Skip to content
Tavero Digital + AI

SOLUTION

An integrated partnership combining acquisition marketing, AI, automation and revenue visibility.
Let's Talk GrowthSee How It Works
AI and automation implementation
Revenue attribution and performance reporting

THE PACKAGE

The Tavero Intelligent Growth Partnership is for home-services companies that have outgrown a patchwork of vendors. One agency runs ads, another built the website, a freelancer manages the CRM, and the AI answering tool came from a trade show. Each reports its own numbers, and nobody owns the full path from first call to paid invoice. As you add trucks, crews or locations, those gaps get more expensive. The partnership puts marketing, AI, automation and revenue reporting under one team working from one plan.

It works like an extension of your leadership team. Tavero sets strategy with you, executes across channels and systems, and reports on the outcomes that matter to an owner: booked jobs, revenue by service line and the cost to acquire each customer. When you open a second location, add a service like EV charger installs or need to steady a slow winter, the whole system adjusts together. You spend less time coordinating vendors and comparing their reports, and more time running the business.

Illustration

  • Digital marketing strategy and execution

    We plan and run your customer acquisition across paid search, local SEO, Google Business Profile, paid social, content and email or SMS. Channel mix and budgets follow your goals by service and location, and we manage the campaigns ourselves rather than handing you a plan to execute. Creative and offers are refreshed as seasons and priorities change.

  • AI and automation implementation

    We deploy AI where it solves a clear problem, such as an AI voice agent for after-hours calls or a website agent that books estimates. Around it we build automation for speed to lead, missed-call text-back, estimate follow-up, review requests and internal handoffs, so new demand is answered and worked consistently instead of depending on whoever is free.

  • CRM and sales-workflow optimization

    We structure your CRM pipeline around how your business sells, from inquiry to estimate to booked job. That includes lead sources, stages, routing rules, follow-up tasks and data standards your team can maintain. We also look at the sales process itself, including how quickly estimates go out and how they are followed up, then train your team on the changes.

  • Revenue attribution and performance reporting

    We connect marketing data to your CRM or field-service software so each booked job carries its source. Your dashboard shows leads, booked jobs, cost per booked job and revenue by channel, service line and location where the data allows. Reporting is reviewed by people, with clear notes on what the numbers mean and where they are incomplete.

  • Ongoing strategy and optimization

    Each month we review performance with you and decide what to change, test or build next. Each quarter we step back to update the roadmap for seasonality, new services, hiring plans and shifts in your market. You have one accountable team setting priorities across marketing, AI and operations, instead of separate vendors defending their own reports.

FIT

  • You're scaling to more trucks, crews or locations

  • You're juggling several vendors

  • You want marketing tied to revenue, not just leads

PROCESS

  1. Week 1–2: Discovery

    We audit your current marketing, lead handling and tracking, and agree on goals.

    In the first two weeks we audit every part of your growth system: marketing accounts, website, CRM, phone handling, automations, AI tools and reporting. We interview leadership and the office team, review vendor responsibilities and account access, and agree on the revenue, capacity and expansion goals the partnership is built to support.

  2. Build & Launch

    We configure the system, connect your tools and test every path before going live.

    We sequence the build so the most expensive gaps close first. Tracking and CRM structure usually come early because everything else depends on them. Campaigns, AI agents and automations follow in phases, each tested before going live. Where you are moving away from other vendors, we coordinate the handoff of accounts and data so nothing is lost.

  3. Optimize Monthly

    We review performance with you and improve what drives booked jobs.

    Monthly sessions review booked jobs, revenue by channel, speed to lead and how each part of the system is performing. We agree on the next priorities, launch tests and adjust budgets across channels. Quarterly planning checks the roadmap against your growth goals, including new locations, service lines and staffing, so the system keeps pace with the business.

Engagement Model

Monthly partnership retainer, scoped to your goals. Media spend billed separately.

Angular white building facade

Results are published here as they are verified with our clients.

How we work

BUILT FROM

FAQ

After a discovery call and proposal, onboarding begins with a kickoff and access setup. We share a launch timeline at kickoff.

Terms are set in your proposal. We'll walk through options on your call.

Yes. Each solution is a starting framework that we tailor to your business.

Yes. If you have a trusted web developer, an in-house marketer or a field-service software consultant, we can work alongside them. We define who owns what, share access and data, and coordinate so everyone works from the same numbers and priorities. If a vendor relationship is creating gaps, we will explain why and recommend options, but the decision stays with you.

The difference is ownership of the whole path from first click to paid job. Separate vendors each optimize their own piece and report on their own terms. In the partnership, one team plans the strategy, builds the systems, connects the data and answers for performance across all of it. That makes it easier to find where leads are lost and fix the right thing first.

Glass building facade reflecting a clear blue sky

Tell us about your goals and we'll recommend where to start.

Let's Talk GrowthBook a Consultation
Call 888-482-1313Let's Talk Growth