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Services / CRM & Lead Tracking

CRM & Lead Tracking for Contractors

KNOW WHAT EVERY
JOB COSTS YOU.

Most contractors know their cost per lead. Very few know their cost per signed job by channel. We connect your ad accounts, call tracking and CRM so every lead is traced from the first click to the final contract.

What's Included
  • CRM setup or cleanup
  • Lead source tagging rules
  • Ad platform & CRM integration
  • Call tracking setup
  • Form & conversion tracking
  • Junk & duplicate lead filtering
  • Pipeline stages that match your sales process
  • Offline conversions sent back to ad platforms
  • Cost per booked job & cost per sale reporting
  • Channel-by-channel ROAS dashboard
  • Monthly insights review
  • Direct access to your strategist
Lead → Contract
Every lead traced to the signed job
4 channels
Compared lead to contract in our latest 12-month study
~$24K
Same average job value on every channel we measured
1 in 5
In-home presentations that closed, on every channel we could measure

How It Works

THE PROCESS

We work with the CRM you already use, or help you pick one, and build the tracking around how your office actually works.

Step 01

Audit

We review how leads come in today (forms, calls, marketplaces and referrals) and where tracking breaks between the ad and the contract.

Step 02

Source Tagging

We set clear rules and fields so every lead is tagged with the channel and campaign that produced it, automatically wherever possible.

Step 03

Integrations

We connect Facebook, Google, call tracking and your website forms to your CRM so leads arrive complete and on time.

Step 04

Clean Data

Junk, spam and duplicate leads are filtered out so your numbers reflect real homeowners, not bots.

Step 05

Close the Loop

Booked appointments and signed contracts are sent back to the ad platforms, so campaigns optimize for jobs, not just form fills.

Step 06

Reporting That Sets Budgets

You get cost per booked job, cost per sale and ROAS by channel, so you know exactly where the next dollar should go.

Why Tracking Matters

COST PER LEAD LIES. COST PER SALE DOESN'T.

In our 12-month study of a bathroom remodeler, Facebook leads cost more than Angi’s but produced cheaper sales, and Google Ads brought the best leads but the most expensive jobs. Cost per lead alone would have told the wrong story.

With CRM tracking, you see which ads produce signed contracts — and which ones just produce calls.

That’s the difference between cutting the wrong channel and doubling down on the right one.

Every Source, One Place

Facebook, Google, LSA, Angi, referrals and calls, all tagged and tracked in your CRM.

Junk Filtered Out

Spam, duplicates and bad numbers are removed so your reports reflect real opportunities.

Signals Back to the Ads

Booked jobs flow back to the ad platforms so campaigns learn what a real customer looks like.

IT'S THE FOUNDATION EVERYTHING ELSE RUNS ON

Ads, follow-up and budget decisions all get better when the data is right. We build the system, keep it clean and turn it into decisions.

Leads → CRM

Every form, call and marketplace lead lands in one place, tagged by source.

CRM → Ads

Booked appointments and sales are sent back to optimize your campaigns.

Data → Decisions

Clear reporting on cost per job by channel, reviewed with you monthly.

READY TO SEE WHAT YOUR LEADS ARE REALLY WORTH?

Let’s look at how your leads are tracked today and what it would take to trace them all the way to the contract.

Book a Free Strategy Call

No pitch. No commitment. Just a straight conversation.