SITESMITH AI
PARTNERSHIP PROPOSAL

SiteSmith AI
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Lantern Home Services

Full-stack growth engine for DFW's multi-trade home services leader

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The Opportunity

4 Trades. 6 Service Areas. 24 Markets.

Today

No conversion-optimized website. No call tracking. No attribution. No ad campaigns. No review automation. Revenue is invisible.

Tomorrow

Every lead traced to a channel. Every dollar attributed. 24 local service pages ranking in Google. Meta campaigns driving demand across all 4 trades.

The Edge

Sensor-based predictive maintenance is a category no one else in DFW is running ads on. First mover advantage on "Guardian of Your Home" positioning.

Package 1 Detail

A website built for 24 markets, not just one.

Most HVAC sites have a single "Services" page. Lantern operates across 4 trades in 6 service areas. Each combination gets its own page, optimized for local search.

Why 24 pages matters: Google ranks pages, not websites. A dedicated "HVAC Repair in Plano" page outranks a generic "Our Services" page in Plano searches every time.

AI Chatbot

Captures leads at 2 AM when your phones are off. Books directly into your schedule.

60-Second Textback

Missed a call? Customer gets a text within 60 seconds. Industry data: 78% of customers hire whoever responds first.

Review Automation

After every completed job, customers automatically get a review request. Compliant with Google's April 2026 policy update.

Package 2 Detail

Meta campaigns built around your unfair advantage.

No one in DFW is running Meta ads for sensor-based predictive HVAC maintenance. That is a wide-open category.

The 8% model: We only earn when you earn. Revenue is tracked via UTM parameters and Odoo-verified invoices. No claiming organic or referral customers.

You own the ad accounts. We manage them. If we part ways, your data, audiences, and creative stay with you.

Campaign Architecture

  • HVAC: Emergency repair, system replacement, maintenance plans, sensor program
  • Electrical: Panel upgrades, EV charger installs, whole-home rewires
  • Plumbing: Emergency, repiping, water heater, drain
  • Home Improvement: Seasonal, renovation, general contracting

Each trade gets its own campaign set with trade-specific creative, copy, and landing pages.

Your Command Center

One dashboard. Every number.

Notion-powered dashboard pulling together ad performance, lead attribution, revenue tracking, and campaign status. Updated weekly. Accessible anytime.

Ad Performance

Spend, impressions, clicks, CPL — broken out by trade and service area. Weekly snapshots, monthly trends.

Revenue Attribution

Every booked job traced back to the channel that generated it. UTM-tagged clicks and call tracking matched to Odoo invoices.

Campaign Status

Live view of what's running, what's paused, and what launches next. No surprises.

Recommended Add-On

Call tracking for transparent attribution.

With an 8% revenue share model, both sides need to trust the numbers. Call tracking connects every inbound call to the ad or page that generated it.

RECOMMENDED

CallRail

~$150 / month
Paid directly by Lantern (pass-through)
  • ✓ Unique phone number per ad channel
  • ✓ Every call traced to Google, Meta, or organic
  • ✓ Call recording for quality and training
  • ✓ Integrates with Odoo and Notion dashboard

Without Call Tracking

  • ✗ Phone leads cannot be attributed to a channel
  • ✗ Rev share calculations rely on manual tagging
  • ✗ No way to prove which ads generated which calls
  • ✗ Online conversions tracked, phone calls are not

Form fills and online leads are still tracked via UTM. Call tracking closes the gap on phone-first leads (the majority for HVAC).

Deliverables

What's missing on Google

  • ✗
    Google Business Profile optimization
    No weekly posts, no Q&A management, no review response strategy. GBP is the #1 ranking signal for local pack placement.
  • ✗
    Local Service Ads (LSA)
    No LSA campaigns running. LSA ads show above Google Ads and organic results. Google Guarantee badge builds instant trust.
  • ✗
    Google Ads (Search)
    No search campaigns for emergency or high-intent keywords ("AC repair near me", "electrician DFW"). Competitors are capturing this demand.
  • ✗
    Call tracking and attribution
    No way to know which leads came from which channel. Marketing spend decisions are guesswork.
  • ✗
    Review velocity
    No automated review request system. Review count and recency directly impact local search ranking and LSA positioning.
  • ✗
    Service-area pages
    No dedicated pages per trade per city. Google needs a page to rank for a keyword. One "Services" page cannot rank for 24 markets.

