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Sales Intelligence · Client Data Analyst

Lens : Client Data Analyst

Lens analyzes client performance. Weekly/monthly reports on leads, conversions, revenue, and campaign ROI. Your data, in plain English, with action items.

Lens
Why Lens

The benefit of running Lens

Three outcomes you get the week Lens turns on. Not features, not roadmap items: actual results your team will feel.

One report, not a dashboard

Weekly PDF in your inbox. Leads, revenue, bottlenecks, action items.

Cross-platform data, one narrative

GHL + Instantly + Gmail + Beacon, synthesized.

Action items, not vanity metrics

Tells you what to do next, not just what happened.

What Lens Does

4 jobs, one agent

Every capability below is in production today. No roadmap items, no coming-soons.

01

Cross-platform reporting

GHL + Instantly + Gmail + Beacon data into one report.

02

Weekly summaries

Every Monday: leads, opps, revenue, bottlenecks, what to fix.

03

Action items, not dashboards

Lens tells you what to do, not just what happened.

04

PDF + email delivery

Report lands in your inbox. No dashboard to check.

Data pipes

What Lens plugs into

Lens does not replace what you already use. It routes through the tools your business lives in.

GHL APICRM data
InstantlyEmail campaign data
GmailSent activity
BeaconClient data
ClaudeAnalysis + narrative
Live Sample

A real Lens run, end to end

What you actually see when Lens runs. Example output below; all data fabricated for illustration, no real clients shown.

lens@systemshift-hq ~ lens report --client 'cedar-creek-hvac' --weekly
$ lens report --client 'cedar-creek-hvac' --weekly
[00:00] Pulling: GHL + Instantly + Gmail + Beacon (last 7d)
LEADS
128 new (Instantly 88, GHL forms 34, Manual 6)
CONVERSIONS
9 closed · $21,400 · CAC $92
BOTTLENECK
Proposal stage: 17 deals stuck 10+ days
ACTION ITEMS
1. Nurture sequence for stalled proposals
2. Orbit draft follow-ups · 3. Cipher tweak receptionist prompt
- PDF emailed: cedar-creek-week-16-report.pdf
$
The bench

Lens runs with 5 teammates

No agent works alone. Lens feeds into, and pulls from, these agents in every workflow.

FAQ

Quick answers

How often do reports run?

Weekly Monday. Monthly on the 1st.

Can I get ad-hoc reports?

Yes, ask 'Lens, summarize last 30 days' and you get one on demand.

Delivery?

PDF emailed. No dashboard to log into.

Put Lens to work today

Deploy free from the Starter Kit in under 30 minutes. Prefer a full setup done for you? Book a strategy call and we'll map Lens to your biggest bottleneck.

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