Marketing tracked to the booked job. Operations that cost less to run. LeadFirst Partners is a consulting firm for small and mid-sized businesses. We generate revenue, tighten operations and cut costs, then hand you everything we built.
The dashboard
Spend, booked jobs and cost per booked job, by channel, on one page.
How we deliver The client dashboard: spend, booked jobs and cost per booked job, spend per service line against its cap, and booked jobs by channel. Dashboard this month Spend this month $0,000 Booked jobs 00 Cost per booked job $000 Spend per service line cap Search ads Local Services Marketplaces Social Content Booked by channel 00 booked Search Marketplaces Referrals Social
Clients: businesses running on the system
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Booked jobs tracked to their source
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Businesses running on the system
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Paid leads recovered at intake
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Cost per booked job
Three practice areas
Revenue generation, operations optimization and cost reduction for small and mid-sized businesses. LeadFirst Partners is a consulting firm for small and mid-sized businesses. We build marketing that is tracked to the booked job, find the money in payroll, vendors and process, and stand new businesses up correctly the first time. Clients keep everything we build for them.
01 · Marketing
Websites, search, lead generation and intake, tracked from the first click to the booked job.
Website design and build, English and Spanish Local SEO and Google Business Profile Lead generation with call and form tracking CRM, intake and follow-up Leads in 100 Answered 70 Booked 20 30 missed $0 a month
0 unanswered leads, at your booking rate of 0% , is about
0 jobs a month. About $0 a year.
02 · Operations Optimization
Analysis and recommendations with implementation. We find the money in payroll, vendors and process.
P&L review and unit economics Vendor and subscription audits Payroll analysis Process mapping and workflow automation Weeks 1 to 2 The diagnostic Books, payroll exports, the vendor list, the software list and CRM data, reviewed with you. Weeks 3 to 4 Findings A written report: where the money goes, what to cut, what to renegotiate, what to automate. Your CPA reviews anything that touches tax or payroll. Weeks 5 to 8 Implementation Vendors consolidated, contracts renegotiated, the first workflows automated, the SOPs written. Weeks 9 to 12 The dashboard and the roadmap Your KPIs on one page and the next quarter's plan. After day 90 A monthly review, or a fractional director role if you want the business side run the same way. 03 · Business Launch Services
Everything a new business needs to open correctly, in three tracks: law firm, general contractor, general.
Name screen, brand, domain and email Entity formation and filings, coordinated with your attorney and CPA Website, profiles, phone and CRM at launch A 90-day launch plan Law firm Opening a practice in Arizona, from the entity to the first intake call.
PC or PLLC formation, coordinated with your attorney State Bar requirements Advertising that follows ER 7.1 to 7.3 Trust-account setup with your CPA Intake and Google Local Services Ads setup General contractor Getting licensed and getting found.
Arizona ROC license path: qualifying party, exam, bond, insurance ROC-compliant advertising Thumbtack, Houzz and Google Business Profile setup General Any new business, in any trade.
Name screen and brand Entity formation, EIN and registered agent Licenses and filings Website, profiles, phone and CRM A 90-day launch plan How we deliver Your operating file. Voice, offer and rules, written once. You keep it. The loop. Research, content, ads, intake, follow-up, reviews and reporting, run daily from that file. What reaches you. A written list: new campaigns, spend past the caps, a bad review, an off-brand draft. Everything else runs. The morning brief. One page, every day. You own everything. Files, accounts, site. The full delivery system → Your operating file feeds a daily loop; only what needs you reaches you. Your operating file Voice Offer Rules Written once. You keep it. The loop every day Research Content Ads Intake Follow-up Reviews Reporting What reaches you New campaigns Spend past the caps A bad review An off-brand draft Everything else runs. Who we serve General contractors Licensed builders and remodelers who need steady leads and a clean intake.
HVAC and home services Service companies that run on calls, quotes and repeat customers.
Law firms Practices that buy leads and need intake, reporting and advertising that follow the bar rules.
Professional services Mediators, consultants and advisors who need a site, a pipeline and a calendar that fills.
Local shops Barbershops, salons and other businesses that book by phone and WhatsApp.
Why LeadFirst 01
Two coasts, two partners Doug in Costa Mesa, California. Tel in New York. You talk to the people who do the work.
02
You own everything Files, accounts, site, CRM. If we part ways, nothing leaves with us.
03
Cost per booked job Every campaign is tracked to the booked job, not to clicks or impressions.
04
Your sign-off Reviews, ads and drafts go out after approval. Nothing off-brand runs on its own.
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Client name, Norem Contracting 