The brief
This proposed strategy considers an agency selling local-search and digital marketing services to home-service businesses. The public case uses an illustrative budget and funnel; it does not report an agency campaign or achieved results.
Objective: Create qualified opportunities from home-service businesses that need better local demand and customer acquisition.
Target audience
- Owners and general managers of established HVAC, plumbing, roofing and electrical businesses.
- Marketing leaders responsible for additional locations, booked jobs and acquisition efficiency.
- Accounts with a usable website, local business presence and capacity to serve additional demand.
Strategy and key decisions
One useful campaign offer
Use a local-demand audit to connect visibility, reviews and conversion gaps to booked jobs. A specific offer gives every channel a consistent next step.
Search and outreach have different jobs
Search captures active agency demand. Researched email and professional-network outreach open conversations with accounts showing a relevant acquisition problem.
Qualification continues after the form
Keep raw enquiries, qualified leads, MQLs and sales-accepted opportunities distinct. Record why Sales accepts or rejects each handoff.
Proof supports the offer
Use only approved evidence and accurately attributed public examples. Create trade-specific content rather than relying on broad agency messaging.
Channel roles and measurement
Proposed channel approach| Channel | Job | Measure |
|---|
| Paid search | Reach businesses actively evaluating local-search support. | Qualified audit requests and cost per sales conversation. |
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| Researched outreach | Start a relevant conversation around a verified public observation. | Positive replies, accepted leads and held meetings. |
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| Content and SEO | Answer trade-specific commercial questions and connect them to the audit. | Qualified enquiries and assisted opportunities. |
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| Professional social | Build familiarity with the offer and decision-maker point of view. | Relevant conversations and audit interest. |
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| Retargeting | Help engaged buyers revisit the offer and complete the next step. | Qualified return enquiries and meeting conversion. |
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Illustrative funnel and budget
This monthly scenario demonstrates the model. All costs, lead volumes and conversion inputs are illustrative assumptions adapted for this public case study.
Illustrative monthly allocation| Channel | Budget | Qualified leads | MQLs | SQLs | Held meetings |
|---|
| Paid search | USD 4,500 | 22 | 12 | 5 | 3 |
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| Researched email | USD 2,000 | 24 | 12 | 5 | 3 |
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| Professional social | USD 2,500 | 12 | 6 | 2 | 1 |
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| Content and SEO | USD 3,500 | 10 | 5 | 2 | 1 |
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| Retargeting | USD 1,500 | 8 | 3 | 1 | 1 |
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| Paid social tests | USD 1,000 | 4 | 2 | 1 | 1 |
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| Total | USD 15,000 | 80 | 40 | 16 | 10 |
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Modelled qualified-lead cost: USD 187.50. With 4 assumed opportunities and USD 30,000 assumed annual contract value, the pipeline scenario is USD 120,000. Pipeline is an opportunity value, not recognised revenue.
30-60-90-day roadmap
Days 1-30Validate the commercial model
Confirm the account segment, audit scope and sales stages. Build the offer page, research process and source tracking. Launch a limited pilot.
Days 31-60Improve lead quality
Review search intent, replies and sales rejection reasons. Refine the audit CTA, nurture and qualification. Publish the first trade-focused content.
Days 61-90Allocate by opportunity quality
Move spend toward channels producing accepted opportunities. Review cohort conversion and cost per opportunity before expanding volume.
How I would measure success
- Qualified audit requests and held audit reviews.
- MQL-to-SQL conversion and handoff response time.
- Meeting-to-opportunity conversion and cost per opportunity.
- Pipeline by source, with assumptions separated from recognised revenue.
Decision rule: Scale only after the pilot shows accepted opportunities at a cost the business can support.