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PLUMBING MARKETING AUDIT

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Plumbing Marketing Audit

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.

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750+ brands
Plumbing operations director marking up printed branch call reports taped to a dispatch office wall

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

Data, calls and measurement

Spend, channels and cost per job

Spend, channels and cost per job

Website, booking and the customer journey

Website, booking and the customer journey

Local search, reviews and competitors

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

Seven days

Fixed scope with a defined end date, agreed in writing

Nine areas

Covered every time, so a weak area is a finding not a gap

No execution

A project, not a retainer, so findings cannot bend toward a sale

Editable

Workbook, plan and models handed over in files you can change

We made the difference for those brands

Home essentials, appliances, kitchen & pet

Healthcare & regulated services

Healthcare & regulated services

Creative, content, arts & culture

Creative, content, arts & culture

Healthcare & regulated services

Food & beverage

B2B software, fintech, insurance

Home essentials, appliances, kitchen & pet

Travel & mobility

Consumer tech and platforms

Beauty, personal care & wellness

Healthcare & regulated services

Consumer tech and platforms

B2B software, fintech, insurance

Creative, content, arts & culture

Creative, content, arts & culture

Retail & commerce

Travel & mobility

Creative, content, arts & culture

Healthcare & regulated services

B2B software, fintech, insurance

Apparel and lifestyle

SMB

Retail & commerce

Apparel and lifestyle

Beauty, personal care & wellness

Beauty, personal care & wellness

Apparel and lifestyle

B2B software, fintech, insurance

B2B software, fintech, insurance

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.”

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.

Platform exports reconciled against invoices

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.

One test call is worth ten tracking opinions

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.

Sorted by severity, not by discipline

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.

Phased across days 1-30, 31-60 and 61-90

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 icon

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 icon

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 icon

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 icon

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 icon

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 icon

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

Handwritten price book page on graph paper beside a printed membership list and a pencil
Test calls
Live calls and booking requests traced into your software
Severity
Urgent, critical, needs attention or monitor, never a flat list
Booked work
Channels judged on booked jobs and revenue, not form fills
Per branch
Findings and numbers reported branch by branch, not blended
Shape

Multi-location plumbing groups

Several branches, one advertising report, and no way to see which market is carrying the others.

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Acquisitive platforms and roll-ups

Brands bought at different levels of marketing maturity, reporting on different definitions of a lead.

Explore

Franchisors and franchise networks

National spend and local spend judged separately, with nobody auditing what the pair produced.

Explore

Built 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.

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CASE STUDIES

Discover why these market leaders are choosing Web Tonic

Discover our work
Discover our work

Case studies

Website Portfolio

Video Ads

Static Ads

Stone Decorative — case study lead image

2026

137 → 1,075 monthly clicks · +85% calls

Quebec, Canada

Stone Decorative

A decorative stone retailer climbed from an average Google position of 30.5 to 11.0 and grew monthly organic clicks from 137 to 1,075 across the recovery window, while tracked calls rose 85.3% year over year on matched months.

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Home services & trades

Univer Phone — case study lead image

2026

+77% tracked calls · position 19.2 → 5.5

Saint-Eustache, Boisbriand and Mont-Royal, Quebec

Univer Phone

A three-store phone repair business moved from an average Google position of 19.2 to 5.5, grew search impressions 32.6% year over year, and took 1,844 tracked calls in twelve months against 1,044 in the twelve before that — a 76.6% increase on matched months.

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Retail & e-commerce

Oever — Event promotion (Google Ads)

2026

1,678,801 impressions · $3.05 CPM

New York City, United States

Oever

A New York stage production went from a cold Google Ads account to 1,678,801 impressions and 2,699 clicks in fourteen days, at a $3.05 CPM and $1.90 per click, with 842,159 of those impressions served inside a five-mile geofence around the venue.

