The short answer
We start with a 30-minute growth call. If it is a fit, you get a proposal, we get access to your accounts (which stay in your name), and we spend the first two weeks on tracking, CRM and follow-up before launching ads and local SEO. Then we report monthly on leads, scheduled appointments and signed jobs.
The timeline
- Step 1 · 30 minutes
The growth call
What we ask: your trade and service area, average job value, where leads come from today, how fast you call back, what you spend on marketing, and how many estimates turn into signed jobs.
What you get: a straight read on where jobs are leaking (Attract, Capture, Book or Improve) and what we would fix first. Pricing is covered on the call. No pressure to sign.
- Step 2 · After you say yes
Proposal and onboarding
You get a written proposal with scope, channels and terms. Once signed, we ask for access to:
- Ad accounts (Google Ads, Local Services Ads, Meta)
- Google Business Profile
- Website and domain / hosting
- Your CRM, or we set one up
Everything stays in your name. We are added as users. If we part ways, you keep the accounts, the data and the domain.
- Weeks 1–2
Setup
- Call and form tracking, so every lead is counted by source
- CRM pipeline: new lead, qualified, scheduled, ran, signed
- Missed-call text back and instant lead alerts
- Landing pages built for one action: call or book
- Launch
Ads and local SEO go live
- Google Ads / Local Services Ads and Meta campaigns, based on your plan
- Google Business Profile cleanup, reviews process and local SEO work
- Early days are for learning: we watch lead quality closely and adjust targeting, offers and budgets
- Days 30 · 60 · 90
Reporting and the monthly strategy call
Every month you get a report built around your calendar, not vanity clicks:
Leadscalls, forms, bookingsQualifiedright job, right areaScheduledappointments setRanestimates completedROAS / cost per signed jobwhat the marketing returnedOn the monthly strategy call we walk through the numbers, decide what to scale, what to cut and what to fix next.
What we need from you
- Speed to lead. Call or text new leads back fast. Marketing can fill the phone; only your team can book the job.
- Job outcomes in the CRM. Mark leads as scheduled, ran, signed or lost. That is how we know which campaigns make you money.
- A point person. One decision-maker who can approve ads, offers and pages quickly.
- Honest feedback. Tell us when leads are the wrong fit. We use it to tighten targeting.
The terms, in plain words
- 90-day first term, then month-to-month. Stop any time after that with 30 days' notice.
- You pay ad spend directly to Google and Meta. No markup from us.
- Your accounts, your domain. Ad accounts and domain stay in your name.
- No guarantees we can't back. We set targets together after we see your numbers.
Want the method behind the plan? Read about our growth system, or see how it works for roofing, solar, HVAC, plumbing and remodeling.
