The business, in your inbox,
before the first call.
Bluefrog sends a daily brief to each level of the organization — what changed, why it changed and what needs attention today. Written from your connected data, in plain language, with the numbers already reconciled.
Nobody logs in.
Every company we meet already has dashboards. Usually several — one in the ad platform, one in the CRM, one in the field service system, and a spreadsheet somebody rebuilds each Monday. They are all accurate and almost nobody opens them, because reading a dashboard is work and the numbers rarely agree with each other anyway.
A brief inverts that. Instead of asking an owner to go find out whether yesterday was good, the system reads everything overnight and tells them — in a few sentences, with the exceptions called out, and the reconciliation already done across ServiceTitan, Google, Meta, calls and the website.
It arrives whether or not anyone remembers to look. That is the entire difference.
Example insights, not client data.
One system. A different brief for each level.
An owner and a CSR supervisor need different sentences from the same data. The brief is generated per role, so nobody is handed someone else's report.
Ownership & Executive
The whole business in five lines: revenue trend, lead trend, what changed and what needs a decision. Exceptions only — no vanity metrics.
- Revenue and job completion trend
- Cost of customer acquisition
- Open estimate exposure
- Anything statistically unusual
Marketing
Spend against outcomes that actually happened — not clicks. Channel movement, lead quality shifts and where budget is underperforming.
- Spend vs leads vs booked revenue
- Channel and campaign movement
- Lead quality by source
- Search demand context
Sales & Estimates
What is sitting in the pipeline and going cold. Estimate aging, close rates by person and the opportunities worth a call today.
- Open estimates by age
- Close rate movement
- Follow-ups overdue
- High-value opportunities at risk
Call Center & CSR Supervision
Yesterday's conversations, evaluated. Bookable calls that did not book, with the moment it happened — feeding straight into coaching.
- Bookable vs booked
- Missed opportunities with evidence
- Rubric movement by rep
- Abandoned and after-hours calls
Service & Dispatch Management
Capacity against demand. Where the schedule is tight, where it is empty and where jobs are slipping between booked and completed.
- Booked vs completed jobs
- Capacity and schedule gaps
- Callbacks and reschedules
- Service line mix
Multi-Location Rollups
Each location gets its own brief; leadership gets the comparison — which markets are moving and which are the outliers worth asking about.
- Location-level performance
- Cross-market comparison
- Outlier detection
- Brand or franchise rollup
Daily, weekly, or the moment something breaks.
A brief is a scheduled report. An alert is the same intelligence firing on a threshold. Both come from the same evaluation layer.
What makes the writing useful
It reconciles first. The ad platform, the CRM and the field service system each count a "lead" differently. The brief resolves that before it writes a sentence, which is why the numbers in it survive being questioned in a meeting.
It explains, not just reports. "Leads down 18%" is a number. "Leads down 18%, primarily lower search demand, paid held steady" is something a manager can act on — or correctly decide to ignore.
It leads with exceptions. On a normal day the brief is short. That is the point: length signals that something happened.
It is yours to tune. Which sections, which thresholds, which recipients, what time it lands. Anything unusual about your operation gets built into it.
Some things shouldn't wait until 6 a.m.
A high-value estimate going cold, a spike in abandoned calls, a campaign spending at triple its normal rate, a bookable emergency call that ended without an appointment — these are worth interrupting someone for.
You set the thresholds. The same evaluation layer that writes the daily brief watches them continuously and routes the alert to whoever owns that number, through whatever channel they actually read. Read more about the automation layer underneath it.
| Trigger | Routed to | Channel |
|---|---|---|
| Bookable emergency call not booked | CSR supervisor | SMS |
| Estimate over threshold, no contact 7 days | Sales manager | CRM task |
| Daily ad spend > 2× trailing average | Marketing | |
| Abandoned call rate above threshold | Call center lead | Slack |
| Booked-to-completed gap widening | Service manager | |
| Location revenue outlier vs peers | Ownership |
Most days are quiet and the brief is short. The spikes are the days somebody needed to know before eight in the morning. Sample data shown to illustrate reporting structure, not client results.
The analysis behind the briefs → · Revenue Intelligence → · Custom dashboards →
AI is easy to access. Making it useful is hard.
Bluefrog makes AI useful by integrating it with the way your business actually works — your software, your calls, your customers, your marketing and your revenue.
Technology development since 1997 · AI integration platforms since 2001