The 10 questions operators ask before booking a call.

No. Most operators we work with already have a CRM — HubSpot, Salesforce, GoHighLevel, Zoho, even a well-built Airtable. We plug into what you have, set up the routing rules and pipeline stages that match our 4-checkpoint funnel, and only swap a tool when it's actively blocking your team's lead flow. A quarter of our engagements don't touch the CRM at all.

The first measurable change is response time. Operators who go from a 6-hour average reply window to under 15 minutes typically see inquiry-to-booking rates lift 18–24% within the first 30 days. CPL drops and show-rate improvements land in months 2–3 once the funnel instrumentation is stable.

It's a 12-page PDF with the framework we ran across 17+ locations and $11.5M in attributed revenue. Six chapters: the 4-checkpoint funnel (Capture → Reply → Booked → Signed), CPL benchmarks by vertical, lost-inquiry recovery mechanics, multi-unit attribution dashboard, the ad-spend reallocation decision tree from 3 to 50+ units, and the 5-tier role model. Every number is source-labeled — internal RogoLook dataset or named third-party benchmark.

Engagements range from $497/mo for operators running 3–5 units (the Driver tier) up to $5,497/mo for 25–100+ unit portfolios with multi-channel attribution needs (Partner tier). Pricing scales with location count, channel complexity, and creative volume — not a flat rate. The strategy call is the right place to map exactly which tier matches your operation; we walk through it line-by-line before any contract.

Both. We've run into franchise groups with shared brand standards that need multi-unit attribution dashboards, and we work with independent multi-unit operators (3–25 venues) who run localized marketing per location. The framework is the same; the channel mix and creative cadence shifts based on whether brand decisions sit at corporate or at the unit level.

Both. Media buying without creative is a common trap — strong offers die on bad landing pages. We ship static and short-form creative weekly for active engagements and run monthly creative refreshes on evergreen channels. You're not handing off ad spend to a buying desk and waiting on the agency in-house for creative — it's a single team covering the full conversion path.

That's exactly the situation a strategy call is for. Roughly a third of operators we talk to have one or two locations whose Google Business Profile, landing page, or review velocity isn't ready to monetize paid traffic yet. We won't push spend into a leaking bucket. The diagnostic call identifies which locations are ready now, which need a 30–60 day fix-up, and which to hold off on entirely until the foundation is solid.

Sometimes. If you run a private equity platform or an operating-partner role across multiple brands, we can structure white-label reporting and creative production. It depends on volume and on how distinct the brand positioning is across your portfolio — white-label works best when the operating infrastructure is shared but the customer-facing brand is distinct.

We're a fully remote team with operators across the U.S. and one in the EU. The strategy calls are video — we don't do in-person pitches because the real work is async reporting, weekly creative review, and quarterly funnel audits. Time zones haven't been a constraint; we've run engagements where the operator is on Pacific and the team is on Eastern without friction.

No catch. The playbook is the same framework we walk operators through on the strategy call — giving it away doesn't hurt the consultation because operators who read it arrive already knowing the vocabulary and the checkpoints. The playbook filters for fit: if the framework doesn't match your operating model, you'll know before you book. If it does, you'll book the call already trusting that we know what we're doing.