Ohio small business analytics

Storytelling through data to drive the Heart of your business.

Heartland Insights brings your web, caller, sales and marketing data into one place, then works with you on what it means and what to change. Built by hand for your business.

DashboardsAPI integrationsAI-powered data prepCall trackingAutomation
Drag to turn · each bar is a weekSample data

Services

No cost conversations, find out what your business needs most.

Every engagement starts with a conversation. You decide how far to go from there.

Step one

Free consultation

Free · 30 minutes

A look at how you track sales, calls, customers and marketing today, and where the gaps are.

  • Review of the tools and data you already have
  • Two or three quick wins you can act on right away
  • A straight answer on whether paid work makes sense
Book a consultation
One-time project

Data & dashboard setup

Fixed quote, agreed up front

Your systems connected through their APIs, cleaned, modeled and turned into a dashboard you own.

  • API connections to your POS, website, phone, ads and books
  • A data model that ties calls and clicks to actual sales
  • A live dashboard in Looker Studio or Power BI
  • Walkthrough session and written how-to
Ask about setup
Ongoing partner

Insights & recommendations

Weekly briefing + monthly call

Everything in setup, plus a partner watching your numbers and telling you what to change.

  • Full data, API and dashboard setup included
  • A written briefing every Monday from someone who knows your business
  • Specific recommendations, ranked by impact
  • Automations and alerts as needs come up
  • A 30-minute review call each month
Start a conversation

Your data

If your business runs on it, we can pull it in.

Most small businesses already produce a lot of useful data. It just sits in a dozen separate apps. These are the sources we connect most often.

Web data

GA4 · Search Console · site forms

Answers: which pages and searches bring people in.

Caller data

CallRail · RingCentral · Google call ads

Answers: which ads ring the phone, and how many calls get missed.

Sales & POS

Square · Clover · Toast · Shopify

Answers: what sells, when, and at what ticket size.

Leads & CRM

HubSpot · Salesforce · Jobber · ServiceTitan

Answers: how many leads turn into jobs, and how fast.

Advertising

Google Ads · Meta · Local Services Ads

Answers: cost per call, lead and customer by campaign.

Social media

Facebook · Instagram · TikTok · LinkedIn

Answers: which posts reach people and drive visits.

Email & SMS

Mailchimp · Klaviyo · Constant Contact

Answers: which campaigns bring customers back.

Reviews & reputation

Google Business Profile · Yelp · Facebook

Answers: what customers praise and complain about.

Accounting

QuickBooks · Xero · Wave

Answers: margins, costs and cash flow by month.

Scheduling & bookings

Square Appointments · Calendly · Mindbody

Answers: no-shows, busy hours and open capacity.

Staffing & labor

Homebase · When I Work · Gusto

Answers: labor cost against sales, shift by shift.

Local & public data

Weather · Census · local events · holidays

Answers: why last Tuesday was slow, and what's coming.

Your apps
POSWebsitePhoneAdsCRMBooks
APIs & AI-assisted matching
One clean data modelCalls, clicks, leads and sales matched to the same customer and date
What you see
DashboardBriefingsRecommendationsAlerts

AI & APIs

Modern tools, sized for a small business.

Pulling data together from a dozen apps used to take weeks of manual work. APIs and AI now handle most of that collating, which leaves more time for the part that matters: understanding your business and acting on it.

API integrations

Your apps, talking to each other

Connect your POS, phone system, CRM and ad accounts so data flows automatically. No more copying numbers between spreadsheets.

AI data matching

Records that line up

AI helps match calls, form fills, bookings and sales to the same customer, and cleans up duplicates and messy entries, so every number agrees.

Call intelligence

Every call, sorted

AI sorts call transcripts into new leads, existing customers and spam, so calls can be counted alongside the rest of your data and tied back to the marketing that drove them.

Review analysis

Reviews, organized

AI groups hundreds of reviews into themes, such as wait times, pricing or a standout employee, so they can be tracked next to sales and staffing.

Forecasting

A read on next month

Sales and demand forecasts that account for seasons, weather and local events, so you can staff and order with more confidence.

Automation

Alerts and workflows

Get a text when missed calls spike or a bad review lands. Route web leads to the right person automatically.

Directed by a person, powered by AI. AI does the tedious work of pulling, matching and organizing your data. The rest is hands-on: learning how your business runs, deciding what to measure, building your dashboards and working through what to change with you.

What you get

Recommendations, not just charts.

A dashboard tells you what happened. The briefing tells you what to change.

Written for owners

Plain language, a few numbers, and what to do next. Readable on your phone between customers.

Tied to action

Every recommendation connects to sales, cost or time saved, so you can see whether it worked.

Yours to keep

Dashboards, data and integrations live in your accounts. If you stop working with us, nothing disappears.

Weekly briefing · Oct 13–19SAMPLE
Sales
$18,420
▲ 6% vs 4-wk
Calls
142
▲ 18
Missed calls
23
▲ 9
New reviews
4.6★
11 reviews
1

Cover the phones Saturday 9–11 a.m. 15 of 23 missed calls came in that window. At your booking rate, that's roughly 4 lost jobs.

2

Shift $120 from the Facebook boost to Google Local Services. Facebook drove 41 clicks and 2 calls. Local Services drove 19 calls at a third of the cost.

3

Reply to the three reviews mentioning wait times. It's the top complaint theme for the second week running.

How it works

From first call to a weekly habit.

STEP 1

Talk

A free 30-minute call about your business and the questions you want answered.

STEP 2

Connect

With your OK, we link your tools through their APIs. No new software to learn.

STEP 3

Build

Your dashboard and automations go live, and we walk through them together.

STEP 4

Improve

On the ongoing plan, briefings and recommendations arrive on schedule.

Who it's for

Owner-run businesses without a data team.

Restaurants & cafésHome services & contractorsRetail shopsSalons & studiosGymsMedical & dental officesLaw & professional officesFarms & farm markets

About

Local, and built on real lead and sales data.

Heartland Insights is run by Stephen, a data and marketing analyst based in Kent, Ohio.

His background is in marketing data, call tracking, lead generation and pipeline reporting: figuring out which ads bring in calls, which calls become appointments, and which appointments become revenue. Heartland brings that same work to small businesses at a size and price that fits.

Certified
Google Analytics 4
Certified
Looker Studio
Certified
Power BI
Certified
Salesforce
Education
B.A., Marketing
Based in
Kent, Ohio

Questions

Common questions

Is the consultation really free?

Yes. Thirty minutes, no obligation. If paid work won't help you, you'll hear that directly.

Do I need to buy new software?

Usually not. Most tools you already pay for have APIs we can connect to, and dashboards are built on free or low-cost platforms.

Is my data safe?

Connections use each app's official API with read-only access wherever possible. Your data stays in your own accounts, and access can be removed at any time.

Where does AI fit in?

Behind the scenes, pulling and organizing data from your apps so it's ready faster. Your dashboards, briefings and recommendations are built by a person who knows your business.

Who owns the dashboards and integrations?

You do. Everything is set up in your accounts, and you keep it whether or not you continue the ongoing plan.

Can I switch between weekly and monthly reporting?

Yes. Many businesses start weekly while things settle, then move to monthly.

Book a time

Book your free consultation.

Pick a day and time for a 30-minute call, add a few details, and send the request. You'll hear back within one business day.

Month

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1 · Day

Choose an open day on the calendar.

2 · Time (Eastern)
3 · Your details
Prefer to just email?hello@heartlandinsights.net