Customer history
Put customer history within reach.
Moved legacy customers and service records into GoHighLevel, with priority contacts tagged.
The engagement
Bakeris already had the crews, experience and customer history. We work with their team on the marketing, website and office systems that support the next stage of growth.
That means bringing in inquiries, helping the office respond, following up on estimates and showing which marketing leads to signed jobs. We continue to manage and improve that work with the team.
Visit the live site
01 · The website
We built service pages, quote requests and contact flows around the questions homeowners ask before choosing a roofer. We keep improving the site as the business and its marketing change.
Visit Bakeris Roofing Website
02 · Behind the inquiry
A new inquiry needs an answer, an appointment and follow-up. We connect those steps with the customer's history, so the office can see the conversation and what needs to happen next.
01 Incoming
02 Connected
03 Ongoing
Customer history
Moved legacy customers and service records into GoHighLevel, with priority contacts tagged.
Phone & office
AI phone answering, appointment handling and a callback process keep incoming requests connected to the office.
Acquisition
We review search terms, placements and spend, then adjust campaigns using the inquiries and signed jobs we can trace.
Measurement
Call and click records are matched to CRM jobs. Confirmed outcomes feed back to Google and Bing and inform the next budget decision.
Reputation & search
Search and review improvements, accessibility fixes, and recurring competitor monitoring.
Management reporting
Regular reports show inquiries, quotes, signed work and marketing spend, so the team can decide what needs attention.
03 · What changed
Customer records, new inquiries and phone activity now sit in the same working system, giving the team context for the next conversation.
The team can trace part of its signed work to calls and clicks, review channel performance and make budget decisions using real jobs.
Brando reports 3× sales growth across the engagement. The seven-figure result refers to signed contract value across all sources in historical 30-day CRM snapshots. Signed contracts are not completed work or collected revenue. These snapshots describe those reporting periods, not a guaranteed monthly result. Ad attribution covers only jobs matched to calls and clicks. The wider engagement includes the website, advertising, phone handling, and office follow-up; these results do not isolate the effect of AI answering alone.
The OneCompass approach
We stay involved in the campaigns, website, phone handling and reporting. As new questions come up in the office or the numbers change, we work with the team on what to improve next.
Ready to improve how your business brings in and handles work?