

A plumbing marketing audit that ends in a plan, not a list of ideas.
ends in a plan
A marketing audit is a systematic review of your entire marketing function: the numbers you report, the spend by channel and by branch, your call intake and booked-call rate, the website and the customer journey behind it, your Google Business Profile and review position in each service area, and the competitors taking calls you should be taking. For a multi-branch plumbing business that means auditing what happens to demand you already paid for, not just how much traffic arrived. You get a severity-classified findings workbook and a 90-day plan with owners, in seven days, with no campaign work attached. Book a meeting and we will scope it honestly, including telling you when your marketing does not need auditing yet.
Tell us a little about your brand and we'll be in touch within 24 hours to lock in a time.

WHAT WE AUDIT
Four questions a plumbing marketing audit has to answer.
has to answer
Every marketing audit we run works through the same four questions, in this order, because answering them out of order produces confident advice built on numbers that were never true. In plumbing the order matters more than usual: most of the money is lost after the phone rings, so measurement and intake are settled before anyone judges a channel or a marketing strategy. The method is the same one described on our marketing audit page, read against booked work.
Data, calls and measurement
Spend, channels and cost per job
Website, booking and the customer journey
Local search, reviews and competitors
Can you trust the numbers before you act on them?
We start with measurement, because a marketing audit that skips it is guesswork with charts. That means Google Analytics configuration and data quality, call tracking software set up per branch and per channel, conversion tracking on every form, booking widget and phone call, and whether your reporting reconciles with jobs booked and revenue in your field service software. We place live test calls and web enquiries and follow each one to a dispatcher and into the record.
Two things usually break here. Calls counted as leads when nobody answered them, and the customer data itself: Validity's 2026 CRM data management study of 500 organisations found 62% had lost revenue to poor CRM data and 67% had campaigns delayed or scrapped because of it, while only 41% had a named data governance owner. Until that is measured, the audit cannot rank anything honestly.
- Analytics, tag, consent and call tracking configuration checked against live test events
- Every booked call and web enquiry traced from source to job to revenue
- Lead definitions tested against the jobs your business actually runs
- A list of numbers you should stop reporting until they are fixed
62%
of organisations lost revenue to poor customer data in 2026
Where the money goes, and what it buys in booked work.
Then the spend: Google Ads and paid search, Google Local Services Ads, local SEO and organic, Google Business Profile management, social media and paid social, direct mail, lead marketplaces, sponsorships, and the agency or platform fees layered on top. We rebuild the numbers from platform and invoice data, find waste by campaign, search term and service area, and calculate cost per booked job and cost per acquired customer by channel rather than cost per form fill.
Budgets in the trades concentrate in whichever channel worked five years ago, and that line is rarely re-tested. Across industries The CMO Survey reports marketing spending grew just 1.7% over the prior twelve months, so most of the money a plumbing group can move this year is money it is already spending badly.
- Waste identified by campaign, search term, service area and branch
- Cost per booked job and cost per customer by channel, not cost per lead
- Local Services Ads, paid search, mail and marketplaces priced against revenue
- A reallocation model for the budget you already have
1.7%
marketing spending growth across industries in the prior 12 months
What happens after the click and after the phone rings.
Traffic is rarely the problem. We walk the customer journey the way a homeowner with a leak does, on a phone first: service and city pages, the water heater and drain pages people actually search, whether the number is tappable, how the booking form behaves, page speed on a real connection, and then the part nobody audits, the call itself. We listen to recorded calls, time the answer, and score the intake against your own script.
This is where the largest findings usually sit. ServiceTitan's Profile of a Top Performer shows top-performing contractors book 62% of inbound lead calls while the rest book 39%, and close 77% of estimates on the same visit against 62%. A twenty-point booking gap is worth more than any bid change, and it is invisible in an advertising report.
- Every step from search to booked appointment timed and recorded
- Recorded calls scored for booking rate, hold time and missed calls
- Service, city and emergency pages tested on mobile and desktop
- Online booking, forms and after-hours handling checked end to end
62%
of inbound calls booked by top performers, against 39% for the rest
The demand you are not capturing, and who is.
The last block is demand. A technical SEO review of site health, indexation and internal links, your local SEO position across every service area, your Google Business Profile listings and reviews branch by branch, visibility in search and in AI answers, the service and city searches you should own, and a competitor teardown covering offer, paid media, organic footprint and content.
We also audit the commercial offer that the marketing is asked to carry, because it changes what any channel can produce. ServiceTitan's financing data shows financed jobs carry a median ticket 64% higher than comparable unfinanced jobs, with plumbing contractors seeing the largest median increase at 75%. If options and financing are missing from the estimate, that is a finding in the workbook, not a coaching conversation.
- Local search and map pack position measured per service area
- Google Business Profile completeness, categories and review velocity per branch
- Content coverage against real service, emergency and city demand
- Competitor teardown with the specific gaps to attack first
75%
higher median ticket on financed plumbing jobs than unfinanced ones
Fixed scope with a defined end date, agreed in writing
Covered every time, so a weak area is a finding not a gap
A project, not a retainer, so findings cannot bend toward a sale
Workbook, plan and models handed over in files you can change
We made the difference for those brands
01 — The challenge
The lead count is up, the booked jobs are flat, and nobody can say why.
The pattern is consistent at multi-branch plumbing groups. The advertising report shows more leads than last year. Dispatch says the calls are the same. Nobody has reconciled the two, because leads live in one system and jobs live in another. One branch outperforms the rest and the reason is unknown, so it cannot be copied. Local Services Ads, paid search, a lead marketplace and a mail programme all report the same customer differently. Somebody suggests a marketing audit, and what usually arrives is a list of plumbing marketing ideas with no numbers from your business in it.
“Marketing reported nine hundred leads last quarter. Dispatch could account for four hundred booked jobs, and neither number was wrong.”
The stakes are practical. The CMO Survey finds executives cut expenses 53.1% of the time when profits miss, and marketing is the category cut 45.4% of the time, while only 49% of senior marketing and finance leaders can measure how marketing drives business outcomes and 74% have killed an initiative they could not measure. A marketing audit that identifies strengths and weaknesses with evidence turns that budget conversation from a reflex into a decision.
02 — Our approach
Seven days, evidence first, then a 90-day plan.
Fixed scope, a named senior lead, a start date, and no execution work attached. Day one is access and reconstruction: analytics, ad platforms, Local Services Ads, Search Console, call tracking, your field service software and your marketing invoices, so the audit argues from what happened rather than what was reported. Days two and three test measurement end to end, including live test calls and web enquiries we follow to a dispatcher and into the job record. Days three to five cover the spend by channel and branch, the website and booking path, recorded call intake, local search and Google Business Profile position, reviews, email and lifecycle, the membership base, and a competitor teardown built from live assets rather than a tool summary. Day six is judgement: every finding written with the measured evidence beside it, a severity band, the cost of leaving it alone, and the fix. Day seven is the plan and the handover call.
Nine areas are covered every time: measurement, paid search, paid social, spend efficiency, website and funnel, organic and AI search, offer and positioning, competitors, and lifecycle. We review the marketing function only. We are not plumbing business coaches, not operations consultants and not M&A advisers, and we do not run the campaigns afterwards. That last point is what lets the workbook state that a channel we sell is not worth funding for you. The workbook and the plan are yours in editable files.
03 — What we did
How the seven days actually run.
Access and reconstruction, then measurement and intake, then the money, the site and the local footprint, then a plan your team can start on Monday.
Days 1-2 / Reconstruct
Your own data, rebuilt from the sources that can be trusted
Analytics, ad platforms, Local Services Ads, call tracking, field service records and every marketing invoice, pulled into one view per branch.

