Free Book · Chad Markham

The Contractor's Guide
to Digital Marketing

Twenty-two chapters on being found, being chosen and being easy to work with. Including five chapters on AI for contractors, a glossary for the jargon, a tools guide, and a scorecard for vetting the agency currently pitching you — us included.

Written for HVAC, plumbing, roofing, electrical and remodeling contractors, and for the franchise systems, manufacturers and mid-market operators who run trade businesses at scale. One truck or two hundred.

Free
Download it here, or buy a copy on Amazon if you would rather have it on a Kindle
22 chapters
Each ending in a takeaway summary, because reading is the easy part
AI included
Five chapters on what it does, what it cannot do, and how not to sound like it
What Makes This One Different Published anyway
1
A chapter on what not to buy Including things we sell
2
A scorecard for vetting agencies Use it on us first
3
Five chapters on AI Practical, not speculative
4
A glossary you will use So nobody can hide behind terms
What Is Actually In It

Twenty-two chapters, and three of them are appendices most guides skip.

The book moves through three ideas in order — being found, being chosen, and being easy to work with — then spends five chapters on AI and closes with the reference material. Every chapter ends with a takeaway summary, because the reading was never the hard part.

A single book shown open and dimensional with annotation callouts naming the parts of the book, including the appendices most guides leave out
Found
Why good work alone is not enough, and where customers actually look now
Opening chapters
Chosen
Trust, reviews, brand voice and what makes somebody pick you over the next quote
Middle chapters
Easy
Response speed as a strategy, and customer experience treated as marketing
Later chapters
AI
Five chapters — what it means, its limits, automations that win jobs, staying human
Chapters fourteen to eighteen

The structure is deliberate and it is the argument. A customer has to find you before they can choose you, and choose you before your service quality matters at all. Most operators are strong in the middle of that sequence and lose people at the outside — brilliant at the work, invisible at the search, and slow to call back. The book is ordered the way a customer moves rather than the way an agency sells.

The chapter on what not to waste money on comes before most of the tactics. That placement is intentional. There is no point learning how to run a channel that was never going to work for your business, and the fastest return in most trade companies is stopping something rather than starting something.

The five AI chapters are practical rather than speculative. What AI actually means for a contractor, what it genuinely cannot do, the automations that win jobs, how to use it without producing the flat prose everybody now recognizes, and how to stay human while doing it. No predictions about the singularity, no chapter arguing you will be replaced.

Then the reference material, which is the part readers tell us they keep. A glossary so nobody can hide behind terminology in a sales meeting, a tools guide, and a red-flags scorecard for evaluating an agency. That last one is a genuine liability for us and we published it anyway, because a reader who can spot a bad agency can also recognize a good one.

The AI Chapters

Same information. Completely different reception.

The most useful thing in the AI section is not a tool recommendation. It is the observation that customers can tell, and that content which reads as machine-produced actively costs you trust in a trade where trust is the product.

Two blocks of abstract text side by side, one uniform and machine-regular, one varied and human, showing the difference AI-written copy makes
Generated and shipped

You can feel it

  • Every sentence the same length, which nobody writes and everybody notices.
  • Confident about things it cannot know, including details about your own business.
  • No specifics — no street names, no equipment, no job that actually happened.
  • Identical to your competitor's page, because you both used the same prompt.
  • Costs trust in a trade where trust is what you are selling.
Used properly

It sounds like you

  • Draft it, then rewrite it — the tool gets you past the blank page, not to the finish.
  • Add what only you know: the job last winter, the thing that always breaks at year nine.
  • Check every claim, because these tools state wrong things with complete confidence.
  • Keep your own phrasing, including the parts a writing tool would smooth out.
  • Use it where it saves time — first drafts, summaries, follow-up templates.
§
The book's position on AI is neither breathless nor dismissive. It saves real time on drafting, summarizing and follow-up, and it cannot know your market, your crews or the job you did last Tuesday. Used as a co-author it earns its place; used as a replacement it produces pages that read like everybody else's. That is also how we use it internally, which is what being an AI-first agency means in practice rather than on a slide.
Chapter By Chapter

The four parts and what each one gives you.

