atlas
Use cases

Built for the way
you sell

Paid traffic in, a booked call in the middle, a high-ticket close at the end. Atlas is built for that shape of business, whatever you call your industry. Pick yours.

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High-ticket coaching & consulting

From the ad click to the $5K close, one thread

Quiz funnels, booked calls, setters and closers, Stripe at the end. Atlas follows each lead through all of it, so you know which ad paid for which client and which rep closed it.

What breaks today

  • Meta says 40 leads, Close says 28, Calendly says 19. Nobody knows which is true.
  • Cost per booked call is a spreadsheet a VA updates on Fridays.
  • You cannot see whether the leak is booking, showing or closing.

Atlas connects

  • Meta Ads
  • Typeform
  • Calendly
  • Close CRM
  • Stripe
See Atlas on your funnel

Funnel · last 30 days: Visitors 184,200; Quiz completed 21,640 (11.7% of previous stage); Calls booked 6,180 (28.6% of previous stage); Calls held 4,510 (73.0% of previous stage); Closed 1,398 (31.0% of previous stage). 0.8% overall.

Key metrics: Cost / booked call $212 (−8.4%); Show rate 73% (+4 pt); Close rate 31% (+3 pt).

Atlas · briefing: Booked → held: 27% no-show. Reps miss the day-before touch on Tuesday bookings. Meta · Cold Leads Q2 v3: $486 per customer, cheapest in 90 days. Scale +25%.

Info-products & online courses

Webinar to enrolled, with the content that started it

Organic video, paid retargeting, a webinar and a checkout. Atlas ties YouTube and Meta to sign-ups, attendance and Stripe enrolments, so you finally see which content sells.

What breaks today

  • You know total enrolments; you do not know which video or email produced them.
  • Refunds and payment plans make the real revenue number a monthly argument.
  • Webinar attendance lives in one tool, purchases in another, cohorts in a spreadsheet.

Atlas connects

  • YouTube
  • Meta Ads
  • Typeform
  • Mailchimp
  • Stripe
See Atlas on your launches

Funnel · last 30 days: Visitors 312,400; Webinar sign-ups 28,100 (9.0% of previous stage); Attended 11,800 (42.0% of previous stage); Checkout started 4,240 (35.9% of previous stage); Enrolled 1,960 (46.2% of previous stage). 0.6% overall.

Key metrics: Enrolment revenue / 30d $2.4M (+11%); Refund rate 3.1% (−0.6 pt); Cost / enrolment $318 (−12%).

Atlas · briefing: YouTube · “$25K offer framework”: Drove 1,140 sign-ups and $186K in enrolments. Promote the replay. Attended → checkout: 36% conversion, down from 41%. The new pitch runs 14 minutes longer.

Agencies & consultancies

Your own P&L, as clear as the reports you send clients

Agencies report beautifully for clients and run their own business on gut feel. Atlas gives the agency its own command center: pipeline, retainers, cash and rep performance, plus a workspace per client if you want it.

What breaks today

  • Client reporting is polished; the agency's own CAC, LTV and churn are a guess.
  • Proposals, signed retainers and Stripe invoices never reconcile in one place.
  • Every client stack is different, so nothing rolls up.

Atlas connects

  • Close CRM
  • HubSpot
  • Calendly
  • Stripe
  • Slack
See Atlas on your agency

Funnel · last 30 days: Leads 9,840; Qualified 3,120 (31.7% of previous stage); Proposals 1,180 (37.8% of previous stage); Signed 486 (41.2% of previous stage); Retained 6 mo 341 (70.2% of previous stage). 3.5% overall.

Key metrics: Retainer MRR $1.6M (+9.3%); Proposal → signed 41% (+5 pt); 6-month retention 70% (+2 pt).

Atlas · briefing: Pipeline coverage 1.8×: Below the 2× floor for next quarter's target. Push outbound this week. Referral partners: $342K signed at $0 CAC. Formalise the partner programme.

Sales-led SaaS

Demo requests to expansion revenue, without the data team

Paid and organic traffic to demo requests, demos held, closed-won and expansion. Atlas connects HubSpot, Calendly and Stripe so MRR, CAC payback and rep performance live on one screen.

What breaks today

  • Marketing counts MQLs, sales counts demos, finance counts MRR. Three numbers, no thread.
  • CAC payback is calculated quarterly, by hand, and argued about.
  • Expansion and churn hide inside Stripe until the month closes.

