Marketing Reporting Checklist for Home Services

Marketing reporting should do more than show activity. It should tell you:

• What’s working
• What’s not
• What to do next

But many home service companies rely on reports filled with impressions, clicks, and cost per lead without a clear connection to booked jobs or revenue. That’s where things break down.

Before diving deeper, use the checklist below to quickly assess whether your current reporting is giving you the full picture.

10-Minute Marketing Metrics Checklist

Check each statement that is true for your business.

Visibility vs. Reality

Can you clearly see what’s actually happening in your funnel?

☐ I can clearly see how many leads we generated last month

☐ I can clearly see how many of those leads turned into booked jobs

☐ I can tie booked jobs back to specific marketing channels

If this isn’t clear, your reporting is incomplete.

Cost Clarity

Do you understand what it really costs to acquire a customer?

☐ I know my true cost per booked job (not just cost per lead)

☐ I can compare cost per booked job across channels (LSA, PPC, SEO, etc.)

☐ I know which channels are driving the most profitable jobs

If not, you may be scaling the wrong channels.

Data Alignment

Do your marketing numbers match your operational reality?

☐ My marketing reports match what I see in ServiceTitan or my CRM

☐ Call board data aligns with reported lead volume

☐ We are not relying solely on ad platform reporting

If these don’t match, your data is telling two different stories.

Decision-Making Power

Do your reports actually help you make decisions?

☐ I can confidently say which campaigns to increase spend on

☐ I can identify underperforming channels quickly

☐ My reports clearly tell us what to do next

If your reports don’t drive decisions, they’re just noise.

Your Results

How Gemini Approaches This Differently