The paid diagnostic.
A fixed-scope, 2–4 week teardown across seven zones — your scoreboard built, the leak math done, and a 90-day execution roadmap with owners on every line. Every retainer engagement starts here. If a CMO seat isn't the right next move, you walk with the plan.
- —7-zone teardown: acquisition, conversion, retention, attribution, vendors, CSR, follow-up
- —Cost-per-booked-job math by channel
- —One-page scoreboard built in your stack
- —90-day execution roadmap with named owners
- —A clear recommendation on which retainer tier (if any) fits — no pitch
The Marketing Blueprint is a paid diagnostic for contractors doing $1M+ in annual revenue who are spending real money on marketing and can't trace it to booked jobs. If you're under $1M, start with the 5-Point Leak Audit PDF and the community instead.
Tell me about the business.
This is the application — not a contact form. I qualify every Blueprint request personally so we both know there's a real fit before you pay a cent. The more context here, the sharper the diagnosis on day one.
The Audit Looks For The Leak Behind The Symptom
Most owners come in with a symptom.
"My leads are bad." "My ads are not working." "My Google profile is not showing up." "My vendor says the numbers look good, but I am not seeing it." "We are getting calls, but revenue does not match."
The audit goes deeper. It looks at the full path from visibility to booked revenue:
- Can the right customer find you?
- Do they see enough proof to trust you?
- Is the offer clear?
- Is the call or booking process easy?
- Are leads being tracked correctly?
- Are booked jobs tied back to source?
- Are vendors accountable to the same scoreboard?
- Does the owner know what to scale, fix, cut, or investigate?
That is the job of the audit. Not to sell another tactic. To find the real constraint.
$3M HVAC Contractor: Three Vendors, No Owner
- The situation
- Spend was up year over year. An LSA vendor, a paid-search agency, and a web/SEO shop each sent a monthly report. Nobody could say which channel was actually producing booked revenue, and the owner was still the final word on every marketing decision — at midnight.
- The diagnosis
- The leak wasn't in the ads. It was attribution blindness, an unscripted CSR process, and zero vendor accountability. More spend would have made the leak more expensive, not smaller.
- The work
- A one-page scoreboard tied every dollar to booked jobs by source. The CSR process got scripted and reviewed weekly. Each vendor got a brief, a number, and a standing accountability check-in — run by the CMO, not the owner.
- The shift
- The business moved from tipping vendors and hoping to running marketing from one plan, with one person accountable for the result and a number the owner could read in fifteen minutes on Monday.
- The lesson
- Most contractors don't need more marketing activity. They need someone to find the leak, own the plan, and hold the people they already pay to it.