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CRO PLAYBOOK

Free tools

Decides whether a cost estimator, calculator or quiz on your site would earn its cost, then specifies it. Use it when buyers ask what a job costs before they call.

CROVersion 1.0.16 steps2 deep-dives

What it fixes

Buyers want a price range before they talk to anyone. A good tool answers that and hands you a ready lead. A tool nobody calls from costs money to build and brings no jobs. We add up what a lead is worth to you and give a verdict: build, build smaller, or write a guide page. Then we spec what the tool shows and who replies. We count CRM-confirmed leads and booked estimates, not tool uses.

What the research says

  1. 69% vs 15%

    69% of heating and cooling shoppers search for prices online, but only 15% find them clear enough to estimate their cost.

    Mantel, Homeowner Shopping Attitudes Report (2025)
  2. 80%

    80% of homeowners begin their search online, so a tool that answers cost questions meets them where they start.

    ServiceTitan, Consumer Trends in the Trades 2025 (press release) (2025)
  3. 21.9%

    About one in five shoppers were impressed by interactive proposals that put details at their fingertips.

    Mantel, Homeowner Shopping Attitudes Report (2025)

What's inside

  1. 01

    Name the question buyers ask most before they call

  2. 02

    Put a value on one tool lead

  3. 03

    Choose: full tool, smaller tool or guide page

  4. 04

    Set inputs, price ranges and what the result excludes

  5. 05

    Plan who replies and how fast

  6. 06

    Set the lead tag and the review date

Deep-dives inside the playbook

  • Lead capture for free tools
  • Tool types for local service businesses

See it in action

You ask
Would a flooring cost calculator on our Charlotte site bring in leads? Customers always ask about price per square foot.
The playbook delivers

Verdict: build a smaller version. A three-input range tool gives buyers the answer they ask for and sends you a ready estimate request. The spec lists inputs with defaults, the method in plain words, the output range you must approve, and what it excludes. The handoff names who replies and how fast, with a CRM tag for tool leads and a review date.

At $10M and up

How it runs in a larger operation

A calculator or checker can serve many locations, but its ranges and its follow-up must be local. Inputs and price ranges are approved by each market lead. Every tool lead lands in the CRM with a tag and a named owner, and leadership sees sold jobs from the tool.

  • Local price ranges approved per market
  • Tool leads tagged and owned in the CRM
  • Sold jobs measured by tool, not visits
Talk to us about running it at scale

For executives Team Skill Upgrade

Put our playbooks inside the AI your team already uses.

Three of the playbooks we run for service businesses, written so your team can paste them into ChatGPT, Claude, Gemini or Copilot and use them the same afternoon. Free for owners and operators.

  1. 15 minSetup, inside the AI tools your team already pays for. No new software.
  2. 3Playbooks: speed to lead, landing page conversion and review generation.
  3. 1 ruleEvery result counts in your CRM, and a person approves what goes out.

Get the Team Skill Upgrade

Three playbooks, one email, setup in 15 minutes.

Includes an optional 20-minute call to install one playbook with your team. One email with the pack, then occasional notes from Timur. Unsubscribe any time. Privacy.

Works with the AI tools your team already uses

  • ChatGPT
  • Claude
  • Gemini
  • Copilot
  • Perplexity
  • Grok
  • Meta AI
  • Le Chat

ChatGPT, Claude, Gemini, Copilot, Perplexity, Grok, Meta AI and Le Chat are trademarks of their owners. The playbooks work with them. No endorsement is implied.

Questions owners ask

Will a calculator give away our prices?

It shows a range you approve. Most buyers want one and few competitors publish it.

What does it cost?

We compare the build cost to the lead value first. Sometimes a guide page is the better buy.

Can it show financing?

Only with terms you or a named lender really offer, and with the required disclosures.

All playbooks