Marketing Insights

A+B Marketing Insights

— lead calls so far today · — of today's call capacity booked · — P1 visibility fixes open

Lead calls today
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inbound, lead-rated
Calls booked
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of today's lead calls
Jobs created today
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all trades
Web bookings today
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online booking requests
Ad spend today
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Meta + Google, synced

Today's huddle — trades at a glance

Waiting for today's huddle sheet…

Trade Closed revenue vs commit Calls today booked vs commit Board slots Opps vs commit Canceled Where it stands
Waiting for data…
What the columns mean
Closed revenue is the total of jobs completed today, against the number the manager committed to on the 6 AM sheet (the label says which band they picked — floor, expected, stretch, goal pace, or their own number). Calls are new-money service, maintenance and estimate visits booked for today — not repairs, callbacks, warranties or return trips — shown against the calls commitment; "closed out" is the count the closeout scores, "on site" is a tech working it now, "to go" is still ahead. Board is capacity: service techs on the board × calls per tech (HVAC 3, Plumbing 2.33, Electrical 3). "Full" means every slot has a call; "over" means more calls than slots; "open" means room to book more. Opps are calls that are replacement opportunities under the opportunity rules, against the opps commitment. Where it stands answers one question: can this trade still hit its calls commitment with the techs it has?

Capacity by trade

Slots = techs on shift × calls per tech (HVAC 3 · Plumbing 2.33 · Electrical 3) — computed live from ServiceTitan shifts.

Demand trend

Lead calls received, jobs created, and web bookings per day.

PPC Campaigns — paid search

Google Search account 785-492-5401. Revenue is invoiced-to-date for jobs created in the period, so recent periods are still maturing. Loaded ROAS = revenue ÷ (media + contractor fees). Break-even at 52% gross margin = 1.92× loaded.

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per booked job — 30-day gate (Oct 15 – Nov 13, bar $500, non-brand)
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— media · — fees · — booked jobs
— invoiced so far (matures for weeks) · — loaded ROAS vs 1.92× break-even
Engagement conditions — Oct 14 audit —

The terms of continuing the contractor engagement. Editors check items off as they're verified in the Google Ads account; overdue open items go red. Full audit: Paid Search Audit doc, Oct 14.

Campaign signals today

Campaigns with spend or captured contacts today, with the engine's verdict. Verdicts use the 70% booked-rate gate and live capacity.

Ad spend & leads by account

Search and each LSA account kept separate. LSA leads are Google Local Services lead records.

Weather ahead

Next 10 days in Edmond, scored by expected demand (modeled from a year of calls vs weather). Chips mark marketing playbook triggers.

Weather-adjusted tactics (30d)

Jobs discounted by the weather-demand index — a job earned in a heat wave counts less than one earned on a mild day. Adj $/job = cost net of weather.

Pipeline health

Every source syncs on the quarter hour, 6a–9p CT.

AI visibility & listings

From the October audit baseline — fix progress ahead of the December re-test.

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P1 fixes open
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P2 fixes open
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Fixes done
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Listings mismatched
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Damaging AI statements