Partner · $3,000 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
- Social — 12 posts published across Facebook and Google Business Profile
- Email — 2 campaigns sent to 1,284 subscribers
- Reviews — 7 new reviews requested and received, all responded to within 48 hours
- 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
- Strategy session — two hours on the 11th, notes below
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.
And the company dashboard
The dashboard above stops at the lead, because leads are all it can honestly see. Your Partner engagement includes access to the job and accounting data, which means we can follow the money the rest of the way — and that second dashboard is where the decisions actually get made.
Partner only
Company dashboard
- Revenue, gross margin and net profit by month
- Which months make money and which ones do not
- Revenue and margin by service line
- Backlog in working days
- The full funnel: leads, quotes, jobs won, and revenue per lead
Two things on it deserve your attention this month. Three of the last twelve months ran at a net loss — October, November and March — and the peak months carried the year. And installation is 51% of revenue at 28.9% gross margin while maintenance plans are 15% at 61.1%, which is the arithmetic underneath the maintenance agreement work in the strategy session below.
It also puts a number on marketing that the other dashboard cannot: $1,339 of revenue per lead. That is what tells you whether a lead is worth buying, and it exists only because this engagement can see both ends.
05Reviews, social and email
Reviews are the single highest-leverage thing a home services business can work on, and yours are now the strongest asset you have. You hold a 4.7 rating across 87 reviews, up from 4.2 across 25 when we started.
7 new reviews came in this month. Every one was responded to inside 48 hours, including the two that were not five stars — those responses are read by far more prospective customers than by the person who wrote the complaint.
Email campaigns
| Campaign | Sent | Opened | Clicked | Booked |
|---|---|---|---|---|
| Beat-the-heat tune-up | 1,284 | 33.6% | 5.3% | 14 |
| Referral thank-you | 1,284 | 30.3% | 3.2% | 6 |
| Jobs booked from email this month | 20 | |||
The tune-up campaign did roughly twice the work of the referral one, which is what we would expect in June — people are thinking about their air conditioner. In November that ordering will reverse and we will lead with heating.
Social
12 posts published, as contracted. Social is not where your jobs come from and we do not pretend otherwise — it is there so that a customer who checks whether you are still in business finds a page that was updated this week rather than in 2023. On that specific job, it is working.
06Where 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.
07Strategy session — 11 June
Two hours, at your shop. What we covered and what came out of it:
- The second install crew. You are turning down install work in peak weeks and taking it in shoulder weeks at the same price. The question is not whether to add a crew but whether install pricing should move seasonally. Modeling that for July.
- Maintenance agreements. You have 87 customers who have reviewed you and no recurring revenue product to sell them. This is the single biggest gap in the business and the subject of next month's work.
- The diagnostic fee. Agreed to the staged move to $104 beginning 1 July, with call volume watched weekly.
- Hiring. Discussed the third truck. Deferred — the constraint right now is install capacity in eight peak weeks, not year-round service capacity, and a truck is a year-round cost.
Priority items carried into July: maintenance agreement design, seasonal install pricing model, and the fee change monitored weekly.
08Next 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.
- Campaigns move to emergency service and maintenance-agreement messaging.
- Diagnostic fee change monitored weekly against call volume.
- Maintenance agreement design — the priority item from the strategy session.
09Your engagement
This report reflects the Partner engagement at $3,000 a month — both functions, the monthly strategy session, and priority turnaround. There is no tier above this one.
Compare against the alternative: a marketing coordinator and a business analyst run roughly $90,000 a year each once benefits and payroll taxes are counted. This engagement is $3,000 a month.