CLOSE CONFIRMED

STOP LOSING LEADS.
START CLOSING JOBS.

We help contractors generate and capture leads, follow up with homeowners, book more estimate opportunities, and see what's working—while they stay focused on running their business.

BUILT EXCLUSIVELY FOR TRADE CONTRACTORS · DONE-FOR-YOU CONVERSION · DEDICATED PARTNER

THREE-STAGE CONVERSION PROCESS

THE PIPELINE TO
PROFIT

Our end-to-end managed system organizes incoming homeowner inquiries, books qualified estimate appointments, and tracks closed jobs.

STAGE 01 // INTAKE

CAPTURE

We help bring in new inquiries and organize incoming leads so opportunities don't get buried in messages, missed calls, or disconnected inboxes.

[ INQUIRIES CAPTURED ]

STAGE 02 // QUALIFICATION

BOOK

We set up and manage follow-up and scheduling workflows that help qualified homeowners move toward real estimate appointments.

[ ESTIMATES SCHEDULED ]

STAGE 03 // VISIBILITY

CLOSE

You handle the estimate and win the job. We help track the opportunity from initial inquiry through the sales process so you can see what's producing business.

[ OPPORTUNITIES TRACKED ]

DONE-FOR-YOU SETUP • DEDICATED MANAGEMENT • FULL PIPELINE VISIBILITY

WHAT WE HANDLE FOR YOU

ENGINEERED FOR
CONVERSION

Six managed capabilities executed by our team behind the scenes—so you stay focused on estimating and completing jobs.

LEAD GENERATION & CAPTURE

Managed advertising options, campaign landing pages, and inquiry capture tailored to the contractor's market.

LEAD FOLLOW-UP

Configured follow-up workflows to help ensure opportunities receive timely attention, using appropriate communication channels and required permissions.

LEAD QUALIFICATION

Collect relevant project details such as service type, location, timeline, and contact information before estimates are scheduled.

ESTIMATE APPOINTMENT BOOKING

Help homeowners request or book appointments based on the contractor's actual availability and scheduling process.

LEAD & JOB PIPELINE TRACKING

We manage and organize lead stages behind the scenes to give contractors visibility into the progress of opportunities.

WEEKLY PERFORMANCE REPORTING

Clear summaries of inquiries, booked estimates, campaign performance, and sold jobs or revenue when verified outcome data is available.

Customized Onboarding • Managed Behind the Scenes • Transparent Weekly Reporting

HOW IT WORKS

SIMPLE CLIENT
EXPERIENCE

You stay focused on running your business and closing jobs while our team manages the lead flow, follow-up, and reporting behind the scenes.

01

DISCOVERY CALL

We learn about your services, market, ideal projects, scheduling process, and current lead flow.

UNDERSTAND YOUR GOALS

02

CUSTOM SETUP

We configure the campaigns and lead-management workflows around how your business operates.

DONE-FOR-YOU SETUP

03

LAUNCH & MANAGE

We launch the agreed services, monitor inquiries and appointments, and refine the process over time.

HANDS-OFF EXECUTION

04

REPORT & IMPROVE

You receive clear performance updates and optional dashboard access so you understand where opportunities are coming from and how they're progressing.

CLEAR PERFORMANCE UPDATES

No software learning curve. No team retraining. We manage the lead flow—you focus on the jobs.

DEMONSTRATION ONLY // SIMULATED CLIENT VISIBILITY

KNOW WHERE YOUR
LEADS GO.

See the opportunities we're helping create, the estimates getting booked, and the jobs moving forward—without digging through spreadsheets or learning another CRM. Includes optional dashboard transparency and clear weekly performance summaries. (Simulated demonstration using demo data.)

Conceptual Demo Dashboard showing lead pipeline, deal stages, and close tracking data under a gunmetal frame with Demo Data watermark

LEAD COUNTS & SOURCES

Track inquiry volume and know which channels produce your most valuable estimate opportunities, without complex marketing reports.

ESTIMATE APPOINTMENTS

Monitor scheduled estimates and upcoming project opportunities as homeowners move smoothly from initial inquiry to booked appointment.

CLOSED JOB TRACKING

When your team confirms job outcomes, we record closed revenue and calculate true campaign ROI so you always know what's working.

CLEAR CONTRACTOR Q&A

YOUR QUESTIONS,
ANSWERED

We work exclusively with residential contractors in roofing, HVAC, flooring, remodeling, plumbing, and electrical. You handle the estimates and jobs—we handle the lead flow and conversion workflows behind the scenes.

IS CLOSE CONFIRMED ANOTHER CRM I HAVE TO USE?

No. We're a managed service. We handle the lead capture, follow-up processes, and reporting systems behind the scenes. You can receive appointment updates, weekly reports, and optional dashboard access without having to manage another complicated platform.

DO I HAVE TO REPLACE MY CURRENT SOFTWARE?

Not necessarily. We review your existing tools and processes during onboarding and determine which connections or workflows are practical. Compatibility depends on your current systems.

WHERE DO THE LEADS COME FROM?

Depending on your service package, we can help run advertising campaigns and capture inquiries through dedicated forms, landing pages, and other agreed lead sources. Advertising costs are separate from management fees unless explicitly agreed otherwise.

WHAT HAPPENS WHEN AN APPOINTMENT IS BOOKED?

The appointment is routed through the agreed scheduling process. Your team handles the estimate and customer relationship, while we help maintain visibility into lead progression.

WHAT WILL I RECEIVE EACH WEEK?

Our planned reporting service provides straightforward summaries of lead activity, estimate bookings, campaign performance where applicable, and sales outcomes your team confirms.

DO YOU GUARANTEE A CERTAIN NUMBER OF JOBS?

No. Results depend on market demand, advertising investment, competition, customer responsiveness, pricing, and the contractor's sales process. We focus on implementing, managing, and improving a measurable lead-conversion process.

DO I HAVE TO SIGN A LONG-TERM CONTRACT?

Terms depend on the agreed service package and will be explained clearly before onboarding.

GROWTH PARTNER

READY TO FILL
YOUR CALENDAR?

Leads Captured. Jobs Closed.

Free 15-Minute Consultation · No Software to Learn · Tailored Setup Plan