Free Book · Chad Markham

Booked Solid
Filling the schedule, not the funnel.

Ten chapters written for HVAC, plumbing and electrical contractors specifically. How customers actually search, what to spend on, a full Local Services Ads checklist, and an entire chapter on the marketing scams that target contractors — including the ones that sound reasonable on a call.

The narrow, tactical one. Written for the mechanical trades, and useful to the franchise systems, private equity portfolios and mid-market operators who run those businesses at scale.

Free
Download it here, or buy a copy on Amazon if you would rather have it on a Kindle
10 chapters
Narrow and deep on mechanical trades rather than broad and general
AI-first agency
Written by an agency that builds with AI daily and says where it stops helping
What Is In It Ten chapters
1
How customers search And why three names get the call
2
Local Services Ads A full setup checklist
3
Scams and ad traps An entire chapter
4
What top competitors do That you probably are not
Why This Book Is Narrow

The whole job is decided in about four minutes.

A homeowner with no heat does not research. They search on a phone, three names come back, they call the first one, and if nobody answers they call the second. Every marketing decision you make is aimed at those four minutes, and most contractors have never mapped them.

Chapters 1–3
How customers search, SEO through a warehouse analogy, and paid search
Getting found
Chapters 4–6
What makes a contractor website work, reviews, and Local Services Ads
Getting chosen
Chapters 7–8
Marketing scams and ad traps, and where the money actually goes
Not getting taken
Chapters 9–10
What the top competitors in your market do differently, and where to start
Catching up

This book is deliberately narrower than the other two. Everything in it assumes you run HVAC, plumbing or electrical work, which means the examples are your examples — emergency calls at eleven at night, the seasonal swing, the replacement decision a homeowner has been deferring for two years, and the fact that half your revenue arrives from people who did not know your name that morning.

The consequence of that narrowness is that it can be specific. A general marketing book has to hedge every recommendation across a dozen industries. This one can say plainly which channels matter for a mechanical trade, in what order, and which ones you can ignore without guilt — because the answer is genuinely different for a plumber than it is for a retailer or a law firm.

The chapter on how customers search is the one to read first. Not because it is clever, but because most contractors have a mental model from ten years ago and every decision downstream inherits that error. Search changed, the map results changed, and now assistants answer before a results page even loads — which is a shift covered further in the AI Survival Guide and underpins our AI SEO work.

And the SEO chapter uses a warehouse analogy that readers keep mentioning. Search engines as a warehouse, your pages as stock, and the question being whether anyone can find your shelf. It is not a perfect model and it does not need to be — it gets an operator to the point of making better decisions, which is all a chapter has to do.

Chapter Seven

An entire chapter on the pitches that target you.

Contractors get called by marketing companies constantly, and the offers are engineered to sound reasonable to somebody who has no way to evaluate them. This chapter names the specific patterns, because recognizing one is considerably cheaper than learning it.

A sorting apparatus separating legitimate marketing offers from the pitches that target contractors, with most of the volume falling into the rejected bin
What you will hear

The pitch that sounds fine

  • "We can guarantee first place." Nobody can guarantee a position they do not control.
  • "We are calling from Google." Or a partner of, or on behalf of — check who is actually calling.
  • "Pay per lead, no risk." Worth asking what counts as a lead and who decides.
  • "You need to act today." Urgency on a marketing contract is a sales technique rather than a fact.
  • "Here is your traffic report." Traffic is not work, and a report can rise while the phone stays quiet.
What to ask instead

The questions that sort it out

  • "Who owns the account?" If it is not you, you are renting your own history.
  • "Show me booked jobs, not clicks." The gap between those two numbers is the whole story.
  • "What do you refuse to sell?" A specific answer is a good sign; a vague one is the answer.
  • "Who does the work?" The person pitching, or somebody you will never speak to.
  • "What happens if it does not work?" And how quickly would they tell you.
§
None of this means every agency calling you is dishonest. Plenty are competent and plenty are not, and the difference is nearly impossible to spot without knowing what to listen for. The chapter exists so that a contractor can tell a specific answer from a confident one — which is a skill, and one nobody in this industry has much incentive to teach. Use it on us too; our answers are on our services pages already.
Chapter By Chapter

Four parts, ten chapters.

Every chapter stands alone and ends with a takeaway summary. Most readers open at whatever is currently going wrong rather than starting at page one.

1
Getting found
Chapters one to three
CoversSearch and paid
Read firstChapter one

How customers actually search for mechanical trades, SEO explained through the warehouse analogy, and paid search without the guesswork — what you are buying, how the auction decides, and why cost per click is not the number that matters.

Most contractors are working from a mental model that is a decade old, and every decision downstream inherits that error.

