<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1680227565549092&amp;ev=PageView&amp;noscript=1">
Skip to content

The Builder Funnel Process

Builder Funnel team collaborating with sticky notes during a marketing strategy session.
THE BUILDER FUNNEL PROCESS

A process built for builders, by people who've spent 16+ years in your industry.

Most marketing companies sell you pieces... a website here, some ads there... and hope they add up. We build strategy, website, content, advertising, and tracking together, in the right order, before any of it goes live.

Most agencies skip that step. We don't. We've spent over 16 years working exclusively with remodelers and builders, and we know what actually holds up in this industry and what doesn't. We'll never hand you a strategy or a website and leave you to "figure it out". Throughout each step, you're working alongside our team, making sure you always know what's next.

We're here to show you what it's like to work with us: from your first Discovery Call all the way through ongoing Delivery.

STEP 01:
DISCOVERY

Understanding Your Business

We start by understanding your business, not pitching you services, and it starts with a Discovery Call. Not small talk, but a real look at your revenue goals, average project size, ideal projects, service area, current lead sources, and how leads move through your sales process today.

We ask the questions we've been asking builders and remodelers for 16+ years, not a generic script. If we're not a good fit, we'll tell you there. If we are, we move to a Framework Call: a working session where we discuss the best path to growth... not a sales pitch.

STEP 02:
UDMS

Building Your Marketing Foundation

We build the foundation most agencies skip (figuratively and literally). UDMS starts with onboarding: getting to know your team, your goals, and your systems in detail.

From there we move into the build: strategy, website, CRM, tracking, and content, all developed together over roughly three months because each piece depends on the others. Your website informs your content; your content informs advertising; your CRM has to be ready before either can be measured.

During Step 02:
Strategy & Setup Process

Every engagement starts with a technical SEO and AI-visibility audit, plus a full competitor and customer analysis, so we know exactly where you're invisible before we build anything.

From there we build your 3-month marketing roadmap, sized to your growth goal and typically budgeted at 3–5% of the revenue you're trying to hit... not the revenue you're at today... and set up your CRM and tracking so every lead can be traced back to its source from day one.

During Step 02:
Website Process

Your site goes up on our Foundation framework, with SEO, UX, and AI-readiness (including schema markup) built right into the architecture from the first page, not patched in after launch.

You'll review a homepage mock-up before we lock in a build date, get a full week dedicated solely to your project once building starts, and walk through the finished site live with your designer before it ever goes public.

During Step 02:
Content Stack Process

Before handoff, we also build your first content stack: six strategic pieces written to demonstrate real expertise to Google and AI search platforms alike.

This ensures that you launch with substance behind the site, not a blank blog waiting to be filled.

STEP 03:
ACTIVATE

Launching and Connecting

Then we turn it all on. Carefully. Your website and campaigns go live once tracking and follow-up systems are actually ready to convert what they bring in, and you're introduced to your dedicated account manager here.

Expect leading indicators first - traffic, clicks, qualified leads - before opportunities and revenue follow.

STEP 04:
ONGOING DELIVERY

Measuring, Improving, Scaling

The only thing left to do... is to keep making it better. You'll work with your dedicated strategy team to produce new content based on quarterly strategy reviews and dedicated account manager calls, all built around qualified leads and revenue... not clicks or open rates.

Real ROI from inbound marketing typically builds over 12–18 months. We'd rather tell you that upfront than sell you a number we can't back up.

We don't need to tell you that a house is only as strong as its foundation. The same is true for your marketing.

THE BUILDER FUNNEL PROCESS

Frequently Asked Questions

These come up at every stage of the process, some more than once. If the answer to your question isn't here, reach out to us. We'd be more than happy to chat.

What's the difference between UDMS and ongoing delivery?

UDMS stands for Ultimate Digital Marketing System.

It's the foundation to your entire growth journey, where we build your strategy, website, tracking, CRM, and initial content.

Ongoing delivery is where we run the system: campaigns, new content, advertising management, and reporting, adjusted based on real results.

Why does UDMS take about three months?

Because the pieces depend on each other: your website, content, tracking, and advertising strategy all inform one another. Building them in order, with your input along the way, gives you a stronger system than rushing disconnected pieces into market.

Does the Framework Call cost anything?

Yes. It's a paid working session with our Senior Sales Representative, not a sales pitch. He puts in real time studying your business beforehand and hands you a specific strategy, whether or not you become a client. It's money-back guaranteed if you don't find it valuable.

When will I actually see leads and results?

