Premium revenue operations demo

IDC Revenue Engine CRM

JD

Referral intelligence

Referral Network ROI

A-F source grading

Referral ROI Analytics

Northside Physician Network11.4x
Google Local Services3.2x
Community Expo Booth0.7x

Relationship map

IDC CRM

Northside Physician Network

A • Double Down

Google Local Services

B • Watch

Community Expo Booth

D • Cut Spend

Northside Physician Network

Professional partner • Dr. Melissa Grant

A

Leads

38

Conv.

44%

Revenue

$126K

ROI

11.4x

Highest-quality source with short close cycle. Sponsor the May provider dinner.

Double Down

Google Local Services

Paid search • Campaign channel

B

Leads

91

Conv.

18%

Revenue

$94K

ROI

3.2x

Volume is strong, but call quality drops after 6 PM. Tighten schedule and landing page copy.

Watch

Community Expo Booth

Event • Annual local expo

D

Leads

24

Conv.

6%

Revenue

$9K

ROI

0.7x

Low intent and slow response. Replace with targeted lunch-and-learn partnerships.

Cut Spend

Source conversion quality

Physician
Search
Events

AI recommendation

Referral investment recommendations

Double Down: Northside Physician Network. Highest-quality source with short close cycle. Sponsor the May provider dinner.
Watch: Google Local Services. Volume is strong, but call quality drops after 6 PM. Tighten schedule and landing page copy.
Cut Spend: Community Expo Booth. Low intent and slow response. Replace with targeted lunch-and-learn partnerships.
Integration point: Current cards use mock attribution. Real implementation should join leads, closed-won revenue, acquisition cost, and partner records.