Do I need ServiceTitan?

Yes. The Software runs on your ServiceTitan data: booked revenue, jobs, customers, calls. Connect it once and it stays synced.

What does the free plan include?

A 12-month Game Plan built from your last twelve months, and monthly intel. Pro adds daily data, pacing, Mr. Moneyball's recommendations and the reports.

Do I have to sign a contract?

No. Everything is month to month. Cancel any time.

Is $999 a month worth it for a self-serve tool?

Absolutely. For our CMO clients, we see 10x that in lead quality credits via our automated systems.

How fast will I see results?

Real numbers inside your first week. First game plan adjustments within 30 days.

Do I need the Software and a fractional CMO?

No. The fractional CMO comes with the Software anyway.

The Software · Play 01

Your marketing, on the scoreboard

See booked revenue pulled live from ServiceTitan, cost per booked job by channel, and exactly where every marketing dollar is landing. No CMO required to start.

Try the Software free See the plans

On track · HVAC · Week 39

Booked this week$160.0klive from ServiceTitan

123%of weekly pace

Weekly goal$228.0kset by the Game Plan
Projected$242.6k+$14.6k vs goal
Jobs booked141 / 180against capacity, WTD

What it does

Five plays, one scoreboard

The scoreboard

Booked revenue, live.

The week's goal against its pace, leads by calls and forms, spend against budget, jobs booked against capacity by trade. Every number stands next to its goal, pulled from ServiceTitan, not typed into a slide.

Weekly goal · On track
Leads · CPL · CAC · ROAS · NROAS
Jobs booked vs capacity
WTD · MTD · YTD

123%of pace on a sample Thursday

The Game Plan

A 12-month plan in 20 minutes.

Connect ServiceTitan and your ad accounts. The algorithm reads your last twelve months, splits the budget by trade and season, and writes the plan. You set the revenue goal and the mode, more new customers or more revenue. Then it paces you every day, by trade and by season: a Monday in July is worth three Saturdays in February.

More new customers
More revenue
Seasonality by trade
Daily pacing

20 minfrom your email to a channel plan

Mr. Moneyball runs the math

Four zones, one budget.

Fans, Fielding, Loading Bases, Home Runs: every channel sorted by how its dollars actually behave, and budget moved to where the next dollar scores. Recommendations come with the revenue they add, a projected view before you say yes, and a chat when you want the why. The algorithm suggests; you decide.

Fans
Fielding
Loading bases
Home runs

Budget by zone · this month

FansBroadcast · Display$8.1k
FieldingSearch · LSA · Yelp$52.0k
Loading basesBrand · Remarketing$3.3k
Home runsEmail · SMS$1.6k

Mr. Moneyball suggestsMove $3.2k from Fans to Fielding+$4.1k projected revenue

+$9.4kprojected from six recommendations

Leads that get counted

Every lead traced to a job.

Charged, contacted, booked, completed, sold: one pipeline for every platform. Speed to lead, true booking rate, disputed and credited leads with the dollars back. Dispositions go back to each platform in its own words, and nothing that came through Free Agency goes missing from ServiceTitan; switch on the write-back and the attribution is corrected there too. When a job had more than one touch on the way in, pick the model: last contact, first contact, or multi-touch, which weighs every touch in the journey and splits the credit between them.

True booking rate
Speed to lead
Multi-touch attribution
Disputes & credits

Ad clickGoogle Search · Mon$0
Text repliedHatch · Tue 8:40$0
Inbound callLSA · Tue 9:12$4,150

$4,050credited back for disputed leads in a month

The back office

Reports that send themselves.

Daily disputes go to each platform's rep in the rep's own words. Daily missed leads go to your call center manager, scored by the AI. Monthly dispositions, rep digests, the weekly scoreboard, all on a schedule. Change requests to reps are tracked until they are done.

Daily disputes
Missed-lead digest
Rep digests
Change requests

6:00 AMthe disputes are in the reps' inboxes

Play 01 · The Software

The Software, for owners who want the numbers, not another vendor call

See booked revenue pulled live from ServiceTitan, cost per booked job by channel, and exactly where every marketing dollar is landing. No CMO required to start.

Try the Software free

Performance

Sample week · Thu 2:41 PM

✦ 6Projected

WTDMTDYTD

vs GoalPrior PeriodPrior YearCustom

9/21/2026 – 9/24/2026All Trades

Leads — Calls & Forms (WTD)

Goal Actual Booked

3624120

Mon

Tue

Wed

Thu

Fri

Sat

Sun

+AI

Calls79 / 83Booked 56 / 60

Forms34 / 35Booked 17 / 18

Weekly Goal

On track

$228.0k$160.0k of $228.0k · 70% to goal · 57% through the week

123%of pace

Completed · 61 jobs $118.4k
Sold, to do · 19 jobs $41.6k
Remaining $68.0k

Pipeline$160.0k70% of goal

Still needed$68.0kto goal

Projected$242.6k+$14.6k vs goal

Marketing Summary MONEYBALL

⚠ 14% ahead

$10,600spent$15,000budget

71% spent57% expected

Leads113Goal: 118 · 96% to goal
CPL$94Goal: $100 · 94% to goal
CAC$342Goal: $350 · 98% to goal
ROAS11.2xGoal: 10x · 112% to goal
NROAS4.5xGoal: 4x · 112% to goal

