How ROI Experts help short term and long term growth

Let’s break it down: an ROI (Return on Investment) expert is someone who knows how to make all the parts of your business—sales, marketing, operations, and finance—work together to keep your customers happy, bring in new ones, and help you make more money. These experts usually have experience as CEOs, CFOs, or COOs, meaning they’ve led companies and know what it takes to be profitable.

If you're running a home service company, a dollar saved is $1,000 earned if reinvested in the right fashion. An ROI expert helps you figure out exactly where to focus your time and money, so you’re not just working harder, but working smarter. They can streamline your operations, make sure your marketing dollars are spent wisely, and find ways to keep your customers coming back. In short, they help you get the most bang for your buck. Let's dive deeper.

protect yourself and your company

NDA, BAA, and P&L: The Starting Point

First things first—you’ll want to get a Non-Disclosure Agreement (NDA) and a Business Associate Agreement (BAA) signed with the ROI expert or entity. Once that’s done, they’ll need access to your financials—specifically, your Profit and Loss (P&L) statements from the past three years. This lets them see sales trends, how profitable you are, and your potential EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) over time. Basically, it gives them a complete picture of your financial health and prepares you for both growth or even a future business exit if needed.

This stage usually takes about 3 to 5 days, and expect to pay the ROI expert’s full rate during this time, which can range from $250 to $1,000 an hour, depending on their experience.

Processes, Automations, and Vendors

Once the financials are sorted, the ROI expert dives into your business processes. They’ll look at every step of your operation—from how you turn prospects into clients, to fulfilling services, keeping customers happy, and getting referrals. At this stage, they’ll also assess the tech you're using and figure out where automation can make your business more efficient.

Personnel Examination



Next, the ROI expert will talk to your team. They’ll usually start with the employees who’ve been with you for at least 12 to 18 months, working their way up from the ground floor. Why? These employees know the day-to-day operations better than anyone. The ROI expert will save conversations with the higher-ups, like the C-suite, until they’ve gathered enough information to make solid recommendations. This approach keeps the focus on real growth for your company, not on the egos of the leadership. You’re paying for their insights, strategies, and possibly their help in executing those plans later on.

This is all part of understanding where your business stands, what’s working, and where improvements can be made.

CAC: client acquisition cost

lowering the overall cost to get a client

For home services businesses, knowing your client acquisition cost (CAC) is vital to understanding where your money is going and how it impacts your bottom line. Your CAC is the total cost of bringing in a new customer, which includes your local advertising, labor, vehicles, gas, and equipment expenses. Whether you’re running ads online, paying for yard signs, or handing out flyers, every dollar spent trying to get a new customer counts. If you’re paying more to get a customer than what you're making from them, it’s time to reevaluate your strategy.

An ROI expert will break down these costs and help identify inefficiencies. For example, you might be spending too much on digital ads that aren’t converting, or perhaps your sales team is spending too much time chasing low-value jobs. Are you wasting gas and labor costs sending technicians to jobs that barely cover your expenses? By examining all these factors, the expert will help you optimize your marketing spend, ensuring you're getting the most bang for your buck while keeping costs like labor, fuel, and equipment usage in check.

The goal isn’t just to cut costs but to increase the lifetime value of each customer. The ROI expert may suggest strategies like offering maintenance packages, referral incentives, or upselling additional services like gutter guards or roof inspections. This way, while you lower the cost of acquiring each new customer, you’re also increasing the value they bring to your business over time—creating a win-win situation for long-term growth.

Payroll & Retention Costs

hiring and payroll is one of your biggest costs

In the home services industry, labor is one of your largest and most critical expenses. From technicians to office staff, the cost of local labor plays a significant role in your overall profitability. When you factor in wages, benefits like health insurance and retirement contributions, as well as overtime and bonuses, personnel costs can add up quickly. Additionally, expenses like workers' compensation, training, and certifications for specialized skills are essential for staying competitive. But if your employee turnover is high, these costs can spiral out of control, making retention just as important as hiring.

An ROI expert can help you evaluate the true cost of your labor force, identifying areas where you might be overspending. For example, they’ll take a close look at whether you're paying competitive but fair wages based on your local market. This is critical for ensuring you’re not overpaying for labor when local rates don’t justify it, but also avoiding the pitfall of underpaying, which can lead to higher turnover and lower productivity. By comparing hourly rates to local benchmarks, an ROI expert ensures your business is balancing wage competitiveness with budget control.

