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How do you track close rate?
New to the group, glad to be here! Quick question for other owners — how are you tracking close rate? By rep, or just overall for the company? I feel like a lot of us can see how many leads come in but lose track of where proposals actually die in the process. Would love to hear how others handle it.SalesCoach4701 day agoNew Member11Views0likes0CommentsHow are you qualifying new clients?
This is something we’ve struggled with for a few years. How and when to really qualify clients before you do the estimate. Right now our flow is typically people will call and speak to my Admin and she will book them in for a video call with myself. They can also book and schedule this online through the AI receptionist or online booking. Now because we’re just doing a video call we’re not driving all over. I don’t really have a whole lot of skin in the game. I’m wondering, should I not qualify them too hard? These are the qualifying questions that we’ve been trying to ask. 1. When would you like to get this project done? 2. Do you have a budget for this project? 3. Have you got other estimates that we need to be aware of? Who is hard-core when you do this? If you didn’t like the responses you were getting would you literally stop the video call and say sorry we can’t give you an estimate for this? I would love to hear how hard-core others are doing this? Thanks for your time.WiringByron1 day agoVerified Community Coach52Views1like5CommentsAt What Point Does “More Revenue” Stop Being the Goal?
As business owners, we’re constantly encouraged to grow. More clients. More employees. More service areas. More revenue. But eventually, growth comes with more management, more overhead, more complexity, and sometimes… not that much more profit. We’ve hit points in our business where the question shifted from “How do we make more?” to “How do we make what we already have work better?” Better margins. Better clients. Better systems. Better retention. More revenue per client. Less dependence on the owner. I think there’s a huge difference between growing a business and just making a business bigger. For those of you who have been at this for a while: how do you decide when to keep pushing for revenue growth versus optimizing the business you already have? And has anyone intentionally decided NOT to grow past a certain size?roselvaggio2 days agoVerified Community Coach8Views0likes0CommentsAt what point do you hire an agency?
I'm at the point in my business where I really need to not be doing stuff that I'm not good at and I have enough money to invest in different areas of the business to improve the operations. I'm actually rebranding as well so I'm changing our website then it got me thinking - My old website was good, I put a lot of work in to the back links, SEO optimizing it myself, but it does look a little DIY. I got to thinking, this would be a good time to do it correctly and potentially have a professional do it, and maybe I've been missing out on potential traffic because of the website. Has anyone hired an agency with success? What about failures? What things should I be thinking about when approaching this?HUGEHomePros2 days agoVerified Community Coach193Views1like7CommentsIs your business showing up in AI search? 🔍✨
Have you ever asked AI something like “Who’s the best plumber in [your city]?” or “Find me a landscaper near me” just to see if your business pops up? If you appeared, what are you doing to make sure you maintain visibility? If not, PhilRisher has a few website tips that could help. 👇 In this Masters of Home Service episode, he covers website best practices that can help your business stay visible as search changes, from answering real customer questions to sharing pricing and local information and putting more work into your ‘knowledge base’. 👉 Want to put these tips into action? Download our free website optimization playbook for this episode. Never miss an episode of Masters of Home Service. Subscribe on Apple, Spotify, or wherever you get your podcasts.
Lisa2 days agoContributor 442Views2likes5CommentsPipeline + Marketing to replace HubSpot?
Is this ideal? Possible? I am a small team and want to keep things as simple as possible. Any feedback from someone who has successfully done this or tried to do this and stuck with HubSpot for whatever reason?AlexT2 days agoContributor 241Views2likes7CommentsMarketing for a Growing Landscaping Company (When You’re Still Wearing All the Hats)
For those running small-to-mid size landscaping companies (especially maintenance-heavy businesses), how are you handling marketing as you grow? I’ve been managing ours in-house due to my convenient design background, but between operations and crew management it’s becoming unsustainable—especially when it comes to SEO and lead generation for higher-value projects (which I have less experience with) Are you outsourcing to a freelancer/agency, or hiring in-house? And at what point did that investment start to make sense for you? Do you have any recommendations for Canadian companies?162Views1like2CommentsAny tips for making YouTube videos that actually bring in customers?
If you're creating videos for your business (or thinking about it), what's one thing you've learned that makes a difference? In this Masters of Home Service episode, Jacob Palmer (Palmer Electrical) talks about how simple YouTube videos became one of his biggest lead generators. He shares practical advice on filming real jobs, building trust before the first phone call, and using video content to win more local customers without relying on paid ads. Never miss an episode of Masters of Home Service. Subscribe on YouTube, Apple, Spotify, or wherever you get your podcasts.
Erin8 days agoContributor 487Views2likes8CommentsIs Angi Worth It For Home Service Business Owners?
Hi there! I know some folks have seen me here, so I pose a question. Does anyone utilize Angi for leads? Is it worth it? Or is the percentage they ask for to much? I have heard a lot of good about the service, but also, I've heard a lot of bad as well. Truth be told, I cant help but turn it down because I want my clients to pay me. Not be looped in to a service that charges me, after charging the client to find my services. It makes no sense to me.. anyone else feel the same?91Views1like7Comments
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