What We Do for You

One team at your table for all of it. Strategic planning comes first, the marketing carries it out, and The Arena, the platform we built, keeps the plan, your customers and the numbers in one place.

Every part answers to the same four people.

A Plan Your Whole Team Runs On

We can set your team up with a strategy and system fitted to the specific needs of your company. Everyone knows where the business is headed, what matters this quarter, who owns it, and which numbers to watch every week.

A Vision
Where the company is headed, written by your leadership team and agreed on together.
Every Quarter
A short list of priorities, each with one owner and a due date.
Every Week
A scorecard of the numbers that show how the business is doing, and a meeting that works each issue to a decision.
When You Need It
Executive counsel: a confidential conversation before a big decision or a hard one.

Your plan lives in The Arena beside your pipeline and your marketing numbers, so the people setting priorities and the people doing the work look at the same thing.

Get Found, Then Get Chosen

Search, ads and your website run as one plan from the same team, aimed at the same customers. People find you on Google and the map, and the page they land on gives them a reason to call you over the next name on the list.

To Get You Found

  • Local SEO and your Google Business Profile
  • Google Ads and Local Services Ads
  • Meta ads on Facebook and Instagram
  • Call and form tracking back to the source

To Get You Chosen

  • A fast custom website we keep current for you
  • Service pages and posts that answer what people ask
  • Social posts and email on a steady schedule
  • A brand that matches on the truck, the yard sign and the screen

For a roofing client we track 222 local searches. In six months, page-one rankings went from 118 to 147 and top-three spots from 57 to 82.

Every call and form is traced to the channel that produced it, in The Arena, so you can see which part of the plan is paying for itself.

Prove What Every Dollar Returns

We track every channel from the money that goes in to the jobs that come out. Spend, calls, booked jobs and revenue sit side by side in your platform, and the budget follows what's working.

  • Ads
  • SEO
  • Content
  1. Calls and Forms

    Every call and form, with the ad, search or post that brought it in.

  2. Booked Jobs

    Which of those leads turned into work on the calendar.

  3. Revenue

    What each job paid, set against what its channel cost.

Spend on ads, SEO and content flows into calls and forms, then booked jobs, then revenue, with a tracking point at each step.

True Force Roofing, Gainesville: the six months after we took over, against the six months before

Less Than Half the Spend. Nearly 12 Times the Signed Jobs.

16.5x

return on ad spend, up from 0.3x*. Every dollar on ads now comes back as about $16.50 of signed work.

See the full case study
  • 21xthe signed work traced back to the ads
  • 55% lessad spend on the same channels, money the owner kept
  • 96% lessin ads for every signed job
  • 50% moreleads from Local Services on the same budget

* Ad spend comes straight from Google Ads and Meta for both periods. The CRM record from before we took over is thinner, because contract values were not always captured, so the earlier signed-work figures are what was recorded and likely run low.

In The Arena, every client sees these numbers for their own business, whenever they want to look.

Book a discovery call

Why We Built The Arena

We went looking for a CRM that could hold a company's plan, its customers and every dollar of its marketing in one place, for us and for the owners we serve. Nothing on the market did, so we built our own. The Arena is the tool we use to help you win, set up around your business, and we run our own company on it.

  • Built Around Your Company

    We set it up for how your business already runs, then build in the pieces it's missing.

  • Spend and Revenue Side by Side

    Leads, calls, ad spend and revenue in one view, so what each dollar returned is a number you can see.

  • Private to Your Business

    Your company's own platform, with your data and your people in it and nobody else's.

  • On Your Phone, Run by Us

    Check it from the truck or the job site. We keep it running and help your team use it.

Every Lead and Customer in One Place

Calls, web forms, referrals and ad leads all land in the same CRM, set up around how your company sells. Nothing waits in somebody's inbox or on a sticky note, and nobody has to ask who called back.

  • One record from first contact to paid job, with every call, estimate and follow-up on it.
  • The office and the field see the same customer, on a laptop or a phone.
  • Each lead carries its source all the way to the job, so your marketing numbers end in revenue.
  • We set the stages to match how you sell, and change them when the way you sell changes.
Follow a lead in from
The call goes in with the number, the time and the ad or page that made the phone ring. The form goes in as a lead, with the page it was sent from and the source that brought the visitor in. The referral goes in with who sent it, so you know who to thank and which customers send you work. Leads from Google, Local Services Ads and Meta join the same pipeline as everything else, tagged with the campaign that paid for them. From there, every lead moves through the same stages to a paid job, and your whole team sees where it stands.

Built for How Your Business Works

When off-the-shelf software almost fits, your team ends up working around it. We build the missing piece and connect it to the rest of your platform, so it works from the same customers, the same numbers and the same plan as everything else.

Pick a drawing

A Roof Estimator That Replaced a $4,000-a-Year Subscription

An instant roof estimate built from satellite roof data. It does the job a $4,000-a-year software subscription used to do, so that bill is gone and the tool belongs to the company.

Works from
Satellite roof data
Replaced
A $4,000-a-year subscription
Owned by
The client

Ad Spend, Calls and CRM Data in One Live View

A live reporting dashboard that pulls ad spend, call tracking and CRM data together, so the owner sees what the money did without opening three accounts and lining them up by hand.