You do not have to read it in order. Most readers open at the part that matches whatever is currently going wrong, which is why every chapter stands on its own.

1
Being found
Where the customer starts
CoversLocal visibility
Free winsMost of them

Why doing good work is not enough on its own, how people actually search for trade services now, and what makes one company appear where another does not. The map results, the profile, the basics that most trade sites never get right.

This is where the cheapest wins live. Fixing a profile, correcting your hours and asking for reviews cost nothing and outperform most paid tactics.

After reading you can
  • Audit your own visibility in about twenty minutes.
  • Tell whether the problem is visibility or something else entirely — see local SEO.
2
Being chosen
Where the job is won or lost
CoversTrust and proof
HardestBrand voice

Reviews and why strangers trust other strangers more than they trust your website. Brand voice for a trade business, which is a real thing and not a marketing indulgence. And what a homeowner is genuinely deciding between when they have three quotes.

Also the chapter on what not to waste money on, placed here deliberately because most wasted spend is aimed at this stage.

After reading you can
  • Ask for reviews without it being awkward, and know what to do with a bad one.
  • Recognize the spend that is not doing anything — see reputation work.
3
Being easy to work with
The part nobody calls marketing
CoversResponse speed
ReturnHighest in the book

Response speed treated as a strategy rather than an operational detail, and customer experience treated as marketing rather than as service. The argument is that these produce more revenue than any channel in the rest of the book.

A customer with a burst pipe calls three companies and hires whoever picks up. No ranking or advertisement changes that, and no agency can sell it to you.

After reading you can
  • Measure your own response time honestly, which most operators have never done.
  • Fix the handoff between the call and the job — see CRM and lead handling.
4
AI, and the reference material
Five chapters plus three appendices
PracticalNot speculative
KeepThe scorecard

What AI means for a contractor, what it cannot do, automations that win jobs, using it without sounding like a robot, and staying human. Then the glossary, the tools guide and the agency scorecard.

Readers tell us the appendices are what they keep. The glossary in particular, because it means nobody can hide behind terminology in a sales meeting.

After reading you can
  • Use AI tools without producing content your customers can spot.
  • Evaluate any agency pitching you, including this one.
The Scorecard

Ask these before the second meeting.

The appendix that gave us the most pause before publishing. It is a set of questions to put to any agency pitching you, with a note on what a good answer sounds like and what should end the conversation.

Why we published it anyway

Because an operator who cannot evaluate an agency will eventually hire a bad one, have a poor experience, and conclude that marketing does not work. That outcome damages the whole category, and it makes the next honest agency's job harder. It is also just uncomfortable to watch.

The questions are deliberately awkward. Who owns the ad account and the profile if we part company. Can you show results at the level of booked jobs rather than clicks. What do you refuse to sell, and why. Who is actually doing the work — the person in this meeting, or somebody I will never speak to.

The point is not that a wrong answer means a bad agency. It is that a confident, specific answer and a vague, deflecting one feel completely different once you know to listen for it, and most operators have never been told what to listen for. Confidence is easy to perform; specificity is not.

Use it on us. Genuinely — if you are considering Allegiant, run the scorecard in the first meeting. Our answers to those questions are on our service pages already, which is either reassuring or a red flag in itself depending on how you read it. Either way you will learn something, and the A.R.C. Report gives you findings to judge us on rather than promises.

  • Who owns the account — and the pixel, the profile and the data
  • What can you show — booked work, or platform-reported activity
  • What do you decline to sell — and can they name it specifically
  • Who does the work — the person pitching, or somebody else entirely
  • What happens if it does not work — and how quickly would they say so
  • How are you paid — and does that incentive point at your interests
An engineering-style elevation of a scorecard used to evaluate a marketing agency, with pass and fail markers set against each question
How To Read It

One chapter, then go fix something.

Every chapter ends with a takeaway summary for exactly this reason. The book is not long and it is not meant to be finished before anything changes.

