New to the site? Start with the 7-Day Quickstart or read the Ultimate Guide for the full roadmap.
At a Glance
| Tool | Best for | Time |
|---|---|---|
| Lead Gen Scorecard | Personalized channel priorities | ~3 min |
| ROI simulators | Budget and profit modeling | ~5 min |
| Metrics dashboard | CPL and cost-per-booked tracking | ~5 min |
| Printable Checklists | Weekly GBP, LSA, metrics, speed-to-lead | Print or .txt |
| Templates | SMS, email, review asks, LSA intros | Copy-paste |
Which Tool When
- No system yet → Quickstart → GBP Prep → Checklists
- Have GBP, need direction → Scorecard → channel guide it flags (LSA, reviews, Meta, etc.)
- Running paid ads → Metrics weekly + ROI when changing budget
Personalize by Trade
Interactive Tools
- Lead-to-Close System — Weekly KPIs: response, quote-to-book, reviews
- Lead Gen Scorecard — Personalized channel priorities in 3 minutes
- ROI & Dashboards — Channel ROI simulators
- Metrics Dashboard Simulator — CPL and booked-job tracking
- Front Office Playbook — CSR queue + week-one training
- Lead Follow-Up Playbook — 5-touch quote recovery
- On-Site Close Playbook — Close estimates in the field
- Plumber Lead Gen Playbook — Emergency LSA + GBP
- Drain Cleaning Lead Gen — Emergency drain + jetting upsell
- Water Heater Lead Gen — Repair, replace, tankless
- Google LSA — Pay-per-lead setup
- Case Study: 3x Leads — Plumber measurement example
- HVAC Lead Gen Playbook — Seasonal campaigns
- AC Tune-Up Lead Gen — Shoulder-season Offers + plans
- Heat Pump Lead Gen — High-ticket install + follow-up
- Case Study: HVAC Growth — 90-day seasonal example
- Meta Ads — Tune-up and shoulder-season offers
- Roofing Lead Gen Playbook — Storm + retail pipeline
- Case Study: Roofing Growth — Meta + storm pipeline example
- Meta Ads — Before/after project creative
- Case Study: Electrical Growth — EV + panel upgrade example
- Electrician Lead Gen Playbook — Upgrades + EV installs
- Google Search Ads — High-ticket keyword landing pages
- Case Study: Landscaping Growth — Spring bookings + maintenance
- Landscaper Lead Gen Playbook — Recurring maintenance focus
- Reviews & Referrals — HOA and neighbor flywheel
- Pest Control Lead Gen Playbook — Seasonal campaigns + contracts
- Termite Lead Gen — Inspections + long-cycle nurture
- Mosquito Lead Gen — Yard spray + seasonal Offers
- Case Study: Pest Control Growth — Seasonal ramp + contract attach
- Google LSA — Urgent pest and rodent leads
Downloadable Assets
- Checklists — 8 print-ready lists: monthly GBP, weekly metrics, LSA ops, speed-to-lead, front office, unbooked leads, on-site close, and 7-day quickstart. Use Print or Download .txt on the page; checkboxes save in your browser.
- Templates — SMS, email, LSA intros, review asks
- Scripts — Phone scripts that book jobs
Recommended Tools
- Google Business Profile — Mastery guide
- Call tracking — Tracking setup
- CRM for follow-up (Jobber, ServiceTitan, Housecall Pro)
- Pagefind search on this site (header modal, rebuilt on deploy)
Red Flags
- Running calculators but never logging real weekly numbers — use the weekly metrics checklist
- Optimizing CPL instead of cost per booked job
- Skipping Scorecard and guessing which channel to scale
- No trade filter — you may be reading a playbook that does not match your business
Related
- Ultimate Guide — full 90-day roadmap
- Welcome tour — pick your path in 60 seconds
- Case study proof: Plumber · HVAC · Roofing · Electrical · Landscaping · Pest control
Use these to implement the strategies in the guides.