+AI

Jobs Booked vs Capacity (WTD)

90%+ 70–90% 50–70% <50%

Business unit	Mon	Tue	Wed	Thu	Fri	Total
HVAC service	14/16	16/16	15/16	13/16	9/16	67/80
HVAC install	5/6	6/6	6/6	5/6	3/6	25/30
Plumbing	8/10	9/10	7/10	8/10	4/10	36/50
Water heaters	3/4	4/4	2/4	3/4	1/4	13/20

Backed by the scoreboard
Booked revenue, live from ServiceTitan. $160.0k on a $228.0k week, 23% ahead of pace.
Weekly goal · Live
Mr. Moneyball ran the math.
Move $3.2k from Fans to Fielding. Clear the goal by Friday.
Recommendation · +$4.1k
Capacity reveals truth.
67 of 80 HVAC service slots booked this week. That's your real cap, not ad spend.
Ops × Marketing

Pricing

Run the plays yourself

Start free with a real 12-month Game Plan and monthly intel. Run the full system on a 30-day free trial, no card required.

Free Game Plan
$0/month
No credit card. No contract.
An automated annual marketing plan and monthly intel. Built by the Software, in minutes, no call needed.
- Annual Marketing Plan — included
- Performance Insights — includedLTM
- Cost Sync to ServiceTitan — includedLTM
- Digital Platform Integrations — includedLTM only
- Auto-dispositioning to ServiceTitan — not included
- Event-level storage — not included
Missed Lead Reports — not included
AI True Booking Rate — not included
Multi-Channel Attribution Rules — not included
Training Loop — model calibration — not included
24/7 Human Support — not included
Live algorithm (continuous) — not included
Attribution correction — not included
Lead Form Booking Rate — not included
Value Prediction (per-job) — not included
Lead Platform Credit Requests — not included
Campaign Manager — not included
Web Scheduler & Scraper — not included
Offline Channel Tracking — not included
Operational Goals (Trade & Zone) — not included
Get your free game plan
30-day free trial
Pro
$999/month
30-day free trial · no card required
Daily intel, AI booking rate, 24/7 humans, and Mr. Moneyball runs the plays. Free for 30 days, then $999/mo.
- Annual Marketing Plan — included
- Performance Insights — includedDaily
- Cost Sync to ServiceTitan — includedDaily
- Digital Platform Integrations — includedDaily sync
- Auto-dispositioning to ServiceTitan — included
- Event-level storage — included
Missed Lead Reports — included
AI True Booking Rate — included
Multi-Channel Attribution Rules — included
Training Loop — model calibration — included
24/7 Human Support — included
Live algorithm (continuous) — included
Attribution correction — included
Lead Form Booking Rate — included
Value Prediction (per-job) — included
Lead Platform Credit Requests — included
Campaign Manager — included
Web Scheduler & Scraper — included
Offline Channel Tracking — included
Operational Goals (Trade & Zone) — included
Try the Software free

$258.2Mbooked revenue tracked, last 12 months
$18.65Mmarketing spend tracked this year
5.4xreturn on paid listings
3xreturn on paid social

Plugs into your stack

Works with what you already run.

Your shop data comes in on one side, your ad platforms on the other. Every dollar gets scored in the middle. Connect once. It stays synced.

Your shop

ServiceTitanJobs + revenue
CallRailCall tracking
HatchLead follow-up
ZapierEverything else you run
& moreSign up free to see them all

The Software

Data in. Money out.

Try the Software free

Your ad platforms

Google AdsSearch + PMax
Local Services AdsPaid listings
MetaPaid social
YelpDirectories
+ more platformsSign up free to see the full list

FAQ

Straight answers about the Software.

Mr. Moneyball is online

Do I need ServiceTitan?
Yes. The Software runs on your ServiceTitan data: booked revenue, jobs, customers, calls. Connect it once and it stays synced.
What does the free plan include?
A 12-month Game Plan built from your last twelve months, and monthly intel. Pro adds daily data, pacing, Mr. Moneyball's recommendations and the reports.
Do I have to sign a contract?
No. Everything is month to month. Cancel any time.
Is $999 a month worth it for a self-serve tool?
Absolutely. For our CMO clients, we see 10x that in lead quality credits via our automated systems.
How fast will I see results?
Real numbers inside your first week. First game plan adjustments within 30 days.
Do I need the Software and a fractional CMO?
No. The fractional CMO comes with the Software anyway.