1

First evening

Being found
  • Read the opening chapters and audit your own visibility as you go
  • Search your service on a phone and see who comes back instead of you
  • Check your business profile — hours, services, address, photos
  • Note what is wrong rather than fixing it mid-read
Most operators find three things wrong in twenty minutes.
2

First week

Free things first
  • Fix the profile errors you found
  • Ask your last ten completed jobs for a review
  • Time how long it takes a caller to reach a human
  • Read the chapter on what not to waste money on
None of this costs anything and it is where most of the gain is.
3

Before you hire anyone

The scorecard
  • Read the AI chapters so the vocabulary is not new in the meeting
  • Take the scorecard to your next agency conversation
  • Ask what they refuse to sell and listen to how specific the answer is
  • 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 customers look, why the map results behave the way they do, and what a trade business has to get right to appear at all in its own service area.

Service page: local SEO

Reviews and trust

How to ask without awkwardness, what to do with a bad review, and why review volume changes decisions more than anything on your own website does.

Service page: reputation management

Paid advertising

What you are buying, how the auction works, and the traps that make a monthly report look better than the business actually did that month.

Service pages: paid search and local services ads

Your website

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

Service page: website design

Brand voice and content

Sounding like a person rather than a category, and using AI tools for drafting without producing the flat prose customers now recognize instantly.

Service pages: content writing and content strategy

AI and being nameable

What changes when a homeowner asks an assistant instead of running a search, and why the businesses those systems name are not always the ones ranking well.

Service pages: AI SEO and answer engines

Who It Is For

Any trade, at any size.

The examples are drawn from trade businesses throughout. The principles carry further than that, and the AI chapters carry furthest of all.

HVAC, plumbing, roofing, electrical and remodeling — the primary audience, with worked examples from that world throughout.
Also read: Booked Solid
Franchisors setting standards and franchisees running a single market — the local visibility chapters apply directly at both levels.
Trade suppliers and equipment makers, where the brand voice and content chapters transfer better than the local ones do.
Runs with: technical SEO
Funds holding trade businesses, where the scorecard is useful for evaluating the marketing vendors an acquired company came with.
Runs with: market research
Larger trade companies with a marketing person but no marketing department, which is most of them.
Not A Trade At All
If you run a practice or a firm, the principles carry but the examples will not. Start with the AI Survival Guide instead.
Start with: the AI book
Why This Comes From Us

We wrote down the awkward parts on purpose.

A chapter on what not to spend money on. A scorecard for vetting agencies. Repeated advice to answer the phone faster before buying a single advertisement. Every one of those costs us work, and every one of them is what we would tell you in a first meeting anyway. Writing it down once is more useful than saying it one operator at a time.

Allegiant is built as an AI-first agency rather than a traditional shop that added AI to a service list, which is why five chapters go to it and why the position is neither breathless nor dismissive. We use these tools daily and we know exactly where they stop being useful — which is the part most books on this subject leave out.

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 Argument In One Diagram

Found, chosen, easy to work with. In that order.

A customer cannot choose you until they find you, and your service quality does not enter the decision until after both. Most operators are strongest at the part that matters last.

Concentric rings viewed at a low angle showing the three stages a customer moves through, with the outermost widest and the innermost narrowest
Stage Where most operators are The book What it addresses
Found Weakest here, and unaware of it Where customers look now and what makes you appear at all
Chosen Relying on the quote to do the work Reviews, trust and voice — what decides it before you speak
Easy to work with Treated as service, not marketing Response speed as strategy, and why it outperforms channels
Using AI Either avoiding it or overusing it Five chapters on where it helps and where it costs you
Hiring help No way to evaluate a pitch A scorecard — the appendix we nearly did not publish

The quality of your work does not appear anywhere in this table, and that is the point. It is the thing you already have handled and the thing a first-time customer cannot see.

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 it is not a rhetorical device. Marketing that generates calls nobody returns converts budget directly into frustration, and no chapter helps with that.

It will not make you a specialist. It will make you competent enough to evaluate one, which is more useful for somebody who already has a business to run. The goal is telling a good answer from a confident one.

The AI chapters will date faster than the rest. The tools change monthly and the platforms do not publish how they choose which businesses to name. What is written is our working understanding at the time of writing, and the book says so rather than pretending to certainty it does not have.

