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📊 Marketing Performance Tracking

Marketing Reports Every Contractor Should Track

Stop guessing if your marketing works. Track these weekly and monthly reports to measure performance, calculate ROI, and make data-driven decisions that grow your contractor business.

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Why Most Contractors Fail at Marketing Tracking

67%

Don't track cost per lead or know which marketing channels actually generate revenue

$8,400

Average wasted annually on underperforming marketing channels due to lack of tracking

45%

Make marketing decisions based on "gut feel" instead of data, leading to poor ROI

Weekly Marketing Reports (15-30 Minutes)

Track these metrics every Monday to catch issues before they cost you jobs

1. Lead Volume & Sources

What to Track:

  • Total leads this week vs. last week
  • Leads by source (LSA, PPC, SEO, referrals, direct)
  • Lead quality score (1-5 rating based on job value potential)

Why It Matters:

Sudden drops in lead volume indicate issues with LSA budget, PPC campaigns, or website problems. Catching this early prevents lost revenue.

2. Cost Per Lead by Channel

What to Track:

  • LSA cost per lead (weekly spend ÷ LSA leads)
  • PPC cost per lead (weekly spend ÷ PPC leads)
  • Compare to your target CPL benchmarks

Benchmark CPL by Trade:

  • • HVAC: $50-150
  • • Plumbing: $40-120
  • • Roofing: $75-200
  • • Electrical: $45-130
3. Phone Call Performance

What to Track:

  • Total calls received
  • Missed calls (target: <5%)
  • Call-to-appointment conversion rate
  • Average call duration (longer = better engagement)

Why It Matters:

You can't book jobs from missed calls. Track this weekly to ensure your team answers quickly and converts calls to appointments.

4. LSA & PPC Campaign Performance

What to Track:

  • LSA weekly spend vs. budget
  • PPC click-through rate (CTR) by campaign
  • PPC conversion rate (clicks → leads)
  • Top performing keywords and ads

Red Flags to Watch:

  • • LSA spend increasing but leads decreasing
  • • PPC CTR below 3% (poor ad relevance)
  • • Conversion rate dropping week-over-week
5. Website Traffic & Behavior

What to Track:

  • Total website sessions
  • Top landing pages (where visitors enter)
  • Bounce rate (target: <60%)
  • Mobile vs. desktop traffic split

Why It Matters:

Traffic drops indicate SEO issues or technical problems. High bounce rates mean visitors aren't finding what they need.

6. Google Business Profile Insights

What to Track:

  • Profile views (discovery + direct searches)
  • Website clicks from GBP
  • Direction requests
  • Phone calls from GBP

Why It Matters:

Your GBP is often the first impression. Declining views or engagement means you're losing local visibility.

7. Appointment Booking Rate

What to Track:

  • Leads → appointments booked (target: 40-60%)
  • Appointments → showed up (target: >85%)
  • Average time from lead to appointment

Why It Matters:

Low booking rates mean your marketing is working but your sales process isn't. This is often the biggest revenue leak.

Monthly Marketing Reports (1-2 Hours)

Deep dive into these metrics on the 1st of each month for strategic decisions

1. Marketing ROI by Channel

What to Track:

  • Revenue generated by each channel (LSA, PPC, SEO, referrals)
  • Cost invested in each channel
  • ROI calculation: (Revenue - Cost) / Cost × 100

ROI Formula Example:

LSA: $5,000 spent → $25,000 revenue = 400% ROI

PPC: $3,000 spent → $9,000 revenue = 200% ROI

2. Customer Acquisition Cost (CAC)

What to Track:

  • Total marketing spend for the month
  • Total new customers acquired
  • CAC = Total Marketing Spend / New Customers

Benchmark CAC by Trade:

  • • HVAC: $200-500
  • • Plumbing: $150-400
  • • Roofing: $300-800
  • • Electrical: $175-450
3. Customer Lifetime Value (LTV)

What to Track:

  • Average job value
  • Average jobs per customer per year
  • Average customer lifespan (years)
  • LTV = Avg Job Value × Jobs/Year × Lifespan

LTV Example:

$500 avg job × 2 jobs/year × 5 years = $5,000 LTV

Rule of Thumb: LTV should be 3-5x your CAC for healthy growth

4. Conversion Funnel Analysis

What to Track:

  • Website visitors → leads (conversion rate)
  • Leads → appointments booked
  • Appointments → showed up
  • Showed up → closed deals

Why It Matters:

Identify where you're losing the most potential customers. A 10% improvement at each stage compounds to massive revenue gains.

5. SEO Rankings & Organic Traffic

What to Track:

  • Keyword rankings for top 10-20 target keywords
  • Organic traffic month-over-month growth
  • Top performing organic landing pages
  • Backlinks acquired (quantity and quality)

Why It Matters:

SEO is a long game. Monthly tracking shows trends and validates your content strategy is working.

6. Review Velocity & Sentiment

What to Track:

  • New reviews received this month
  • Average star rating
  • Response rate to reviews (target: 100%)
  • Common themes in positive/negative reviews

Target Review Velocity:

  • • Small contractors (<10 employees): 4-8 reviews/month
  • • Medium contractors (10-50 employees): 10-20 reviews/month
  • • Large contractors (50+ employees): 20+ reviews/month
7. Competitive Analysis

What to Track:

  • Competitor GBP rankings vs. yours
  • Competitor review count and ratings
  • Competitor SEO rankings for key terms
  • Competitor ad copy and offers

Why It Matters:

Know where you stand. If competitors are gaining ground, you need to adjust strategy before losing market share.

8. Budget vs. Actual Spend

What to Track:

  • Planned budget by channel
  • Actual spend by channel
  • Variance analysis (over/under budget)
  • Recommended budget adjustments for next month

Why It Matters:

Overspending on low-ROI channels wastes money. Underspending on high-ROI channels leaves revenue on the table.

Get Free Marketing Report Templates

Download our plug-and-play Excel templates for weekly and monthly marketing reports. Track all the metrics above in one place.

Includes: Weekly Report Template, Monthly Report Template, ROI Calculator, KPI Dashboard

Need Help Setting Up Your Marketing Tracking?

We'll set up your marketing dashboards, connect all your data sources, and train your team to track what matters.