registered to your business, not ours.
Once the wiring is in, the measurement layer runs on its own. Every click, call, form, and profile interaction gets captured and tied back to its source. Google Ads, Search Console, and GBP data get pulled daily. The system waits until each platform has finalized its numbers before showing them to you; what you see on Tuesday isn't a different number on Wednesday.
Every Monday, the AI writes you a summary. Not a data dump. An actual briefing: “Direct mail produced fourteen leads this week at $84 each. Facebook produced two at $320 each. You'd benefit from moving $1,200 from Facebook into another mail drop.”
You read it in ninety seconds. You forward the action items to whoever runs your marketing. Done.
You don't log in. You don't build reports. You don't become a marketing person. You read a weekly email and make decisions from it.
The investment
If you're spending $5,000 a month on marketing, $795 is four business days of your current spend. If you're spending $10,000 a month, it's two. That's the whole setup cost: a one-time fee to have our team wire the measurement layer in, recover any locked-down accounts, provision call tracking, connect every channel, and configure the dashboard so the Weekly Briefing starts showing up in your inbox the following week.
After setup, your ongoing cost is the software subscription: $39.95/month on Professional for single-location businesses, or $199/month on Business if you run multiple locations or need the longest data history. That's the whole bill. No management fees. No percentage of ad spend. No upsells.
The call is free and carries no obligation. If we're not the right fit, we'll tell you.
The ownership question
Measurement is only useful if it survives whoever currently runs your marketing. If an agency, an employee, or a freelancer owns your Google Ads account, your Business Profile, or the tracking code on your site: you don't actually own your marketing history. You're renting it.
That's why ROI Insights gets set up inside accounts registered to your business. Your Google account. Your Analytics property. Your Ads account. Your Business Profile. The call tracking numbers go into your name. The tracking code sits in your site. If you ever part ways with whoever is running your marketing today, the measurement layer stays exactly where it is, along with every historical number it captured.
This matters most in the moment you didn't think you'd need it. An owner transition. An agency breakup. A key employee leaves and takes the accounts with them. Measurement built into accounts you own is measurement you can't lose.
Assisted Setup is $795 one-time. Your monthly subscription depends on the size of your operation: $39.95 for Professional (single location, Weekly Advisor Briefing, call recording and transcription, full attribution) or $199 for Business (up to five locations, two years of history, wholesale telecom rates). No management fees. No percentage of ad spend. No commitment beyond the month you're in.
If you want to wire it up yourself instead, the Free plan is on the pricing page. Most business owners don't, but it's there.
Questions specific to business owners running delegated marketing operations.
Yes, and arguably it applies more. The measurement gap shows up whenever the person running marketing is different from the person paying for it. That's true whether your "person running marketing" is an outside agency, an office manager wearing a second hat, a part-time employee, a freelancer, or a family member. The Weekly Briefing is designed to be forwarded to whoever that is, with specific action items they can execute. You don't replace them. You give them better information to work from.
No. ROI Insights sits independently above whoever is running marketing for you today. What changes is that the person running it no longer grades their own homework. You're reading an independent Weekly Briefing of what the whole marketing operation produced, not a slide deck from the person who produced it. Most of our business-owner clients keep their existing setup. A smaller number realize, a few weeks in, that some channel isn't producing what they were told it was producing. They act on that accordingly.
Yes. The first thing we do during setup is document what accounts exist and who currently owns them. If anything you should own is under someone else's control, we help you request ownership back through Google's standard process. This is included in Assisted Setup, not an extra cost. If the agency refuses to cooperate, there's a recovery process Google provides for domain-verified owners, and we've walked clients through it.
Yes. If organic search, Google Business Profile, and offline channels are your main marketing, the measurement layer handles all of that. Google Ads is one possible input, not a requirement. Plenty of our clients spend nothing on Google Ads and use ROI Insights to measure SEO, direct mail, truck wraps, referrals, and phone calls.
Google Analytics tells you what happened on your website. ROI Insights ties what happened on your website to the ad, the keyword, the direct mail piece, or the phone call that drove it; then the Weekly Advisor Briefing tells you what to do about it. GA4 is one of the data sources we read. It connects to every platform you're spending money on, which is the point.
Then you're our ideal customer. Home services, legal, medical, and professional services are phone-driven businesses. Professional and Business plans include dynamic number insertion, call recording, AI transcription, and lead scoring. Every phone call gets attributed automatically, and the AI tells you which calls were real leads versus wrong numbers or spam.
You're already writing the checks. The only question is whether you can see what they're producing. A thirty-minute call tells us what you're running, where the data lives, and whether Assisted Setup is the right move for your business. If it's not, we'll tell you on the call. You're out thirty minutes, nothing more.
Book a 30-minute discovery callSetup: $795 one-time. Subscription: $39.95 or $199/month depending on your size. Thirty-day money-back guarantee on the software.
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