After reading you can
  • Audit your own visibility on a phone in about twenty minutes.
  • Tell whether a paid account is buying work or buying activity — see paid search.
2
Getting chosen
Chapters four to six
CoversSite, reviews, LSAs
IncludesA full checklist

What makes a contractor website actually work, which is a lower bar than most trade sites clear. Reviews and why strangers trust other strangers. Then a full chapter on Local Services Ads with a setup and optimization checklist.

The Local Services chapter is the most immediately actionable in the book, because eligibility is a checklist and most contractors are failing an item they do not know about.

After reading you can
  • Work out why you are not appearing in the screened placements.
  • Ask for reviews without awkwardness — see reputation work.
3
Not getting taken
Chapters seven and eight
CoversScams and waste
Costs usWork

The marketing scams and ad traps aimed specifically at contractors, and where money disappears in an account that looks like it is performing. Named patterns rather than general warnings.

We published this knowing exactly what it costs. A contractor who can spot a bad agency can also recognize a good one, which is the trade we accepted.

After reading you can
  • Recognize the four or five pitches that will reach you this quarter.
  • Find the spend you cannot connect to a booked job — see tracking and attribution.
4
Catching up
Chapters nine and ten
CoversCompetitors
Ends withWhere to start

What the top-performing contractors in your market are doing that you are not — usually less exotic than expected and more consistent. Then a closing chapter on sequencing, because doing everything at once is how these efforts stall.

The finding that surprises most readers is how ordinary the leaders' tactics are. They are not doing something clever; they are doing the basics without gaps.

After reading you can
  • Compare yourself against the leaders in your own market honestly.
  • Pick an order rather than starting five things — see competitor analysis.
Chapter Six

Local Services Ads is a checklist, not a strategy.

This is the most immediately actionable chapter in the book, because appearing in the screened placements is mostly a matter of eligibility rather than skill — and most contractors are failing an item nobody told them about.

Why the checklist matters more than the bidding

Google's own documentation sets out how the Local Services Ads program works, including that businesses are screened before they can appear at all. That screening is the gate. A contractor who has not completed verification, or whose service area does not match what they actually dispatch to, is not competing badly — they are not competing.

The chapter walks the whole setup as a checklist: verification, license and insurance, service area matched to where trucks genuinely go, job types set to what you actually do, and review requirements. Each item is either done or it is not, which makes it unusually satisfying compared to the rest of marketing.

Then the part that costs contractors real money — disputing leads. You are charged for calls, and some of those calls are for work you do not do, in areas you do not serve, or are plainly not customers at all. Those can be disputed, there is a window, and almost nobody does it consistently. Over a year that is a meaningful number in a channel where every call has a price.

The chapter also says when Local Services is the wrong channel, which matters because it is currently oversold. If your work is planned rather than urgent, or your margin per job is thin, the economics can be poor and local visibility or paid search will do more for the same money. Our service view is on the Local Services Ads page.

  • Verification complete — the gate before anything else matters
  • License and insurance current — and actually uploaded
  • Service area matched to dispatch — not to ambition
  • Job types set correctly — so you are not paying for work you refuse
  • Reviews meeting the threshold — which many contractors sit just under
  • Leads disputed — consistently, within the window, which almost nobody does
An engineering-style elevation of the Local Services Ads setup checklist, with completed and outstanding items marked against each step
How To Read It

One chapter, then go change something.

Ten short chapters, each ending in a takeaway summary. The book is meant to be acted on between chapters rather than finished first.

1

First evening

Chapters one and six
  • Read how customers search, then search your own service on a phone
  • Note who appears instead of you, and whether you appear at all
  • Read the Local Services chapter and run the eligibility checklist
  • Check your service area against where your trucks genuinely go
Most contractors find a checklist item they were failing.
2

First week

Free things first
  • Fix whatever the checklist turned up
  • Ask your last ten completed jobs for a review
  • Time how long a caller waits before reaching a human
  • Start disputing leads for work you do not do
The last one is money you are currently leaving on the table.
3

Before you sign anything

Chapter seven
  • Read the scams chapter before your next agency call, not after
  • Ask who owns the account and listen to how the answer is phrased
  • Ask to see booked jobs rather than clicks or impressions
  • Start with an A.R.C. Report rather than a proposal
Findings are yours whether or not you hire anyone.
What The Book Covers

And where to go if you want it run for you

Each area below has a chapter in the book and a service page here. The book teaches it; the page is what it looks like when somebody else does it.

Local visibility

Where homeowners look when something breaks, why the map results behave the way they do, and what makes one contractor appear where another does not.

Service page: local SEO

Local Services Ads

The screening, the checklist, the disputes almost nobody files, and an honest read on when the channel is the wrong buy for your kind of work.

