A rapidly growing consumer service firm lacked visibility into their key growth metrics. While they collected data from advertising, CRM, and customer operations, the data was siloed. Leadership could not easily track customer cohort retention, trace conversion bottlenecks, or calculate accurate LTV/CAC ratios, leading to inefficient marketing spend. Our strategy was to transform scattered business data into a clear, unified growth story — one that leadership could read in minutes and act on immediately.
The company's problem was not a shortage of data. They had too much of it, in too many places, with no coherent narrative. Marketing spent without knowing if customers stayed. Product improved without knowing where users dropped off. Finance calculated CAC without including the true cost of retention. Our job was to connect all these dots and surface the right metrics in the right context.
We adopted a "clarity over complexity" strategy:
→ Unify: Pull all data — ads, CRM, product, support — into one governed data model.
→ Contextualize: Don't just show numbers. Show what they mean. Cohort retention by channel. Drop-off by funnel stage. LTV against CAC by quarter.
→ Activate: Make every insight actionable — with target thresholds, alerts, and drill-downs that tell leadership not just what happened, but what to do next.
What we built:
1. A centralized data model in Power BI connecting advertising platforms, CRM pipelines, and customer success data through automated API pipelines.
2. Cohort retention matrices that show, month by month, how customers acquired from each channel behave over their lifetime — revealing which channels actually drive long-term value.
3. Conversion funnel dashboards that isolate exactly where users abandon the signup and purchase flows — with percentage drop-offs at each stage.
4. Unit economics calculators showing LTV-to-CAC ratios, payback periods, and contribution margins by product line and customer segment.
5. Automated weekly alerts sent via email when any KPI crosses a defined threshold — so leadership is never caught off guard.
The business went from debating opinions in board meetings to walking in with clear data and confident decisions.