You're not losing to bad marketing. You're losing to bad intake. We fix the leaks between "lead comes in" and "job gets booked"—so your marketing dollars actually turn into revenue.
Fix Your Leaky IntakeData from ServiceTitan, Lead Response Management Study, Capstone client audits
You're spending money to generate leads. The leads are coming in. But somehow, you're not growing as fast as you should be. The problem isn't your marketing—it's what happens after.
I know exactly how many calls we miss during business hours—and it's under 15%.
Our web leads get a callback within 5 minutes, not hours.
My team follows a proven script to qualify leads and book appointments consistently.
I can track every lead from source to booked job—nothing falls through the cracks.
I know my exact booking rate—and it's above 60%.
of leads lost before talking to anyone qualified
wasted monthly on leads that never convert
of customers hire whoever responds first
Every marketing dollar is multiplied or wasted by your intake process.
The Solution
Fix the leaks. Book more jobs. Same marketing spend.
We mystery shop your phones, track lead response times, and review call recordings. You'll see exactly where leads are leaking and how you compare to benchmarks.
We create call scripts that qualify leads, build rapport, and book appointments. Then we train your team on the scripts, systems, and mindset to convert—not just answer phones.
We build automated and manual follow-up sequences that turn "not right now" into booked appointments. Plus CRM configuration to track every lead from source to job.
We build a dashboard showing your key intake metrics and review call recordings regularly to provide feedback and coaching that improves performance over time.
We build processes that convert leads consistently, regardless of who's working that day. Scripts, sequences, accountability—so nothing falls through the cracks.
Choose the depth that fits your needs. Most contractors get the best results with the System Build + ongoing QA.
Find out exactly where your intake is leaking. Full audit with benchmark report and recommendations.
✓ Mystery shop (phone & web)
✓ Call recording review
✓ Speed-to-lead benchmarking
✓ Prioritized recommendations
Best for: Teams who want to diagnose before committing to a full build.
Complete intake overhaul. Audit, scripts, training, CRM setup, and follow-up sequences—everything you need.
✓ Everything in Audit
✓ Custom call scripts
✓ CSR/intake training
✓ CRM & call tracking setup
✓ Follow-up sequences
Best for: Teams ready to fix intake completely and lock in the systems.
Keep the improvements locked in. Monthly call reviews, coaching, and optimization to maintain performance.
✓ Monthly call recording reviews
✓ Coaching & feedback
✓ Scorecard tracking
✓ Continuous optimization
Best for: Teams who want accountability to lock in habits over 3-6 months.
Intake optimization is included in Fractional CMO engagements. It's a core part of our Operator and Integrator tiers.
One-time builds have no ongoing commitment. QA is month-to-month.
Unlike SEO that takes months, intake fixes impact booking rates within days. Most clients see measurable improvement in 2-4 weeks.
Mystery shop your phones and web forms. Review call recordings. Measure speed-to-lead, contact rate, and booking rate. Map your current process. Identify every leak.
Create custom call scripts. Configure CRM and call tracking. Build follow-up sequences. Train your team on the new process. Set response time SLAs.
Go live with the new system. Monitor performance daily. Review call recordings. Coach and adjust scripts based on real conversations. Measure improvement.
Monthly call reviews and scorecards. Regular coaching sessions. Continuous script refinement. Performance tied to outcomes. Keep the gains locked in.
Real results from a roofing contractor after 90 days of intake optimization.
Net Result
Same marketing spend. 67% more booked jobs. 40% lower cost per job.
Results vary by market, starting point, and execution quality.
Most contractors think of intake as an "operations" issue. It's not. It's the final mile of your marketing investment.
If intake fails, marketing fails. You can't out-market a broken intake process. As your Fractional CMO, we look at cost per booked job—which means we care deeply about what happens after the lead comes in.
Common signs: You're spending money on marketing but not growing proportionally. Sales complains about "bad leads." You have a gut feeling that leads are slipping through the cracks. Your CRM shows leads that were never contacted. When we audit, we measure it precisely—but most contractors know something is off before they see the data.
For qualified leads (people who actually need your service and are in your service area), 60-80% is a reasonable benchmark. If you're below 50%, there's significant room for improvement. If you're above 80%, you're doing great—or you're over-qualifying and leaving opportunity on the table.
No. We make your existing staff better through training, scripts, and accountability. If there's a personnel problem (wrong person in the role), we'll tell you—but our first approach is always to optimize what you have.
We'll help you select and implement one. For most contractors, ServiceTitan, Housecall Pro, or Jobber are solid options. If you need something simpler, we can work with basic systems. The key is having a way to track leads and measure conversions.
Sometimes, initially. We address this by involving them in script development, explaining the "why," and showing them that scripts actually make their jobs easier. Scripts aren't about being robotic—they're about being consistent and effective.
Fast. Unlike SEO (which takes months), intake changes can impact booking rates within days. Most clients see measurable improvement within 2-4 weeks of implementing scripts and response time processes. The full system build takes 4-6 weeks, with compounding improvements over the following 90 days.
Same marketing budget. More booked jobs. It starts with knowing where the leaks are.
Get Your Intake Audit