Service page: local services ads

Paid search

What you are actually buying, how the auction decides, and why cost per click is a poor number to judge a mechanical trade account on.

Service page: paid search

Reviews

Why strangers trust other strangers more than they trust your website, how to ask without it being awkward, and what to do with the bad one.

Service page: reputation management

Your website

What a contractor site has to accomplish in about four seconds, and why most fail at something considerably simpler than design.

Service page: website design

Tracking what worked

Connecting a call to a booked job, which is the only way to tell whether any of the rest of it did anything at all.

Service pages: CRM and conversion work

Who It Is For

Mechanical trades, at any size.

Written for HVAC, plumbing and electrical specifically. Useful to anybody running those businesses, from one truck to a portfolio of them.

The primary audience. Emergency work, seasonal swings and replacement decisions — every example is drawn from these trades.
Roofing and Remodeling
Most of it transfers, though the emergency-demand material fits mechanical trades better. The Contractor's Guide suits you more directly.
Runs with: local SEO
Mechanical trade franchises where every unit faces this individually, and where a shared checklist across the network is worth more than a campaign.
Funds rolling up mechanical trade businesses, where the scams chapter is useful for assessing the marketing vendors an acquisition arrives with.
Runs with: market research
Larger mechanical contractors with a marketing person but no marketing department, which describes most companies at that size.
Not A Trade At All
If you run a practice, a firm or a manufacturing business, this is the wrong book. Start with the AI Survival Guide.
Start with: the AI book
Why This Comes From Us

We named the scams knowing what it costs.

An entire chapter on the pitches that target contractors, including patterns that a less scrupulous agency could sell. Repeated advice to answer the phone faster before spending a dollar. A closing chapter that tells you to pick one thing rather than five. All of it is what we say in first meetings, and writing it down once is more useful than saying it one contractor at a time.

Allegiant is built as an AI-first agency rather than a traditional shop that added AI to a service list. This is the most tactical of the three books and the least about AI, which is deliberate — a contractor whose Local Services eligibility is broken does not need a conversation about assistants yet. That conversation is in the AI Survival Guide and it matters, in the right order.

If you want the service version rather than the book version, that is all of our services, our SEO practice and our case studies. If you just want the book, take it — the other two are on the books page.

25
Years buying and building media for operators
US & CA
Partners served across both countries
Credentials
Google Partner
Verified
Semrush Certified Agency
Verified
Certified CallRail Agency
Verified
Inc. Power Partner
2024 and 2025
50PROS Top 10 Global
Awarded
BBB A+ Accredited
Accredited
The Number That Matters

Every row narrows. The cheapest gap is near the bottom.

Marketing reports describe the top of this list. Your schedule describes the bottom. The distance between them is where most contractor budgets quietly go.

A physical tally board with racked counters showing searches, appearances, calls, answered calls and booked jobs, the final row far shorter than the first
The count What a report usually shows The book What it tells you to check
People searching near you Reported as opportunity Context, never an achievement
Times you appeared Impressions, reported proudly Whether you appeared at all, and where you did not
Calls that came in Reported as leads How many were for work you actually do
Calls somebody answered Not measured The cheapest gap in the whole list to close
Jobs booked Rarely connected to the spend The only row that pays the crew

Take the fourth row to whoever handles your phones this week. The gap between calls received and calls answered is free to close and it beats every channel in this book.

What It Will Not Do

Four honest limits

Worth saying before you spend an evening on it, because a book that claims to solve everything solves nothing.

It will not fix a business that does not answer its phone. The book says this repeatedly and means it literally. A homeowner with no heat calls three companies and hires whoever picks up. Marketing that generates calls nobody returns converts budget straight into frustration.

It is the wrong book if you are not a mechanical trade. The narrowness is the point, and it stops being an advantage the moment none of the examples are your world. Roofing and remodeling get most of the value; a medical practice or a law firm gets very little.

It will not make you a specialist. It will make you competent enough to evaluate one, and to tell a specific answer from a confident one. That is a different and more useful thing for somebody who already has a schedule to run.

Platform details will change. Screened placements, eligibility rules and ad formats all move, sometimes quickly. The book explains what a channel is for and how to judge it, which lasts longer than any particular setting screen.

The pattern beneath all four: the highest-return items are free, unglamorous, and nobody can sell them to you.

Evidence note. This book is written from our own partner work and describes our observations and working views rather than independent research. Platform requirements — including screening, eligibility and lead disputes for Local Services Ads — change without notice; confirm current rules in your own account and in Google's documentation rather than relying on a book or this page. Where we describe how search engines and AI systems choose which businesses to name, that is our interpretation of published platform guidance; the platforms do not publish their selection logic and no agency can promise a ranking position or a citation. Chapter contents and availability were confirmed at the review date in the byline. No performance figures, revenue claims, lead-cost figures or outcome guarantees appear on this page, and none should be inferred from the book. Descriptions of misleading sales practices are general patterns rather than accusations against any named company. Nothing here or in the book is legal, financial or tax advice.
Questions Readers Ask

Booked Solid, answered

Straight answers, including the ones that cost us work.

