Client ROI Console

Table of Contents

Core Value / Core Value

Client ROI Console allows clients to instantly understand the value of your work: the cost of each meeting, average booking speed, and ACV correlation are clear at a glance. It integrates key indicators such as Appointment Setter Cost ROI, ACV Meaning Sales and Agency Leads to directly make agency operations transparent.

Key Views / Key Views

  • Cost-per-Meeting｜Cost per meeting Combined with multi-touch fixed monthly fees and labor costs, the per-seat model of the old platform is visually compared to demonstrate savings and efficiency improvements.

  • Pipeline Velocity｜Pipeline speed indicator Displays the average time taken for “reach → meeting → signing”, compares historical trends, and helps customers identify bottlenecks.

  • Account Coverage｜Account Coverage Track the persona, position, and region reached by each campaign to ensure that marketing placement and sales execution are synchronized.

Transparent Delivery / Transparent Delivery

  • Narrative Summary｜Narrative Summary Copilot automatically generates professional paragraphs that can be embedded directly into board presentations or client reports.

  • Predictive Alignment Show future ROI in sync with CRM revenue forecasts, not just historical data, so customers have an idea of their growth path.

Outcome / Outcome

With the Client ROI Console, agency teams no longer rely solely on verbal claims about hours, but instead demonstrate with quantifiable data that they are core partners in client growth. Each report demonstrates ROI, pipeline acceleration and resource optimization results.

AI agents enrich customer information, analyze personas and signals, craft personalized copy, and reply instantly.

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