A rapidly growing home services company in metro Atlanta partnered with Westside Data Solutions to transform years of customer service history into actionable insights. With over a decade of client data encompassing repair, service, and installation work, the company was ready to leverage analytics to refine its marketing strategy, improve customer retention, and scale its operations.
Westside Data Solutions delivered a comprehensive dashboard that visualized key trends in client acquisition, geographic service distribution, repeat business, and job volume from 2020 to 2025. The analysis revealed a consistently growing repeat customer base and highlighted a risk related to dependency on a single client acquisition channel, indicating opportunities for lead diversification and growth.
Key findings
Dashboard Highlights
Lead Source Dominance: Out of ten client lead sources, one platform accounted for over 75% of client acquisitions.
Regional Hotspots: The highest client density was found in specific metropolitan areas, revealing potential opportunity zones in the surrounding cities.
Repeat Business Growth: The repeat customer rate increased from under 2% in 2021 to nearly 40% by 2025.
Strategic Recommendations
Diversify Acquisition Channels: Invest in emerging sources, such as referrals and partner networks, to reduce dependency risks and enhance conversion rates.
Geographic Targeting: Use the heat map to guide advertising and outreach efforts toward underserved yet high-potential neighborhoods.
Retention Incentives: Bolster customer loyalty through targeted campaigns for repeat customers and referral rewards.
Anticipated Impact
Ongoing Project Impact Analysis
Risk Mitigation: Reducing reliance on a single lead source safeguards against potential downtimes or changes in platform policies.
Operational Insight: Tracking year-to-date job performance and key performance indicators supports improved planning and resource allocation.
40-80%
Reduction in manual handling time
75%
Research time cut · AFI Media LLC
24 hrs
Full workflow analysis turnaround
Identify Bottlenecks In 24 Hours
Bring us one workflow your team still runs manually. We map every step, trace how data moves between your systems, and show you precisely where bottlenecks exist and how to eliminate them.
Current Workflow Map
A step-by-step view of how the process runs today: every system, person, and handoff point. Most teams discover gaps they didn’t know existed.
Redesigned Workflow
A before/after comparison with fewer manual steps, cleaner data movement, and a written data flow summary with time-per-occurrence estimates.
Priority Findings
The two or three highest-impact changes you can make right now, each with a clear recommendation on how to approach implementation.
75% Reduction in Research & Analysis Time AFI Media LLC — Digital media company, 200K+ audience
“This cut the time that this takes down 75%.” – AFI Media LLC
The Challenge AFI Media relied on manual workflows to track macroeconomic news, review audience questions, and compile weekly reports. The process consumed hours of repetitive research and limited the team’s ability to respond quickly to breaking developments.
The Solution Westside Data Solutions designed and deployed an automated intelligence system that generates weekly macro preview reports using real-time economic data (FRED, Alpha Vantage), automates audience sentiment analysis to identify key content themes, and delivers curated news updates multiple times daily.
The Results ✓ 75% reduction in weekly research and analysis time ✓ Faster response to breaking news and emerging trends ✓ Continuous intelligence without expanding the team
Intelligent Systems We Build We work across the full spectrum of operations, from eliminating manual data entry to building autonomous AI workflows that run with human-in-the-loop guardrails.
Autonomous AI workflows that monitor data, make rule-based decisions, and execute tasks across your systems without manual intervention, designed for finance, operations, and reporting functions.
End-to-end automation pipelines that eliminate manual data entry, reconciliation, and handoffs between disconnected systems. Structured for ERP platforms, spreadsheets, portals, and email workflows.
Executive dashboards and reporting layers that give leadership real-time visibility into operations, financials, and performance, without waiting on manual data pulls.
Capabilities Retrieval-augmented generation (RAG) knowledge systems Multi-system API integrations Real-time data ingestion pipelines Automated decision-support systems Forecasting and demand analytics Operational performance dashboards
Ready to See Where Your Team Is Losing Time?
Start with the $100 Workflow Pilot with no prep, no software to install, and no long-term commitment. You’ll walk away with a clear picture of one workflow and a concrete path to improving it in 24 hours.
Westside Data Solutions LLC 