Deliverables

What's missing on Meta

  • ✗
    Meta Pixel not installed
    No visitor data collecting. Every day without a pixel is audience data lost forever. Retargeting and lookalike audiences start at zero.
  • ✗
    No campaign structure
    Zero active campaigns across any trade. Competitors running Meta ads in DFW are accumulating audience data and optimizing while Lantern is not.
  • ✗
    Sensor program not advertised
    The "Guardian of Your Home" predictive maintenance positioning has no paid distribution. Nobody in DFW is running this angle. First mover wins.
  • ✗
    No creative pipeline
    No ad creative for any trade. Video, image, and carousel assets need to be produced for each trade + the sensor program.
  • ✗
    No retargeting audiences
    Website visitors, form submitters, and video viewers are not being captured into audiences for follow-up campaigns.
  • ✗
    No cross-trade lookalikes
    HVAC customers who also need electrical or plumbing work are not being identified. Multi-trade is Lantern's advantage but Meta does not know it.

Your Investment

Two packages. One growth system.

Package 1
$750 setup
+ $500 / month

Website + Automation

  • Custom-built website for all 4 trades
  • 24 local service-area pages (SEO-ready)
  • AI chatbot (24/7 lead capture)
  • 60-second missed-call textback
  • Automatic Google review request forms
  • All updates, edits, and maintenance included
Package 2
$2,500 setup
+ 8% of ad-attributed revenue

Meta Ads Management

  • Full Meta campaign build (all 4 trades)
  • Sensor program + predictive maintenance creative
  • Retargeting + lookalike audiences
  • Performance fee on tracked revenue only
  • Monthly reporting tied to Odoo actuals
  • Creative production included

Why This Matters Now

The compliance landscape just changed.

Google and the FTC updated review policies in 2026. Most agencies are still running banned tactics. We built around the new rules from day one.

Banned (April 2026)
  • ✗ Review gating (routing unhappy customers away from Google)
  • ✗ On-premise review solicitation
  • ✗ Staff review quotas
  • ✗ Asking customers to mention specific services

FTC penalty: up to $44,000 per violation

Our Approach
  • ✓ Same review request to every customer
  • ✓ Direct link to Google review page
  • ✓ Post-job automated trigger (no on-site asks)
  • ✓ Built into Odoo, not a third-party vendor

Compliant by design. No gating logic to audit.

Rollout

90-day ramp to full operation.

Week 1
Kickoff. Odoo integration and automation wire-up. Attribution infrastructure installed. Website discovery and content brief.
Week 2
Website build begins. 24 service-area pages structured. Ads account audit and campaign architecture. Creative production starts.
Week 3
Website goes live. Review automation active. First Meta campaigns launch (HVAC + electrical, primary trades first).
Week 4
First weekly review. Optimization based on early data. Plumbing and home improvement campaigns added.
Month 2
Full multi-trade campaigns running. Meta retargeting added once pixel data accumulates. Lookalike audiences built.
Month 3
First quarterly business review. Performance patterns established. Decision point: scale ad spend, add Guardians sensor campaign, expand service areas.

The Math

What one booked job pays for.

MetricYear 1 Projection
Recommended ad spend$4,000 - $8,000 / month
Estimated booked jobs (blended 4-trade)200 - 400 per year
Average revenue per job$1,500 - $4,000
Estimated net-new ad-attributed revenue$300,000 - $1,200,000
Website investment (setup + 12 months)$6,750
Meta Ads setup$2,500
Performance fee (8% of attributed revenue)$24,000 - $96,000
ROI on total agency investment~9:1 to ~12:1

Performance fee applies only to ad-attributed net-new revenue verified through UTM tracking and Odoo invoices. Organic, referral, and repeat-customer revenue is never counted.

Next Step

Three things we need to get started.

Everything else lives on our side. No long onboarding. No complex integrations. We build around what you already have.

1
Odoo API access for automation wire-up
2
Ad account ownership (you own, we manage)
3
Confirm "job complete" stage in Odoo for review triggers

Sign engagement letter today. Week 1 kickoff Monday.

SiteSmith AI — Luke Stevens & Chase Howard

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