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Events & venues

Santoy Calgary Painters — SEO

2026

+46% sessions

Calgary, Alberta, Canada

Santoy Calgary Painters

Across twelve matched months, a Calgary painting contractor grew all-channel sessions from 841 to 1,229 and profile direction requests from 473 to 571.

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Home services & trades

Peintres Montréal — SEO

2026

+441% sessions

Montreal and Laval, Quebec, Canada

Peintres Montréal

Across twelve matched months, a Montreal and Laval painting contractor grew all-channel sessions from 529 to 2,862 and new users from 472 to 1,823, with a two-month spike accounting for part of the gain.

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Home services & trades

Prépa PPL — audience launch

2026

0 → 1,575 sessions/month

France

Prépa PPL

A French private pilot licence exam-prep platform went from launch to 2,815 all-channel sessions in four months, reaching 1,575 sessions in July 2026 alone from a zero baseline.

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Education & training

Peinture Marcil — SEO launch

2026

0 → 2,176 sessions

Rive-Nord, Montreal, Quebec, Canada

Peinture Marcil

A Rive-Nord commercial and industrial painting contractor went from no measurable search presence to 2,176 all-channel sessions and 55 organic clicks in its first eight months, with profile website clicks up 72%.

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Home services & trades

Canado-Nacan Équipements — SEO

2026

36.2 → 25.8 avg position

Quebec, Canada

Canado-Nacan Équipements

Across twelve matched months, an industrial safety equipment supplier improved average Search Console position from 36.2 to 25.8 and grew all-channel sessions 9% to 17,724.

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B2B & SaaS

Benjel — SEO

2026

24.8 → 18.8 avg position

Montreal, Quebec, Canada

Benjel

Across twelve matched months, a Montreal air-quality and asbestos testing consultancy improved average Search Console position from 24.8 to 18.8 and grew impressions 13% to 980,767.

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Professional services

Arboxygène — SEO

2026

25.5 → 18.9 avg position

Montérégie, Quebec, Canada

Arboxygène

Across twelve matched months, a certified Montérégie arborist lifted average Search Console position from 25.5 to 18.9, grew impressions 34% to 858,405 and grew profile website clicks 26%.

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Home services & trades

Yubo — Performance-based UGC

2026

signups +35% · CPS −25%

5 continents

Yubo

Monthly sign-ups up 35% with cost per sign-up down 25% MoM

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Consumer apps & platforms

iTrustCapital — UGC & paid media

2026

CVR +100% · CAC −65%

United States

iTrustCapital

Conversion rate doubled and CAC cut 65% with 400+ deposits a month

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Fintech & financial services

Traiteur Tiguidou website homepage

Traiteur Tiguidou

Webflow

Webflow Site

Québec, Canada

Traiteur Tiguidou

Built Traiteur Tiguidou a Webflow site where every mobile catering concept gets its own page, its own colour world and its own reason to be booked.

Discover more

Events & hospitality

Millie & Jones website homepage

Millie & Jones

Shopify

Shopify Store + CRO

Hemel Hempstead, United Kingdom

Millie & Jones

Design, development and ongoing maintenance of a 193-product Shopify store for a family-run UK kids' bed brand, built around guided navigation and reassurance instead of a flat product wall.

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Home, sleep and furniture

MARCOZO website homepage

MARCOZO

Shopify

Shopify Design + Development

Canada

MARCOZO

Design and development of MARCOZO's Shopify store — a men's jewelry brand selling tarnish-resistant pieces through category browsing and campaign lookbooks.

Discover more

Jewelry & eyewear

BloomsyBox website homepage

BloomsyBox

Shopify

Shopify Design + Dev + CRO

United States

BloomsyBox

Design, development and conversion work on BloomsyBox's Shopify store — a farm-direct flower subscription that sells recurring plans and single bouquets from the same catalogue.

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Flowers & gifting

PetalDriven.com website homepage

PetalDriven.com

Shopify

Shopify Design + Development

Mar Vista, Florida, United States

PetalDriven.com

Design and development of PetalDriven's Shopify store — a farm-direct flower catalogue that serves working florists and first-time DIY wedding buyers from the same inventory.

