Report Simple

BACKGROUND

Introduce your business and what you do there.

I’m the CMO of Beeline, a company that provides streamlined home loans and refinancing solutions, helping customers achieve their property and financial goals quickly and easily.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Report Simple?

We needed to build a single source of truth for paid marketing performance, replacing fragmented data spread across platforms with consistent, trustworthy reporting. We also wanted to tie campaign spend to real revenue through full-funnel attribution so the team could see which channels, campaigns, and messages actually drove business outcomes.

SOLUTION

What was the scope of their involvement?

Report Simple has partnered with us to replace fragmented marketing reporting with a unified, insights-driven analytics strategy. They have designed and implemented a robust data structure that consolidates paid marketing data across all channels, aligning every source to a consistent level of granularity to create a reliable reporting foundation.Report Simple has linked this marketing cost data to our first-party customer and revenue data, enabling automated reporting that shows exactly which channels, campaigns, and messages are driving revenue. They have mapped every customer touchpoint across the funnel, giving us a holistic view of the customer journey and true campaign impact.

What is the team composition?

We’ve worked with 2–5 members of Report Simple’s team.

How did you come to work with Report Simple?

I worked with them previously at Cupid Media.

What is the status of this engagement?

We started working together in February 2024-June 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve seen a 62% increase in marketing ROI following the unified analytics rollout. We can now accurately measure performance across all channels, identify high-performing traffic sources, map customer journey touchpoints, and optimize email and SMS campaigns based on true revenue impact. We’ve also seen improvements in lead quality and conversion rates.

How did Report Simple perform from a project management standpoint?

They deliver on time.

What did you find most impressive about them?

Their skills, knowledge, business acumen, and volume of work completed are impressive.

Are there any areas they could improve?

There’s nothing they need to improve.