What happens in the first 24 hours after I buy?

You will get a pre onboarding email from your assigned project manager. Before that email, our team runs a short internal huddle to hand off context from sales so your project manager is fully up to speed on your goals and specifics. We then schedule your onboarding call. In that call we gather all required access so we can start fast with nothing left unclear. The call is recorded and transcribed and shared so you never have to repeat yourself. After the call we run an internal kickoff meeting with every team member who will work on your project.

When should I expect first results?

Assuming we have everything we need up front and approvals are prompt, you should see your first qualified appointments in weeks three to four. Months one and two are focused on data gathering and A B testing. Most clients see optimal results by months three to four.

What is a qualified lead?

A qualified lead is someone who answers required pre booking questions in line with your standards for budget, timing, service, and location. Only those who meet your thresholds can book a discovery call.

What ad spend do I need to start?

Meta only start at 1,000 USD per month. Meta plus Google start at 1,500 USD. All four channels in Scale Meta, Google, Pinterest, and YouTube start at 2,000 USD. For stronger volume and to unlock our guarantee, plan budget closer to 5,000 USD per month. We build and tune the machine. Your ad spend is the gas.

What do you deliver in the first 14 days?

If you provide assets and approvals on time, we deliver a first draft of website copy and we launch ads with the follow up system live within 14 days.

What is not included?

We do not offer social media management such as posting and daily engagement. That is a separate hands on service best handled by a local creator and usually starts around 2,000 USD per month. Be cautious of very cheap offers that do not drive ROI.

Do you offer territory protection?

Yes. Territory protection starts at 250 USD per month and covers an area of up to 150,000 people. Larger areas are available case by case.

What are your contract options and cancellation terms?

We offer month to month or 12 or 24 month terms. Cancellation requires 30 days notice.

What is your performance guarantee?

If you invest at least 5,000 USD per month in ad spend for 12 months, we guarantee at least two home sales in year one. If that does not happen, we work for free until you do.

Do you offer refunds?

Yes. If you are not satisfied within the first 30 days, you get a full refund.

Who owns my accounts and assets?

You own one hundred percent of everything created on your behalf including ad accounts, audiences, data, websites, and domains. We will never withhold access.

What do you need from me in week one?

Access to Google Analytics, Google Search Console, Google Business Profile, Google Ads, your domain and any current website, logo files and brand assets, past project photos and videos, Meta ad account, Page, pixel, and data sets. For Scale, also Pinterest Ads and YouTube access. Complete our ideal customer exercise and messaging exercises. We will send about twenty StoryBrand style questions. You can answer in writing or on a recorded call that we transcribe.

Who will I meet with and how often?

Your dedicated project manager is your single point of contact. During the first two months expect weekly check ins, more if you prefer. After that we shift to biweekly or monthly based on your preference.

What KPIs do you track?

Core KPIs are cost per lead, leads to appointment, and appointments to close. We provide a shared dashboard and review performance in each check in.

How fast do you turn changes around and how do approvals work?

Website or video changes are typically turned around within 24 hours. We ask for approvals within 24 hours. If you prefer, we can proceed after 24 hours without explicit approval to keep momentum.

Which CRM do you use and who owns it?

We run everything in GoHighLevel. You own the account and can keep it if you ever move on. We can transfer it out of our agency with your assets intact.

How do you reduce no shows?

Your calendar reminders are set for 24 hours before, one hour before, and a text 10 minutes before the meeting.

How do you prevent spam and low quality leads?

We use reCAPTCHA, honeypots, contact validation, and platform level checks. Our form questions filter out poor fits before they reach your calendar.

Can I pause or lower ad spend?

Yes. Email or text your project manager and we can adjust within about an hour.

Can you take over from my current agency?

Yes. We get access to your accounts, remove the prior team if you want, and keep what is working while we optimize and rebuild where needed.

CRM for Home Builders Benefits: Boost Sales Efficiency & Profitability

Introduction

CRM for Home Builders Benefits are no longer optional for builders who want predictable growth. A modern CRM turns scattered leads, slow follow up, and fragmented communication into consistent sales, faster closings, and better client experiences. For home builders in North America, the result is measurable: higher win rates, fewer lost deposits, and happier referral-ready clients.

CRM for Home Builders Benefits: Key Gains

1) Centralize leads and shorten sales cycles

Capture leads from your website, paid ads, and listing portals into one place. This eliminates spreadsheet chaos and prevents opportunities from slipping through the cracks.
With automations and lead scoring, your sales team focuses on highest-value prospects first.

Example impact: CRM workflows and lead routing reduce response times and increase conversion rates, which is critical when buyers expect fast replies.

