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

ADouble Down

Google Local Services

BWatch

Community Expo Booth

DCut Spend

Northside Physician Network

Professional partnerDr. 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 searchCampaign 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

EventAnnual 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.