Insight · $1,500 per month
Monthly report — June 2026
Prepared for Halstead Heat & Air · Tahlequah, Oklahoma
01The month in one paragraph
June is your busiest month, and it was your best June. 189 leads — 155 calls and 34 form submissions — against 106 calls in June last year. That is +46% on calls and +36% on website sessions, comparing like month to like month.
Your Google profile was viewed 5,337 times and produced 215 direction requests — people navigating to you, which is about as close to intent as a free metric gets.
02What we did
- Website — uptime 100%, security patches applied, two page edits (seasonal tune-up offer on the home page, updated service area list)
- Google Business Profile — hours corrected for the holiday, four new photos posted, two customer questions answered
- Competitive scan — review counts, ratings and posted pricing refreshed for the four competitors in your radius
- Pricing review — diagnostic fee benchmarked against the local market (see below)
- Dashboard — refreshed and reviewed with you on the 3rd
03What happened
The shape of that chart is the most important thing in this report, and it is why we do not lead with month-over-month numbers. Your business swings by a factor of two between March and July. A report saying "leads up 87% since March" would be true and worthless — it is June, and it was going to be up regardless of anything we did.
The honest comparison is June against June: 106 calls last year, 155 this year. Same season, same weather patterns, same customers deciding their air conditioner is not keeping up.
What we can and cannot tell you
We can count what happens on the website and the Google profile with confidence: sessions, calls placed from the listing, direction requests, form submissions, review counts.
We cannot honestly tell you how much revenue this produced, because we do not have your job data. Anyone who hands you a marketing report with a precise revenue figure and no access to your accounting is guessing. If you want that number, give us read access to your job records and we will build the attribution properly — until then this report stops at leads, and says so.
04Your dashboard
This report is a monthly snapshot. The dashboard is the same numbers, live, whenever you want them — you do not have to wait for the 1st or ask us to pull something.
Included with your engagement
Halstead Heat & Air — live dashboard
- Leads by month, with the seasonal shape visible rather than hidden
- Where leads came from — Google listing calls, other calls, web forms
- Google visibility: listing views and direction requests
- Reputation: review count and rating over the whole engagement
- Every underlying figure in one table you can read or export
Right now it is showing 189 leads in June against 106 calls in June last year, a 4.7 rating across 87 reviews, and 5,337 views of your Google listing.
The window control matters more than it looks. Set it to six months and this business appears to be growing explosively; set it to twelve and you can see that half of what looks like growth is simply summer arriving. That is why the dashboard defaults to twelve months and why this report leads with June against June.
05Where you stand, and what it's worth
Competitive position
| Company | Reviews | Rating | Position |
|---|---|---|---|
| Ridgeline Air | 214 | 4.6 | largest, 22 trucks |
| Copperhead Mechanical | 96 | 4.4 | commercial-weighted |
| Halstead Heat & Air | 87 | 4.7 | you |
| Two Rivers Comfort | 58 | 4.1 | price-led |
| Bellview Heat & Air | 31 | 4.5 | one-truck |
You are third by review count and first by rating. Ridgeline has 214 reviews to your 87, but rates 4.6 against your 4.7. The gap between you and the market leader is volume, not quality — and volume is the easier of the two to fix.
Pricing
Your diagnostic fee is $89. The five posted fees in your market are $79, $89, $119, $129, $149, a median of $119.
| If the diagnostic fee moved to | Per call | Calls/month | Annual effect |
|---|---|---|---|
| $104 — halfway to median | +$15 | 118 | +$21,240 |
| $119 — the market median | +$30 | 118 | +$42,480 |
The caution matters as much as the number. That $42,480 assumes call volume holds, and a diagnostic fee is the most price-visible thing you sell — it is the number people ask on the phone. Moving to the median in one step risks losing calls you would otherwise have won. Moving to $104 first, holding for a quarter, and watching whether call volume moves is the version of this recommendation that cannot hurt you.
Worth adding: with the highest rating in your market you have more room to price above the bottom than any competitor. Right now you are priced like the cheapest option and rated like the best one.
06Next month
- July is your peak. Nothing structural changes to the site during it — we do not make changes we cannot watch closely in the month everything depends on.
- Seasonal content swaps to emergency-repair language, which is what people search in a heat wave.
- Google profile photos refreshed with current job sites.
- Diagnostic fee change monitored weekly against call volume.
07Your engagement, and what you're not getting
This report reflects the Insight engagement at $1,500 a month plus $1,500 to start. It covers exactly what is listed in section 02 and nothing beyond it.
The next tier up is Partner at $3,000 a month. It adds:
- Reviews and reputation — collected, monitored and answered
- Social media — 12 posts a month, written and posted for you
- Email marketing — 2 campaigns a month to your list
- Campaign performance reporting
- A customized company dashboard — revenue, gross margin, net profit, backlog
- A 2-hour strategy session with Michael every month
- Priority turnaround on requests
Whether that is worth the difference depends entirely on whether the work would change a decision you are actually making. If it would not, stay where you are — we would rather keep a client for five years at $1,500 than lose one in eight months at $3,000.