Treatment revenue, not enquiries
Rank channels by the revenue they produced, so one high-value case outweighs a page of enquiries.
For Concierge & Direct Primary Care
Which channels produced enrolled members?
Match enrolled members and the membership revenue they generate over years to the campaigns that produced them.
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The blind spot
What's actually happening
A membership is $2,400 a year for as long as it renews. Judging acquisition on a first month makes every channel look unaffordable.
Patients decide slowly
A consultation this quarter and treatment the next still credits the campaign behind it.
Nothing inferred about a patient
Only exact matches count automatically; no diagnosis or clinical data is ever needed.
The number you can take into a budget meeting
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
FY2026
Total revenue $400,000
Attributed to a channel $204,000 51% of revenue
Average deal $2,400
Match rate 80%
| Channel | Sales | Revenue | Share |
|---|---|---|---|
| Google Ads | 40 | $96,000 | |
| Referral partners | 31 | $76,000 | |
| Email marketing | 13 | $32,000 | |
| Direct / Unknown | 82 | $196,000 |
Renewal is the entire economics of the model
A member who stays five years is worth $12,000. A channel judged on the first month's payment appears to cost more to acquire than it earns, and gets cut.
Because the match is on the member, every renewal credits the original channel. That is the difference between a marketing budget that can be defended and one that cannot.
Physician and professional referral is the quiet majority
Members arrive through existing patients, physicians and employers, and practices rarely have any measurement of which of those actually produces enrolments.
A referral list is a source file. Ranked on membership revenue, it usually shows that one or two relationships produce most of the growth — a fact worth knowing before renewing an advertising contract.
What changes when you can prove it
You stop defending the budget and start growing it
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
You can cut the wrong channel without a fight
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgement, you are reading the same ledger they are.
Your reporting survives the finance review
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
You answer in an afternoon, not a quarter
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
What concierge & direct primary care usually push back on
Our revenue is a small monthly fee.
Which is why renewals must credit the original channel — that is where the value of an enrolment actually is.
Most members come by word of mouth.
Which the Direct / Unknown bucket is honest about. The report measures the part you pay for.
Member privacy is paramount.
Only a contact detail, an amount and a date are needed. No clinical information of any kind.
Pricing
Flat monthly pricing with no per-call, per-minute or per-form fees. The number here is the number on the invoice. Most concierge & direct primary care land on Growth.
Starter
A single business getting started
$49/mo
billed monthly
- 1 workspace · 1 seat
- 500 sales records / month
- 6-month saved history
- Phone + email matching with confidence tiers
- Assisted column mapping
- Your logo on every report
- CSV export
Growth
Most popularA business scaling ad spend
$199/mo
billed monthly
- 1 workspace · 2 seats
- 5,000 sales records / month
- 13-month history (year over year)
- Campaign drill-down and period comparison
- PDF + shareable read-only report
- Your logo on every report
- Priority support
Enterprise
One business closing at volume
$499/mo
billed monthly
- 1 workspace · 10 seats
- 25,000 sales records / month (+$49 per 10,000)
- 24-month history
- Campaign drill-down and period comparison
- Your logo on every report
- Roles, permissions and guided onboarding
Agency
Reporting on many clients at once
$799/mo
billed monthly
- 10 client workspaces (+$25/mo each)
- 10 seats
- 10,000 sales records / month per workspace
- 24-month history
- White-label reports — our mark removed entirely
- Roles, permissions and guided onboarding
Questions concierge & direct primary care ask
Enrolments or membership payments: a member email or phone, the amount, and a date.
Stop guessing which ads pay off.
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