Legend
Customer
Territory
📍
Click a neighborhood zone on the map to view demographic details and opportunity scoring.
Customer Segments
AI-clustered personas based on behavior, LTV, and service history — 847 active customers analyzed
The Busy Professional
34%
of customer base · 288 customers
- Household income $120k–$180k, dual income
- Prefers automated scheduling and digital comms
- High repeat purchase rate, low price sensitivity
The New Homeowner
28%
of customer base · 237 customers
- Purchased home within last 24 months
- High service exploration — often tries multiple offerings
- Responds strongly to bundle promotions
The Established Family
25%
of customer base · 212 customers
- Avg. 6.2 years as BrightHome customer
- Highest referral rate in base — 1.4 referrals/customer
- Seasonal purchase patterns, consistent annual spend
Growth Opportunity
The Senior Homeowner
13%
of customer base · 110 customers
- Age 65+, long-term homeowners, fixed income
- Underserved — territory has 3,200 qualified households
- High loyalty once acquired, low churn rate
Local Intelligence Feed
Community events and opportunities scored by reach, demographic fit, and conversion potential
9/10
North Shore Home & Garden Show
Highest-reach event in territory. 2,400 households expected. Direct fit with all 4 personas — booth sponsorship still available.
8/10
Riverside HOA Spring Meeting
180 households in a high-income zone. 0% current penetration. Ideal for "Established Family" and "Busy Professional" acquisition.
8/10
Maple Grove Neighborhood Block Party
Maple Grove has 22% customer penetration — this is a upsell and referral activation opportunity with an existing warm audience.
7/10
Westfield Elementary School Fundraiser
Strong "New Homeowner" demographic overlap. Sponsorship for $500 reaches ~340 households, mostly recent move-ins.
7/10
Local Chamber of Commerce Mixer
B2B referral pipeline opportunity. 3 property management firms expected — could unlock multi-unit service contracts.
6/10
St. Michael's Parish Community Day
Senior Homeowner segment concentration. Lower volume but high fit — good for targeted "senior discount" campaign testing.
5/10
Chicago Bears Tailgate Zone (Regional)
High visibility, low targeting precision. Brand awareness play only — not recommended for direct conversion spend.
Good morning. Here's your focus for today, March 20.
3 recommended actions · 2 events this week · 12-day streak active
Media
Increase Meta budget by 15% targeting the "New Homeowner" segment in zip code 60045. Your CPL is running 23% below target this week — now is the window to scale before the end of the billing cycle.
Open Meta Ads Manager →
Local
Follow up on the North Shore Home & Garden Show booth deposit — due by this Friday. Projected reach: 2,400 households. Last year's show generated 11 closed sales for North Shore territory. Don't let this slip.
View Event Details →
Follow-Up
3 leads from last week haven't been contacted. The oldest is 6 days old — response rate drops 60% after day 7. Pull the list and make the calls this morning before your window closes.
View Lead Queue →
This Week
TUE 3/25
Chamber of Commerce Mixer, 6pm
FRI 3/28
Garden Show deposit deadline
SAT 3/29
Riverside HOA Spring Meeting, 10am
Planning Streak 🔥
12
consecutive days
You're 3 days away from your personal best of 15. Keep going.
Attribution Snapshot
March 2026 · Last updated today at 8:14am
Total Leads
47
↑ 12% vs last month
Closed Sales
12
↑ 9% vs last month
Conversion Rate
25.5%
↓ 0.8pts vs last month
Revenue Attributed
$28,400
↑ 18% vs last month
Source Breakdown — Leads vs Closed Sales
Google Ads
42% leads · 30% sales
Meta
28% leads · 35% sales
Direct / Referral
18% leads · 28% sales
Other
12% leads · 7% sales
Platform Insight
Meta is outperforming on close rate (35% of sales on 28% of leads). Google Ads drives volume but converts lower (30% of sales on 42% of leads). Recommendation: shift 20% of Google budget to Meta to improve blended ROI.
Lead Timeline — Last 30 Days
9
Feb 18
11
Feb 25
14
Mar 4
13
Mar 11