2) Improve forecasting and pipeline visibility

See where every prospect sits in the sales funnel, forecast near-term closings, and plan materials and crews with confidence.
Real-time dashboards remove guesswork when deciding whether to run a promotion or adjust marketing spend.

3) Increase marketing ROI, including paid ads and SEO

Track the exact source of each lead, so you know which paid campaigns and organic pages generate profitable buyers. Use that data to shift ad spend to the best performing channels.
Integrate CRM data with landing pages and content to improve organic conversions and make SEO efforts measurable.

4) Deliver a better client experience with fewer handoffs

Use shared timelines, client portals, and automated status updates to keep buyers informed during construction.
Reducing email and phone ping-pong saves thousands of hours over a building season and increases referral likelihood.

5) Tighten handoff between sales and operations

A purpose-built builder CRM carries client data from estimate to contract to job schedule, so nothing needs to be rekeyed when a lead becomes a job.
That continuity reduces errors, speeds start dates, and improves on-time delivery.

6) Measure profitability at the customer and model level

Tag leads by product line, lot, or model to see which homes are most profitable and which marketing paths produce the best margin.
Use those insights to optimize spec choices, standard options, and promotional offers.

Real-world evidence and resources

Industry-focused platforms show measurable impact. See the Buildertrend case study where The Bridge Group used a construction CRM to double sales in a multi-year period: Buildertrend case study: The Bridge Group.
Independent research on CRM returns shows CRM still delivers strong ROI, with long-term studies from Nucleus Research describing multiyear payback and consistent value from productivity gains and process automation: Nucleus Research CRM ROI insights.
For marketing alignment and CRM-driven performance numbers, HubSpot’s marketing and CRM research highlights how CRM use correlates with higher marketing effectiveness and automation adoption: HubSpot Marketing Statistics.

How CRM connects to your service stack (SEO, Paid Ads, Design, Video)

SEO and content

Use CRM lead source data to identify high-converting pages and replicate their structure. Sync landing page forms directly to your CRM to improve lead capture and attribution.

Paid ads

Send ad clicks to CRM-tagged landing pages and track cost per closed sale, not just cost per lead. That shifts budgeting from vanity metrics to business outcomes.

Graphic design and video editing

Create personalized sales assets. Use CRM segments to produce targeted design and video assets for specific buyer personas, neighborhoods, or spec homes.
Host progress videos and client walkthroughs (private or public) and link them to client records for a better handoff and marketing reuse. See CoConstruct guidance for sharing home progress videos with clients: CoConstruct video sharing guide.

Implementation checklist for home builders (practical steps)

Define outcomes, not features. Decide whether your priority is faster closings, better forecasting, or improved referral rates.
Map your current lead sources and data fields, then connect them to the CRM intake form.
Build 2 to 3 automated follow-up sequences for unqualified, hot, and nurturing leads.
Integrate with your calendar, project management, and accounting systems so data flows when a lead becomes a job.
Train a single admin to run reporting cadence and keep the CRM clean.

Platform selection: what to look for

Purpose-built builder features, such as customer portals, selections management, and bid-to-job handoff.
Reliable lead capture and ad attribution.
Mobile access for salespeople and field teams.
Strong reporting and forecasting tools.

Popular platforms used by builders include Buildertrend and CoConstruct, both of which combine CRM with project and client management features. Explore Buildertrend demos and case examples to see how these features map to builder workflows: Buildertrend full demo and resources.

Case study highlight

The Bridge Group, a contractor focusing on senior living, used an integrated construction CRM to streamline lead follow up and carry prospects into active projects. That continuity and improved client communication contributed to a doubling of sales over a multi-year span, showing how CRM plus disciplined processes produces business-level outcomes. Read the full case study on Buildertrend’s site: The Bridge Group story.

Quick wins for MVP_BUILT stage businesses

If you are in the MVP_BUILT stage and testing product market fit, prioritize these quick wins:

Implement a single intake form that feeds the CRM, so every inbound lead is recorded.
Automate a fast response SMS or email to every lead, then follow with a scheduled call.
Track source-to-close so you know which experiments to scale and which to kill.

These actions create a feedback loop for marketing and sales that accelerates learning without heavy tooling overhead.

Common pitfalls to avoid

Overconfiguring the CRM before processes are stable.
Letting multiple systems duplicate lead records, which creates confusion.
Not training the team. The tool is only as good as adoption and data hygiene.

Conclusion and next steps

A well implemented CRM is a multiplier for home builders in North America. It turns marketing signals into predictable revenue, gives operations the visibility to plan ahead, and improves client satisfaction through clearer communication. Start with clear outcomes, connect your ad and SEO data, and pick a builder-focused platform that supports handoffs from sales to project delivery.