Pipeline Value

$84K

17 leads · avg $4,900 ticket

June Revenue

$48,200

+22% vs May

Active Jobs

3

$28,400 contract value

Close Rate

38%

Industry avg 22%

Today's lead pipeline

All leads

Lead	Source	Job Type	Stage	Est $
Mercer renovation	Referral	Spray foam · 2,400 sqft	Quote sent	$8,400
Cedar Crest new build	Builder partner	Closed-cell · entire envelope	Contract pending	$18,200
Riverside attic	Google Ads	Blown-in attic + air seal	Site visit done	$2,840
Lincoln basement	Energy audit referral	Spray foam rim joist + walls	Walk-through scheduled	$4,200
Hilltop pole barn	Door knock	Closed-cell · 1,800 sqft	Quote sent	$11,400
Pinewood crawlspace	Inspector referral	Encapsulation + spray foam	Estimate prep	$6,800
Sunset 3-flat	Property mgr	Multi-unit weatherization	Awaiting access	$12,400

Lead source attribution — last 90 days

G

Google Ads · 28 leads · 8 closed · $48K booked

CPC $14 · CPL $84 · CPA $292

R

Referrals (past customers + builders) · 22 leads · 12 closed · $84K

FREE · 55% CLOSE RATE · BEST CHANNEL

D

Door knock + canvassing · 18 leads · 4 closed · $18K

22% CLOSE · WORKS IN NEW SUBDIVISIONS

A

Energy audit partner · 14 leads · 9 closed · $42K

WARM HANDOFF · 64% CLOSE

F

Facebook Ads · 8 leads · 1 closed · $4K

PAUSE · CONSIDER REALLOCATE

Active jobs this week

All jobs

M

Mon-Tue · Bethel new build · closed-cell · 3,200 sqft

2-DAY JOB · CREW A · $18,400

W

Wed · Maple attic · blown-in fiberglass

1-DAY · CREW B · $3,200

F

Fri · Hilltop pole barn · awaiting customer confirm

CREW A · $11,400

Rebate programs — active

All programs

$

State utility weatherization rebate

$1.50/SQFT · 4 ACTIVE FILINGS

$

Federal 25C tax credit (homeowner)

30% UP TO $1,200/YR · CUSTOMER PAPERWORK

$

Local gas utility rebate

$0.40/SQFT · 7-DAY TURNAROUND

Lead Pipeline

Inbound + outbound lead capture, scoring, routing.

Per-source lead capture (Google Ads, FB, referrals, door-knock)
Auto-scoring by fit (job type, square footage, location)
Auto-routing to estimator
SLA timer (1-hour response is the standard)
Per-source CPL + CPA reporting

Proposal Generation

Branded proposal PDF generation with options + financing built in.

Per-job take-off auto-fills proposal
Multi-option proposals (good / better / best)
E-sign for acceptance
Customer-side viewing tracking
Auto-follow-up sequence

Contract Management

Contract templates, e-sign, change orders.

Spray foam / blown-in / batt contract templates
State-specific contract language
E-signature workflow
Change order tracking
Final inspection sign-off

Job Operations

Scheduling, crew assignments, material orders, photo proof.

Per-job material take-off + ordering
Crew assignment + travel time
Pre/during/after job photos (consent for marketing)
Customer auto-notifications (day-before, on-the-way, complete)
Final invoice + thank-you sequence

Crew Management

Per-crew schedule, certifications, equipment assignments.

Per-crew daily/weekly schedule
SPFA certification + state license tracking
Equipment assignment (rigs, sprayers, blowers)
Time tracking with payroll integration
Per-crew job profitability

Material Operations

Foam + cellulose + fiberglass inventory + ordering.

Per-job material take-off
Drum + bag inventory (closed-cell A+B, open-cell A+B)
Supplier accounts (BASF, Demilec, Lapolla, Owens-Corning)
Bulk-discount tier tracking
Material cost per square foot per job type

Route Planning

↘ Shared engine — from Pool Service / Vending · adapted for daily estimating + job visits.

Daily route built from estimates + jobs + follow-ups
Truck-load planning (which materials for which stops)
Drive-time + fuel optimization
Mobile app for crew lead

Rebate Operations

Every job-eligible rebate auto-surfaced + filing automated.

Federal 25C tax credit prep for customer
State utility weatherization rebate filing
Local gas/electric utility rebates
HVAC + insulation combo rebates
Per-rebate documentation packet auto-generated
Customer rebate redemption tracking

Business Reports

Numbers an insulation contractor needs.

Per-channel cost of acquisition
Per-job gross margin after materials + crew
Per-crew utilization + profitability
Seasonal mix (insulation is seasonal-cyclical)
Bid-to-close conversion + close-rate trends

↘ Shared engine — from Audit Practice · insulation-flavored: 1099 sub-crews, materials sales tax (resold to customer), multi-state contractor licensing

Sales Tax MTD

$1,820

Materials portion of jobs

1099 Subs YTD

3

All W-9s on file

Contractor Licenses

2

PA + DE · both current

Use Tax

$420

Out-of-state foam purchases

↘ Shared engine — from Audit Practice · insulation-flavored: SDS sheets per chemical, rebate filings, COIs for the truck + crew, contractor licensure

Document	Type	Status
Lapolla 4G - SDS.pdf	Safety Data Sheet	Current
PA Contractor License 2026.pdf	State licensure	Active
General Liability Insurance.pdf	Insurance	$2M aggregate
Workers Comp Certificate.pdf	Insurance	Active
SPFA Certification - Owner.pdf	Trade cert	PCP advanced
Cedar Crest - Contract.pdf	Job contract	Awaiting signature

↘ Shared engine — from Furniture cockpit · insulation-flavored: EnerBank, Synchrony Home, state HEAT loan programs for low-income weatherization

Active financing

Customer	Job	Amount	Lender	Status
Cedar Crest new build	Whole-envelope foam	$18,200	EnerBank	Approved · 18-mo same-as-cash
Lincoln basement	Spray foam rim + walls	$4,200	Synchrony Home	App in
Sunset 3-flat	Multi-unit weatherization	$12,400	State HEAT loan	Income-qualified · paperwork in