Atlas connects

  • Google Ads
  • GA4
  • HubSpot
  • Calendly
  • Stripe
See Atlas on your pipeline

Funnel · last 30 days: Visitors 246,000; Demo requests 8,420 (3.4% of previous stage); Demos held 5,310 (63.1% of previous stage); Closed won 1,240 (23.4% of previous stage); Expanded 386 (31.1% of previous stage). 0.2% overall.

Key metrics: New MRR / 30d $214K (+9.3%); CAC payback 7.2 mo (−1.1 mo); Net revenue retention 108% (+2 pt).

Atlas · briefing: Google Ads · branded: CAC $1,040 with 7-month payback. Hold budget, expand keywords. Demo requests → held: 37% never show. Add SMS reminders; the calendar invite is not enough.

E-commerce with a sales team

High-consideration products, sold with a conversation

When the average order is four figures and a rep is on the phone, checkout attribution is not enough. Atlas ties Shopify orders and Stripe charges to the call, the rep and the ad that started it.

What breaks today

  • Attribution tools stop at the checkout; your revenue happens after a call.
  • Rep-assisted orders and self-serve orders are counted the same way.
  • Returns and chargebacks erase margin nobody saw coming.

Atlas connects

  • Shopify
  • Meta Ads
  • Close CRM
  • Calendly
  • Stripe
See Atlas on your store

Pure DTC without a CRM? An e-commerce attribution tool will fit better. Atlas earns its keep once a sales conversation sits between the click and the order.

Funnel · last 30 days: Visitors 402,000; Consult requests 14,200 (3.5% of previous stage); Consults held 9,870 (69.5% of previous stage); Orders 3,860 (39.1% of previous stage); Repeat orders 1,120 (29.0% of previous stage). 0.3% overall.

Key metrics: Rep-assisted revenue $1.9M (+14%); Average order $3,240 (+6%); Return rate 4.2% (−0.8 pt).

Atlas · briefing: Consult-assisted orders: 2.4× the average order of self-serve. Route high-intent traffic to booking. Meta · prospecting: ROAS 2.8× on checkout, 4.9× once consult orders are attributed. Do not cut it.

Health, wellness & aesthetic clinics

Consult requests to treatment plans, patient by patient

Multi-location clinics run paid search, intake forms, consult bookings and a front desk that closes. Atlas unifies the patient across Jotform, Calendly, the CRM and payments, per location.

What breaks today

  • Cost per consult is known; cost per treatment plan is not.
  • Locations report differently, so the group number is a monthly stitch-up.
  • No-shows and reschedules are invisible until the day is lost.

Atlas connects

  • Google Ads
  • Jotform
  • Calendly
  • HubSpot
  • Stripe
See Atlas on your locations

Funnel · last 30 days: Visitors 168,000; Consult requests 12,400 (7.4% of previous stage); Consults held 8,930 (72.0% of previous stage); Treatment plans 4,110 (46.0% of previous stage); Paid 3,560 (86.6% of previous stage). 2.1% overall.

Key metrics: Revenue / 30d $2.1M (+8%); Consult → plan 46% (+3 pt); No-show rate 18% (−4 pt).

Atlas · briefing: Downtown location: Consult → plan at 38% versus 51% group average. Shadow the intake script. Google Ads · “near me”: $96 per consult, 46% to plan. Best CAC in the group; expand radius.

Fit check.
02 / Is Atlas for you

Where Atlas earns its keep

A fit when

  • You sell through booked calls or consults, not only self-serve checkout
  • You run a sales-team CRM and paid traffic, and cannot attribute a sale to an ad
  • Someone on your team spends part of every week assembling the numbers
  • You're doing $100K+ a month across at least three revenue-relevant tools

Not a fit when

  • Pure DTC with no CRM and no sales conversation
  • Enterprise BI with a data team and a warehouse already in place
  • Below $100K a month, where simpler tools serve better

The setup call is free and consultative. If Atlas will not deliver clear ROI, we say so on the call and point you to what will.

Setup
< 5 min
Connected live on a call, on your real data.
Sources
40+
Stripe, Shopify, HubSpot, Close, Meta, Google and more.
Median answer
1.8s
Ask in plain English. Every answer cites its sources.
Reply time
24h
Every seat request gets a personal reply within a day.