Patriot Builds had a reputation built on quality work, but their digital presence and their back office didn't show it. The website was outdated and didn't convert the visitors it got. And behind the scenes, every lead was handled by hand: their appointment setter had to read through inbound emails, copy each prospect's contact information into the CRM one by one, and then remember to follow up manually. It worked until it didn't, leads sat waiting, follow-ups got missed, and the entire pipeline hinged on one person keeping up with a repetitive manual process. Anyone who reached out after hours or while the setter was tied up often waited, or got no answer at all. Meanwhile, when homeowners searched online for the work Patriot Builds does, the company was nowhere to be found.
An outdated website that didn't reflect the quality of their work or convert visitors
A fully manual lead process, an appointment setter copying contact info from emails into the CRM by hand, then following up one lead at a time
No organic visibility in search, so new demand depended on referrals and manual effort