Crowd Chief home
How we work

Six steps to a predictable lead engine.

No mystery, no long silences. Here's exactly what happens from the first call to a fuller schedule, and what you can expect from us every month after that.

01 · Free audit 02 · Game plan call 03 · Onboarding 04 · Build & launch 05 · Monthly tune-up 06 · Scale what works
The Crowd Chief team gathered around a conference table with laptops, mapping out a client game plan
01 [Timing: e.g. within 3 days]

Free audit.

We evaluate your entire marketing universe: your website, Google Business Profile, rankings, reviews, ads, social and every other piece we can find. Then we show you exactly where calls are leaking.

What you get
  • Map rankings across your service area
  • AI search check: ChatGPT & Google AI
  • Ad spend & call tracking teardown
  • Your marketing universe vs. your top 3 competitors
  • Your top three fixes, in priority order
A Crowd Chief strategist in headphones and sunglasses fired up at his desk, reviewing a client website across several screens
02 [Timing: e.g. 45-minute call]

Game plan call.

We talk through your goals, service area, busy and slow seasons and budget, then send a plan with clear pricing.

What you get
  • A custom marketing plan
  • Clear pricing, no surprises
  • Answers to every question before you sign
Crowd Chief
Onboarding Checklist
Weeks 1–2
9 of 16 complete56%
Access
✓Google Business Profile
✓Google Ads & LSA accounts
✓Meta Business Manager
✓Website & hosting login
Analytics & Search Console
Your brand
✓Logo files & brand colors
✓Photos of trucks, team & jobs
✓Services & service areas
Your story: why you started
Tracking
✓Call tracking numbers by source
Form & click tracking
ServiceTitan / Housecall Pro sync
Monthly report dashboard
Kickoff
✓Meet your point of contact
Set 90-day goals
Approve launch plan
03 [Timing: e.g. weeks 1–2]

Onboarding.

We gather account access, photos and brand details, then set up complete tracking on calls, forms and clicks. From day one, every lead can be traced back to where it came from and what it earned.

What you get
  • A dedicated point of contact
  • Complete tracking: calls, forms and clicks
  • A kickoff call with your team
The GPM Logistics website and social posts we designed, shown across laptops and phones
04 [Timing: e.g. weeks 2–8]

Build and launch.

We build your website, campaigns and content. You review everything before it goes live. Nothing launches without your sign-off.

What you get
  • Designs and campaigns to review
  • Your sign-off before anything goes live
  • A launch checklist, done for you
A monthly results call on Zoom: two clients in their office talking with the Crowd Chief team
Actual clients on a monthly results call
05 Every month

Monthly tune-up.

A results call every month: what came in, what it cost and what we are adjusting next. If something is underperforming, we say so and fix it.

What you get
  • A monthly report you can actually read
  • A live call with your account manager
  • A clear list of what changes next
Crowd Chief
DashboardLeadsReportsTracking
Leads tracked this week (248)
Jul 24 – Jul 30
LeadJob valueTypeSourceServiceStatus
MLMaria Lopez$1,240LSAAC repairBooked
DKDerek Kim$4,850SEOWater heaterIn progress
TRTasha Reed$2,380GoogleDrain cleaningBooked
JBJon Bell$1,875MetaFurnace tune-upIn progress
APAna Perez$9,600SEORepipeBooked
Booked jobs by service
AC
Heat
Water htr
Drains
Repipe
634● CALLS
281● FORMS
209● CHATS
Top lead sources
LEADS1,209▲ 120%
● Local SEO1,241
● Google Ads756
● Email545
● Meta484
Scale ▲ SEO + Google Ads next quarter
Sample dashboard with illustrative numbers
06 Every quarter

Scale what works.

Every quarter we plan your next move: more budget behind what books jobs, new services or towns, and a head start on your busy season.

What you get
  • A quarterly growth plan
  • Seasonal campaign planning
  • New services and service areas when you are ready
Every month

Reporting you can actually read.

Once a month you get a clear report and a live call with your account manager. No jargon, no vanity metrics.

  • Calls and form fills, by lead source
  • Booked jobs and revenue, synced from your CRM
  • Spend and cost per lead
  • What we are changing next month, and why
Connects to your CRM
ServiceTitan
Housecall Pro

We pull booked jobs and revenue straight from your CRM, so the report ties marketing to dollars, not just clicks.

Crowd Chief
OverviewLeadsRevenueSep 2026
Monthly Performance Report
Calls
634
▲ 18% vs. Aug
Form fills
281
▲ 9% vs. Aug
Booked jobs
412
▲ 12% vs. Aug
Cost per lead
$38
▼ 12% vs. Aug
Total leads, last 6 months
AprMayJunJulAugSep
Leads by source
Local SEO386
Google Ads236
Local Services Ads214
Email170
Meta Ads151
Social52
What we’re changing next month
  • Shift budget from Meta to Local Services Ads ahead of furnace season
  • Launch three new city pages in your top service areas
  • Add review requests after every completed job
Sample report with illustrative numbers
Who you'll work with

One point of contact. A whole team behind them.

Account manager.

Your main point of contact. Runs your monthly call and keeps everything on track.

Strategist.

Builds your plan and decides where your budget does the most good.

Specialists.

SEO, paid ads, web and social experts who do the hands-on work.

Creatives and video team.

Designers who build your brand, from logos and truck wraps to ads, plus award-winning videographers all over the country who shoot your crew on the job.

Meet the team →

Build your lead engine.

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