- Call the six quotes sitting unanswered
- Group jobs into two service zones
Estimated
annual impact +$12,120
annual impact +$12,120
Strategic advisory for service businesses
Know exactly where your next dollar should go.
We analyze your jobs, costs, customers and marketing, find the profit you are leaving on the table, and hand you a prioritized plan in dollars. Every month. Nothing to log into, nothing to interpret.
Revenue
$0
8.0% vs. baseline
Net profit margin
0%
4.7 pts since Feb
Marketing return
0x
$5.20 back per $1 spent
Active customers
0
16 new, 88% retention
Revenue and margin, 6 months
Revenue
Margin
Top recommendation
- Offer add-on work on every maintenance visit
- Open a trade account for materials
Estimated
annual impact +$7,320
annual impact +$7,320
- Ask 14 twice-booked customers to schedule
- Cancel two overlapping software subscriptions
Estimated
annual impact +$6,520
annual impact +$6,520
600+ customers served
We built and ran a service business before we started analyzing them
Works with what you already use
Your CRM, your cost records, your marketing platforms
Advice, not software
No dashboard to log into and forget. A decision, every month
First report guaranteed
We find something worth acting on or the month is free
Works with the tools you already run
ServiceTitan
Jobber
Housecall Pro
QuickBooks
Square
HubSpot
Google Ads
Meta Ads
FieldEdge
Workiz
Angi
Thumbtack
Salesforce
Xero
BuilderTrend
Any CRM with a spreadsheet export
ServiceTitan
Jobber
Housecall Pro
QuickBooks
Square
HubSpot
Google Ads
Meta Ads
FieldEdge
Workiz
Angi
Thumbtack
Salesforce
Xero
BuilderTrend
Any CRM with a spreadsheet export
Why this exists
You are not short on data. You are short on decisions.
Your CRM counts every job. Your bank statement counts every dollar. Neither answers the question you are actually trying to settle, and the usual alternatives were not built for that either.
Guessing, or a bookkeeper
What most owners have today
- Revenue by service, with no idea which one actually pays
- A bookkeeper who reports what already happened, not what to do next
- No baseline, so you cannot tell if a change even worked
- A fractional CFO, if you can find one, priced for a bigger business
So the call gets made on instinct, and you find out whether it was right about nine months later.
What we give you instead
Advisory built on your own data
- Every job costed individually, not estimated from a category average
- Marketing traced to closed work, never to leads or clicks alone
- A prioritized plan every month, sized in dollars, ranked by value
- Priced for a business doing $10k to $20k a month, not a bigger one
Last month we handed one client $1,750 a month in recurring opportunity, plus $4,960 of annual value, on $16,200 of monthly revenue.
How it works
About an hour to start. Then a call a month.
Four steps, once you are set up. Three of them are ours.
01
Connect your data
Read-only access to your CRM, or exports if you would rather not share logins, plus your cost rates and whatever you spend on marketing. About twenty minutes, once. Messy records are our problem, not yours.
02
We analyze the business
Every job costed individually. Every dollar of spend traced to the work it produced. Every customer scored on what they are worth over time. This is where the month's real work happens.
03
You receive a ranked plan
A written report and thirty minutes on the phone. Three to five moves, ranked by value against effort, each with the dollar figure behind it and the steps to have it done before next month.
04
We measure what it did
Next month's report opens by checking last month's recommendations against the numbers. If a change did not work, we say so and adjust. That loop is why the plan gets sharper over time.
What we look at
Nine questions, answered from records you already keep.
No new software, no tracking system you do not have. At onboarding we build a KPI set around your business specifically, not a fixed template.
Profit and margin
Where the money ends up
- Profit margin on every service lineJobs + your cost rates
- Job-level profitability by size and typeIndividual job records
- Cost categories creeping out of rangeYour expense records
Where work comes from
Paid, referred or repeat
- Source mix and close rate by channelLead source in your CRM
- Cost per booked job, not per leadLead records + job outcomes
- Return per dollar, by channel and campaignOnly if you spend on marketing
Customers and operations
Efficiency and repeat growth
- Repeat rate and lifetime value by segmentCustomer job history
- How many quotes turn into workQuotes vs. won jobs
- Your own seasonal pattern, month by month12 months of history
What you receive
Five deliverables. Every one of them ends in a decision.
Monthly Executive Summary
One page, plain English. What happened, what it means, and the single most important thing to act on this month.
KPI Dashboard
The KPIs we chose together for your business, each tracked against the baseline set at onboarding, so movement is visible and attributable.
Priority Action Plan
Three to five moves, ranked by value against effort, each with the dollar figure, the steps to execute, and a deadline.
Growth Opportunity Report
Every opportunity we found, sized in dollars, with what it would take to capture it and what it is worth if you do.
Quarterly Strategy Review
A written roadmap every quarter. Where the business is heading, what the six-month trend says, and where to invest next.
Monthly business review
Real deliverable
Profit by service line
The read
Add-on work is the best margin in the business and was offered on only 9 of 47 jobs. No drive time, no marketing, no new customer. The easiest gap on the report to close.
Eleven sections. This is the actual document clients receive.
Open full reportDoes it work
Challenge, analysis, recommendation, outcome.
Two pieces of real work. Every number came out of the client's own systems, and we will walk you through how each was measured before you sign anything.
Envision Exterior Cleaning
Same budget, two and a half times the jobs
-60%
Cost per
booked job
booked job
$30 → $12
Cost per lead,
same spend
same spend
1Challenge
$2,000 a month spread across every service. Leads looked cheap at $30, but plenty never booked and nobody could say which were worth having.
2Analysis
Tracing leads through to closed work showed nearly all booked revenue came from one service and one audience. The rest bought clicks from people who would never hire anyone.
