Optimum

One place to catch every lead, from the ad to the booked job.

  • Marketing
  • Sales

Before

Leads arrived from everywhere, with no single pipeline and no clear view of what each channel was worth.

The system.

  • A custom website and lead pipeline the team runs sales on.
  • Ads deployed per placement, with conversions tracked server-side.
  • Brand and quoting videos that do the explaining before the first call.
  • JobNimbus normalised into one monthly report: leads, deals, close rate and source.
  • Margin and open AR in that same report, mapped from JobNimbus so the numbers match what the sales team sees every day.

Where the AI lives, and where a person approves.

The AI does

  • Stages each approved ad into the live ad sets, paused until launch.
  • Normalises the CRM data into the same report shape every month.
  • Flags which ads and channels are driving leads.

A person decides

  • Optimum approves every ad and video before it runs.
  • The sales team works every lead in their own pipeline.

What it replaced.

  • Leads scattered across inboxes and forms
  • Manual monthly reporting

The result.

894
leads in six months
258
leads in a single month, up 84% year over year
114
leads through the new site
$20 to $37
cost per lead

See it.

Optimum Roofing: our process
Optimum Roofing: the quoting process

Want a system like this?

We take on a small number of businesses at a time. Tell us what's slow; if it fits, you book the call on the next screen.