HOME SERVICE MARKETING AGENCY — EVALUATION CHECKLIST Orange County Home Service Marketing · orangecountyhomeservicemarketing.com Bring this to every sales call. A good partner should answer "yes / clearly" to most of these. Vague answers on ownership, access, or measurement are red flags. UNDERSTANDING & FIT [ ] Do they clearly understand home services (phone, booking, trades)? [ ] Can they explain their strategy in plain English, without buzzwords? [ ] Will they tell you when more ad spend is NOT the answer? MEASUREMENT [ ] What exactly do they measure? (leads, bookings, sold work — not just clicks) [ ] How do they define a "lead"? [ ] Do they connect marketing to booked jobs / revenue where data allows? [ ] How do they handle missed calls and slow response? OWNERSHIP & ACCESS (critical) [ ] Is the Google Ads account in YOUR name, with your card on the ad spend? [ ] Do you get admin access to Google Ads, GA4, and your Business Profile? [ ] Who owns the website, and can you take it with you if you leave? [ ] Can you access all accounts today, not "later"? TRANSPARENCY & POLICY [ ] Are management fees clearly separated from ad spend? [ ] Do they AVOID guaranteeing Google rankings or a fixed number of jobs? [ ] Reviews: no buying, no incentives, no gating? (Google prohibits these.) [ ] Is the Google Business Profile name your real name (no keyword stuffing)? TERMS [ ] What is the cancellation structure? Any long lock-in? [ ] What happens to your accounts, website, and data if you leave? RED FLAGS (walk away if you see these) - "We guarantee page-one rankings." - Accounts kept in the agency's name / no access for you. - Reporting is only impressions and clicks. - Offers to buy or gate reviews. - No questions about your average ticket, close rate, or capacity. Sources: Google's policies on truthful business representation and prohibited review content. See orangecountyhomeservicemarketing.com/insights. Want a read on your own website and lead-to-job process? Take the free Lost Job Audit: orangecountyhomeservicemarketing.com/lost-job-audit