The Bucket Audit. Where is every dollar actually going?
Before we touch anything else: a one-page picture of where every dollar enters and exits your business. Spend audit, source attribution, CRM state, speed-to-lead, close rate by source, dollar-per-stage map, capacity.
- 01Spend audit — every dollar going out
- 02Source attribution audit — where leads really come from
- 03CRM audit — untouched leads, dead handoffs
- 04Speed-to-lead measurement
- 05Close rate by source
- 06Dollar-per-stage map
- 07Capacity audit
Patch the Holes. Stop the bleeding. Build the foundation.
Seven fixes: tracking foundation, CRM setup, 60-second speed-to-lead, follow-up & nurturing loops, reactivation of dead leads, reputation engine, SEO foundation.
- 01Tracking foundation (Insight Dashboard + call tracking + UTM discipline)
- 02CRM foundation (New → Contacted → Booked → Sat → Quoted → Won/Lost)
- 03Speed-to-lead under 60 seconds
- 04Follow-up & nurturing loops
- 05Reactivation campaign (dead leads, 12–24 months)
- 06Reputation foundation (auto-review after every closed job)
- 07SEO foundation (GBP, technical, service-area pages)
Squeeze the Bucket. Every drop out of what you already have.
Past-customer referrals, dead-lead reactivation, quote follow-up recovery, review harvesting, existing lead source optimization. This pays for the engagement before a new ad runs.
- 01Past customer referrals
- 02Dead lead reactivation (5–10% book again)
- 03Quote follow-up recovery
- 04Review harvesting
- 05Existing lead source optimization
Fill the Bucket. Open the lead taps — one at a time.
Staggered channel rollout: Meta, SEO, LSA, Referrals, Google Search, then content. Each channel earns its turn. Ops has to keep up.
- 01Week 6 — Meta Ads (fastest to ROI)
- 02Week 6 — SEO Foundation (long burn)
- 03Week 8–10 — Google LSA (needs Phase 1 reviews)
- 04Week 10–12 — Referral Partnerships (30–60 day cycle)
- 05Week 12–16 — Google Search Ads (only after Meta validates)
- 06Month 4+ — Content / SEO acceleration
Own the Territory. Scale. Expand. Lock it in.
Channel scaling, geographic expansion, service-line expansion, strategic advisory, direct mail layered on top of a validated digital machine.
- 01Channel scaling — spend where ROAS is real
- 02Geographic expansion — new service areas
- 03Service expansion — crawl space → foundation → full mix
- 04Strategic advisory — pricing, ops, M&A
- 05Direct mail + offline — validated digital funds it
One flow. Human by day. AI at night.
The operational system behind every phase. Every lead, every time.
- ›0s — Auto-text sent
- ›0s — Auto-email sent
- ›<60s — Call center dials
- ›Books appointment live
- ›0s — AI texts instantly
- ›AI answers questions 24/7
- ›AI books appointments
- ›Human picks up at 9am
The transparency layer. Every dollar, live.
Monthly PDFs are how you lose track. Real-time is how you stay accountable.