Prep → Channel Setup → Lead Capture → Track → Show Results → Expand
STEP 1: POSITION AS A TEST
Client-facing positioning:
“I want to run a small, owned pipeline alongside what you already use. Nothing replaces your current platform, it just ensures you’re not dependent on someone else for leads.”
What this actually means:
You’re creating parallel lead flow (owned, trackable) They can compare it against their existing system (Angi, HomeAdvisor, Thumbtack, etc.) Risk for them = $0 or very low How it looks internally for you:
Create a single tracking setup for this test Short duration (7–14 days) Minimal spend (~$50–$200 depending on the platform) STEP 2: SERVICE
Pick the simplest entry point:
Option A: Google Maps / Local Search
Claim/verify Google Business profile Optimize description & categories Use one Local Search ad campaign targeting their service area Add call tracking (so you see exactly how many calls/leads came from the test) Why it works:
They already rely on search-type intent; this is owned, predictable traffic.
Option B: Meta Retargeting
Ask for a customer list or pixel access on website Set up retargeting ads (low budget) Show offers or service reminders Track clicks → messages → calls Why it works:
Platform users are already aware of them; you’re capturing their existing audience and showing measurable conversions.
Option C: Local Paid Social (Optional)
Single campaign on Instagram/TikTok for high-visibility services Track click-to-call, form fills, or bookingsOC Pick the simplest entry point:
STEP 3: USE THEIR DATA AS PROOF
You do not need your own case study. You leverage their metrics:
Collect baseline numbers: Run your owned pipeline campaign Compare apples-to-apples: How many leads your system generated Cost per lead vs third-party platform Close % or appointments booked Client-friendly phrasing:
“We ran this test alongside your platform. Here’s what came in from your own system versus what you’re renting. You can see the difference.”
WHAT IT LOOKS LIKE VISUALLY
Leads tracked in your app/dashboard No changes to current platform Present metrics: table + graph Highlight owned pipeline vs rented platform Ask if they want to scale the owned pipeline Sample Table for Client:
You didn’t need prior proof KEY POINTS TO MAKE IT LOW-RISK
Keep messaging “alongside existing platform” Focus on ownership vs dependency, not more leads
