Our process

From the first conversation to an ongoing growth partnership.

Get a clearer view of what would help your business before deciding what to invest in. We’ll talk it through, look at the relevant details and explain a practical way forward.

01 /Before you become a client

Start with
understanding.

A useful audit should leave you knowing where to focus. It’s complimentary for qualified prospects, and the decision to work together stays with you.

  1. 01

    Send the request

    Tell us what you do, where you work and what you’d like to improve. That gives us a useful starting point for the first call.

  2. 02

    Speak with us

    We’ll call to talk about your priorities and whether the partnership makes sense. If it does, we agree what your complimentary audit will cover before booking it.

  3. 03

    Find the useful improvements

    We look at how customers find you, what your website is doing and what happens after a call or quote request. The work you want and the capacity you have guide the audit.

  4. 04

    Review the findings

    We walk you through a tailored presentation: the biggest priorities, how we’d address them, and what setup and ongoing work would cost. You keep the completed audit summary and presentation even if you decline.

  5. 05

    Choose the next step

    Decide whether the recommendation is right for your business. We can agree the work, refine the plan or leave it there. Paid work begins only after you approve the scope and investment.

02 /Once we work together

A foundation.
Then steady attention.

One plan built around your business,
adapted as the business develops.

01 / Foundation

Get the important pieces ready

We keep the tools that work and build what’s missing: that might be a simple website, landing pages or a clearer way to receive and keep track of quote requests.

Custom setup is quoted separately from ongoing management.

02 / Active partnership

Manage and improve

Once the agreed setup is ready, we manage the campaigns and keep improving the agreed pages and forms. You get weekly updates and a monthly strategy conversation with a clear work plan.

We call new inquiries back and book the estimates. Your team handles the estimates, sales and delivery.

03 / Next phase

Use the results to choose what’s next

We look at the inquiries, the jobs you can connect to them and the work you want next. That helps us decide what to keep, improve or test.

If the next phase needs a different scope, we explain the work and investment before you decide.

04 / As things change

Adapt when the business changes

A new service, another location or a seasonal pause can call for a different plan. We agree the changes with you.

Any maintenance, territory exclusivity or performance arrangement is agreed separately.

Booked Estimate Launch

  1. Month one: Pay per booked estimate

    Never more than one month of the partnership fee.

  2. After that: From CAD 2,500 / month

    The custom-scoped monthly partnership. Cancel in writing at least 14 days before your next billing date.

A booked estimate counts once it’s on your calendar with a homeowner from your ads, in your service area. You pay when it happens, or when the homeowner confirms a reminder and then doesn’t show.

You pay Google or Meta directly for the ad spend. Setup is quoted separately. Taxes and any disclosed third-party or usage costs are separate.

The scope, responsibilities and complete investment are clear before you decide.

Monthly renewal. Protected starting rate.

The active partnership renews month to month, with cancellation and handover terms agreed in writing. The starting rate is protected for the first 90 active days at unchanged scope. This is rate protection, not a three-month payment commitment. Later price changes require at least 30 days’ notice and prospective agreement.

Clear roles on both sides.

We manage the agreed ads, website and form improvements, and explain what the results show.

You bring the service details, offers, photos and footage we need. We call new inquiries back and book the estimates. Your team runs the estimates, prepares quotes, makes sales and delivers the work. You keep us informed about which inquiries turn into jobs.

Options for a changing business.

Seasonal maintenance, defined territory exclusivity where available, or a performance arrangement require a separate written agreement. None is automatic.

Before we begin

The practical
questions.

Do we need ads, a new website and a CRM?

No. We keep what works. If you need a simple website or a basic CRM to keep track of inquiries, we can include it in your separately quoted setup. We recommend the tools that help with the job at hand.

We are already busy. Is this still relevant?

It can be. You might want more of a particular kind of job, easier handling of quote requests, clearer reports or a plan for when you have more capacity. We’ll start with what you’d like to change, even if more calls aren’t the answer.

What happens after I send the form?

We review your request and call to talk about your business. If the partnership looks like a fit, we arrange your complimentary audit. Then we prepare a tailored presentation and walk through the findings, priorities and options for working together. Sending the form starts that conversation; it doesn’t book an audit.

What does it cost?

New clients start with the Booked Estimate Launch: pay per booked estimate, capped at one month of the partnership fee. From day 31 it becomes the monthly partnership, from CAD 2,500/month. Cancel in writing at least 14 days before your next billing date. Active Growth Partnerships are custom quoted from CAD 2,500 per month, plus a separately quoted setup project. Advertising spend, applicable taxes and disclosed outside or usage costs are separate. The fit and priorities audit and tailored presentation are complimentary for qualified prospects. Your proposal explains the exact scope and investment before work begins.