Days 2-3 / Verify
Test calls and enquiries followed to a dispatcher and into the job record
We place real calls and submit real booking requests, trace each one through tracking numbers, tags and your software, then list what cannot be relied on.
Days 3-6 / Findings
Every finding with evidence, severity and a cost of inaction
Spend, site, booking path, call intake, local search, reviews and competitors, written one finding at a time and banded urgent, critical, needs attention or monitor.

Day 7 / Plan
A 90-day plan with owners and acceptance tests
Each action names the findings it closes, what done means as a number or a verified state, an owner and an effort estimate. Then a handover call.

WHAT YOU GET
Six deliverables, all editable, all yours.
all yours
One workbook, one plan and the working files behind them, written for your branches, your job mix and your service areas in plain language.
Findings workbook
Every finding with the measured evidence, a severity band, the cost of inaction, the fix, an owner and an effort estimate.
90-day action plan
Phased across three months, each action linked to the findings it closes and to an acceptance test rather than a vague outcome.
Budget reallocation model
What the same budget returns moved between paid search, Local Services Ads, local SEO, mail and lifecycle, with the assumptions visible.
KPI and measurement framework
The handful of key performance indicators worth reporting weekly per branch, how each is collected, and the tracking repairs needed first.
Competitor teardown
Competitor by dimension: offer and proof, paid media, site and local listings, reviews and organic visibility, with what each finding means for you.
Quick wins list
The fixes worth doing in the first week, each with the evidence behind it and who on your team can complete it.
HOW WE WORK
Operating standards, not promises.
Operating standards

Multi-location plumbing groups
Several branches, one advertising report, and no way to see which market is carrying the others.
ExploreAcquisitive platforms and roll-ups
Brands bought at different levels of marketing maturity, reporting on different definitions of a lead.
ExploreFranchisors and franchise networks
National spend and local spend judged separately, with nobody auditing what the pair produced.
ExploreBuilt on trust. Proven by results.
We partner with SMBs and Fortune 500 companies to deliver more than reach — we bring clarity, execution, and measurable outcomes. Every successful partnership starts with a strong culture fit and a shared drive to grow.