Retention of Employees reduces financial loss

Retention is key to keeping labor costs under control. High employee turnover not only impacts productivity but also forces you to spend on recruiting, training, and onboarding new employees—all of which eat into your margins. An ROI expert can help you create programs that focus on employee satisfaction, training opportunities, and career growth to keep your team intact. This ensures that you're not only managing personnel costs more effectively but also building a loyal, experienced workforce that drives the long-term success of your business.

Taxes and write-offs

A thorough tax audit is one of the smartest ways to uncover hidden savings for your home services company, whether you're operating as an LLC, S-Corp, or C-Corp. With tax laws constantly evolving, it’s easy to overlook valuable deductions that could significantly lower your tax burden. An ROI expert can help conduct a comprehensive review of your financials and tax filings to identify areas where you may be missing out on savings. This includes examining business expenses, equipment purchases, and even employee benefits to ensure you’re taking full advantage of tax credits and deductions.

For LLCs and S-Corps, where the income passes through to the owner, deductions related to home office expenses, vehicle usage for business, and depreciation on tools or machinery are critical for reducing taxable income. In C-Corps, where the corporation is taxed separately from the owners, there are additional strategies for writing off business losses, taking advantage of R&D credits, and reducing corporate tax rates through smart structuring.



An ROI expert will work closely with your CPA or tax advisor to ensure your tax filings are optimized and compliant. They’ll review everything from your quarterly estimated payments to deductions related to local business operations, including mileage, gas for company vehicles, and employee benefits like health insurance or retirement contributions. By conducting this audit, they help you find the best ways to legally reduce your tax liability and keep more money in your pocket, year after year.

Sales and Software solutions

For home services companies, having the right tools in place to manage sales, clients, and operations is crucial for growth. An ROI expert can help you evaluate how well your CRM software links these areas, ensuring your business runs smoothly from lead generation to job completion. By implementing or optimizing a CRM system, you can manage clients, projects, invoices, bids, and agreements—all in one platform—while seamlessly connecting your sales process to daily operations.

For instance, a well-integrated CRM allows your sales team to track leads and bids, which automatically triggers updates in your project management and invoicing systems. This means that as soon as a client accepts a bid, your CRM updates project details, schedules the job, and generates the necessary agreements and invoices, all without manual input. An ROI expert can analyze your current setup to find gaps in this process, whether it’s delays in scheduling, miscommunication between departments, or billing errors that affect your cash flow.



By linking sales to operations through CRM software, you’ll improve not only your client experience but also the overall efficiency of your business. Your operations team will have real-time access to project statuses, labor needs, and deadlines, while your accounting team can ensure timely invoicing and payments. With the right CRM solution, recommended by an ROI expert, you’ll have better control over every aspect of your business, from the first contact to the final payment.

Cost for ROI Experts?

The cost for hiring an ROI expert depends on what the expert focuses on. ROI experts who work on operations usually charge $75 to $200 per hour or $2,500 to $10,000 for a project. They look at how your business operates, like workflows and supply chains, to find ways to save money and be more efficient. Those who focus on sales and marketing often charge more, around $100 to $300 per hour or $3,000 to $15,000 per project. They work on bringing in more customers and improving sales strategies. ROI experts who specialize in human resources charge about $75 to $150 per hour or $2,000 to $8,000 for a project. They help businesses hire better, keep employees longer, and improve team performance.

Full-service ROI experts who handle operations, sales, marketing, HR, and more have the highest fees because they cover everything. These experts charge between $150 and $500 per hour or $10,000 to $50,000 per project, depending on how big or complex your business is. Even though they cost more, they offer a complete plan that aligns all parts of your business to work together for better results. If you’re thinking about hiring an ROI expert, consider what your business needs most and your budget to decide if you need a specialist or someone who can handle everything.

Case Study: We have served as ROI experts to over 15 companies and our monthly rate was $15,000 to $30,000 dependent upon the client's current net margins and their 90-day to 6-month goals. When we served as interim CEO we had a 2-year goal to take a staffing agency from 8% margins to 28% margins. In those 2 years, we finished at 32% margin, increased their employee retention by 42% and client acquisition costs were reduced by 18%.