The situation
Leads arrived from four directions at once: Yelp, a paid search form, the office line, and referrals texted to the owner’s personal phone. Someone had to notice each one and retype it into the CRM. Nothing decided who owned a new lead, so good inquiries sat unclaimed while everyone assumed somebody else had them.
Yelp was the worst of it. The photos a homeowner had carefully taken of her failing siding stayed stranded there, so the estimator drove to the site visit knowing nothing about the job he was pricing.
What we built
- Before: inquiries sat stranded inside Yelp, which is genuinely hard to connect to anything. Now: the estimator prices from the homeowner’s own pictures without leaving his desk, because a custom integration pulls every inquiry across intact: the photos, the video and the full set of questions and answers.
- Before: their Meta ads were run by an agency that could not show what the channel was worth. Now: the owner can see what a lead is worth before anybody spends a morning on it, because every lead arrives with budget, timeline and the specific service captured on the way in. We run that channel ourselves.
- Before: a new lead belonged to nobody until somebody claimed it. Now: no good inquiry dies of neglect, because an owner is assigned automatically off the service requested and every lead has a name against it the second it lands.
- Before: calls came into a personal phone and whoever answered, answered. Now: a homeowner ready to book reaches somebody who can price her job, because the company has a line of its own and the menu on it sends siding calls and full-remodel calls to different people.
- Before: the CRM was a place leads got retyped into. Now: the owner can see every open bid and what it is worth without asking a single rep, because opportunities, pipeline stages and the sales process run in one system built around the way they sell.
- Before: the source of a lead died the moment it was retyped. Now: he knows which channel is paying for itself and which is not, because every contact carries its source through to signed work. Old contacts were backfilled too, so he had that answer in week one.
- Before: follow-up happened when somebody remembered. Now: the proposals that used to go quiet come back signed, because a defined cadence runs across the weeks a remodel decision takes and shuts off the second she replies.
The results
- to prove the channel, against the ninety they were used to
- 18 days
- qualified leads from Meta only, none from Yelp or the phone
- 27
- of pipeline out of Meta, with nothing else counted
- $189,000
- booked, at their existing 30% close rate
- $56,700
Eighteen days after go-live they had a defensible number for the Meta channel, instead of the ninety days a contractor is usually asked to wait for one.
What these numbers leave out
Every figure here is the Meta ads channel alone, in the 18 days after it went live. Yelp, the website and the phone are not in them. Nobody measured a combined figure, so we do not publish one.