Platform rules change without notice. Confirm anything platform-specific in your own account before acting on it.
Is the book really free?+

Yes. Fill in the form and we email it. It is also on Amazon if you would rather buy a copy for a Kindle, and buying it changes nothing about what you get. We ask for an email so we can send the file and know which book you wanted. Marketing follow-up is a checkbox you can leave unticked and the download works either way — our position on consent is on the email marketing page.

Should I read this or the Contractor's Guide?+

If you run HVAC, plumbing or electrical, this one — it is narrower and every example is your world, including emergency demand and the Local Services checklist. Any other trade, the Contractor's Guide, which is broader and adds branding, customer experience and five AI chapters. They overlap deliberately because most readers pick one. If you read both, read this first and the Guide second. Google's profile guidelines underpin the local material in each.

What is the warehouse analogy?+

It is how the SEO chapter explains search without jargon — the search engine as a warehouse, your pages as stock on shelves, and the real question being whether anybody can find your shelf when they need what is on it. It is not a perfect model of how ranking works and it does not try to be. It gets an operator to the point of making better decisions, which is all a chapter has to do. Google's starter guide is the technical version, and our SEO practice is the service one.

What is in the scams chapter?+

The specific pitches that reach contractors — guaranteed first place, callers implying they represent a platform, pay-per-lead arrangements where somebody else decides what counts as a lead, and reports built on numbers that can rise while the phone stays quiet. It names patterns rather than companies. The point is teaching you to tell a specific answer from a confident one, which nobody in this industry has much incentive to do. The FTC's advertising guidance is a fair yardstick, and our answers are on our service pages.

Why am I not showing up in Local Services Ads?+

Usually an eligibility item rather than a bidding problem. Google's documentation covers the screening businesses go through before they can appear at all. Common causes are incomplete verification, license or insurance not uploaded, service area set wider than you actually dispatch to, job types that do not match your work, or review counts under the threshold. The chapter walks all of it as a checklist. The service version is our Local Services Ads page.

Can I really dispute leads?+

Yes, and almost nobody does it consistently, which is why the chapter covers it. Calls for work you do not do, areas you do not serve, or that are plainly not customers can be disputed within a window. Over a year in a channel where every call carries a price, that is a real number. It is unglamorous administrative work that no agency is excited to sell, which is exactly why it goes undone. Check the current process in Google's documentation since it changes, and see how we handle it in lead tracking.

Is Local Services Ads always worth running?+

No, and the book says so — which is unusual because the channel is currently oversold. It suits urgent, unplanned work where somebody needs a contractor today. If your jobs are planned, or your margin per job is thin, the per-call economics can be poor and the same money does more in local visibility or paid search. Deciding that honestly requires knowing your own margin, which the chapter also pushes you toward. Google's auction documentation explains the paid alternative.

Does the book cover AI?+

Lightly, and deliberately so. This is the tactical book, and a contractor whose Local Services eligibility is broken does not need a conversation about assistants yet — that is the wrong order. The AI material is in the AI Survival Guide, which is written for any business, and in the five AI chapters of the Contractor's Guide. It does matter, and Google's documentation on AI features is the stable reference — just not before the fundamentals are working.

Can I get copies for my team or a trade show?+

Print copies are available through Amazon, which is simplest for a handful. For a trade show, a franchise meeting or a whole team, get in touch — we hand these out at events and can usually sort something out. Mechanical trade franchise systems in particular tend to want them across a network, which we have done before.

What happens to my email address?+

We send the book to it. Tick the consent box and we will also send occasional marketing material; leave it unticked and we will not. The download works either way and the box starts unticked. We do not sell or share your details, and you can unsubscribe at any time. Full detail is in our privacy policy, and the FTC's privacy guidance sets the baseline we work to.

Tell us where to send it and it is yours.

Ten chapters, the Local Services checklist and the scams chapter. We will email the download link, and the only thing we ask is which trade you are in so we know whether we are writing for you next time. Marketing follow-up is a checkbox you can leave unticked.

What is in it
  • How customers actually search when something breaks
  • SEO explained through a warehouse analogy that finally makes sense
  • Paid search without the guesswork, and what you are really buying
  • A full Local Services Ads setup and optimization checklist
  • An entire chapter on marketing scams and ad traps
  • What the top contractors in your market do differently

Would rather buy a copy? It is on Amazon. Or take all three from the books page, or start with an A.R.C. Report — the findings are yours either way.

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