For Orange County home service owners

The Booked Job Engine: ongoing help to book more work.

Ongoing execution may fit after the diagnostic identifies a priority that needs repeatable work. We connect the agreed work to booking, follow-up and reporting. Implementation and management are optional and separately scoped.

Start With the Diagnostic

When ongoing support fits

You need repeatable execution on one agreed priority, with a team able to deliver the work it brings. If you only need a focused fix or your capacity is full, a monthly engagement may not be the right next step.

A concrete example

If suitable service inquiries are too few, improve the agreed service pages or channel. Connect those inquiries to the office’s booking steps and job records. Review the completed work and collected payments, not just the call count.

Illustrative work plan, not a client result.

What an agreed ongoing engagement may include.

You need ongoing execution on the main gap between homeowners finding you and jobs getting booked.

Potential scope

  • One business location and one agreed main ongoing priority.
  • Its booking/follow-up connection and defined measurement.
  • Ongoing execution and weekly operating checks.
  • Monthly priorities and a source-to-job scorecard showing available data and gaps.
  • One monthly decision meeting to review the work and choose the next priorities.

What we need from you

Your written scope defines the work allowance, supported tools, response hours and exclusions. You provide access, approvals, office cooperation, capacity and the records needed to measure outcomes.

Not included

The management and execution fee covers the work named in your plan. Client-funded ad/media spend is not included. Third-party software is included only when expressly stated in the proposal. Major website rebuilds, additional major priorities, channels, integrations, locations and staffed reception require separate scope and a custom quote.

Onboarding and setup

Onboarding covers the setup needed to start, such as account access, call routing and workflow tests. If a setup fee applies, we quote it before you agree. We do not charge again for completed reusable setup.

Client-funded advertising/media spend is separate from the management fee and paid directly by the client. Third-party software is included only when specifically stated in the proposal; other software, usage and additional work are quoted separately for approval. Booked appointments, completed jobs, sold jobs and collected revenue are reported separately where your records support them.

Payment schedule, cancellation, refunds and delivery responsibilities belong in your written service agreement. No performance guarantee is published. Expanded scopes and additional locations require a custom quote.

Understand the diagnostic and optional implementation

One priority. A connected booking process.

The six stages help us locate the problem. Your plan names the one main priority included in the monthly fee and its booking and reporting connections.

How the six stages connect

Get Found

When someone nearby searches for what you do, do you show up?

Track: Local visibility · Qualified opportunities by source

  • Relevant search engines, maps and business listings
  • Technical SEO, service and service-area pages
  • Google Search Ads and Local Services Ads when the economics fit
  • AI-answer visibility checks, useful content and relevant local references

Get Chosen

Why would the homeowner choose you?

Track: Review activity · Visitor-to-inquiry rate

  • Consistent honest review requests, recency and thoughtful responses
  • Real service photos, proof and clear trust signals
  • Clear service information, offers and financing presentation
  • Website credibility and landing-page conversion improvements
  • Relevant retargeting when the economics justify it

Get Booked

What happens after the phone rings?

Track: Response time · Answer rate · Booking rate

  • Speed-to-lead, intake, qualification and lead routing
  • CSR training, booking scripts and call review
  • Online scheduling and booking workflows
  • Missed-call text-back and AI Voice Agent for overflow or after-hours calls where appropriate

Recover

What happens to opportunities that did not book the first time?

Track: Recovery rate · Recovered appointments · Verified sold revenue

  • Missed-call recovery and unbooked inquiry follow-up
  • Old-lead and dormant-customer reactivation
  • Unsold-estimate follow-up and cancellation recovery
  • Client-approved phone, SMS and email follow-up
  • Defined opportunity pools with every outcome tracked

Know What Works

Which marketing actually produces booked and sold jobs?

