Advisers & brokers
Join enquiries, meetings and client documents to see who is ready for advice and who needs follow-up.
Example tags
What you can learn
- Requested a guide, then booked a meeting
- Booked a call and supplied all requested documents
- Attended a meeting, documents still missing
- Signed an agreement after a review call
- Paid the first invoice after an enquiry
- Returned for an annual review
Built from recorded events, using the rules we agree with you.
Say what you want to learn. See how it is defined.
DataGlue shows the formula: which events count, in what order, and over what time. Our team builds and checks it with you.
This is an example rule. Your event names, time limits and links are agreed in the build.
Example formulaEvents → tag
Find a client ready for their advice meeting.
- Bookings: consultation booked
- Document records: all requested files received
In this order, before the consultation, for the same client.
Tag created
Meeting booked, documents ready
Start with a question that matters.
Find clients ready for a meeting
Join a booked consultation with the documents your team asked for.
Catch missing documents
Find a completed meeting and document request with no recorded upload after your chosen wait.
See the path to an engagement
Connect the first enquiry, consultation, signed agreement and payment.
Each system adds a piece of the story.
Website
Guide requests and enquiry forms.
CRM
Client calls, service needs and engagement records.
Bookings
Advice meetings and reviews.
Document & billing records
Requested documents, agreements and payments.
We agree how each source connects through your warehouse, API or the connections in your build. Person records need a shared id to join. Vehicle, shipment, machine and site tags stay on those records.
Send the tag where your team works.
Choose the destination. We build the route so the result can reach the tools your team already uses.
- CRM
- Email tools
- BI dashboards
These are example destinations. The formula stays the same wherever the tag is sent.
Describe the outcome. We’ll join the data.
Bring one client follow-up question. We’ll join the records behind it.
A dedicated team builds the connections, rules and destinations with you.