Ohio small business analytics
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.
Services
Every engagement starts with a conversation. You decide how far to go from there.
A look at how you track sales, calls, customers and marketing today, and where the gaps are.
Your systems connected through their APIs, cleaned, modeled and turned into a dashboard you own.
Everything in setup, plus a partner watching your numbers and telling you what to change.
Your data
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.
Answers: which pages and searches bring people in.
Answers: which ads ring the phone, and how many calls get missed.
Answers: what sells, when, and at what ticket size.
Answers: how many leads turn into jobs, and how fast.
Answers: cost per call, lead and customer by campaign.
Answers: which posts reach people and drive visits.
Answers: which campaigns bring customers back.
Answers: what customers praise and complain about.
Answers: margins, costs and cash flow by month.
Answers: no-shows, busy hours and open capacity.
Answers: labor cost against sales, shift by shift.
Answers: why last Tuesday was slow, and what's coming.
AI & APIs
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.
Connect your POS, phone system, CRM and ad accounts so data flows automatically. No more copying numbers between spreadsheets.
AI helps match calls, form fills, bookings and sales to the same customer, and cleans up duplicates and messy entries, so every number agrees.
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.
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.
Sales and demand forecasts that account for seasons, weather and local events, so you can staff and order with more confidence.
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
A dashboard tells you what happened. The briefing tells you what to change.
Plain language, a few numbers, and what to do next. Readable on your phone between customers.
Every recommendation connects to sales, cost or time saved, so you can see whether it worked.
Dashboards, data and integrations live in your accounts. If you stop working with us, nothing disappears.
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.
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.
Reply to the three reviews mentioning wait times. It's the top complaint theme for the second week running.
How it works
A free 30-minute call about your business and the questions you want answered.
With your OK, we link your tools through their APIs. No new software to learn.
Your dashboard and automations go live, and we walk through them together.
On the ongoing plan, briefings and recommendations arrive on schedule.
Who it's for
About the founder
I started Heartland Insights to bring the kind of data work larger companies take for granted to the small businesses that keep Northeast Ohio running.
I'm a Cleveland State marketing grad, and I've spent my career on the business side of data. I started in sales, as a solutions consultant at AT&T. I then spent more than three years as a marketing analyst in healthcare, building full-funnel dashboards and call-tracking reporting. Most recently I was the enterprise marketing analyst for a national home-improvement company, tracking every call, lead and appointment back to the marketing that produced it. Today I lead data strategy in higher education.
The part I enjoy most is taking messy data and turning it into something useful, then making the reporting simple enough that people who aren't analysts actually use it. Every project gets the same approach: learn how your business runs, connect the numbers that matter, and explain them in plain language so you can act on them.
Questions
Yes. Thirty minutes, no obligation. If paid work won't help you, you'll hear that directly.
Usually not. Most tools you already pay for have APIs we can connect to, and dashboards are built on free or low-cost platforms.
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.
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.
You do. Everything is set up in your accounts, and you keep it whether or not you continue the ongoing plan.
Yes. Many businesses start weekly while things settle, then move to monthly.
Book a time
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.
Choose an open day on the calendar.
Your time is held once this request reaches us. Send it by email, or copy the details if your mail app doesn't open.