Replacing a Third-Party Analytics Tool With a Proprietary AI Revenue Platform
A multi-tenant revenue intelligence platform built to replace a costly third-party analytics tool - unifying call data, campaign performance, and AI-powered revenue recovery in one place.
Outcome Snapshot
83%
AI call classification accuracy, up from a 68% baseline
$115K+
in revenue leakage identified per client, per period
700K+
inbound calls processed without manual tagging
10
data sources unified into one platform
Client
A digital marketing agency managing dozens of home services clients, needing a unified way to track revenue pipeline, call performance, and campaign ROI across its entire client base.
Challenge
- Reliance on a costly third: party tool - the agency's reporting depended on an external analytics platform with a high subscription cost and limited AI capability.
- Manual call tagging at scale: a team of virtual assistants manually classified hundreds of thousands of calls per year against a lengthy SOP.
- Invisible revenue leakage: missed calls, unbooked leads, and mishandled calls went unquantified, with no way to act on them.
- Fragmented reporting: call data, CRM revenue data, and ad performance lived in separate tools with no unified view.
Objectives
- Build a proprietary, white-labelled analytics platform to replace the third-party tool entirely
- Automate call classification using AI, replacing manual tagging at scale
- Unify call, CRM, and advertising data into a single data warehouse
- Quantify revenue leakage and rank recovery opportunities by dollar impact
- Deliver a client-facing portal with automated performance reporting
What We Built
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An AI call classifier: applying a structured decision-tree model to call transcripts, with confidence scoring and human review for lower-confidence calls.
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A unified data warehouse: bringing together call, CRM, and advertising data from ten distinct sources into one governed platform.
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Revenue leak detection: automatically calculating missed and mishandled revenue opportunities, ranked by dollar impact.
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A campaign performance dashboard: covering search, local listings, and paid advertising performance in one view.
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AI-generated coaching recommendations: surfacing which call types and representatives most needed attention.
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A client-facing portal: with automated, scheduled performance reporting for every client account.
Impact
Replaced
a costly third-party analytics tool with a proprietary, purpose-built platform.
Automated
call classification at 83% accuracy across 700,000+ calls, eliminating manual tagging entirely.
Uncovered
over $115,000 in previously invisible revenue leakage per client, per reporting period.
Accelerated
delivery through AI-assisted engineering - cutting QA ticket creation time by roughly 75% and weekl
Build Facts
Platform
Web App (Next.js)
Data Warehouse (BigQuery)
Cloud Infrastructure (GCP)
Focus
AI Call Analysis
Revenue Leak Detection
Marketing Data Unification
Multi-Tenant SaaS Architecture
Let’s talk, no strings attached.