3Recommendation
Stop spreading spend. Rebuild targeting around the one service and audience that converted, and hold the budget flat so the change could be measured cleanly.
4Outcome
Cost per lead fell from $30 to $12 on identical spend. Booking rates held, so cost per booked job dropped 60%. The same $2,000 now fills two and a half times the calendar.
LeClercq's Landscaping
The busiest service was the one losing money
+$18,750
Margin added
in six months
in six months
+13 pts
Margin, on the
same revenue
same revenue
1Challenge
Two crews, around $24k a month, solid revenue. But margins thinned quarter over quarter. The owner could feel it in the bank account and could not find it in the numbers.
2Analysis
Costing every job individually showed the most-booked service ran below break-even on smaller properties once labor and time on site were counted. Biggest revenue line, thinnest margin line.
3Recommendation
Set a minimum job size, raise pricing on the weak service to a defensible level, and tilt the schedule toward high-margin work instead of filling it with whatever came in.
4Outcome
Margin improved 13 points without chasing more revenue, worth $18,750 across the following six months. Same two crews, same trucks, materially different year.
Pricing
Analyst-level thinking, priced like a tool.
Three tiers built on the same monthly analysis. Which one fits depends on how much you want to do with it.
Tier one
Insight
A clear monthly read on what is making money and what to do about it.
$250/ month, from
One-time setup $100
- Monthly analysis of jobs, costs and marketing
- Executive summary and KPI dashboard
- Profit margin broken out by service
- Where your booked work comes from
- Priority action plan with the steps
- Monthly strategy call and written recap
Tier twoMost picked
Strategy
For owners actively trying to grow, not just keep score.
$450/ month, from
Setup fee waived
- Everything in Insight
- Two strategy calls a month
- Repeat versus new customer analysis
- Job size analysis, so small work stops hiding
- Six-month trend tracking against baseline
- Quarterly Strategy Review
- An hour a month of questions between calls
Tier three
Fractional Analyst
Multi-crew operations that need someone in the numbers weekly.
$800/ month, from
Setup fee waived
- Everything in Strategy
- Crew by crew performance comparison
- Performance broken out by service area
- Next-quarter forecast from your seasonal pattern
- Interactive report you can filter yourself
- Weekly access by text or Slack
- Priority turnaround on requests
The first-report guarantee
If your first report does not surface at least one specific, actionable margin issue in your business, that month is free. The gap between booked and kept is almost always there. If your numbers turn out to be genuinely airtight, you should not be paying us.
Final pricing depends on how many services, crews and campaigns you are running, which we work out together on the first call before you commit to anything.
Who we are, who this is for
Built in the field, not in a boardroom.
Clear Margin Analytics comes out of the service industry, not a consulting firm. Our roots are in building and running a service business with six hundred plus customers. Our own CRM, our own payroll, our own bad months.
We learned that revenue and profit are not the same thing, and that the numbers an owner needs are already sitting in software they pay for every month. Getting them out, and turning them into a decision worth making, is the job now. Same industry, same problems, just seen from the outside now instead of from inside a truck.
Customers served
600+
Coverage
Nationwide
CRM platforms
All major systems
Data access
Read-only
Good fit
This is built for you if
- You run a growing service business
- Your jobs live in a CRM or scheduling system
- You want to know where your money goes, with or without an ad budget
- You are making pricing and service calls on instinct
- You want a decision, not another login
Not our lane
We will point you elsewhere if
- You want campaigns run day to day. We will tell you what is working and can recommend a good agency for the rest
- You need bookkeeping, taxes or payroll
- You are pre-revenue or landing your first customers
- Your jobs live in a notebook instead of a system
Questions
The ones people actually ask.
What exactly am I paying for, a report or advice?
Advice, with the analysis behind it. The report exists so you can check our work, but the product is the recommendation: what to change, why, and what it is worth in dollars. If all you wanted was charts, your CRM already makes those.
What kinds of businesses do you work with?
Service businesses of most kinds: landscaping, cleaning, HVAC, pest, roofing, electrical, plumbing and similar. The method fits any business that runs jobs through a CRM or scheduling system and has real costs behind those jobs.
Am I locked into a contract?
Our standard agreement is month to month and you can cancel with notice at any time. The one exception is work that genuinely cannot be judged in thirty days: a repricing rollout, or a seasonal test that needs a full quarter to read. In those cases we propose a defined term before you start, explain why it takes that long, and you decide whether to take it.
How is my data handled?
Access is read-only, used only to build your reporting, and never shared, sold or pooled into anything sold to someone else. Anything we publish about client results is either shared with permission or reported in aggregate. Cancel and we close access.
How long before I see anything useful?
Your first report lands about two weeks after onboarding. Month one is largely about setting a baseline, so months two and three are where patterns emerge and recommendations sharpen.
What if my data is a mess?
It usually is, and that is normal. Cleaning it up is part of onboarding rather than something you need to do first. If your records are genuinely too thin to work with, we will tell you on the free call instead of taking your money.
Not ready for a call yet
Take the 10-point margin checklist first.
Ten questions pulled from what we actually check on a Margin Review. Answer them honestly and you will know within ten minutes whether there is money on the table, no call required.
- Which service line actually makes you the most money
- Whether your small jobs are quietly losing money
- What a booked job really costs you by source
- How much of your revenue is repeat, and what it is worth
Free margin review
Twenty minutes on your actual numbers.
Nothing to prepare. If you have last month's figures handy we will go deeper. If not, we will work with what you know off the top of your head. Either way you leave with something concrete to act on, whether or not you ever become a client.
What happens on the call
- We ask what decision you are stuck on right now
- We look at what your numbers can and cannot tell you today
- You get one specific thing worth fixing this month
- If we are not the right fit, we say so and point you somewhere better