Blueprinted gives PE-backed home services platforms one standardized marketing diagnostic across every portfolio company, scoring the same seven zones on any trade in any market. It surfaces where revenue really comes from, what breaks when the founder exits, and what the company owns versus rents, at diligence, post- close, during hold, and at exit prep. You can benchmark EBITDA in an afternoon. Marketing? Good luck. Every home services acquisition arrives with its own marketing chaos. One portfolio company runs everything through an unvetted local agency. Another has the founder's nephew managing the ads. A third spends $40,000 a month and can't tell you which jobs it produced.
The full breakdown
pulled from different tools. There's no common denominator. Here's the truth: that's not a reporting problem, it's a diagnostic problem. And it's the one Blueprinted was built to solve. One framework, scored identically across every company, so you can finally rank your portfolio by marketing health instead of guessing. Why home services marketing resists standardization Home services is the hottest roll-up category in the lower middle market, and the worst-instrumented function in most deals: The trades are consolidating fast. Private equity add-on activity in HVAC alone rose 88% year over year through mid-2025, according to S&P Global Market Intelligence, with more than half of all sector deals now backed by PE or their platforms. Marketing is the unmeasured function. Advisory firm Cherry Bekaert names HVAC, plumbing, electrical, pest control, landscaping, and pool services as prime roll-up targets, and in nearly all of them, marketing is run on founder habits, not systems. Founder dependency is the silent risk. In owner- operated trades, a large share of demand often traces to the founder personally, and that demand can walk out at close. The platforms that standardize marketing the way they've standardized finance will integrate acquisitions faster and defend multiples better. The ones that treat it company by company keep getting surprised in month four. The hidden cost: the month-four surprise Picture a clean close on a $30M HVAC platform add-on. Trailing twelve looked strong. The integration plan covered finance, payroll, and retention, with one line for marketing: "evaluate existing agency relationships." Month four, lead flow is down 20%. The post-mortem finds what diligence never looked for. The founder WAS the marketing: his face on the trucks, two decades of customers in his cell phone, his relationships feeding the referrals. The agency contract auto-renewed at a rate nobody reviewed. The Google Business Profile, the most valuable digital asset in the company, is tied to a departed employee's personal email. And the CRM source data is eleven spellings of "Google," so nobody can even measure the bleed. None of it appeared in diligence, because none of it lives in a financial statement. It lives in habits, logins, and relationships, and habits leave with the founder. Where Blueprinted fits in your deal cycle Diligence. A marketing assessment that answers what the QoE doesn't: where revenue actually comes from, what breaks when the founder steps back, and what's worth defending in the multiple. Run it across a pipeline and the scores are comparable deal to deal. First 100 days post-close. The audit that catches the auto- renewing agency contract, the GBP tied to a departed employee, and the lead flow that was secretly the founder's personal hustle, before month four, not after. Hold period. Fractional CMO leadership across portfolio companies too small for a $250K marketing executive. One operating system, one scoreboard format, one accountable seat per company, comparable reporting up to the platform. Exit prep. Twelve to twenty-four months out, make the marketing engine legible, documented, and transferable, so the buyer prices a machine instead of a founder's habits. The seven-zone framework, scored identically every time The Marketing Blueprint scores the same seven zones on any home service contractor, any trade, any market: acquisition channels, conversion path, retention and reputation, attribution integrity, vendor accountability, CSR and booking, and follow-up. Every zone gets a leak score and a fix order. Which means two portfolio companies in different trades and different states finally become comparable on marketing health, the way the income statement already makes them comparable on profit. Why operators pick this over an agency Blueprinted doesn't sell execution. No ad management, no SEO retainer, no media markup. The diagnostic and the leadership are the product, which means the findings aren't shaped by what we'd like to sell you next. Vendors get directed and held accountable; they don't get protected. For a platform, that independence is the entire point: you want a true read on each company's marketing, not a pitch dressed as an assessment. How engagements run The Marketing Blueprint diagnostic: $7,500 per company, delivered in 2 to 4 weeks. Strategic Advisor: $7,500/month. Fractional CMO: $15,000/month. Fixed fees, no percentage of spend, three to five client seats at a time. Two paths from here Path one: keep running deals where marketing gets one line in the integration plan, and keep budgeting for the month- four surprise across every add-on. Path two: make marketing inspection as standard as the QoE. Book a working call (/audit) and bring one portfolio company's numbers; we'll trace the engine live and you'll see exactly what the diagnostic surfaces. The same diagnostic runs as a fixed-scope engagement so your pipeline gets comparable scores instead of anecdotes (/audit).
Frequently asked questions
What is marketing due diligence for a home services acquisition?
A standardized assessment scoring seven zones: acquisition channels, conversion, retention and reputation, attribution, vendor contracts, CSR and booking, and follow- up. It answers where revenue actually comes from, what breaks when the founder exits, and what the company owns versus rents.
How does private equity evaluate marketing across a home services portfolio?
Most don't, formally, which is the gap. A single diagnostic scored identically across every company makes marketing health comparable deal to deal, the way EBITDA already is, so you can rank the portfolio and spot post-close risk early.
How does marketing affect a home services company's valuation?
A documented, attributable, founder-independent demand engine supports the multiple; an opaque or founder- dependent one invites discounts and retrades. Making the marketing legible before sale is multiple defense.
Can this diagnostic run across multiple portfolio companies?
Yes, that's the design. The same seven zones score any home service contractor in any trade, producing comparable marketing-health rankings across a portfolio or acquisition pipeline.
Why use a fractional CMO instead of an agency for portfolio companies?
Because the fractional model delivers executive marketing leadership at a fraction of a $250K full-time cost, across companies too small to justify the seat, and it sells no execution, so its findings and direction aren't shaped by what it wants to sell you.
