Building Allocera Intelligence: A Marketing Margin Engine
Allocera Intelligence (CDAI) is a marketing margin engine built by Nick Baum, founder of Full Send Organicks. It shows what each ad campaign actually earned after every cost, then tells you whether to scale, hold, cut or pause it.
This is the story of why it exists, what it does, and where you can see it work: alloceraintelligence.com.
Dashboards report what a platform counted. Allocera Intelligence reports what a campaign kept.
Where Allocera Intelligence Came From
Full Send Organicks is a Florida business that sells mushroom cultivation supplies and functional wellness products online. Running paid ads for it taught one lesson fast: an ad platform's dashboard and the money left in the business after processing fees, platform fees, refunds and shipping do not tell the same story.
That gap is the reason Allocera Intelligence exists. Over more than three years, a spreadsheet used to check one business's campaigns became a nightly engine that any business with a CRM and paid ads can use. Allocera Intelligence LLC is a separate company from Fullsend Organicks LLC, and Nick Baum founded both.
What CDAI Does
Most reports stop at cost per click or cost per lead. CDAI follows the money all the way through and gives you four answers for every campaign:
True cost per lead
What a lead really cost once the costs outside your ad account are counted.
True customer acquisition cost
What a paying customer cost, built from your CRM revenue and your real spend. Try the free true CAC calculator.
Contribution margin
What each campaign kept after fees, refunds, chargebacks and payouts. Learn how to calculate contribution margin.
A nightly directive
One clear call per campaign (scale, hold, cut or pause), with the reasons written down.
How the Nightly Decision Works
Every night, CDAI connects ad spend from Meta and Google Ads with revenue from HubSpot or Salesforce. It rebuilds each campaign's real profit and loss, then issues one of eight directives with its reasons: SCALE, HOLD, CUT, PAUSE, QUARANTINE, RENEGOTIATE, INVESTIGATE or FLAG. Later it grades each past directive against what actually happened. The full loop is on the how it works page.
Two design choices matter. First, CDAI is not AI: it is a deterministic engine that performs math on verified data, so the same inputs give the same answer. Second, it is advisory only. It never changes your ad accounts, so a person always makes the final move.
How It Was Checked
CDAI was tested on 8 simulated businesses where the right answer was known, and 966 of 966 per-campaign checks matched. It was then run on real HubSpot and Salesforce accounts. The test businesses were simulated, and the report labels them that way. Read the validation report to see the method.
What CDAI Connects To
- One-click, synced every night: Meta Ads, Google Ads, HubSpot and Salesforce.
- API key, synced every night: CallRail call data.
- Other sources: CSV import that detects nine export formats automatically, plus a webhook for any lead source.
One CRM and one ad platform is enough to start. Industry does not matter: home services, legal, insurance, senior care and software companies all use the same engine.
CDAI Pricing in Plain Numbers
- Free audit: one campaign, 30-day lookback, no commitment.
- One-time audits: $2,500, $5,000, or $10,000 to $20,000, depending on campaign count.
- Monthly retainers: from $497 a month for accounts spending up to $10K a month on ads, up to $15,000+ a month for $200K+ of monthly ad spend.
See every plan on the pricing page. A paid audit fee is credited toward a retainer started within 30 days of audit delivery, up to the retainer fees for its first 90 days.
Who It Is For
It is built for businesses that run paid ads on Meta or Google and close sales in HubSpot or Salesforce. Without a CRM or paid ads, there is nothing to reconcile yet. A typical start is one HubSpot or Salesforce account and one Meta or Google Ads account. The first directives arrive after the next nightly run, and every night after that the engine refreshes each campaign's true cost and its call. If you are weighing it against other tools, read how it compares with Triple Whale and Rockerbox and with Dreamdata.
Keep Reading
- Cost per customer: a real Meta ads case study
- HubSpot ads ROI versus true cost per customer
- ROAS calculator
- About Allocera Intelligence
- Background reading: customer acquisition cost and contribution margin on Wikipedia, and Stripe's published processing fees as one example of a cost ad dashboards leave out.
See What Your Campaigns Really Earn
Start with the free audit: one campaign, a 30-day lookback and no commitment. It needs the campaign's Meta or Google Ads account and your HubSpot or Salesforce account.
Request the Free Audit See How It WorksQuestions About Allocera Intelligence
What is Allocera Intelligence?
Allocera Intelligence (CDAI) is a marketing margin engine. It connects ad spend with CRM revenue and every cost in between, shows true cost per lead and true customer acquisition cost for each campaign, and issues a nightly directive.
Who built Allocera Intelligence?
Nick Baum, founder of Full Send Organicks, built it. Allocera Intelligence LLC is a separate company from Fullsend Organicks LLC.
Is Allocera Intelligence an AI tool?
No. It is a deterministic engine that performs math on verified data, so the same inputs give the same result. It never changes your ad accounts.
How much does Allocera Intelligence cost?
There is a free audit for one campaign. Paid audits run $2,500 to $20,000, and monthly retainers run from $497 to $15,000+ depending on verified ad spend.
The company behind CDAI is separate from Fullsend Organicks LLC. Prices and plans were checked on alloceraintelligence.com on October 31, 2026; review the pricing page for current details. The validation businesses were simulated.
