Before Agency
03 June 8, 2026 · Marketing Strategy Agency Guide Home Services

What to Do Before Hiring a Marketing Agency as a Contractor

By Nate Reynolds, Marketing Director

Most plumbers, HVAC techs, and roofers who hire a marketing agency for the first time make the same expensive mistake: they show up with a broken foundation and expect the agency to fix it along with everything else. They pay $2,000 to $5,000 a month to run Google Ads to a website that does not convert, with a Google Business Profile untouched for two years, and eleven reviews while every competitor in their market has over a hundred. Marketing agencies cannot fix problems they are not hired to fix. Before you write a retainer check, here is what actually needs to happen first.

Why Most Contractors Start Agency Relationships at the Wrong Point

The agency model assumes you already have a functioning online infrastructure. A good agency can accelerate traffic, improve ad performance, and generate leads at scale. But traffic going to a slow, unoptimized website with no reviews and a half-filled-out Google listing does not become leads just because you paid someone to generate it. The agency bills you. The phone does not ring. Everyone blames the other party.

This happens because the decision to hire an agency is often emotional. Business is slow. A competitor just redesigned their website. Someone ran a Facebook ad promising guaranteed leads. The pressure to do something is real. But doing the right thing in the wrong order still does not work.

Step 1: Get Your Google Business Profile Right First

Your Google Business Profile is the most valuable piece of real estate on the internet for a local service contractor. When someone searches "plumber near me" or "HVAC company Dallas," the three businesses that appear in the local map pack get over 70% of all clicks. Your Business Profile determines whether you are one of those three.

Before you hire anyone, claim and verify your profile if you have not already. Set the correct primary category — Plumber, HVAC Contractor, Roofer, Electrician — not a generic "Contractor." Add every service you actually offer. Upload at least twenty real photos of your work, your team, and your vehicles. Set your service area correctly. Write a business description that explains what you do, where you do it, and who you serve.

This costs nothing and takes about four hours. An agency can optimize it further, but they cannot do it without your active participation. Get it right before you pay anyone to run traffic to it.

Contractor reviewing tools and plans before starting a project
Photo: Pexels / Anete Lusina

Step 2: Have a Website That Converts Before You Pay to Drive Traffic

Google Ads can put your phone number in front of thousands of homeowners in your service area. It can also drain your budget completely if those homeowners land on a site that loads in six seconds, does not show your service area clearly, buries the phone number in the footer, and has no reviews or credentials visible before the fold.

A converting contractor website does not need to be complicated. It needs a clear phone number that works on mobile. It needs to say who you serve, where you serve them, and what you do — in the first paragraph. It needs trust signals: real reviews, real photos, licenses, certifications. It needs one clear call to action, not six.

If your current site was built more than three years ago and has not been touched since, test it on your phone. If you would not hire you based on what you see, the ad spend is wasted.

Step 3: Get a Review System in Place Before the Agency Starts

Reviews are the single most underestimated asset a local service contractor can build. 87% of consumers read reviews before hiring. Businesses with more reviews and higher ratings earn significantly more leads — even when everything else is equal. Google uses review volume and recency as ranking signals in the local map pack.

If you have fewer than thirty reviews, the first thing any competent agency will tell you is that you need more reviews. They will either charge you to build a review request system, or manage it as part of a retainer that costs more than if you had just built the system yourself first.

The setup takes about two hours. After every completed job, a text goes out with a direct link to your Google review page. A 10% response rate on sixty jobs a month is six new reviews. In six months you have a profile that supports ad spend. Without it, your ad spend is propping up a profile that does not convince anyone to call.

Step 4: Know Your Baseline Numbers Before Anyone Asks

The first thing a good agency should ask you is: how many leads are you currently getting, where are they coming from, and what does a new customer cost you to acquire? If you cannot answer those questions, you have no way to evaluate whether the agency's work is making a difference.

Before you sign anything, look at the last six months. How many inbound calls or form submissions did you receive? Which turned into paying jobs? What is your average job value? If you do not track these numbers yet, start now — even a simple spreadsheet works. When an agency tells you they increased traffic by 40%, you need to be able to ask whether that traffic turned into leads and whether those leads turned into revenue.

Step 5: Know What Results Should Look Like — and When

Local SEO takes three to six months to show meaningful movement. Google Ads can deliver results faster, but only if the foundation is right. Any agency that promises page-one rankings in thirty days or guarantees a specific number of leads per month is either overpromising or planning to use tactics that will damage your site long-term.

Before you sign a contract, ask the agency to walk you through exactly what they will do in months one, two, and three — and what metrics you should expect to see move during each window. Ask what they will not be doing. Ask how they measure success, how you will receive reports, and what happens if results do not materialize on schedule. You are not being difficult. You are being the kind of client a good agency actually wants.

FIVE THINGS TO DO FIRST

  • Complete your Google Business Profile before spending a dollar on ads or SEO
  • Ensure your website converts on mobile before driving paid traffic to it
  • Build a review collection system — aim for 30+ reviews before scaling ad spend
  • Know your baseline: leads per month, conversion rate, average job value
  • Understand realistic SEO timelines and what "results" look like at 30, 60, and 90 days

The moment you have a complete Google Business Profile, a converting website, and a review collection system running, you have something worth advertising. You have a foundation. At that point, an agency can do what they are actually good at — accelerating a business that already works online, not building one from scratch on your monthly retainer. Before Agency was built for exactly the stage between "getting started" and "ready for a traditional agency." We help home service businesses build the digital foundation — the website, local SEO, reviews, and content — before they need to write a $3,000 monthly check. If that is where you are right now, the work we do now is what makes the agency relationship work later. Or makes it unnecessary.

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