Switchboard for Marketing

Answer the CAC question before the budget is spent.

Switchboard joins your ad platforms, your CRM, and your revenue data into one model of the funnel. Ask why CAC spiked, get the breakdown in under a minute, and set an alert for the next time it moves.

Book a demo 8 reasons to run marketing on Switchboard
Used in production by teams at

8 reasons to run marketing on Switchboard.

  1. It joins every platform you spend on.

    Switchboard pulls Meta, Google, your email tool, your CRM, and whatever records your revenue (a storefront, invoices, bookings) into one model of the funnel, from spend down to revenue.

    Ad platforms
    Meta Ads
    Google Ads
    TikTok
    Pinterest
    Revenue
    Shopify
    Amazon
    Stripe
    QuickBooks
    Email & CRM
    Klaviyo
    Attentive
    HubSpot
    Mailchimp
    The rest
    GA4
    Sheets
    Call tracking
    We build the rest

  2. Every metric is defined once, so every report agrees.

    Each platform reports the same metric differently, and reconciling them lands on you. Switchboard defines each metric once, so the number on the dashboard matches the number in the books.

  3. Switchboard's built-in AI is the analyst you were going to hire.

    Ask in plain language. Operator writes the query, breaks the answer down by channel, market, and creative, and shows its work.

    "We analyzed last month's promotion 99% faster in Switchboard than we could have in Looker. It's nuts."
    David Siegel VP of Marketing, UCAN
    The whole workflow is one conversation.

  4. When a number looks wrong, it finds out why.

    Ask why leads dropped and Operator finds the cause: a broken campaign mapping, a stalled sync, a bad filter. It proposes the fix; you approve it.

  5. Book a demo

  6. Teach it your report once, then hand it off.

    Operator remembers your definitions between conversations, so rerunning a report takes one sentence. Schedule it as an agent and it runs every morning and emails the team.

    Acme Co. / Marketing
    Active
    Daily Marketing Summary
    Every day · 7:00 AM
    Inputs · joined on campaign
    Spend & results Meta · Google Ads
    Email & SMS performance Klaviyo
    Orders & revenue Shopify
    Action
    Email the summary to the team
    Post to #marketing in Slack
    Last run Today · 7:00 AM
    ✓ 4 channels summarized
    ✓ Email sent to 6 people
    ✓ Slack #marketing notified

  7. Switchboard comes with a data team.

    Our engineers connect your platforms, build the model around how you measure, and stay on the account as your channels change. You give us a few hours in week one, and nobody on your team has to learn SQL.

    See how we work

    "It feels like we hired a full data team overnight, without the cost or complexity."

    Alyse Borkan, Co-Founder  Rocco

  8. If you work in Claude, your data comes with you.

    Switchboard plugs into Claude over MCP, the open standard for connecting AI tools to data. Claude gets your joined data and the definitions behind it, so it quotes the same numbers your dashboards show.

    See how the Claude connection works

  9. It costs less than the stack it replaces.

    The alternative is an attribution tool, a BI tool, spreadsheet glue, and a hire to run them. Switchboard is one contract, never priced per seat, and the engineering is included.

    Assemble it yourself
    4 tools An attribution tool, a BI tool, spreadsheet glue, and the pipelines underneath
    4 contracts Each priced, renewed, and supported separately
    1 hire A six-figure analyst to run it all
    Months Before the channels tie out
    Switchboard
    1 product Pipelines to dashboards to agents, in one login
    1 contract One all-in price, never per seat. The engineering is in it
    0 hires Our engineers build your model and keep it current
    Days To your first live dashboards

FAQ

How long does setup take?

Typically days, not months. Your Switchboard engineer connects sources on day one, configures models and dashboards by day three, and you're live by the end of the week. You don't touch a credentials screen or a mapping table.

How much does it cost?

Book a demo and we'll give you a straightforward number. Pricing depends on your sources and complexity, but the engineer, the platform, and Operator are all included. It's not five separate line items.

Do I need to retire my current BI tool?

No. Switchboard runs alongside what you have today. Most customers migrate dashboards over piece by piece as Operator builds them, but nothing has to come out to get started.

What happens after the dashboards are live?

Your engineer stays on. They maintain your data models, add new sources as your stack changes, build new dashboards on request, and keep things current. The implementation becomes the weekly rhythm.

Get started

Get to the bottom of anything in the business.

See how marketing teams use Switchboard to get answers across every channel, without leaving the conversation.

Book a demo