How we protect your ad accounts, data, and budget.

Contractors should not lose their data, tracking, or campaign history when they change vendors. Our operating model is built around assets the client controls.

Get a Free Roofing Ads Audit See Roofing Services

Owned assetsAd accounts, data, call logs, CRM records, and pages should stay connected to the contractor.

Transparent spendMedia spend and management fees should be visible enough to audit.

Exit-safe setupA contractor should not lose account history because they changed vendors.

Ownership Standards

What stays with your business

The agency should strengthen the contractor's marketing asset base, not hold it hostage.

Google Ads account

Your account history, conversions, audiences, and campaign learnings stay connected to your business.

Meta ad assets

Your page, ad account, pixel/dataset, creative tests, and audiences should remain accessible to your company.

Landing pages

Pages and offer tests should be visible, reviewable, and tied to your brand and service area.

Call tracking data

Calls, recordings where compliant, source data, and quality notes should not disappear into a black box.

CRM records

Lead records, stages, notes, missed calls, appointments, and follow-up history should support your sales process.

Reporting

Spend, leads, qualified calls, booked jobs, missed calls, and pipeline feedback should be clear enough to act on.

Transparent Spend

Know what went to media and what went to management

Roofing companies should be able to see actual Google and Meta spend, agency fees, campaign activity, and the lead quality those dollars produced.

Separate client accounts instead of one pooled agency account.
Clear access to ad spend, campaigns, landing pages, and lead records.
Reporting around calls, booked jobs, and source quality instead of vanity metrics only.
No forced account reset if the contractor leaves.
No fake exclusivity, hidden markups, or unclear lead ownership.

Reporting Standard

The report should answer business questions

Which campaigns produced calls?Lead source visibility should go beyond aggregate lead count.

Which calls were qualified?Bad-fit calls, spam, vendors, and existing customer calls should not drive optimization.

Which leads booked?Booked inspection feedback helps separate cheap traffic from valuable opportunities.

Where was budget wasted?Search terms, locations, devices, hours, and page performance should guide budget shifts.

Where did follow-up break?Missed calls, slow response, and no-shows can be fixed only when they are visible.

What should scale?Scaling should follow qualified demand, not platform-reported volume alone.