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How Our System Works
A simple process to understand what’s driving revenue, where performance is being lost, and how to track it going forward.
01
Understand
Whats Happening
We break down your lead sources to see which ones are actually turning into booked jobs and revenue — not just leads.
02
Identify Performance Gaps
We calculate your cost per booked job and booking rate by source so you can see where money is being wasted or underperforming.
03
Install The System
+ Ongoing Tracking
We set up tracking and reporting so you can see this going forward — not just once.
What You
Walk Away With
Everything you need to understand what’s working, what’s not, and where your money should go in the future.
Profit by Source Visibility
A clear view of which lead sources are actually producing revenue & cost per booked job by channel.
12-Month Automated Reporting
We install our system in your business so you can track performance going forward — removing the guesswork.
Understanding Where to Allocate Budget
A clear understanding of where to increase, decrease, or reallocate spend based on real performance.
What is Profit by Channel used for?
To truly understand what’s actually driving revenue & profit. Which lead sources are working, what it costs to get a booked job, and where their marketing spend is being wasted.
For example, if one marketing channel results in $10K in sales, but it costs $7K in spend to get those sales, you are losing money.
You often need a Return on Ad Spend, of at least 200% to be profitable. Which translates to $14K in sales on $7K Ad Cost.
The best campaigns generate higher than 500% on Ad Spend.
Do I need to change my marketing?
No. This is not about replacing your marketing — it’s about understanding what’s working within what you’re already doing.
We have experience managing businesses entire marketing mix, however we have found it much more empowering to first understand exactly is happening.
This helps business owners understand how they would like to manage their marketing and understand if any change needs to be made. Or whether they would like to manage in house or with an outside company.
What do you need from me to get started?
We’ll need access to your current marketing data — things like Google Ads, LSA, call tracking, or CRM data if available. If anything is missing, we can identify gaps and put into place tracking to correct it moving forward.
What if my tracking isn’t set up properly?
That’s common. Part of the process is identifying gaps and putting a structure in place so you can track performance going forward.
How long does this take?
Most setups are completed within 2–3 weeks, depending on the complexity of your current systems.
It is helpful to have a 20-30 minute meeting to discuss your level of comfort and the data you have available for our team to evaluate.
Is this a one-time report or ongoing?
It starts with a full breakdown, but we also install a system so you can track performance going forward which includes ongoing reporting.
Frequently Asked
Questions
Still unsure if this applies to your business?
If you’re already spending on marketing but don’t have a clear picture of what’s producing revenue, this will likely make sense.
Understand exactly what
drives Your Revenue
Stop spending money on marketing without knowing precisely what is working, and what is draining your profits.