Pulls in
Ad spend, call tracking, CRM
Shows
One live view
Owned by
The client

Website Leads Routed Into the CRM, Duplicates Caught

Every lead from the website lands in a roofing company's CRM on its own. When someone who is already in there comes in again, it catches the duplicate instead of creating a second record.

From
The website
Into
A roofing company's CRM
Owned by
The client

A Scheduler for a Roofing Company's Maintenance Plans

A scheduling system for a roofing company's maintenance plans. Every plan customer's visits sit on one calendar across the year, so the office can see who is due next.

Built for
A roofing company
Schedules
Maintenance-plan visits
Owned by
The client

AI Where It Saves Real Time

We add AI to the jobs that eat your team's hours: drafting, summarizing, sorting and following up on leads, and pulling reports together. We start with one workflow, measure the time it saves, and build from there.

Starts with
One workflow, measured
Works from
Your own documents
Owned by
You

You own what we build.

What we build for a client belongs to that client, outright. It lives in their platform beside everything else we run for them.

Book a discovery call

Everything Included, In Detail

Thirteen parts, one team, all pulling toward the same goals. Open any one to see what you get.

Keep the Whole Team Pointed One Way

EOS-based strategy and counsel from more than 30 years of executive leadership.

EOS-Based StrategyA clear vision, quarterly priorities and a weekly rhythm.
  • A vision your leadership team writes and agrees on together
  • A chart of every role in the company, with one clear owner for each
  • Quarterly priorities with owners and due dates
  • A weekly scorecard, and a weekly meeting built to solve issues
  • The plan kept in your platform, where your team sees it every day
Executive CounselA confidential sounding board for the owner.
  • Scheduled one-on-one sessions with Scott, our Chief Strategist, who brings more than 30 years of executive leadership, coaching and innovative business development with market leading companies
  • Confidential conversations about the decisions in front of you
  • Preparation for hard conversations and big decisions
  • An outside read on your team, your numbers and your plan
Meeting FacilitationMeetings that end with decisions, owners and dates.
  • Agenda design before the meeting
  • Facilitation in the room, for leadership meetings, planning days and offsites
  • A written summary of decisions, owners and dates
  • Follow-up on what was committed

Get Found and Chosen

The website, search, ads and content that bring the right calls in.

WebsiteA fast custom site built to turn visits into calls and forms.
  • Custom design around your brand and your customers
  • Built for phones first, and tested for speed and accessibility before launch
  • Lead forms connected straight to your CRM
  • We make every edit, so you never have to
SEO and Local SearchShow up when nearby customers search for what you do.
  • The technical setup Google reads, done right from day one
  • Local SEO and Google Business Profile management
  • Service pages written around what your customers actually search for
AdsGoogle, Local Services and Meta campaigns, managed and tracked.
  • Google Ads and Local Services Ads
  • Meta campaigns on Facebook and Instagram
  • Every call and form traced back to the ad that brought it
  • Budget moved toward what's working
ContentWords and media on a steady schedule, in a voice that sounds like you.
  • Blog posts and service pages written for search
  • Social posts on a steady schedule
  • Email newsletters and campaigns
  • Project write-ups and case studies
DesignOne look everywhere a customer sees you, from the truck to the website.
  • Logo and brand identity, with a written brand guide
  • Print: business cards, flyers, door hangers and yard signs
  • Social and ad graphics
  • Vehicle wrap concepts

See Every Lead and What It Returns

One record of every customer, and the numbers that show what your spend produced.

CRMEvery lead and customer in one place, from first call to paid job.
  • Every call, form and referral logged with where it came from
  • Your pipeline from first contact to paid job
  • The whole team sees the same customer
Analytics and ROISpend, leads, calls and revenue side by side.
  • Call and form tracking back to the source
  • Spend, leads, calls and revenue in one view
  • A monthly report in plain language: what each channel cost and what it produced

On a roofing company's Google Ads, we cut search spend by 70 percent in 2026 and cost per lead still fell by more than a third.

Take the Friction Out of the Work

Fix the handoffs, then build the tools off-the-shelf software is missing.

Operations HelpFind where work stalls and fix the handoffs.
  • A map of how work moves today and where it gets stuck
  • Documented core processes your team can follow
  • Clear handoffs from sales to production, and from production to billing
  • Part-time or interim general management when the owner is covering too many roles
Custom ToolsEstimators, schedulers, portals and dashboards built for how you work.
  • Built around how your team works today
  • Connected to your CRM, your ad accounts and the tools you keep
  • Yours to own outright, with training and documentation at handoff

An instant roof estimator we built from satellite roof data replaced a $4,000-a-year software subscription.

AI Where It Saves TimeDrafting, sorting and follow-up taken off your team's plate.
  • A review of where AI can save your team real time
  • Assistants that work from your own documents and processes
  • New leads answered and followed up on automatically
  • Reports that come with a written summary

We work out which parts come first for your business in discovery.

Book a discovery call

Let's Talk

Tell us where you want the business to go and what's in the way. We'll show you the plan we would build with you.