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Marketing and growth

Know which marketing actually paid.

Today every inquiry in ShieldBook records how the customer found you. The direction is a growth system on the same record: capture every lead, follow up until it books, and trace every campaign to the customers, jobs and collected revenue it produced.

Request a demo What's built today

The growth system is planned direction. The marketing source on every inquiry, and the records it will measure, are built today.

ConceptCampaigns judged by collected revenue. Invented demo figures.On the roadmap

01Built today

Every customer starts with where they came from.

The source, recorded at the first call

Attribution needs two ends: where a customer came from, and what they paid. ShieldBook already records both on the same record. The growth system connects them.

  • How they found you, on every inquiry
  • Your own list of sources, from Google Ads to the truck
  • The source stays on the customer through every job after

02Closed-revenue attribution

A lead isn't revenue. Follow it to the payment.

Most marketing tools stop at the lead or the booked call. ShieldBook's record goes all the way to collected money, so the question changes from "which ads got clicks?" to "which ads paid for themselves?"

In development On the roadmapEverything else is built and working today.

  1. CampaignSpring water heater adsSpend, creative and dates(On the roadmap) Planned
  2. InquirySource: Google AdsRecorded on every inquiryIn ShieldBook today
  3. CustomerElena MartinezProperties and equipmentIn ShieldBook today
  4. Jobs2 jobsRepair visit, then a replacementIn ShieldBook today
  5. Collected$2,700 paidDeposit and final paymentIn ShieldBook today
  6. AttributionTraced to the campaignRevenue per campaign, not per click(On the roadmap) Planned

  • No sync to break

    Marketing tools and operations tools disagree because they keep separate copies. Here, the lead becomes the customer; there's nothing to reconcile.

  • Repeat revenue counts

    The second job, the membership, the replacement three years later: they belong to the campaign that found the customer, because they're on the same record.

  • Collected, not quoted

    An estimate isn't revenue and an approval isn't a payment. Attribution counts money that was actually collected.

03The growth system

From the first click to the next job.

Where ShieldBook is going beyond operations. Except for marketing sources, nothing in this chapter is available today.

On the roadmap

  1. 01

    Attract

    Be found by the customers you want.

    • (On the roadmap)Campaigns and advertising, with spend tracked
    • (On the roadmap)Your website, local search and content
    • (On the roadmap)Photos, video and creative from real jobs

  2. 02

    Capture

    Never lose a lead between the call and the record.

    • How every customer found you
    • (On the roadmap)Every lead captured from forms, calls and messages
    • (On the roadmap)Calls answered, qualified and booked by voice AI

  3. 03

    Nurture

    Follow up until it books, or until they say no.

    • (On the roadmap)A pipeline from lead to booked job
    • (On the roadmap)Two-way texting and reminders
    • (On the roadmap)Outreach that starts from the record
    • (On the roadmap)Agents that follow up within their limits

  4. 04

    Measure

    Judge marketing by the money it brought in.

    • (On the roadmap)Campaign to customer to jobs to collected revenue
    • (On the roadmap)The numbers that run the business

In development On the roadmapEverything else is built and working today.

04Growth agents

Agents for growth, with a harness.

Every agent gets a written brief

An agent that talks to your customers represents your business. In ShieldBook's direction, no agent runs without a harness the owner approves: what it's for, what it may touch, how far it may go, and who it answers to.

Agents use the same rules as the rest of ShieldBook. How AI works in ShieldBook

  • An objective, the data it may use and the actions it may take(On the roadmap)
  • Outreach rules, budgets and rate limits
  • What needs a person's approval, and when it must stop
  • Every action in the activity history, under the agent's own name
ConceptA lead follow-up agent's brief: what it may do, and where it stops.On the roadmap

Keep exploring

Tell us how you market today.

We'll show you what ShieldBook records today, and talk through where the growth system is going.

Request a demo

ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.