Case Studies

Before. After. Receipts.

Three operators. Three problems. Same playbook: install tracking, fix the funnel, scale what works. Numbers below are pulled from live CRM and ad accounts — not curated decks.

Roofing

Cornerstone Roofing

Hartford, CT

Challenge

Inconsistent lead flow tied to storm seasons. Sales team scrambling in Q2, idle in Q4. Spending $14k/mo on Google with no attribution.

Approach

→Rebuilt intake forms + speed-to-lead automation (sub-90 second response)
→Restructured Google + Meta around cost-per-booked-install, not CPL
→Launched winter retention offer to flatten seasonality

"Our calendar has been full since month two. They talk in booked jobs, not impressions."
— Marcus D., Owner

Before → After

Booked installs / mo

21→58

Up after 90 days

Cost per booked install

$612→$214

Down after 90 days

Pipeline visibility

30 days→9 months

Up after 90 days

Remodeling

NorthStar Remodeling

Boston, MA

Challenge

Premium kitchen-and-bath remodeler getting tire-kickers. Sales calls were eating 4 hours/day for 1 closed project per week.

Approach

→Rewrote landing page + offer to filter under-budget leads upfront
→Added budget + timeline qualifiers to intake
→Built CRM hygiene workflows so reps only touched warm leads

"The intake flow alone was worth the engagement. Reps are closing instead of qualifying."
— Priya R., Director of Growth

Before → After

Cost per lead

$312→$98

Down after 90 days

Lead → consult rate

18%→47%

Up after 90 days

Average project value

$28k→$41k

Up after 90 days

HVAC

All Season HVAC

Providence, RI

Challenge

Family-owned HVAC operator with the crews and trucks for 50+ installs/mo — booking only 18. No tracking, no CRM, no follow-up.

Approach

→Installed call tracking + GA4 + CRM in week one
→Launched paid acquisition tied to install revenue, not call volume
→Recovery sequences for unbooked estimates (24h, 7d, 30d)

"Same crew, three times the booked work. They protect the P&L, not just the ad spend."
— Anthony G., President

Before → After

Booked jobs / mo

18→54

Up after 90 days

Estimate close rate

22%→44%

Up after 90 days

ROAS

1.4×→4.1×

Up after 90 days

What's next

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