CASE STUDIES
Case studies
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FAQ
What plumbing operators ask before commissioning a marketing audit.
What does a plumbing marketing audit actually cover?
Nine areas, every time: measurement, paid search, paid social, spend efficiency, website and funnel, organic and AI search, offer and positioning, competitors, and lifecycle. For a plumbing business we read them against booked work rather than traffic, so call tracking software, recorded call intake, Google Local Services Ads, Google Business Profile and reviews per service area, the membership base and the sales handoff are all inside the scope. The output is a findings workbook with evidence and severity, plus a 90-day plan.
How is an audit different from a list of plumbing marketing ideas?
A list of marketing ideas tells you what other companies do. An audit produces findings about your business, each with the measured evidence beside it, a severity band, what leaving it alone costs, and the fix. We use a fixed nine-area scope so nothing is skipped, but every line in the workbook comes from your analytics, your ad accounts, your call recordings, your invoices and your live site, never from a template.
Our lead count is up but booked jobs are flat. Can the audit settle that?
That is usually the first finding. We reconcile marketing's report with jobs booked and revenue, place live test calls and enquiries, and score recorded calls for booking rate, hold time and missed calls. ServiceTitan's data shows top performers book 62% of inbound lead calls against 39% for the rest, so an intake gap usually explains more of the difference than any channel does. The workbook says which it is, with the recordings referenced.
Do you audit each branch separately?
Yes. Blending markets hides the answer. Spend, booked jobs, cost per customer, local search position, Google Business Profile health and review velocity are all reported branch by branch, so a strong market stops subsidising a weak one in the reporting. Where one branch is genuinely better run, the workbook documents what it does differently so it can be copied.
Does the audit cover Local Services Ads and Google Business Profile?
Both, as audited channels. We check Local Services Ads budget, dispute handling, booking rate and cost per customer against paid search for the same searches, and we review every Google Business Profile listing for categories, service areas, hours, photos, review velocity and response habits. Findings say what to change and who owns it; we do not manage the accounts as part of the audit.
Are you plumbing business coaches?
No, and the distinction matters. Coaching works on how the company is run: recruiting, pay plans, targets and accountability. We review the marketing function with evidence: data, spend, site, intake, local visibility and competitors. Where a finding is really an operations or staffing issue, we say so plainly rather than dressing it up as a marketing fix. We are also not M&A advisers.
What does the audit cost?
A fixed fee quoted after a scoping call, with deliverables and dates written down before you commit. It varies with the number of brands, branches and ad accounts in scope and the state of your data, so publishing a rate would mislead most readers. For context on scale, The CMO Survey puts marketing at 9.0% of company revenue and 33.6% of digital activity in the hands of outside agencies. Book a meeting for a scope and a number.
Do you run the campaigns afterwards?
Not as part of this. The audit is a project with a defined end, and no retainer is attached, which is what lets the workbook say that a channel we would happily sell is not worth funding for you. Your team, your current agency or another firm can execute the plan. If you later want us to run something, it is scoped and quoted separately.
Our customer data is a mess. Should we clean it first?
No, that is part of what the audit measures. Validity's 2026 study found 62% of organisations lost revenue to poor CRM data and only 41% had a named governance owner, so waiting for clean data means waiting forever. We document what the data can and cannot support, label directional findings as directional, and put the repairs in the 90-day plan. Building that layer is marketing operations consulting, quoted separately.
Does the audit look at our offer, memberships and financing?
As far as they affect what marketing can produce, yes. Top performers present good-better-best options on 57% of residential jobs against 41%, and 87.5% run an active service agreement or membership programme with paying members against 68.7%, and financed jobs carry a median ticket 64% higher, rising to 75% for plumbing. Where those are missing, the workbook records it as an offer finding.
How is this different from marketing strategy consulting?
Direction of travel. The audit looks backwards at evidence: what the marketing function has been doing, what it produced, and what is broken. Plumbing marketing strategy consulting looks forward and decides job mix and service area priority, positioning, channel roles and budget. Many operators buy the audit first because a plan written on unverified numbers is a guess with headings.
How is this different from growth advisory?
Scope of the question. Growth advisory hunts the commercial constraint on growth wherever it sits, including the price book, job mix and technician capacity. The marketing audit stays inside the marketing function and produces evidence and a 90-day plan. If you already know marketing is the problem, the audit is the cheaper first step.
Who needs to be involved from our side?
Whoever owns marketing, one operations or dispatch leader, and someone who can grant access to analytics, ad accounts, call tracking, your field service software and invoices. Expect roughly three to four hours of your team's time across the week: a kickoff, short interviews, and the handover call. Everything else is our work on your data.
We are about to change our agency. Is the audit useful now?
That is one of the best moments for it. The workbook documents what the current setup actually produced, the plan states what the next partner has to deliver, and the measurement framework gives you a baseline they inherit rather than reset. We hold no media, so nothing in the audit is written to win the retainer that follows.
What happens after the plan?
Your team runs it, and every action has a named owner and an acceptance test. Many operators book a review at ninety days to check the leading indicators, which takes half a day and is optional. Where you want a standing numbers habit, scorecard advisory sets one up and hands it back, and the parent engagement is the marketing audit itself.


























































































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