Prepared for Katie & Joe — March 2026
Top Elevation
Custom Growth Assessment
A clear roadmap from $20K/month to $30K+ — consistently.
📅 Follow-up call scheduled: Friday at 4:30 PM — come ready to move forward.
Prepared by Adrian Tagama
📊 Where You Are Now
Here's a snapshot of your business based on our conversation.
$20K
Avg. Monthly Revenue
Swings from $12K–$20K+
32
Jobs / Month
12 roof + 20 gutter/solar
~91
Total Leads / Month
50 Yelp + ~41 untracked Google
35%
Close Rate
Estimates → booked jobs
$2K
Monthly Ad Spend
100% on Yelp
1–2
Active Crews
Joe as primary operator
💡 Key insight: You're already generating ~91 leads/month — but nearly half are untracked Google calls you don't even know about. You don't have a lead problem. You have a tracking & quality problem.
🔴 What's Holding You Back
Three core bottlenecks are keeping you stuck at $20K/month.
- 🔴 Yelp Dependency & Wasted Ad Spend — $2K/month going to a platform that sends your leads to 2–3 competitors simultaneously, forcing you to compete on price instead of value.
- 🔴 Zero Lead Tracking — ~41 Google leads/month are completely untracked. You can't scale what you can't measure. You don't know your real CAC, close rate by source, or which efforts are actually working.
- 🔴 Inconsistent Revenue & No Scalable System — Revenue swings from $12K to $20K+ month to month with no predictable pipeline. Joe is still the primary operator, making it impossible to step back and grow.
💡 The Opportunity
Here's exactly what we fix — and how.
| Your Problem | Our Solution |
|---|
| Yelp sends leads to competitors — you're forced to race to the bottom on price |
Meta ads built around a hyper-specific roof cleaning offer that attracts direct, high-intent buyers |
| No tracking — you don't know which leads convert or what your real CAC is |
Full pipeline CRM + Google Sheet tracker so every lead, call, and job is tracked in real time |
| Generic ads with no strategy |
Daily campaign monitoring, weekly reporting, and proactive ad refreshes before performance drops |
| Revenue rollercoaster — no consistent monthly pipeline |
Proven system targeting your highest-margin service (roof cleaning) to build a predictable, scalable pipeline |
🗺️ The 3-Phase Roadmap
From launch to a fully scaled, predictable pipeline.
Phase 1
Foundation & Launch
Weeks 1–2
- Craft roof cleaning offer & scripts
- Film 10 modular video ads
- Build CRM + tracking pipeline
- Set up automations & notifications
- Launch Meta campaigns
Phase 2
Optimize & Convert
Weeks 3–6
- Identify winning ad variations
- Kill underperformers, scale winners
- Refine lead follow-up process
- Weekly KPI reviews
- Hit first 10+ qualified leads/week
Phase 3
Scale & Systemize
Month 2+
- Double down on proven campaigns
- Introduce gutter cleaning as downsell
- Hire & onboard second crew
- Joe steps off the tools
- Consistent $30K+/month pipeline
📈 Projections With Our System
Based on your current close rate and job mix — here's what's realistic.
| Metric |
Today |
In 90 Days |
| Monthly Revenue |
~$20,000 |
$30,000+ |
| Total Jobs / Month |
32 |
50–60 |
| Roof Cleanings & Repairs |
12/month |
20+/month |
| Gutter & Solar Jobs |
20/month |
35–40/month |
| Tracked Lead Sources |
1 (Yelp only) |
All lead sources tracked |
| Monthly Take-Home |
~$6–7K |
$12–15K+ |
⚠️ These are projections based on your current 35% close rate, not guarantees.
⏳ The Cost of Doing Nothing
Every month you stay on Yelp and operate without a system is a month of lost revenue.
$2,000
Wasted on Yelp / Month
Leads shared with competitors
$10,000
Monthly Revenue Gap
$20K today vs. $30K goal
$120,000
12-Month Opportunity Cost
At current pace of stagnation
🚨 Beyond the money — Joe stays on the tools, you stay on the phones chasing tire kickers, and the second crew never gets hired. The business stays exactly where it is today.
You're only 8 roof cleaning jobs away from hitting $30K/month. The system gets you there consistently.
✅ What You Get
Everything included in the program — no surprises.
🎬
10 Custom Video Ads
Scripted, filmed, and edited. Modular format for maximum testing. Joe on camera to build trust with homeowners.
🎯
Offer Strategy & Ad Build
Hyper-specific roof cleaning offer crafted to attract high-intent buyers — not price shoppers.
📊
Full Pipeline CRM + Tracker
Google Sheet dashboard tracking every lead, call, booking, and job. Know your real CAC and close rate by source.
⚡
Lead Automations
Instant notifications when new leads come in so Katie can follow up fast — before they go cold.
📅
Weekly Performance Reports
Simple, clear reports via Slack. Ad metrics + sales pipeline combined — no confusing dashboards.
🔄
Daily Campaign Management
Monitored daily. Winners scaled, losers cut. Ad refreshes scheduled before performance declines.
💰 The Investment
Everything above — set up, launched, and managed.
⭐ Setup Fee (One-Time)
$7,000
Includes: 10 ads, full system build, CRM, automations + Month 1 management FREE
Monthly Management
$800/mo
Starting Month 2 — campaigns, optimization, reporting & support
📌 Ad Refresh: If new ads are ever needed (new offer or performance decline), it's just $2,000 for another 10 ads — scripted, filmed & edited. If the first batch flops, the reshoot is on us.
At your average ticket, just 4–5 roof cleaning jobs covers the entire setup fee. 🏠
🚀 What Happens Next
Katie & Joe — you're at an inflection point. The gap between where you are and where you want to be is 8 jobs and one proven system.
1
Review This Assessment
Walk Joe through everything. Use this as your reference.
2
Friday at 4:30 PM
Both of you on the call. Come with questions and ready to decide.
3
Kickoff Call
Finalize strategy, scripts, and schedule your filming date.
4
First Leads in 3 Days
From launch, qualified leads typically arrive within 72 hours.
Every month of delay = $10,000 in unrealized revenue and another month of Joe on the tools.
See you Friday at 4:30 PM. 💪