Marketing reporting for contractors that counts jobs, not clicks
A daily message with what the ads did, and a monthly read of what actually closed. Before you sign anything, we look at what you have today: ad account, Google profile, site and follow-up. You leave the call knowing the path, whether you close with us or not.
- Daily ad report by WhatsApp
- Monthly pipeline read: opportunities, sold, finished
- Free 30-minute diagnosis call
Why most marketing reporting for contractors misses the point
Most reports an owner receives are full of clicks, reach, impressions and a chart that goes up. None of it tells you what you actually want to know: did the ads bring jobs, and which ones. You finish reading and still cannot answer if you should spend more, spend less or stop. A report that cannot guide a decision is decoration.
The real story lives somewhere else. It lives in the estimate you sent on Thursday and never followed up, in the lead who replied at night and got an answer the next afternoon, in the proposal sitting in the pipeline for weeks. When we review a contractor's pipeline by hand, proposals sitting idle are usually the first thing that shows up. No ad dashboard in the world would show that.
That is why our marketing reporting for contractors has two layers. One is daily and short, about the money going out. The other is monthly and deeper, about the money coming in. Together they connect the ad to the signed contract.
What our marketing reporting for contractors includes
Every piece arrives where you already are, mostly on WhatsApp. Nothing requires you to learn a dashboard. Every number comes from your own accounts, and you can check it yourself at any time. This is what you get.
Tracked by sales: the comparison that moves budget
Thirty forms that closed $120k beat 130 messages that closed $70k. That is the kind of comparison we run before moving budget. The message campaign looks better on the ad dashboard, with far more leads at a lower cost each. The form campaign looks worse on the dashboard and wins where it counts, in signed contracts.
The reason is simple. A message costs the customer almost no effort, so many people start a conversation out of curiosity. A form asks about the project, so the people who finish it are usually closer to buying. When the reporting stops at cost per lead, you move money to the wrong place. When it goes all the way to sales, the decision becomes obvious: if budget goes up, it goes to what closes.
How our marketing reporting for contractors works, step by step
Good reporting is mostly plumbing. If leads, estimates and closed jobs are not recorded in the right place, no report can fix it. So we set up the tracking first and the reports second. These are the steps.
Click reports vs marketing reporting tracked by sales
Many owners come to us after a year of paying an agency and never really knowing what they got. Some found out the posting had stopped months before, while the card kept being charged. Reporting is where that kind of problem either hides or shows up. Here is the difference.
Why the ad platform alone cannot tell you what closed
The ad platform knows who clicked and who filled the form. It does not know what happened after. It never sees the site visit, the estimate, the negotiation over the phone or the deposit. Those events happen in your CRM, in your conversations and in your calendar.
That is why our closing reports read the conversations and the opportunities straight from your CRM, not the ad dashboard. A very common finding is a pipeline where nobody ever marks an opportunity as won, so the business is closing jobs but the system says zero. Part of the work is fixing that habit, because a pipeline that is not updated makes every report wrong.
Time matters too. Facebook needs about 90 days of data to learn who your buyer is, and a remodeling job can take weeks from first message to signed contract. So the daily report watches the spend, and the monthly read judges the result. Mixing the two leads to cutting good campaigns too early.
Which plan includes which reports, and what depends on budget
Our plans are $497, $750 and $1,250 per month, with ad spend paid separately on your card. All three include ad management, so the daily ad report comes with all of them. The $497 plan does not include a CRM, and the monthly pipeline read depends on one, so it belongs to the $750 and $1,250 plans. The $1,250 plan adds a dedicated sales rep who answers leads and sends estimates, and each rep works with a maximum of 2 clients.
With a dedicated rep, the pipeline stays up to date because someone is working it every day, which makes the monthly read sharper. Budget affects how fast the numbers become meaningful. With a small budget, a month may bring only a handful of closed jobs, so we compare over longer periods. If you spend under $500 a week, Google tends to bring little volume, so we usually start on Meta.
The first 7 days and the first months
Everything goes live in 7 days. The deliverables are ready sooner, and the wait is the A2P registration that the carriers require before your business can send text messages. The reports grow with the data, from a daily check to a real sales read. This is the usual rhythm.
Which trades need marketing reporting tracked by sales
The higher the ticket, the more a sales-based report matters. In remodeling, countertops, flooring and painting, one closed job can pay for months of ads, so counting leads alone hides the real return. These trades also have long gaps between lead and contract, which is exactly where proposals go idle. A monthly pipeline read catches them.
It fits a painting company in Sarasota or Lakewood Ranch, a countertop shop in Holliston or Framingham, and a flooring store near The Villages the same way. Businesses with many small jobs, like house cleaning and pressure washing, use it to see which sources bring repeat customers. We have launched more than 15 businesses and work across 13 trades, and the reporting logic is the same for all of them: follow the lead to the sale.
If budget goes up, it goes to what closes
We do not promise a number of leads or contracts, and anyone who does is not telling you the truth. What we promise is execution: every campaign built with excellence, everything inside your own accounts, and reports that show you what really happened. There is no lock-in contract. If our work is not good for you, you leave, and the data leaves with you.
Where we run this
Works best together with
Daily Ad Report on WhatsApp
Spend, leads and cost per lead from yesterday, in your WhatsApp before you leave for the job site.
✓ Delivered to your phoneCRM and Lead Follow-Up
The lead fills the form and gets a text and an email that second. If he goes quiet, eight follow-ups by SMS and email until he replies or says stop.
✓ Your CRM, your data, your phone numberDedicated Sales Rep
A sales rep who works for us, serves at most two clients, answers every lead and sends the estimate. You only show up to measure and deliver.
✓ Booked estimates in your calendarQuestions about reporting and free audit
Still have a question? Bring it to the call. We answer everything before you decide anything.
Book a free diagnosisIs the diagnosis call really free?
Yes. It takes 30 minutes, we look at your ad account, Google profile, site and follow-up, and you leave knowing the path, whether you close with us or not. We do not pressure anyone to sign on the call.
What is the difference between the daily report and the monthly read?
The daily report covers what the ads did yesterday: spend, leads and cost per lead. The monthly read covers what happened in the pipeline: opportunities, sold and finished, and which lead sources closed.
Do I need your CRM for sales reporting?
You need your leads and estimates recorded in one place, and the CRM we set up is yours, inside your own account. The $497 plan does not include a CRM, so it gets the daily ad report but not the monthly pipeline read.
What if I close jobs outside the CRM?
Then the report cannot see them, and that is one of the first things we fix. Marking a job as sold takes seconds, and without it every budget decision is a guess.
Why not just move budget to the cheapest leads?
Because the cheapest lead often does not close. Thirty forms that closed $120k beat 130 messages that closed $70k, and that kind of comparison is what we run before moving budget.
Can you find money already sitting in my pipeline?
Often there is some. When we review a pipeline by hand, proposals sitting idle are usually the first thing we find. We cannot promise what yours holds, but the monthly read is built to find it.
Who owns the data and the reports?
You do. The ad account, the CRM and the reports are in your name. If you leave, everything stays with you.
Is there a minimum contract?
No. There is no lock-in contract. Clients stay because the work is good, and if it is not good for you, you leave.