You hired the agency because you couldn't keep up. Now you can't tell if it's working in dollars your CFO will accept. You hear about competitor moves from your sales team two weeks late. You walk into Tuesday's QBR with five tabs open and the CFO already has questions. Next Best Action gives you one place to open Monday morning.
"I can't tell if the marketing money is working in dollars my CFO will accept."
64% of CMOs say this is their #1 challenge — CMO Survey 2025"My dashboards are decorated spreadsheets. Data dumps without context or narrative."
Revlitix · G2, 2026"I find out about competitor moves from my own sales team two weeks late."
From IG strategist interviews, 2026"My agency's value is invisible between the calls. I'm flying half-blind from Friday to Tuesday."
From IG strategist interviews, 2026"If the CEO asked me to defend the budget tomorrow, I'd be opening five tabs."
40%+ of CMOs lose C-suite influence because they can't show clear ROI — Gartner 2025Switch the workspace into CFO View and every metric carries financial weight. Cost per acquisition becomes capital efficiency. ROAS becomes return on capital. Channel attribution becomes portfolio allocation. Open the workspace in front of finance and the conversation moves at their speed. Hit the toggle back and your team sees the operational view.
This is the feature that earns you the seat at the executive table. The same number, framed for the room you're in.
Type or speak. The agent runs against HubSpot, Salesforce, GA4, Google Ads, Meta, your warehouse, plus our playbook layer. Show me ROI on May. Which campaign is bleeding budget right now? What's the LTV trend on the SaaS segment?
Every claim cites its source. Click through to the chart, the query, the row count, the timestamp. The strategist reviews high-stakes answers before they hit you. No hallucinations going up the chain to your CEO under your name.
"Marketers don't need more dashboards. They need smarter decisions."
Revlitix · G2, 2026Incoming work proposals from your agency team show up as cards. Each card shows what we recommend, what it costs, what we expect to come back, and a one-tap path. Decline routes a comment back to the strategist. Accept routes the work into our queue.
Decisions live where the work lives. The "just need your sign-off" emails go to zero. The reply-all chains end. Your CFO sits in the workspace at no charge and sees every approved card on the audit trail.
The agent works on aggregated marketing performance only. Spend, conversions, ROAS, channel attribution, pipeline value. PII is filtered at the source before our agent ever sees it. Your customer records, contact lists, and audience exports stay where you put them.
OAuth connections you can revoke any time. We never ask for admin access. SOC 2 Type II by end of 2026. GDPR DPA available today. Zero data retention from the model provider. Your prompts and responses never train AI.
Growth tier is $6,500 per month, the expected mode for mid-market. Compare us to the fractional CMO you'd hire for $10-12K, or the senior marketer you'd pay $180K plus benefits. Per-workspace, not per-seat. Add the CFO and the ops lead at no charge.