Data that turns into decisions
We cross-reference your Meta Ads campaigns, your sales pipeline, and AI agent activity to show you what no one else can see. It's not a dashboard — it's a dedicated analyst for your business.
The problem with the data you receive today
Your ads agency tells you
"500 leads generated"
But they don't know how many of those 500 closed. It could be 50 or 0.
Your CRM tells you
"12 deals in pipeline"
But it doesn't know which campaign or creative brought them. You can't optimize what you can't measure.
Bold Knight tells you
"Testimonial video → 23 meetings → 8 closes"
We cross-reference the ad that generated the lead, the agent conversation, the booked meeting, and the close.
Two levels of analysis
Monthly analysis
Included in Growth and Scale
Each month we analyze your results by cross-referencing Meta Ads, CRM, and AI agent.
- Which creatives generate real closes
- At which stage leads are being lost
- AI attribution vs human team
- Recommendations for the following month
Monthly analysis + Quarterly audit
Scale plan only
Everything in the monthly analysis, plus a strategic audit every quarter.
- Everything in the monthly analysis
Quarterly exclusive
- Month-over-month trend: what improved and what declined
- Performance by advisor: who closes more and why
- Root cause diagnosis when something isn't working
- Industry benchmarks
- Action plan for the next 90 days
Sample insights by industry
Real Estate
- Which launch campaign generates actual property visits vs just inquiries
- Which agent has the highest close rate and what they do differently
- At what time of day leads respond best
Coaches & Consultants
- Which creative attracts prospects who actually have budget
- How many discovery calls are needed to close a client
- What percentage of agent-sourced leads arrive qualified vs manual ones
Financial Services
- Which investor profile has the highest close rate
- How much time passes between first contact and a booked meeting
- Which advisors best convert leads from each campaign
Preguntas frecuentes
What data do you need to generate the report? +
Access to your Meta Ads account and your CRM (GoHighLevel or other). We connect the sources and cross-reference the data automatically. You don't need to manually export anything or prepare reports in advance.
How is this different from a Meta Ads dashboard? +
A Meta dashboard shows clicks, leads, and CPL. We cross that data with your sales pipeline and AI agent activity to show you which creative actually generates real meetings and closes — not just clicks.
Can I use Commercial Intelligence without the AI agent? +
The greatest value comes from cross-referencing all three sources: ads, CRM, and agent. Without the agent, we can still cross ads with CRM, but you lose the AI attribution layer (who qualified, who was automatically booked).
How often do I receive reports? +
The monthly analysis is delivered within the first 5 business days of the following month. The quarterly audit (Scale plan) is delivered within 10 business days after the quarter closes, with an action plan for the next 90 days.
Not a dashboard. A dedicated analyst.
We don't hand you access to a panel with 50 charts for you to draw your own conclusions. We do the analysis, identify what to change, and deliver the answers with a concrete action plan.
Book a Demo