Booked is a done-for-you lead generation agency builder. Point it at a target industry and it researches the market, builds a branded lead-capture website - lead magnet, service pricing tiers, and capture forms - and sets up a repeatable funnel for turning cold traffic into qualified leads. A leads-as-a-service business ready to launch without you building any of it yourself.
Mission
Booked — Official Business Plan
Business Name: Booked Tagline: Stop losing leads. Book more consultations. Type: Home Improvement LeadOps Agency Location: United States (remote-first, national service area) Date: June 2025 (Updated July 2025)
1. Vision
Booked exists to help home-improvement companies stop losing leads and turn more inquiries into booked consultations.
We are not a marketing agency, a social media agency, an ad agency, or an AI agency. We are a LeadOps agency — we fix the operational chain from lead capture to appointment confirmation so our clients get more value from every lead they already have.
Our long-term vision: become the standard lead operations partner for home-improvement businesses across the United States, expanding from bath and shower remodeling into roofing, HVAC, plumbing, flooring, and windows and doors.
2. Target Customer
Initial Niche
Bath and shower remodeling and renovation companies in the United States — with a focus on:
Companies that depend on quote requests, lead forms, phone calls, and in-home consultations to generate revenue
Businesses already getting leads but losing opportunities due to slow follow-up, poor tracking, or inconsistent sales processes
Owner-operators and small teams (1–20 employees)
Typical revenue: $500K–$5M
Average project value: $15,000–$25,000
Decision-maker: Owner or sales manager
Future Expansion (Year 2+)
Roofing → HVAC → Plumbing → Flooring → Windows & Doors → Other appointment-based local services
Geography
Nationwide. Booked delivers its system remotely via HubSpot. Location is not a barrier.
3. Core Problem
Most home-improvement companies:
Receive leads across 5+ channels with no centralized tracking
Respond hours or days later (if at all)
Have no structured follow-up process
Lose 20–40% of booked consultations to no-shows
Spend money on ads before fixing their lead handling foundation
Cannot track which lead sources actually produce appointments and revenue
The result: they lose 60–80% of potential revenue from leads they already paid to acquire.
4. Core Value Proposition
One-sentence:
Booked helps home-improvement companies turn more leads into booked consultations by fixing lead tracking, follow-up, appointment workflows, and reporting.
Plain English:
Before you spend more money on ads, let's make sure every lead is captured, followed up with, and moved toward a booked consultation.
Website hero:
Stop losing leads. Book more consultations.
5. Services & Pricing
Service Ladder
Tier
Offer
Price
Type
1
Lead Response Audit
$500–$1,000
One-time, 5 days
2
Lead-to-Appointment System
$3,500–$5,000
One-time, 30 days — Core Offer
3
Monthly LeadOps Management
$1,500–$3,500/mo
Ongoing
—
Growth Advisory
$500–$1,000/mo
Advisory only
Tier 1: Lead Response Audit
An entry-level diagnostic. We audit lead sources, response times, capture methods, and follow-up processes. Delivered in 5 days.
Tier 2: Lead-to-Appointment System (Core Offer)
The flagship 30-day setup. Includes lead flow audit, HubSpot setup, lead capture forms, follow-up email/SMS templates, appointment confirmation system, reporting dashboard, training and launch, and 30-day review.
Tier 3: Monthly LeadOps Management
Ongoing optimization: pipeline monitoring, workflow improvements, monthly reporting, appointment and no-show tracking, template refinement, lead source review, and monthly strategy call.
Add-Ons
Add-On
Price
When to Offer
Trust Content Package
$500–$1,000/mo
Month 3+
Paid Lead Generation (Google Search Ads)
$1,000–$2,000/mo + ad spend
Month 4–6+
Review & Reputation Campaign
$500–$750/mo
Month 2+
Advanced Automation
$750–$1,500 setup + $200–$500/mo
Month 3+
Pilot Offer
Limited to 2–3 clients at $1,500 (66% off standard pricing) in exchange for feedback, testimonial, and case study permission.
6. Lead Magnet
Title: "5 Reasons You're Losing Leads (And How to Fix Each One)" Format: Free downloadable guide (PDF-ready) Gate: Email capture on website Purpose: Generate qualified leads from home-improvement business owners
Topics: Not responding fast enough, leads falling through cracks, no follow-up system, appointment no-shows, not tracking what's working.
7. Go-to-Market Approach
Phase 1 — Founder-Led Sales (Months 1–3): Warm contacts, pilot program, direct outreach, referrals, local networking Phase 2 — Inbound (Months 3–6): Website lead capture, lead magnet, pricing page, pilot case studies, Google Search Ads (test) Phase 3 — Scale (Months 6+): Referral program, paid ads, adjacent niches, contractor support
Client AI enablement: 4-level progressive playbook — Basics (new users), Lead Conversion (intermediate), Business Growth (experienced), Custom Workflows (power users).
Safeguards: All AI outputs reviewed by human before delivery. No customer data in public AI tools. Strict rules around Kohler, pricing, guarantees.
11. Competitive Position
Booked is a LeadOps agency — not a marketing agency, ad agency, AI agency, or consultancy. The core differentiation: "Before you spend more money on ads, let's make sure every lead is captured, followed up with, and moved toward a booked consultation."
12. Compliance & Quality Control
Strict safeguards around brand claims, testimonials, CAN-SPAM (email), TCPA (SMS), AI oversight, and client approval. A full compliance checklist is run before every client deliverable.
13. Website & Digital Assets
Main landing page (/) — Hero, problem/solution, lead magnet CTA, services, contact form with server-side lead capture
Pricing page (/pricing) — Transparent service tiers, add-ons, FAQ
Pilot offer page (/pilot) — Limited-time pilot program at 66% off
Lead magnet guide (/lead-magnet) — Free downloadable guide with print support
Website stack: TanStack Start (React + Vite + Tailwind), served on port 3000 via bun run start
Publish command:cd /home/team/shared/site && bun run publish
Lead Flow Audit template, HubSpot setup guide, email/SMS templates, client onboarding checklist, monthly report template, AI playbook for clients, compliance checklist, buyer setup instructions.
14. Key Performance Indicators
Client KPIs: Leads received, speed to lead, contacted %, booked consultations, show rate, no-show rate, closed jobs, pipeline value.
Business KPIs: MRR, number of clients, average retainer, gross margin, proposal close rate, time to launch, fulfillment hours per client, revenue per founder hour, churn, referrals.
15. Future Expansion Path
Optimize LeadOps system (ongoing)
Trust Content Package (Month 4–6)
Paid ads (Month 6+)
Review/reputation campaigns (Month 6–9)
Advanced automation (Month 9+)
Adjacent home-service niches — roofing first (Year 2+)
Additional geographic markets (Year 2–3)
Booked — Home Improvement LeadOps Agency hello@booked.io | booked.io
The team
lead
Team Lead
Team management, task planning, delegation, and monitoring
W
website-builder
Front-end web development, form creation, email integration, landing page optimization. Can build HTML/CSS/JS and integrate with external services.
Setup
Clone the agent and tell it your target industry/niche in chat. It will build a custom lead-generation website for that niche, including a free lead-magnet guide, a 3-tier pricing page, and email capture. Connect your own email or CRM tool to receive captured leads.