Toolkit · Monday Report analytics
Data analytics for home services companies.
Execution Partner is a data analytics firm for home services companies. We combine your phone logs, CRM, invoices and ad accounts into one clean customer record, then report the four numbers that decide whether the business is working: new leads, new customers, cost to sell and gross margin. The report arrives every Monday at 7:00, compared with the same week last year and checked against your books.
The problem
Why this matters for a home services business.
The numbers live in three places
Calls in the phone system, jobs in the CRM, money in QuickBooks. Nobody puts them on one page, so decisions run on gut feel.
Marketing takes credit it didn't earn
Without matching leads to customers, paid search gets credit for people who were coming back anyway.
Problems show up a quarter late
A bad month only becomes obvious at the monthly close, long after the leak started.
What you get
Everything included.
- One record per customer, built from every system you already use, back to day one
- New and returning customers separated the day a lead arrives
- Ad spend matched to the jobs it actually produced
- Close rate and cost per new customer, calculated the same way every week
- A message from us the same day a number turns the wrong way
- Answers to questions about your numbers, from the app or the report
Before and after
What changes.
Works withYour phone numbers · Housecall Pro · QuickBooks · Google Calendar and Gmail · Stripe · your existing CRM
How it works
Four steps, and you see your numbers first.
View-only access to your phone system, CRM or scheduler, accounting and ad accounts. Nothing is replaced.
Every customer becomes one record, duplicates merged, history kept in full.
Each figure is checked against a number you already trust, like your books. If it doesn't match, you don't see it.
The Monday Report at 7:00, with the founders on hand to decide what to do about it.
In your trade
What it looks like day to day.
See how many of last year's customers came back this month, and who to call.
More for carpet cleaning →Roofing companiesSeparate storm-week leads from normal demand, and see what each estimate costs to win.
More for roofing →Heating and air companiesTrack maintenance-plan sales against emergency calls, month by month.
More for hvac →Questions
Common questions.
What data does a home services company need to track?
Four numbers cover most decisions: new leads a month, new customers from them, the cost to sell (sales pay, commissions, agency and ad spend) and gross margin. From those you get close rate, cost per new customer and whether a customer was worth winning.
Do I need to switch CRMs or software?
No. We read from the software you already use. If you don't have a CRM, we set up a simple one.
How is this different from the dashboard in my CRM?
Your CRM reports what's inside it. The Monday Report combines the phone, CRM, invoices and ad accounts, separates new from returning customers, and checks every figure against your books before you see it.
How soon do I get my first report?
The first Monday Report arrives the week after we have access to your data. The first call and the working session on your numbers are free.
Do you work with companies outside Richmond?
Yes. We're based in Richmond, Virginia and work with home services companies across the Mid-Atlantic and beyond. Everything runs remotely.
More of the toolkit
Everything reports back into your four numbers.
Start with twenty-five minutes.
Tell us how the business runs today. The working session on your numbers after that is free.