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

One build that turns Lantern into a trackable growth engine.

Lantern does not need a prettier brochure site. It needs a fast system that ranks by city, converts across 4 trades, and proves which channels create booked revenue.

The unlock: 6 service areas times 4 trades creates 24 local markets. The site structure, tracking, creative, and reporting are built around that map from day one.

The unfair angle: Guardians gives Lantern a category story around managed home health, not another emergency repair ad fighting everyone else in DFW.

Market structureTrade plus city pages built to expand into HVAC, electrical, plumbing, and home improvement demand across DFW.
Technical foundationAstro and Cloudflare edge hosting keep the site fast, clean, reliable, and easier to redeploy than a fragile plugin stack.
Conversion layerChat, textback, reviews, pixels, UTMs, call tracking, Odoo attribution, and reporting paths ready to connect.
Live proofThe current build already positions Lantern with premium local framing, a Guardians category hook, and scalable service-area architecture.

Paid Growth System

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 strategy: turn Guardians into the category hook, then use trade-specific landing pages to capture demand for HVAC, electrical, plumbing, and home improvement.

The intelligence layer: we pull working competitor ads, turn them into testable creative hypotheses, and A/B test campaign angles instead of guessing.

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, landing pages, and creative tests by angle, audience, offer, and city.

Attribution Command Center

One reporting layer. Every lead traceable.

Notion-powered dashboard connected through MCP servers, plus CallRail tracking for phone leads. Ad performance, lead attribution, revenue tracking, and campaign status roll into one live reporting view.

Live Dashboard

Spend, impressions, clicks, CPL, campaign status, and service-area performance synced through MCP-connected sources.

Call Tracking

CallRail gives each channel a trackable number, records call quality, and connects phone leads back to Google, Meta, or organic.

Recommended add-on: ~$150/month, paid directly by Lantern.

Revenue Matchback

Tracked leads and booked jobs get matched back to channel, campaign, landing page, and Odoo invoice data as the system updates.

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 is collecting. Retargeting and lookalike audiences start at zero.
  • ✗
    No campaign structure
    Zero active campaigns across any trade while competitors keep accumulating data.
  • ✗
    Sensor program not advertised
    The Guardians angle has no paid distribution. Nobody in DFW is running it.
  • ✗
    No creative or A/B testing system
    No structured tests for hooks, offers, audiences, service areas, or landing pages.
  • ✗
    No competitor ad intelligence
    Working competitor ads are not being turned into Lantern-specific creative tests.
  • ✗
    No AI intelligence deliverable
    Campaign learnings are not becoming a reusable file of what messages, offers, services, and cities move homeowners.

Week 1 Output

Your custom growth model before a single ad dollar.

We start with a benchmarked baseline, then replace generic averages with Lantern-specific numbers from your markets, your service mix, and your Odoo data.

Baseline Scan

186+ benchmark and competitor reference points.

  • ✓ Public benchmark sources for HVAC, electrical, plumbing, and home services
  • ✓ Competitor ads, angles, offers, and landing-page patterns pulled into one baseline
  • ✓ CPBJ sanity ranges: HVAC $150-$400, electrical $100-$300, plumbing $200-$500
Lantern Model

Then we build the version that fits Lantern.

  • ✓ CPL and booked-job projections by trade and service area
  • ✓ ROI forecast built from Odoo job data, close rates, and service mix
  • ✓ First-dollar recommendation for which channel, trade, and city to launch first

You see the model, assumptions, and launch recommendation before ad spend begins.

Continuity Plan

If something happens to us, Lantern is not stuck.

Lantern keeps control. You are not buying a black box. You get the source code, history, and an Obsidian/RAG + Codex memory layer.

GitHub Repo

The website can be redeployed without us.

  • ✓ Full site source backed up to GitHub
  • ✓ Version history for every major change
  • ✓ Easy redeploy path if Lantern ever needs a new technical partner
Obsidian / RAG + Codex

Lantern gets a searchable AI memory layer for the whole growth system.

  • ✓ Obsidian workspace for campaigns, offers, site changes, and decisions
  • ✓ RAG-style semantic search over notes, reports, creative tests, and launch history
  • ✓ Odoo, attribution, and reporting context preserved in one searchable database
  • ✓ Codex-ready context so future work starts with memory, not guesswork

Lantern owns the asset, the data, and the memory of what was built.

Why This Matters Now

Review growth has to be built cleanly.

Google and the FTC are getting more aggressive about fake, gated, incentivized, or manipulated reviews. Most agencies still use shortcuts that create risk. We built the review workflow around the safer path from day one.

Risky Tactics
  • ✗ Review gating (routing unhappy customers away from Google)
  • ✗ Incentives, discounts, or pressure for reviews
  • ✗ Staff review quotas that change the ask
  • ✗ Asking customers to write scripted service keywords

FTC civil penalties can reach $53,088 per violation.

Our Approach
  • ✓ Same review request to every customer
  • ✓ Direct link to Google review page
  • ✓ Post-job automated trigger with neutral language
  • ✓ Built into Odoo, not a third-party vendor

Compliant by design. No gating logic to audit.

Source basis: FTC Consumer Reviews and Testimonials Rule guidance, FTC Consumer Review Rule warning letter language, and Google Business Profile fake engagement policy.

Rollout

90-day ramp to full operation.

Week 1
Research + infrastructure. Competitor analysis, keyword research, audience mapping across all 4 trades. Odoo integration, attribution setup, Meta Pixel installed. No ad spend yet. Foundation first.
Week 2
Website build. 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.

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
  • A/B testing across hooks, offers, audiences, and service areas
  • Competitor ad intelligence pulled into creative strategy
  • AI intelligence file documenting what Meta is learning
  • Retargeting + lookalike audiences
  • Performance fee on tracked revenue only
  • Monthly reporting tied to Odoo actuals

Attribution Guardrails

The 8% model only works if the rules are clean.

Counts Toward Revenue Share
  • Net-new jobs from Meta campaigns with UTM attribution
  • Tracked calls from campaign numbers or tracked landing pages
  • Form fills, chatbot leads, and textback leads tied to campaign traffic
  • Closed invoices in Odoo that match the original tracked lead source
Does Not Count
  • Existing customers already in Odoo before launch
  • Referral jobs that do not touch tracked campaigns
  • Organic word-of-mouth or manually entered offline jobs
  • Disputed jobs until both sides agree on source and invoice value

Lantern owns the customer relationship. SiteSmith only participates in revenue we can prove we helped create.

Next Step

Approve the build. Launch the first 90 days.

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

1
Approve Package 1 and Package 2
2
Grant Odoo, GBP, and Meta access
3
Confirm CallRail and tracking setup
4
Kick off Week 1 research and infrastructure

Sign engagement letter today. Week 1 kickoff Monday.

SiteSmith AI | Luke Stevens & Chase Howard

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