Professional services
Connect the first enquiry, the signed work and the next project in one client story.
Example tags
What you can learn
- Read 2 service pages, then booked a call
- Attended a call and received a proposal
- Proposal sent 14 days ago, still unsigned
- Completed a project and paid the invoice
- Asked about a second service after delivery
- Missed 2 client review meetings
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 asking about their next project.
- Project records: work completed
- Billing: invoice paid
- Website: new service enquiry
In this order, within 30 days, for the same client.
Tag created
Ready to discuss another project
Start with a question that matters.
Follow enquiries to paid work
Join the enquiry, consultation, proposal and payment to see the full path.
Catch a stalled proposal
Find proposals with a follow-up call but no signed agreement after your chosen wait.
Spot clients ready for more work
Join a completed project, paid invoice and new service enquiry.
Each system adds a piece of the story.
Website
Service views and enquiry forms.
CRM
Calls, proposals and signed work.
Bookings
Consultations and review meetings.
Project & billing records
Milestones, invoices 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 journey. We’ll join the steps behind it.
A dedicated team builds the connections, rules and destinations with you.