Revenue Integrity Review
Find where demand, bookings, completed work, and revenue stop reconciling—and convert the findings into a prioritized operating plan.
Revenue integrity for home-services operators, owners & investors
TractionMRG reconciles demand, calls, bookings, completed jobs, customer records, and collected revenue—helping home-services operators improve performance, owners prepare for future optionality, and investors underwrite and integrate acquisitions.
Principal-led · fixed-scope · no agency layer · transaction-grade work product
Choose your operating moment
TractionMRG stays specialized in home-services revenue integrity while meeting the business before, during, or entirely outside a transaction.
Find where demand, bookings, completed work, and revenue stop reconciling—and convert the findings into a prioritized operating plan.
Strengthen the revenue engine and build the evidence a future buyer will expect—without requiring the owner to enter a sale process now.
Test whether the reported growth story reconciles to the operating data before the next deal gate.
Repair what ownership change disrupts, standardize definitions, and create portfolio-wide accountability.
Signature methodology
Every engagement follows the same path: trace the signal, reconcile the systems, quantify the exception, and identify the operating owner.
Which channels are producing profitable work—not merely leads?
Platform reports reward leads and modeled conversions that do not reconcile to completed jobs or customer value.
Channel spend, Google Ads, Local Services Ads, Google Business Profile, attribution records, and source data inside the FSM.
One durable business outcome
Channel allocation, call conversion, booking discipline, customer reactivation, and operating capacity.
Common definitions and a documented path from demand source to completed and collected revenue.
System ownership, governance, repeatable reporting, and operating standards that survive change.
Four engagement paths
The methodology remains constant. Scope, deliverables, and urgency change with the operating moment.
Where is revenue leaking now?
Reconcile marketing, call, booking, FSM, customer, and revenue data to identify material leakage, underperforming spend, conversion issues, and reporting gaps.
Would the revenue story withstand scrutiny?
Establish the evidence baseline, repair material weaknesses, normalize definitions, and create a roadmap that strengthens future optionality before a formal process begins.
What are we actually buying—or selling?
Test the target's revenue machinery against channel, call, vendor, attribution, FSM, customer, and completed-revenue records.
What must be repaired and standardized?
Repair tracking and attribution, normalize reporting, consolidate ownership, govern vendors, and establish portfolio-wide operating definitions.
Multi-trade plumbing and HVAC operator with eight-figure revenue. The review moved from raw channel and call data through FSM job records, customer history, and revenue outcomes. The findings mattered whether the owner held, sold, or recapitalized the business.
Residential revenue opportunity was present inside existing job and customer records but absent from the growth narrative.
FSM job history, conversion patterns, customer records, retention signals, and completed-work outcomes.
Near-term value creation did not depend entirely on acquiring more leads; conversion and retention repair could surface existing demand.
Qualified inbound demand was being lost to hangups, inconsistent intake, and mishandled calls before a booked appointment.
Call recordings, disposition data, booking outcomes, call-center patterns, and downstream job value.
The company carried a measurable revenue leak that required an operating fix, not an increase in media spend.
A standout Local Services Ads channel remained underfunded while lower-return directory spend continued.
Channel spend, call and booking records, completed jobs, revenue attribution, and comparative vendor performance.
Budget reallocation offered a faster value path than simply increasing total marketing expense.
The work product
Every exception is tied to evidence, materiality, an owner, and a dated action. The package changes by engagement, but the standard of proof does not.
Systems reconciled
The system of record may change. The management questions do not. TractionMRG follows the evidence across the stack and identifies where definitions or ownership diverge.
Spend, lead claims, location coverage, and channel performance.
Source persistence, tracking ownership, routing, missed contacts, and data custody.
Disposition discipline, qualified-call handling, booking consistency, and leakage.
Booked work, dispatch, completion, customer history, memberships, and job revenue.
Definitions, conversion configuration, cross-location consistency, and reporting logic.
Completed work, collected revenue, channel economics, and materiality to the operating thesis.
Who fits best
The strongest engagements have enough systems, spend, and operating history to support evidence-based analysis and meaningful action.
Job, customer, dispatch, membership, and revenue history exist in a system of record.
Multiple channels, vendors, markets, or locations create allocation and attribution complexity.
Qualified demand passes through people and processes that can be measured and improved.
Multiple trades, service lines, brands, locations, or rapid growth create definition and governance risk.
The leadership team is prepared to reconcile claims, assign owners, and act on material findings.
TractionMRG is not positioned as a general marketing agency, business broker, valuation firm, accounting QoE provider, or all-purpose exit-planning practice.
Three audiences, one fact base
Operators, future sellers, and investors ask different questions. They still need the same revenue chain to reconcile.
Improve channel economics, call conversion, customer value, reporting reliability, and management accountability.
Explore ImproveRepair leakage, normalize evidence, reduce key-person dependence, and make the revenue story more defensible.
Explore PrepareQuantify material findings, test the growth thesis, and carry the evidence directly into the first 100 days.
Explore TransactPortrait position reserved for final principal photography
The operator in the room
TractionMRG is led by a strategist with three decades in home-services marketing operations—deep in FSM data governance, Google Ads and Local Services Ads, Google Business Profile at portfolio scale, GA4, call-center performance, and vendor accountability.
Free diagnostic · No data export required
The RAD Check tests whether an owner can answer eleven questions about where revenue comes from. No logins, no exports, nothing to request from a marketing vendor. It returns a Revenue Attribution Debt score and an estimated range of untraceable revenue.
TractionMRG works with operators, owners, sellers, investors, and platforms. It does not represent opposing parties in the same transaction, and every engagement is subject to confidentiality and conflict review.
Confidential review
No sale plan is required. Share your current operating moment, the trade and location count, and the decision you need to make.
Prefer email? info@tractionmrg.com