Where they started
- Leads, estimates and production lived in separate tools, so nobody could connect a job back to the marketing that produced it.
- Three competing lead-source fields and no click tracking in the CRM.
- Referral partners sent business with no record of who sent what.
What we built
- 2024 to 2025Google Ads and town pages
Search campaigns plus town-by-service pages across Nassau and Suffolk.
- 2025Referral partner system
Dedicated referral forms for each partner office, credited automatically in the CRM.
- 2026Attribution from click to contract
One lead-source tree, click tracking that fills it, and intake forms the team uses on every call.
- Sep 2026Home show campaign
A five-email A/B sequence with tracked links, built around a show organizer who didn't allow tracking codes.
What changed
- Every new contact carries its source, so the team can see which channels and partners produce booked consultations.
- Organic rankings moved from page three to page one territory on average.
What's next
Shift search focus to full siding and roof replacements from the showroom outward.
Disclosure: Michael Patti is now a business partner of Max Pull's founder. Sources: Google Search Console and CRM data, Jun 2025 to Sep 2026. Clicks peaked in Mar 2026 and have eased since.
