Residential contractors
Contractor marketing and appointment systems built around the booked estimate.
For established residential contractors, we connect homeowner demand, real-project creative and the Close Desk. The goal is a qualified estimate for the work you want, with its source and next step recorded.
Trade pages
- 01RoofingRoof inspection and replacement estimate
- 02RemodelingIn-home design consultation
- 03HVACSystem assessment and replacement estimate
- 04PaintingOn-site painting estimate
- 05FlooringMeasurement and installation estimate
- 06InsulationAssessment and installation estimate
- 07LandscapingSite visit and project estimate
Windows and siding, fencing and outdoor, plumbing and electrical are covered under the same program and discussed in the audit.
01What the plan is built around
How contractors actually win estimates.
01
Homeowners compare, and the first useful conversation sets the frame.
A form submitted in the evening is often sent to more than one company. The one that answers well, and soon, tends to book the estimate that actually happens. The Close Desk exists so that company is you, inside the coverage hours you agree.
02
Your best people are on job sites during the hours demand arrives.
Crews and estimators cannot answer the phone from a roof or a kitchen. A dedicated response and qualification function keeps inquiries moving while production stays productive.
03
Not every inquiry deserves an estimator's afternoon.
Wrong area, wrong scope, tenant not owner, budget that will not survive the first drawing. Written qualification criteria, applied before booking, protect the calendar for the projects you want.
04
Past estimates are a pipeline, not a graveyard.
Every unsold estimate is a homeowner who already invited you in. Scheduled follow-up and reactivation bring those conversations back at the right time, with consent and opt-out handled properly.
02The unit of work
What counts as a qualified estimate appointment.
This is the definition the whole program is measured against. Each trade page adds the criteria specific to that work; these apply everywhere.
- Ownership
- The person booking owns the property. Tenants and landlords are recorded separately.
- Service area
- Inside the area your crews can serve profitably, as drawn in the operating plan.
- Project type
- Work you sell and want more of, above the minimums you set.
- Timing
- A realistic window for starting, recorded rather than assumed, so follow-up has a date.
- Decision-maker
- The person or people who will decide can attend the estimate.
- A specific slot
- On your calendar, confirmed, with the details captured. Without it, the record stays an inquiry.
03How the program runs
Built, launched, then improved on real appointment data.
Campaigns, pages, tracking, CRM and Close Desk are connected around your trade, service area and capacity. Once the system is ready, demand goes live and appointment handling begins, with performance reviewed against the targets written in your operating plan.
04Questions
Asked by contractors before the audit.
The agency is accountable for the estimate appointment, not only the click or lead. Demand, pages, creative, response, qualification and follow-up are run together and reported in one record from source to attended estimate.
The program is built for established businesses with a defined trade and area, the capacity to deliver more of the right work, the means to fund management and media together, and the willingness to share operating numbers. There is no revenue threshold; the audit works through fit on your own figures.
Yes, and it is often the sensible starting point. Scope is set in the operating plan and can expand at a scheduled performance review.
The Close Desk responds during the coverage hours in your operating plan, qualifies against criteria you sign off, and books into your calendar. Staffing, hours and escalation are documented before launch.
Growth partnerships start from $4,000 per month. Final scope depends on your trade, service area, appointment capacity, coverage hours and the channels required to reach the agreed target. Advertising spend and platform usage are separate and paid through accounts you own; terms are set in writing before launch.
See what your contractor pipeline should be producing.
Bring your average project value, close rate, service area and estimate capacity. Thirty minutes on your numbers, on our live calendar.
30 minutes · Your market, capacity and pipeline · No preparation required beyond your numbers