Rough draft, Claude, 9/24. Not reviewed.

Ability Septic: the first month and the next three

Prepared by Hines Creative for Pat, Tim and Gloria. Figures from Housecall Pro and the Ability tracked line.

What was asked, and the result

On 9/4 the bar set was $1 in revenue attached to the ads. As of 9/24:

4paid jobs traced to the marketing
$1,805collected, nothing owed
2new-system inquiries on the Ability number
$7,500A&P's median install job

Two kinds of work

Marketing and social

8/27Facebook and Instagram ads launched
9/8-9/9Ability brand package: logo system, truck badges, ad templates
9/9Call ads on the tracked Ability number
Since early SeptDaily posts on the Ability and A&P pages (42 by 9/21)
9/12, 9/21Pumping reminder emails to 187 past customers
9/2240 maintenance-tip posts
9/22-9/23Repair-estimate follow-up emails to 47 customers

Automation

9/8Customer database built from A&P's records: 8,225 contacts matched to Housecall Pro customers
9/8183 open estimates loaded so every one can be followed up
OngoingCall tracking on the Ability number, with recordings and transcripts
9/12Click-to-call buttons in emails that show who called
Through 9/22Six repair follow-up sequences, one per offer
BuiltOnline booking with a day picker for routine pumping (not live yet)
9/22-9/24Job matching that ties calls and emails to paid Housecall Pro jobs

Pipeline, in A&P's own numbers

WhatCountValue
New-system inquiries (at A&P's median install job)2$15,000
Repair estimates being followed up by email (estimate value at A&P's median by type, not revenue)111$523,959
Past pumping customers still to receive a reminder (at A&P's $370 average pump-out)about 2,960n/a
All open estimates in Housecall Pro today276$1,443,982

The next three months (forecast)

Chart: running total by the end of each month. Bar = low to high, dot = base case, dashed line = the fee to date. Table: each month on its own.

$0k$20k$40k$60k$80kOct: low $3,926 to high $20,534base $10,203$10,203End of OctNov: low $7,591 to high $46,996base $19,621$19,621End of NovDec: low $10,731 to high $77,815base $34,966$34,966End of Decfee $6k
ScenarioOctoberNovemberDecember3 months
Low$3,926$3,664$3,141$10,731
Base$10,203$9,417$15,345$34,966
High$20,534$26,462$30,819$77,815
Monthly fee$2,000$2,000$2,000$6,000

Forecast, not a guarantee. Job revenue before A&P's cost to do the work. Pumping: about 990 reminder emails a month, converting at 0.5% (low), 1.07% (base, the result so far) or 2.17% (high, the first batch), at A&P's $369.82 average pump-out. Repairs: 1%, 3% or 6% of the 111 followed-up estimates become jobs; A&P has no history for this, so it is the least certain line. Installs: base assumes one current inquiry closes in December after design and permit; high assumes both, plus one new. Excludes pump-outs from call ads, which depend on the ad budget.

What it needs from A&P

Every caller's name, phone, email, location and need captured, even when the job is referred out (Pat, 9/23).
A decision on a monthly ad budget.