Coaching and education

One weekly view. No competing files.

Marketing, sales, and finance stop arguing about last month.

UK · coaching and education · CRM, Stripe, Meta, Aircall · 14-week sequence

0 min from 11.5 hrs

Monday reporting

0 shared from 3 versions

Revenue figures in the room

0% from 64%

Cash with unknown source

0 from 1,840

Duplicate CRM people

After DataLift

What changed after DataLift

Less manual work. Clearer decisions. More revenue you can see, explain and act on.

2 hrs

from 30 hrs / week

Manual work reduced

Problem: The week ran on exports, copy-paste, and whoever still knew the file.
What we changed: We joined the sources and automated the pack a person should not still be making.
Outcome: Monday work dropped from 30 hours to 2.

$1.2M

fragmented → traceable

Revenue connected

Problem: Revenue was coming in. Nobody could clearly say where all of it came from.
What we changed: Campaign, CRM, and sales joined into one line from acquisition to cash.
Outcome: $1.2M could be traced to the activity that generated it.

$240K

overlooked pipeline

Revenue recovered

Problem: Leads existed, then went late, or vanished between tools.
What we changed: We surfaced the opportunities that still needed a person.
Outcome: $240K in overlooked revenue came back into the pipeline.

81%

from 36%

Revenue attribution

Problem: Only 36% of revenue could be tied to a known source.
What we changed: Marketing, CRM, and sales were joined on the same customer.
Outcome: Attribution coverage reached 81%. Spend had a destination.

Live

from multi-day packs

Reporting speed

Problem: The room waited on a pack that was already old when it arrived.
What we changed: One view, fed from the systems that already held the truth.
Outcome: Leaders see the week while there is still time to act.

1 flow

from isolated tools

Disconnected systems

Problem: CRM, ads, billing, and ops each told a different story.
What we changed: We connected the stack you already pay for. Nothing new to learn.
Outcome: One connected data flow. The Friday file stopped being the system of record.

What was going on

A mid-sized coaching or education business has grown past founder memory. Demand arrives through ads, referrals, and outbound. Enrolment is handled by a small team. Payments sit in Stripe or Chargebee. Delivery lives in a separate tool. Every Monday someone rebuilds a file so leadership can talk.

Who feels it: CEO or founder, head of sales or enrolment, and whoever currently owns the Monday spreadsheet.

The leak

The commercial meeting cannot start. Marketing presents new leads from the ad platforms. Sales presents conversations from the CRM. Finance presents cash from the ledger. The three numbers do not match, so the team debates the file instead of the constraint.

Why it happened

Identity was never designed. A click id, a form email, a phone number from a call, and a Stripe customer id are related facts with no agreed join. Enrolment is copied by hand. Campaign names are typed by whoever launched the work. Ownership of lead, client, and revenue was left implicit.

How DataLift investigates. We start by naming the objects that hurt when they are wrong: person, opportunity, payment, enrolment. For each object we decide which system is allowed to be right. Then we look at capture, keys, and the weekly questions leadership actually asks. A dashboard is not the first deliverable.

What we build

01 A written source of truth for the client record, with explicit owners for lead source, opportunity stage, payment, and enrolment status.
02 Write-back from calls and payments so the CRM is not a graveyard of half-updated rows.
03 Capture rules for source at the form, the calendar, and the first conversation, including what will remain unknown.
04 A weekly commercial view built on those definitions, with attributed and unattributed revenue shown as two honest numbers.
05 Retirement of the reconciling spreadsheet once two people can produce the same number without it.

How data moves

01 Source systems
Ads platforms, landing forms, calendar, CRM, call tool, billing.
02 Identity and joins
Email, phone, and payment customer id are matched with written rules, not memory.
03 Source of truth
CRM owns the person and the opportunity. Billing owns cash. Enrolment status is attached, not copied.
04 Weekly view
Leadership opens one picture. Unknown source is visible, not hidden.

Before

Three exports, one unofficial data person, and a file that only they trust.
Calls that never write back, so sales activity is a story.
Payments that do not attach to the client who actually paid.
Channel reports that stop at the form fill.
Meetings that spend the first half reconciling last month.

After

One client record that marketing, enrolment, and finance can use.
Calls and payments visible on the same record.
A weekly view with owners, definitions, and a refresh that is not a person.
Attributed and unattributed revenue both reported.
The spreadsheet remains as a check, then it is retired.

What this is worth

Less reconciling
Staff time moves off export and cleanup and onto enrolment and delivery.
Trusted commercial picture
Two people can produce the same number on the same day.
Honest attribution
Unknown source becomes a capture job, not a creative argument.

A view you can trust

Weekly commercial picture

Demand

Source: CRM + calendar

New conversations defined
Booked calls defined
Unknown source defined

Revenue

Source: Billing

Invoiced defined
Collected defined
Unmatched payments defined

Delivery

Source: Enrolment record

Active clients defined
Completions defined
Renewal due defined

The mock shows structure and ownership, not invented metrics. Numbers appear only when a real baseline exists.

If the leak looks familiar, write.

We will say whether a sequence like this is the first job.

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