Track: Cost per booked job · Sold revenue by source · Customer acquisition cost

  • Call and form tracking, source attribution and CRM source tagging
  • Google Ads and LSA conversion tracking
  • Qualified opportunity, booked and completed appointment tracking
  • Estimate, sold-job and revenue reporting when verified
  • Cost per qualified opportunity, cost per booked job and customer acquisition cost
  • Booking rate, estimate close rate and recovery rate

Run Smoother

Can the team find approved answers and keep work moving?

Track: Answer usefulness · Unanswered questions · Workflow completion

  • Approved company knowledge and missing-answer review
  • Permissions, human handoffs and workflow accountability
  • Scoped automation and AI Company Brain when appropriate
  • Existing information and process review before buying new tools

Know What Works

Follow the opportunity all the way to revenue

See which sources lead to inquiries, bookings and sold work. We connect the records you have and show where information is missing.

  1. 1.Source
  2. 2.Qualified Opportunity
  3. 3.Booked Appointment
  4. 4.Completed Appointment
  5. 5.Estimate
  6. 6.Sold Job
  7. 7.Revenue

Track cost per qualified opportunity, cost per booked job, booking rate, estimate close rate, recovery rate, customer acquisition cost and sold revenue by source. Missing or unreliable data stays identified as a gap; we do not imply perfect attribution.

Vendor-neutral implementation

The software is the toolbox. We are the operator.

We help identify the problem, set up the agreed tools and show your team how to use them. We start with your existing software where practical.

ServiceTitan, Housecall Pro, CallRail, GoHighLevel and other platforms are selected based on fit. Replacing software is only recommended when the diagnosed problem warrants it.

Google is our default for active local search intent. Meta can support retargeting, seasonal or financing offers, visual proof and reactivation when the customer journey and economics justify it.

AI Voice Agent helps capture inbound calls when your team is busy or after hours, collect the request and book or hand off the next step using approved rules. Coverage, supported integrations and human escalation are agreed before launch.

AI Company Brain supports Get Booked and Recover by giving your team approved answers about pricing, warranties, financing, service areas, booking rules and escalation. Its value comes from maintained company knowledge and useful workflows.

Find out whether ongoing marketing and booking support addresses the real constraint.

The $999 Home Service Growth & Operations Diagnostic reviews the agreed evidence before recommending a solution. You receive written findings and a prioritized action plan that you can use with your own team or another provider. Any work you ask us to implement is optional and scoped separately.

Start With the Diagnostic

Common questions

Do I have to buy a Sprint first?

No. Start with the Home Service Growth & Operations Diagnostic. It may recommend ongoing execution, a focused fix or no new engagement. A Sprint is not a required step.

Which work is included?

We agree on one main ongoing priority—for example local search, a selected advertising channel or booking/follow-up—and its connection to appointments and measurement. Your written scope specifies deliverables and the work allowance. Every channel is not included.

How are costs confirmed?

If ongoing execution is appropriate, a separate proposal identifies implementation, potential onboarding, management, media, software, usage and additional scope. Client-funded advertising is separate. The diagnostic does not authorize these costs.

What happens each month?

Ongoing execution of the agreed work, weekly operating checks, monthly priorities, a source-to-job scorecard and one monthly decision meeting. We show data gaps instead of guessing results.

Is this full-time reception or unlimited marketing?

No. Response hours, supported tools, work allowance and exclusions are written before purchase. Full-time reception, unlimited development, unlimited integrations and all marketing channels are not included.

What are the cancellation terms and guarantees?

Payment schedule, cancellation, refunds and delivery responsibilities are in the written service agreement. We do not promise a fixed number of jobs, rankings or revenue.

Know what deserves attention before you invest.

The $999 Home Service Growth & Operations Diagnostic gives you written findings and a prioritized action plan. Use it with your own team, another provider or us. Implementation is optional and scoped separately.

Start With the Diagnostic

Want to understand the work first? See how we help · What the diagnostic includes

contact@ochomeservicesalesandmarketing.com