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Flowers & gifting

SAINT homepage hero with the buy one get one free offer

SAINT

Shopify

Shopify Dev + CRO + Analytics

Australia

SAINT

Development, conversion work and analytics on SAINT's Shopify store — the fit-over product page, the bundle offer and the landing page that carries the paid traffic.

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Jewelry & eyewear

Culprit Underwear website homepage

Culprit Underwear

Shopify

Shopify Store + CRO

United States

Culprit Underwear

Site build and conversion work on Culprit Underwear's Shopify store — a loud, print-driven underwear brand where every drop is limited, so the store has to convert on fit confidence and bring the same buyer back for the next print.

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Apparel & fashion

Lyson Duval website homepage

Lyson Duval

WordPress

WordPress Site

Québec, Canada

Lyson Duval

A WordPress site for a Québec mentor and EFT practitioner, built so each programme — the collective sanctuary, the self-paced course, the seasonal event — has its own page and its own argument.

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Coaching & wellness

WholesaleRoses.com website homepage

WholesaleRoses.com

Shopify

Shopify Design + Development

Miami, Florida, United States

WholesaleRoses.com

Design and development of WholesaleRoses.com on Shopify — a farm-direct bulk rose catalogue built so florists, event planners and DIY buyers can shop the way they actually think.

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Flowers & gifting

roe Wellness website homepage

roe Wellness

Shopify

Shopify Design + Development

United States

roe Wellness

Designed and built the Roe Wellness Shopify store — a mom-and-baby skincare range merchandised around customer-submitted before/after photography and heavily structured reviews.

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Skin care & beauty

Centre Dentaire Valiquette website homepage

Centre Dentaire Valiquette

WordPress

WordPress Site

La Petite-Patrie, Montréal, Québec

Centre Dentaire Valiquette

The first website for a family dental clinic that had run on word of mouth in La Petite-Patrie since 1986 — built to feel as calm as the practice itself.

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Healthcare

Petzyo website homepage

Petzyo

Shopify

Shopify Design + Development

Australia

Petzyo

Design and development on Petzyo's Shopify store: a B Corp certified Australian dog food brand selling dry, raw and treat ranges, plus a subscription box, on nutrition detail rather than cute packaging.

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Supplements and wellness

Oura Health

Health & Medical

InBeat OURA SOW001 D2 UGC Matthew 9x16 — video ad creative

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Oura Health

Health & Medical

Track your health more accurately with a sleek smart ring

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a7889cfe1dedd519c829fc4_out.mp4

Oura Health

Health & Medical

Monitor your health effortlessly without changing your lifestyle

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b86e14801b4217b47458_out2.mp4

Oura Health

Health & Medical

Consistent daily habits and tracking can help improve your overall health

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Oura Health

Health & Medical

Get more clarity and less pressure with health insights

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Oura Health

Health & Medical

Understand your cycle and work with your body's natural rhythm

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Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 Jenny — video ad creative

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Oura Health

Health & Medical

Skip the trial and error with a personalized health wearable

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Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 Jenny — video ad creative

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Oura Health

Health & Medical

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Oura Health

Health & Medical

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Oura Health

Health & Medical

Track your health and wellness throughout your daily routine

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Food Allergy Institute

Health & Medical

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Food Allergy Institute

Health & Medical

EN

Overcome food allergies with a proven tolerance program

Food Allergy Institute

Health & Medical

EN

Help your child build lasting tolerance to food allergies

MDF

Automotive

FR

Fast and reliable mobile roadside assistance when you need it

MDF

Automotive

FR

Manage your commercial fleet with zero downtime

MDF

Automotive

FR

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MDF

Automotive

FR

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MDF

Automotive

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Travel & Hospitality

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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?

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.

Want to know which half of your plumbing marketing spend is producing booked jobs?