At a Glance
- Who this is for: Owners, office managers, and CSRs at local home service companies (plumbers, HVAC, roofers, electricians, landscapers, pest control, and similar trades)
- Time to first win: 60 minutes for GBP prep + scorecard; 7 days for full Quickstart foundation
- Five entry paths: Brand new · Have GBP, need leads · Scaling paid · Growing a team · Close more from same leads
- Best tools: Quickstart · Scorecard · Printable Checklists · Tools Hub
Pick Your Path
Brand new — no system yet
You need a verified Google Business Profile, basic tracking, and a weekly rhythm.
- 7-Day Quickstart — about 45–90 min/day for one week
- GBP Setup Prep — gather photos, services, hours before you build
- Printable Checklists — print the 7-day one-pager and monthly GBP list
Realistic outcome: First qualified calls within 1–2 weeks as GBP and reviews compound.
Have GBP — need more leads
Profile exists but calls are inconsistent. Diagnose gaps before spending more on ads.
- Lead Gen Scorecard — 3-minute personalized priorities
- Google LSA or Reviews & Referrals — whichever the scorecard flags
- Speed-to-Lead — under 5 minutes response on every new lead
Realistic outcome: Lower cost per booked job by fixing response time and review velocity first.
Scaling paid — optimize spend
You run LSA, Search, or Meta and want better cost per booked job, not just CPL.
- Metrics — weekly CPL and cost-per-booked targets
- ROI & Dashboards — channel simulators
- Ultimate Guide — 90-day roadmap and trade playbooks
Proof it works: Plumber (10 → 32) · HVAC (14 → 38) · Roofing (9 → 31) · Electrical (11 → 26) · Landscaping (12 → 34) · Pest control (8 → 26) leads/mo
Growing a team — office or dispatch help
You are still on the phones but need a CSR, dispatcher, or office manager to own the queue.
- Front Office Playbook — queue owner, week-one training, Monday huddle
- Scripts That Book Jobs — talk tracks for intake and booking
- Lead Follow-Up Playbook — close more quotes with a 5-touch cadence
- On-Site Close Playbook — techs close estimates and pitch plans in the field
- Front office weekly checklist — print for the team
Realistic outcome: Median response under 5 minutes on paid leads without the owner answering every call.
Close more from same leads
You get enough calls but too many quotes never book. Fix conversion before spending more on ads.
- Lead-to-Close System — four KPIs, Monday huddle, Friday audits
- Lead Follow-Up Playbook — 5-touch quote recovery
- On-Site Close Playbook — written quotes and plan pitches in the field
- Reviews & Reputation — review SMS within 30 min after every job
- Lead-to-close weekly checklist — print for Monday huddle
Realistic outcome: +5–15 points on quote-to-book in 30 days — often four extra jobs per month on the same lead volume.
How the Site Works
Sidebar navigation
The left sidebar groups content by job-to-be-done:
- Start Here — this page, Tools Hub
- Google Business Profile — setup prep, mastery, posts, reviews, access, organization
- By Trade — playbooks for plumbers, HVAC, roofing, electrical, landscaping, pest control
- Paid Channels — LSA, Google Search Ads, Meta, LSA vs Search comparison
- Organic & Reputation — local SEO, reviews, website basics
- Convert Leads — lead-to-close system, speed-to-lead, scripts, front office, follow-up, on-site close
- Measure & Grow — metrics, ROI, scorecard, checklists
- Reference — ultimate guide, glossary, case studies, trends
Sections collapse on desktop (state is saved). On mobile, open the menu icon and tap outside to close.
Search and filters
- ⌘K or / opens search — finds every guide after each site build
- Trade filter on the home page and in the sidebar hides guides outside your trade
- Tag filters in search narrow by channel (Google, paid, tools, etc.)
Interactive delights
- Checklists —
- [ ]task lists in articles save checked state in your browser - Scorecard + calculators — personalized priorities and ROI math on Tools Hub
- Reading progress — scroll bar on long guides
- Dark mode — toggle in the header; preference is saved
- Copy buttons — on templates and code blocks
First 60 Minutes
Block one hour and complete these five steps:
- Skim this page and pick your path (brand new, have GBP, or scaling)
- Run the Lead Gen Scorecard or open Quickstart Day 1
- Open GBP Setup Prep and list 15+ photos and every city you serve
- Bookmark Printable Checklists — print or download the weekly metrics list
- Set a recurring Sunday 15-minute slot for weekly metrics review
Printable Assets
Operations checklists you can print, save as PDF, or paste into your CRM:
- Checklists — GBP monthly, weekly metrics, LSA ops, speed-to-lead setup, 7-day quickstart
- Templates — SMS, email, review asks, LSA intros
- Scripts — phone scripts that book jobs
Use Print checklists or Download .txt on the Checklists page.
Next Best Action
Not sure where to start? Run the Lead Gen Scorecard — it takes about 3 minutes and tells you which guide to read next.
Then follow the 7-Day Quickstart or dive into your trade playbook from the sidebar.