The decision layer for growing businesses.
Your ads look like they are working. Your bank account says otherwise. Cohesion Insight reads across your marketing tools, your CRM, and your books, then tells you what to do next.
The short version
Cohesion Insight is the decision layer for marketing spend. It reads your ad platforms, your lead and sales data, and your books as one picture, then tells you what to spend, where to pull back, and how much cash you have to work with.
“How do you actually know when ad spend is being wasted?”
In your words
The dashboards look great. The decisions still aren’t clear.
You have every marketing tool. None of them tell you where the next dollar earns and where it burns. Cohesion Insight does.
How do you actually decide where to put your marketing dollars as a small business owner?
“Why do so many marketing dashboards look great and tell you almost nothing useful?”
“Anyone else feel like ads look good in the dashboards but the real sales do not match?”
The decision is made for you.
Cohesion Insight reads across your ad platforms, your CRM, and your books, then hands you the forward call: where your marketing dollars are earning, where they’re burning, and what to do next.
Marketing
See where every dollar lands.
Every channel, every campaign, spend against return, with details on what is actually producing revenue.
Finance
Cash, runway, and marketing ROI in one view.
Where the money is, where it is going, and whether the marketing you are running still works for your cash position.
Decisions
The call, made for you.
Every recommendation comes with the reasoning behind it, the numbers it is built on, and what the outcome does to your business.
How it all connects
One unified read.
Cohesion Insight puts all of your connected data into one normalized model to bring you decisions for your business.
Sources in
Your spend · your pipeline · your books
Data from all of your connected tools.
The decision layer
One unified read
Every number in your ad platforms, your customer data, and your books brought together.
Surfaces out
Decision memos · next steps
The forward call on where marketing dollars earn, where they burn, and what to do this week.
Connectors
See all connectorsConnects to what you already run.
How it shows up
How this shows up for your business depends on what you sell. Home services teams see it as jobs booked against ad spend. Real estate teams see it as closed sides against paid channel investment. Every industry maps to the same three questions: what to spend, where to pull back, and how much cash you have to work with.
Configured for how you actually run
Same product. Every surface tuned to your industry.
Cohesion Insight configures itself around the tools each vertical actually runs.
Explore by industry · swipe, drag, or use the arrows
Your industry
If you run marketing, finance, and conversion tools, we can probably configure it for you. Request and get first access when beta opens.
Home services
Marketing, finance, and decision surfaces, configured for the tools home services operators actually run.
Real estate
The same surfaces, configured for portals, CRMs, and commission math.
Hospitality
Direct bookings, OTAs, and paid channels against RevPAR and season margin.
Professional services
Paid intake, referral, and content lead sources tied to project margin and lifetime client value.
Health and wellness
Studios, salons, and multi-unit operators pricing paid channels against filled classes, memberships, and appointments.
Automotive
Paid leads, service capacity, and inventory turns priced against gross per RO and per unit.
Cohesion Insight FAQs
What is a decision layer for small business?
A decision layer sits above your tools, reads across all of them, and tells you what to do. Cohesion Insight is not another dashboard. It is the layer that pulls your marketing tools, your customer data, and your books together and hands you the next steps.
What industries does Cohesion Insight serve?
Cohesion Insight serves growing businesses. We are currently in beta with home services and real estate operators. We connect marketing, conversion, and finance, so if your business runs tools that feed all three we can probably configure for it. Request your industry at cohesioninsight.ai/contact.
How is Cohesion Insight different from a marketing dashboard?
A marketing dashboard shows you what happened. Cohesion Insight tells you what to do next. Dashboards report on channels, campaigns, and ROAS. Cohesion Insight reads those numbers against your CRM data and your books, then hands you the forward call: what to spend, where to pull back, and what the answer does to your cash position.
How does Cohesion Insight connect to my accounting data?
Cohesion Insight reads from your accounting tool through its official connector. Cash on hand, burn, revenue, and margin flow into the same normalized model as your ad platforms and CRM. That is how a marketing decision gets read against your actual runway, not against a marketing benchmark in isolation.
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Apply for early access to Cohesion Insight.
If the dashboards look right and the books do not agree, we would love to talk. We onboard you personally, connect your tools, and start returning decisions inside a week. Beta is free while you are in it.