Ask a question like you'd ask a smart operator. Get a decision back — with the receipts: line items, side effects, next steps.
The four beats
Every source connected once. Joined every night. A brief with two decisions on Tuesday. One click to ship, and the audit trail keeps everything reviewable.
Sources connecting one at a time
Ads · CRM · field service · accounting · attribution · each lighting up with a “connected” state
Nightly join running, row counter ticking up
Rows resolving from source to joined ledger, timer counting down, headline resolving to “Joined 52,793 rows in 3m 12s”
Tuesday brief drafting, decisions surfacing
Type-on headline, two decision cards resolving with the margin-defended amount counting up
Approve · adjust · ask, then the audit log writes itself
Approve button pulses, the outcome panel slides in, three audit-log lines type on. The gold “Approved” stamp fires from the stage’s data-approved hook.
01 · One-time setup
Read-only OAuth to the tools you already use. No dashboards to build, no schemas to map.
Ads, CRM, field service, accounting, attribution. We handle the joins on our side. Setup takes an afternoon, not a quarter, and nothing you connect can be edited from Cohesion Insight.
Next: the nightly join →02 · Every night at 2 a.m.
Rows reconciled by phone number, transaction ID, and rolling six-week windows. You wake up to one model.
Fifty thousand rows across seven sources, joined into a single decision-ready ledger. Every claim in the Tuesday brief traces back to one of these rows, and the join log is auditable.
Next: Tuesday brief →03 · Tuesday, 6 a.m. MST
Two or three decisions, ranked by dollars defended. Every claim has a receipt.
Delivered in Slack, email, and PDF. Read it on the drive to the first job, and by the time you sit down at the desk you already know which move ships this week.
Next: defend a decision →04 · You decide, we track
Approve, adjust, or ask. Whatever you choose, we track what shipped and roll it into next week’s baseline.
The audit trail keeps everything reviewable. Your bookkeeper, your board, your future self, all reading the same numbers with the same receipts. Next Tuesday, the loop closes again.
Apply for early access →Example 1 · the anatomy, in full
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Cohesion Insight
Questions operators actually ask
Q1
Which 8 jobs dragged Facebook margin down last week?
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See the answerQ2
Can we afford to hire two junior AEs in Q3?
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See the answerSee it in motion
A guided tour: a question comes in Monday morning, the memo is signed by Tuesday, and the ROI is reconciled Friday. Watch the memo build itself, or click through the same thread on your own.
The anatomy of a decision, live.
Watch a real thread from question to signed memo. Or step through the same clip interactively.
The question hits Slack
Maya asks: "What should I do about Google spend?" The thread opens.
Evidence assembles overnight
LSA data, conversion trend, and CAC history stitch into a memo.
One-tap approval
Explain the math, then sign. The memo is filed by 5:04 AM.
The plumbing
Cohesion Insight is a decision layer, not a data lake. It reads from your CRM, ad platforms, ops software, and books — nightly — and hands back a signed memo by morning. Nothing to migrate, nothing to rebuild.
Setup takes eight minutes during beta onboarding. We do the wiring for you and reconcile against your books before the first memo lands.
HubSpot
CRM · deals · contacts
QuickBooks
P&L · A/R · A/P
Google Ads & LSA
Spend · CPL · conversion
ServiceTitan
Jobs · routing · membership
While you sleep
Every night your data is stitched, checked, and turned into a signed memo. You wake up to two or three decisions worth making — not seven dashboards worth chasing.
Data pull begins
HubSpot, QuickBooks, ad platforms, and ops tools sync in parallel.
Reconciliation against books
Every dollar and every booked job tied back to a P&L line.
Decision candidates ranked
The chief-of-staff surfaces the two or three calls that actually move the number.
Memo signed and filed
Each decision carries evidence, projected impact, and a one-tap approval.
Onboarding
During beta, we wire your data ourselves. You show up on day one to a working memo, not a checklist. If the memo needs tuning, we tune it in the second week.
Step 01
A discovery call.
Thirty minutes to map your stack, the decisions you're actually making, and what "good" looks like on a Tuesday morning.
30 min · week 1Step 02
We wire the sources.
You forward a login, we do the plumbing. Every connector is tested against your live books before your first memo runs.
2–3 business daysStep 03
The first memo lands.
Within 24 hours of go-live, the chief-of-staff files its first three decisions. Week two is calibration.
24h + 7 days tuningSee it on Tuesday morning
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