Client intelligence for marketing agencies

You sell the fix. We build the proof.

OptIntel turns a handful of facts about a business into a white-label marketing-health report that shows exactly what's costing them money — and positions your agency as the answer. Use it to close prospects, or to baseline the clients you've just won.

See how it works Talk to us
$4.8k–$11.9k
Recoverable monthly revenue surfaced in the sample reports below
Your brand
Every report is white-labelled — OptIntel stays invisible
Zero work
Send the client details — we build the whole report

Dollar figures are modelled from sourced industry benchmarks — LocaliQ 2025 cost-per-lead data, MIT/HBR speed-to-lead research and Google review-impact studies — not past-client claims. See the worked reports below.

1
A Simple Business Questionnaire
You or your client answer a few straightforward questions about response times, reviews, pricing, Google presence and other key business metrics. No logins. No technical setup.
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2
OptIntel builds the proof
A white-label report: the money being lost, benchmarked, with the fixes.
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3
You close the deal
The prospect is sold on the problem before your call even starts.
What we do

We turn a short audit into a report that sells for you.

Give us a few facts about a business and we build a deep, credible diagnostic of its marketing — where customers are slipping away, what it's costing, and how it stacks up against real competitors down the road.

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Missed revenue, quantified

Every report leads with a number an owner can't ignore: the revenue their business is likely losing each month. It's computed from real, sourced benchmarks and public data — not a guess — so it holds up when a prospect pushes back.

Sourced benchmarks Google listing lookup Credible dollar headline
$4,800–$7,900
per month, broken down by cause
Slow enquiry response$3,360
No online booking$2,240
Reputation gap$1,260
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White-label to your brand

Your logo, your colours, your call to action on every page. The client never sees OptIntel — the report is unmistakably your agency's work.

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Two ways to use it

Run it on a prospect to expose the gap and win the deal, or on a new client to set a baseline and prove your value every quarter.

Sample reports

Real reports. Real numbers. Your brand on top.

These are two actual OptIntel reports — a local plumber and a dental practice — exactly as an agency would send them to a client. The agency and business names are blurred for privacy; everything else is real output.

Sample marketing-health report for a plumbing business
Local service · trades

Plumbing business — $4.8k–$7.9k/mo surfaced

Health score 52/100. Leads with the money leaking from slow enquiry response, no online booking, and a reputation gap versus named local rivals.

Sample marketing-health report for a dental practice
Local service · dental

Dental practice — $7.2k–$11.9k/mo surfaced

Health score 72/100. Strong reputation, but a six-figure annual gap between people finding the practice and becoming booked patients.

🔒 Names & locations redacted for client privacy — the analysis, benchmarks and figures are the genuine report output.

Every figure is computed from the answers provided plus public data and sourced benchmarks (LocaliQ 2025 CPL; MIT/HBR speed-to-lead; Baymard & Google review data) — shown as realistic ranges, never guarantees.

For agencies

The report does the convincing before your call.

A prospect who sees exactly what their marketing is costing them arrives at your call already sold on the problem. Your job shifts from pitching to prescribing.

1

Close more deals

A business owner staring at thousands a month slipping away doesn't need convincing there's a problem — only that you're the one to fix it. Send the report before the call and walk in as the obvious choice.

2

Keep clients longer

Baseline every new client on day one, then re-run the audit each quarter to show the score moving. It's the proof of progress agencies always struggle to put in front of a client.

3

Look like the expert

Named local competitors, real benchmarks, a clear health score. It reads as something you investigated, not something generic — which is exactly how a specialist earns trust.

4

Done for you

Send us the client's details and get back a finished, branded report. No software to learn, no tools to run — the intelligence is ours, the client relationship stays entirely yours.

Built for how agencies actually sell

Designed around the deal, not the dashboard.

Every choice in OptIntel serves one thing: making it easier for you to win a prospect or keep a client.

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White-label by defaultYour identity, front to back
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Sourced local benchmarksCredible, not invented
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A dollar headlineThe line that closes deals
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Per-industry accuracyA dentist isn't a plumber
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Pre-sale & onboarding modesWin them, then keep them
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Fast turnaroundReport back within 48 hours
How it works

Four steps from a name to a signed client.

You stay in front of your client the whole way. We're the intelligence layer working quietly behind your brand.

01

You send the details

A short intake about the business — filled in by you, or by the client through a link.

02

We run the intelligence

Benchmarks, competitor lookup and our missed-revenue model turn those facts into a diagnosis.

03

You get the report

A polished, white-label report branded to your agency — ready to send, no edits needed.

04

You close or keep them

The report makes the case. You deliver the fix and own the relationship.

Contact us

Let's put your brand
on the proof.

Tell us about your agency and the clients you serve. We'll set you up with a sample report on a business of your choosing.

Email the team Message on Instagram

or reach us directly at team@optintel.co