SholaX for Home Improvement
Turn more enquiries, surveys and quotes into profitable projects.
Connect paid marketing to the full home-improvement sales journey so your team can follow every opportunity, protect high-value quotes and see which campaigns create won projects and revenue.
Project Pipeline
Illustrative home-improvement workspace
Illustrative product example
New Enquiry
2Sarah M.
Kitchen renovation · today
Chris B.
Driveway · 2h ago
Survey Booked
1James T.
Roof replacement · Thu 14:00
Quote Sent
1David W.
Windows · sent 8 days ago
No next task
Won Project
1Emma R.
Bathroom · closed this week
The revenue leak
A lead is not revenue—and expensive opportunities are easy to lose between the two.
Home-improvement businesses often have strong lead flow but weak visibility across contact, survey, quote and follow-up. One missed opportunity can represent thousands in lost project value.
critical
New enquiries have not been contacted
Fresh leads are sitting without an outbound activity or owner.
high
Quotes have no future follow-up
High-value quotes are open but no next task is recorded.
medium
Survey-to-quote conversion has dropped
More surveys are being completed without progressing to a quote.
info
Google leads are producing more won-project value
The search cohort has fewer enquiries but a stronger downstream close rate.
Illustrative product interface. Example values are not customer performance claims.
Home-improvement journey
Track the real route from paid demand to a completed project.
The pipeline is built around the milestones teams already use rather than generic SaaS stages.
Meta / Google
Paid acquisition
New enquiry
Source captured
Contacted
First response
Qualified
Fit confirmed
Survey booked
Site visit / appointment
Quote sent
Decision-stage value
Follow-up
Next action
Won project
Revenue recorded
Quote follow-up
See how much potential project value is sitting in the decision stage.
A dedicated quote view makes stale value visible to managers and gives sales teams a clear list of what needs action next.
Open quote value
£84.3k
All active quotes
No activity >7 days
£27.5k
Potentially stale
No next task
8
Quotes needing ownership
Quote → win
31%
Illustrative conversion
Illustrative product example
| Customer | Service | Quote | Last activity | Next action |
|---|---|---|---|---|
| David W. | Windows | £9,200 | 8 days ago | Follow up |
| Mia H. | Kitchen | £18,400 | 5 days ago | Call Friday |
| Peter K. | Roofing | £12,100 | 2 days ago | Decision pending |
| Aisha L. | Solar | £10,800 | Today | Finance options |
Lead-source quality
The campaign with more enquiries may not be the campaign creating more projects.
Compare acquisition sources through survey rate, quote value, wins and closed-project revenue instead of stopping at CPL.
Illustrative product example
| Campaign | Enquiries | Surveys | Quotes | Wins | Closed revenue |
|---|---|---|---|---|---|
| Google · Roofing Search | 14 | 8 | 5 | 3 | £31,500 |
| Meta · Kitchen Leads | 22 | 7 | 3 | 1 | £8,200 |
| Google · Windows Search | 11 | 7 | 5 | 2 | £17,400 |
| Meta · Retargeting | 9 | 5 | 4 | 2 | £14,600 |
Built for project-based services
Use the same revenue system across different home-improvement sales motions.
The strongest SholaX fit is typically a higher-value service with enough margin and sales complexity to justify structured lead handling and attribution.
Roofing
Solar
Windows & Doors
Kitchens
Bathrooms
Landscaping
Driveways
Extensions / HVAC
Sales accountability
Know who owns the enquiry, what happened last and what happens next.
Management visibility should make it difficult for a valuable project to disappear into an inbox, salesperson’s phone or forgotten spreadsheet.
Opportunity ownership
Illustrative sales queue
Illustrative product example
| Opportunity | Owner | Stage | Last activity | Next task | Value |
|---|---|---|---|---|---|
| Kitchen · Sarah M. | Alex | New enquiry | 25 min ago | Call now | £18k |
| Roof · James T. | Maya | Survey booked | Today | Confirm survey | £11.5k |
| Windows · David W. | Alex | Quote sent | 8 days ago | Overdue | £9.2k |
Project attribution
Connect the won project back to the marketing evidence that created the original enquiry.
Revenue attribution lets the business compare paid channels using completed sales outcomes while showing confidence when tracking evidence is incomplete.
Google click
GCLID captured
Roofing enquiry
Contact created
Survey
Qualified opportunity
Quote
£11,500
Project won
Closed sale
Attributed revenue
Google Search · High
AI Revenue Intelligence
Use AI to prioritise projects and quotes—not to generate vague advice.
SholaX intelligence sits on top of CRM and revenue evidence so recommendations can point to the actual commercial record.
Six quotes worth £46,200 have no scheduled follow-up.
Illustrative finding: the opportunities are all in Quote Sent, have no future task and have been inactive between seven and thirteen days.
Recommended actions · requires review
Growth System
Need more demand as well as better conversion visibility?
SholaX can pair the Revenue OS with managed Meta or Google acquisition so demand generation and project reporting use the same commercial feedback loop.
01
Managed Meta Ads
Campaign strategy, creative monitoring and lead flow connected into the home-improvement CRM journey.
02
Managed Google Ads
Intent-led search acquisition connected to surveys, quotes, wins and revenue evidence.
03
Tracking setup
Preserve useful campaign/source identifiers so downstream reporting has a stronger evidence base.
04
Monthly growth review
Review acquisition, pipeline movement, revenue and the most important sales-process risks together.
Clear answers
Home improvement CRM questions
What CRM features does a home improvement company need?+
A useful home improvement CRM should track each enquiry through contact, survey, quote, follow-up, won project and lost outcome while keeping the lead source, expected project value, owner and next action visible.
Can SholaX track which ads generate completed projects?+
SholaX is designed to connect Meta and Google campaign evidence to enquiries, pipeline stages and recorded won-project revenue, giving the business a clearer view than lead totals alone.
Does SholaX work for roofing, solar and renovation companies?+
Yes. The home improvement setup is designed for businesses such as roofing, solar, windows, kitchens, bathrooms and landscaping where leads move through surveys, quotes and follow-up before becoming projects.
SholaX
Map SholaX around your enquiry-to-project process.
Review your advertising, lead handling, survey, quote and follow-up process and identify where project revenue is currently being lost or hidden.