How it works, from connection to decision
Cohesion Insight follows every marketing dollar from your ad account to your books, so you can see what paid off and where to spend next.
The decision layer
Three steps to your next marketing decision
Cohesion Insight connects your ad platforms, your lead and sales data, and your books, and matches them into one picture. That picture tells you what to spend, where to pull back, and how much cash you have to work with.
01 · Connect
Start with the tools you already run
Sign in once for each tool, and Cohesion Insight starts reading
Cohesion Insight connects to your ad platforms, your CRM, your site analytics, and your accounting tools. You sign in to each one, and we take it from there. There’s nothing new to build, nothing to install, and no data to clean up in advance. Every connection is read-only. Cohesion Insight looks at your data. It doesn’t change anything, send anything, or move money in your systems.
02 · Read
Every number gets checked against the books
One version of the numbers, not four that don’t agree
Marketing dashboards stop at attributed revenue. Cohesion Insight keeps going. Marketing performance is reconciled against what your CRM says actually closed, which is reconciled against what your books say was collected.
03 · Decide
Get the next call, not another chart
A recommendation, the reasoning, and what it does to the business
Cohesion Insight returns a recommendation, the reasoning behind it, the numbers it’s built on, and what the outcome would do to your business. Where to keep spending. Where to pull back. What each option means for cash and runway. You approve the call. If you use an AI agent to carry out marketing actions, Cohesion Insight can hand the approved decision to it. If you don’t, the call is yours to execute the way you already do.
Watch how we take you from your data to your next marketing decision
From connection to your first decision
We connect your tools for you
Our team connects your ad platforms, CRM, analytics, and accounting tools, so you don’t have to.
We check the health of your data
Good recommendations need good data. We check yours for gaps and errors, then help you clean them up.
Your recommendations start coming in
Once you’re set up, Cohesion Insight tells you where to keep spending, where to pull back, and what each choice means for your cash.
How Cohesion Insight works, in short
What if my accounting is a mess?
Most beta customers arrive with some reconciliation work to do. We flag what we find as part of the hygiene review, and Cohesion Insight can still return useful reads while the cleanup is in progress.
Does Cohesion Insight replace my marketing dashboard, CRM, or accounting tool?
No. Cohesion Insight reads from them and gives you the cross-functional answer. Your existing tools keep doing their jobs.
Can Cohesion Insight take the action for me?
Cohesion Insight returns the marketing call and the reasoning. If you use an AI agent for execution, we can hand the approved decision to it. Cohesion Insight itself is read-only.
What happens after the beta?
Founding members move to the paid service with a founding member discount price for as long as they stay a customer. They also get exclusive access to new features.
Which tools can I connect?
Cohesion Insight connects with supported advertising, CRM, analytics, and accounting tools. Industry-specific integrations are available to add on.
Your tools, read together
Join the free beta. We onboard you personally, connect your tools, and start returning the calls that matter.