In the home services sector, the buying journey rarely follows a neat path.
It’s not just “see ad, click, convert.” Whether it’s an emergency callout, a one-off installation, or a regular cleaning job, the route from first click to confirmed revenue is full of gaps that standard tracking setups just won’t catch.
This results in campaigns that look like they’re underperforming, even when they’re not, and platforms that have no idea which customers are worth chasing.
The typical home services customer journey
Buying trigger examples
- A leaking pipe
- A house that needs rewiring
- A long term cleaner
These aren’t impulse buys. They’re needs-based triggers that can spark a mix of panic, research, and price comparison.
How customers research
Before they ever hit your landing page, customers might:
- Ask friends and family
- Post in Facebook groups or Nextdoor
- Search Checkatrade or Trustpilot
- Use search engines like Google (or increasingly, LLMs like ChatGPT)
- Browse a trade body’s directory or a big retailer’s partner list
If they’ve made it to your site, you’re probably not their first stop.
What happens next
- They reach out via phone, form, live chat, WhatsApp, or all of the above
- They collect multiple quotes
- They take time to decide
- When ready, they come back to confirm the booking
And to make things even more complicated: they probably won’t pay right away.
The challenge with tracking this journey
Standard tracking tools just aren’t designed for this level of complexity. Here’s what gets in the way:
Research period: Someone may visit your site multiple times over the course of a few weeks if they’re not in an emergency
Offline and untrackable contact: Phone calls, WhatsApp chats, even in-person visits make the journey harder to track
Delayed conversions: First-party data is only captured at the quote stage, while payments might come weeks later
Lifetime value: That single quote might turn into regular work, but how do you track that back to an ad?
Profit variability: Not all bookings are equal, materials, labour, and margins vary from job to job
This is where most tracking setups fall apart. But, there is a way to close the loop—if you know how.
How to approach tracking for home services
- Full CRM integration
Start here. Make sure your CRM is feeding data both ways:- Forwards: UTM parameters, click IDs (GCLID, GA Client ID), and session data from ads
- Backwards: Actual job bookings, revenue, and margin data linked to each contact
This creates a full view of which campaigns drive real business.
- First-party data sharing
Capture hashed customer data (like emails and phone numbers) when someone requests a quote. Then, send that to:- Google Enhanced Conversions
- Meta’s Conversions API
This boosts match rates and feeds the platforms more accurate conversion signals.
- Server-to-server tracking
Use unique IDs to send events directly from your backend into the ad platforms. Not just “a lead came in,” but:- A job was booked
- It brought in £X
- It led to 4 recurring cleanings over 6 months
- sGTM (Server-side Google Tag Manager)
Run tags through your own server to:- Bypass browser limitations (e.g. ITP)
- Keep control of what data is shared
- Increase tracking stability
- Lead scoring
Not all leads are equal. Track signals that indicate higher purchase intent or future value (e.g. size of job, urgency, postcode) and use them to:- Optimise your bidding strategy
- Prioritise follow-ups
- Lifetime Value Modelling
Build models that predict the long-term value of each quote, not just the initial job. This helps:- Estimate ROI in real-time
- Inform campaign and creative strategy
- Train platforms to go after the right users
- Revenue & profit reconciliation
Once the job’s done and paid for, link that revenue back to the original marketing source. Then:- Upload the data to Google or Meta
- Let the algorithms optimise for profit, not just leads
Final thoughts
With this level of data maturity:
- Your staff can make better calls on budgets, channels, and messaging
- The algorithms get clearer signals to optimise against (especially important in automated platforms like Performance Max or Meta Advantage+)
- Your business can track cost per job, revenue, margin and LTV, not just form fills
If you’re running paid media for a home services business and you’re only tracking leads, you’re missing half the picture.
Fix your tracking. Feed the platforms what they need. And start scaling what actually works.