It will not do the work. Reading about reviews does not generate reviews. That is why every chapter ends in a takeaway summary rather than a conclusion — the reading was never the difficult part.

The pattern beneath all four: the useful parts are the ones you can act on this week, and most of those cost nothing.

Evidence note. This book is written from our own partner work and describes our observations and working views rather than independent research. Where it discusses how AI systems and search engines 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 citation or a ranking position. Platform features and policies change without notice, so anything platform-specific should be confirmed in your own account rather than taken from a book. Chapter contents and availability were confirmed at the review date in the byline. No performance figures, revenue claims, cost figures or outcome guarantees appear on this page, and none should be inferred from the book. Tool recommendations reflect what we use and are not endorsements or affiliate arrangements. Nothing here or in the book is legal, financial or tax advice.
Questions Readers Ask

The Contractor's Guide, answered

Straight answers, including the ones that cost us work.

Chapter contents and availability confirmed at the review date above. Anything platform-specific should be checked in your own account.
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 one or Booked Solid?+

If you run HVAC, plumbing or electrical, start with Booked Solid — it is narrower and goes deeper on exactly that work, including Local Services Ads and seasonal demand. Any other trade, this one. They overlap deliberately because most readers pick one, so both stand alone. If you read both, this one adds branding, customer experience and the five AI chapters. Google's profile guidelines underpin the local material in each.

Do I need to be technical?+

No, and that was the design constraint. It was written to be read on a phone in a truck, which meant cutting the jargon or translating it. There is a glossary for terms that could not be avoided. Where something genuinely is technical the book explains what it does and why it matters rather than how to implement it — implementation is what our technical practice handles, and Google's starter guide is a reasonable next step if you want more.

Is this just a pitch for your agency?+

It ends by telling you we exist, which is fair given we wrote it. Everything before that is written to be useful whether or not you call. There is a chapter on what not to waste money on, and an appendix scorecard for vetting agencies that works on us as well as anyone. We knew what publishing that would cost. If you want the pitch it is on the services page where it belongs, and the FTC's advertising guidance is a fair yardstick to hold any of it against.

What is in the five AI chapters?+

What AI means for a contractor specifically, what it cannot do, automations that actually win jobs, how to use it without sounding like a robot, and how to stay human while doing it. Practical rather than speculative — no predictions about being replaced. The most useful part is the observation that customers can tell, and that content reading as machine-produced costs trust in a trade where trust is the product. The service version is on our AI SEO page, and Google's documentation on AI features is the closest stable reference.

What is the scorecard and can I use it on you?+

It is an appendix of questions to ask any agency pitching you, with notes on what a good answer sounds like. Who owns the account. Can you show booked work rather than clicks. What do you refuse to sell. Who actually does the work. Yes, use it on us — genuinely. Our answers are already on our service pages, which is either reassuring or suspicious depending on how you read it. The A.R.C. Report gives you findings to judge rather than promises, and the FTC's guidance covers what any agency may legitimately claim.

How long does it take to read?+

Twenty-two chapters, but they are short and every one ends with a takeaway summary. Most readers do not read it front to back — they open at whatever is currently going wrong, which is why each chapter stands alone. If you have one evening, read the opening chapters on being found and the chapter on what not to waste money on. That combination is where most of the recoverable value sits for a typical trade business, and it maps directly onto local visibility work. Google's helpful content guidance covers the writing side.

I am not a contractor. Will it still help?+

Partly. The principles carry — a law firm and a plumbing company face the same local visibility problem with different vocabulary — but every worked example is from a trade business, which gets tiring if none of it is your world. If you are not in the trades, the AI Survival Guide was written for any small to mid-sized business and will suit you better. Google's starter guide is industry-neutral too.

Can I get copies for my team or an event?+

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

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 from anything 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.

Twenty-two chapters, the glossary, the tools guide and the scorecard. 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
  • Being found — where customers look and what makes you appear
  • Being chosen — reviews, trust and brand voice for a trade business
  • Being easy to work with — response speed as a strategy
  • What not to waste money on, placed before most of the tactics
  • Five chapters on AI, practical rather than speculative
  • A glossary, a tools guide, and a scorecard for vetting an agency

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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