What will you need from us?

Your service details, offers, photos and footage where needed, plus someone who can tell us what happens to the inquiries. We call new inquiries back and book the estimates; your team runs the estimates, prepares quotes, makes sales and delivers the work. We agree access and spending limits upfront so you don’t have to approve every routine campaign adjustment.

We have tried marketing before. What would change?

First, we’ll ask what worked and what left you disappointed. Were the inquiries a poor fit? Was it hard to see the results? Did you feel left in the dark? The recommendation should address your experience and explain what’s worth keeping.

Can you guarantee a number of jobs?

No. The outcome depends on your service, market, inquiries and what happens after contact. We stand behind the work we agree to deliver and explain what the evidence shows. Any service remedy is specified in your agreement; it is not a guarantee that ad spend or every commercial outcome is risk-free.

Do you work outside Alberta and BC?

Our current focus is home-service businesses in Alberta and BC. Tell us where you operate so we can give you a straight answer about fit.

Is the audit really complimentary, and can I keep it?

Yes, for qualified prospects. We review how customers find you, your website and what happens after they get in touch, within the scope we agree. We explain the priorities and implementation options, including cost. You keep the completed audit summary and presentation whether we work together or not. Any implementation is agreed and priced separately.

Do I pay extra for both Google and Meta?

There is no automatic second-platform surcharge for Google Search, Meta or eligible Local Services Ads in your agreed plan. We choose the channels around your business and quote the work as a whole. A new location, service division or substantially larger workload can change the scope; using a second included channel alone does not.

Is a website or CRM included?

When needed, a simple website or basic setup for managing inquiries can be part of your separately quoted setup. Routine upkeep of the agreed pages and forms is included during active management. Larger rebuilds, new service divisions, complex migrations and extra software usage are scoped and priced with you separately.

Do I need to approve every ad?

No. We agree your service facts, offers, area and spending limits at the start, then handle ordinary campaign decisions inside that mandate. New promises, higher total spending and other material changes still need your decision.

Am I locked in for 90 days?

No. Active management renews monthly. Cancel in writing at least 14 days before your next billing date to stop renewal. The 90-day protection is about your initial rate at unchanged scope, not a refund trial or compulsory three-month payment term. We complete or hand over the current paid period as agreed.

How often will I hear from you?

You’ll get a written update each active week and a monthly strategy conversation with a clear work plan. You’ll know what we’re working on, what the results show and what comes next. You can reach your contact during agreed business hours, and we flag significant issues when we find them.

Can the partnership fee change as we grow?

Yes, through an agreed next-phase proposal. Your starting active rate is protected for 90 days at unchanged scope. Later renewal changes are explained at least 30 days ahead and agreed prospectively. Extra locations, service divisions or materially expanded work are scoped with you before charges change.

Can we reduce activity for a season?

A reduced maintenance arrangement can be agreed when active work genuinely pauses. It covers a smaller scope and a planned return, not full campaign management at a discount. Dates, restart capacity and any territory reservation are agreed separately.

Will you work with a direct competitor?

We can discuss clearly defined trade-and-territory exclusivity after the initial review, where it is available. We put the boundaries and commitment in writing. Confidentiality and protecting your business information apply regardless of exclusivity.

What happens to our accounts and website if we leave?

You retain your business data, client-controlled accounts and paid client-specific work with the rights set out in your proposal. Hosting, software licences and supported transfers can have continuing requirements or charges. We explain those rather than making access a reason you cannot leave.

Which estimates do I pay for?

Booked estimates from your ads: a homeowner, or someone with the owner’s OK, at an address in your service area, on your calendar within 14 days. You pay when the estimate happens, or when the homeowner confirms a reminder and then doesn’t show. Duplicates, out-of-area requests, appointments you cancel and homeowners who cancel a day or more ahead without rebooking aren’t billed. The exact rules, rate and cap are written into your agreement before you start.

What happens after month one?

From day 31 it becomes the monthly partnership, from CAD 2,500/month and custom scoped. Cancel in writing at least 14 days before your next billing date. Your starting rate is protected for 90 active days at unchanged scope.

Who pays for the ads?

You pay Google or Meta directly for the ad spend, so the spend and the accounts stay yours. Our fee is separate from the ad spend.

Your next stage of growth, with someone in your corner.

Tell us what you do and what you’d like to improve. We’ll call to talk about your business and whether the partnership makes sense.

See if we’re a fit

Complimentary audit for qualified prospects.
No obligation to become a client.