HEXAGON PRO | Home Services CRM

Awareness Analytics

Tracking the top-of-funnel acquisition sources for Houston, TX.

Market: Greater Houston
1,284
Total Reach
42%
Media Recall
312
Site Sessions
$12.40
Est. CAC

Omnichannel Source Distribution

Media (Billboard/Radio)
Hyper-Local
Organic Search
Direct Mail
AWARENESS SOURCE ATTRIBUTION Omnichannel Intake v1.0

Mass Media & Brand Equity

🛣️
Outdoor & Billboards
High-frequency corridor visibility (I-10, 610 Loop)
📻
Radio & Podcast
Drive-time spots / Local Houston personalities
📖
Print & Magazines
Neighborhood lifestyles (Heights, River Oaks)
🚛
Fleet Branding
"Mobile Billboards" - Every truck is a touchpoint

The "Halo Effect" Metric

Traditional media increases digital click-through rates (CTR) by established brand recognition.

Brand Recall Attribution 42%
Strategic Insight: Sarah Jones first saw the I-45 Billboard, then heard a Radio Spot. When she eventually searched "HVAC Houston," she bypassed competitors to click HEXAGON due to Pre-Existing Awareness.
AWARE | Acquisition Source Dashboard

Funnel Phase 1: AWARE (Acquisition Intake)

CRM / ANALYTICS FEED
Monthly Acquisition Mix (Houston Market)
Standard SEO & Paid Search
Google, Bing (PPC & Organic)
32%
Social Media (Managed & Ads)
Instagram, Facebook, LinkedIn (Targeted)
21%
Hyper-Local (Map Packs)
Google Business Profile, Local Service Ads
28%
Referral / Advocate Network
Word of Mouth, Partner Trades, HexagonHappy Share
14%
Offline / Strategic Physical
Fleet Branding, Neighborhood Events, Direct Mail
5%

Current Awareness Capture (Sarah Jones)

This structured data feeds directly into her **HexagonHappy** profile for personalized nurturing.

Initial Awareness Touchpoint Social Media (Instagram Ad)
Specific Intended Action Clicked 'HVAC Efficiency Calculator'
Secondary Awareness Touchpoint Organic Search (Follow-up)
Acquisition Silo Multi-Trade Integration
🚀 Investor Note: Our AWARE phase is engineered for **precision attribution**, moving beyond simple traffic counts. For Sarah Jones, we successfully identified her original interest (HVAC Integration) via Social Media and tracked her follow-up intent via Organic Search. This granular data allows us to market with surgical precision, reducing Customer Acquisition Cost (CAC) by avoiding "one-size-fits-all" campaigns.
HEXAGON PRO | Intake Dashboard

Hexagon PRO | New Lead Intake

LIVE INTAKE ACTIVE
AWARE
ENGAGE
SUBSCRIBE
CONVERT
EXCITE
ASCEND
ADVOCATE
PROMOTE

Customer Profile

Full Name Sarah Jones
Lead Source Web Utility: HVAC Calculator
Service Interest
HVAC Integration Plumbing Growth
Address Houston, TX (Heights District)

Automated Funnel Logic

Customer Sarah Jones interacted with the Repair vs. Replace Utility. Based on her inputs, her AC unit is 14 years old (High-Intent for HVAC replacement).

Funnel Next Action: System is scheduled to trigger a "HexagonHappy" invitation with a 15% discount on an Electrical Panel Audit.

Captured Utility Data:

  • Current AC Age: 14 Years
  • Annual Repair Spend: $800.00
  • Interest in EV Charging: Yes (Electrical Lead Seeding)
Initialize HexagonHappy Portal
PHASE 4: CONVERT REVENUE ACTIVATION

Recommended Action

Based on your Home Health Audit, your 14-year-old HVAC system is operating at 62% efficiency. We have reserved a specialized technician for a Modernization Consultation.

$89.00 (Member Rate)
  • Full 21-point infrastructure inspection
  • Electrical load capacity check (for future EV/Solar)
  • Plumbing pressure diagnostic included
NEAREST TECH: 4.2 MILES
Fastest Available Slot:
Tomorrow, 8:00 AM - 10:00 AM

Sarah, clicking confirm will automatically sync your "Repair vs. Replace" data to the HEXAGON PRO technician's tablet.

✓

Service Complete: System Optimized!

Sarah, your home's HVAC efficiency just increased by 22%.

Updated Home Health Score
94/100
PREVENTATIVE SAVINGS: $412/YR

Your HVAC Modernization has successfully extended your system life by an estimated 3.5 years.

Tech
Note from Ryan (Your Tech)
"I've also tightened the loose connection in your electrical panel we discussed—no extra charge!"

The "HexagonHappy" Bonus:

We've uploaded your 10-year warranty certificate and "Before/After" photos to your vault.

PHASE 6: ASCEND

YOUR MULTI-TRADE HOME STRATEGY
LIFETIME SAVINGS ACTIVE
$1,240.00
❄️

HVAC

SECURED

System Optimized. Next Service: Oct 2026

💧

PLUMBING

ACTION NEEDED

Water Heater age (11yrs) detected during HVAC visit.

⚡

ELECTRICAL

ASCENSION PATH

EV Charger ready. Panel capacity audit recommended.

Ascend to "The Hexagon Shield"

Unlock 15% off Plumbing repairs and Electrical upgrades by bundling.

★★★★★

You're a Hexagon Hero, Sarah!

Your home is in the top 5% of healthy households in the Heights area.

Google

Share Your Success

Help your neighbors find reliable service. One-click to post your Success Report to Google.

🎁

Refer a Neighbor

Give $50, Get $50. Send a "Home Health Audit" pass to a friend in Houston.

🏆 ADVOCACY IMPACT: Your reviews have helped 3 neighbors secure their homes this year.
💎

HEXAGON LEGACY MEMBER

Sarah Jones: Founding Influencer since 2024

Early Access

Hexagon PRO Beta

View the new "Smart-Home Load Management" feature before the general public. Your feedback shapes our future.

Impact

Community Voice

You've shared 12 Success Reports. Because of you, 4 neighbors in The Heights have upgraded to Smart Panels.

"At HEXAGON, our customers don't just use our services—they help us build the standard for the city."