These are two different timelines, and it's worth knowing both: most clients start seeing a real change in lead flow within 3 to 4 months, while increasing ad spend during UDMS can pull that forward.

Full ROI (leads turning into signed, profitable projects) typically builds over 12 to 18 months, since that depends on your sales process and follow-up speed as much as our campaigns.

Is my website custom, or a template?

Your site is built on a framework proven to convert, but it's customized with your branding, your content, your photos, and your positioning. It's not a copy of another client's site.

What does HubSpot cost, and do I have to use it?

Yes. HubSpot is part of how we track leads from first click to closed revenue, and it's separate from our service fee.

You'll own the account, and we'll walk you through it during onboarding and support you in using it.

For our average client, HubSpot is $540/mo, and includes Content Hub Pro (your website hosted on HubSpot!), Sales Starter for speed to lead automations, and Marketing Starter as the dashboard our team builds our digital marketing around.

That's the perfect tech stack for growth.

How are payments structured?

UDMS is billed during the strategy and build phase. The ongoing monthly fee begins once UDMS is complete.

HubSpot and advertising spend are separate costs from our service fee, and we'll lay out exactly what's due and when, month by month.

Who owns the website, CRM, and ad accounts?

You do. We build and manage these systems while we work together, but the assets belong to your business.

Proud Partners of the Names You Already Trust

Builder Funnel is backed by the platforms and communities that remodelers and custom home builders rely on every day. We're proud to work alongside these partners that are moving the industry forward.

trust parallax (1)
We are Strategists
We offer a wide array of services aimed at simplifying your life. Learn More
We are Creatives
Your website is often the first impression a homeowner gets of your work... it should look like it. Learn More
We are Partners in Growth
We measure success the same way you do: leads, projects, and revenue. See the results our clients have generated. View Our Results
  • Our team at Builder Funnel has been really supportive and has done a great job of meeting us where we are as a business. Working with them has been smooth from the very beginning and their approach has felt like the right fit for our current stage of growth. Everyone is knowledgeable, which gives us confidence in their recommendations, and they're genuinely kind and easy to work with. That has made it easy to be open about our goals and trust that Builder Funnel can help us achieve them
    Jackie Medina
    MG Construction
  • The team working on my account are AMAZING! I can't say enough good things about them. They are truly experts at what they do. In addition to their contracted deliverables, they are always happy to offer advice above and beyond what they are obligated to do. I've implemented their tips and can see it working. In less than a year, we've seen substantial improvement in conversions on our website and in moving leads through our sales pipeline. It's easy to see the ROI because they provide detailed reports which I can verify myself; there's no sugar-coating the results. I'm very happy we decided to go with Builder Funnel.
    Brandi Apostolos
    J&J Construction of Illinois, Inc.
  • We've had the pleasure of working with Builder Funnel for a little over a year, and they've been a valuable marketing partner for our team. Their strategic approach to website optimization, email marketing, and lead generation has helped us strengthen our overall marketing efforts and drive measurable results—including an increase in qualified leads, consultation appointments, and seminar attendees.
    Caitlin Copley
    Jackson Design and Remodeling
  • Our company has been very impressed by the in-depth work and knowledge Builder Funnel has been employing on our behalf. They are so knowledgeable and responsive that I couldn't ask for more! We are thankful to be working with this team and look forward to many years of mutual success together.
    Garrett Erath
    Exodus Design Build
  • I have been a client of builder funnel since August last year and they have given me amazing results for my Design build company. Their team is amazing. They are very dialed in and strategic with their planning. Great communication and support. I highly recommend them.
    Erin Robert
    Kitchens by Good Guys
  • Really did not have much of an idea of how to attack marketing. With their blueprint model have a great plan and have seen about 4X on our leads since implementing three months ago. Very happy.
    Alex Wolfe
    Wolfe Homes
  • We have been using Builder Funnel for a few months now. They did a great job re-building our website. Maddie, Zach and the rest of the team have been a pleasure to work with so far. We are already seeing positive results in our lead flow.
    Wes Busby
    Silver Oak Remodel
  • Builder Funnel has a great staff and they do great work. I would highly recommend them to any remodeling company that is looking for a marketing partner to create/improve their online footprint and lead generation.
    Nicholas Donlin
    Zenith Design + Build
  • Excellent Results with Builder Funnel. Working with Builder Funnel over the past few months has been a game-changer for us. Their development of our new website and integration of the HubSpot platform have significantly improved our marketing efforts.We now have better insight into our audience through blog posts and email campaigns, helping us attract more traffic and tailor our outreach effectively. Builder Funnel’s expertise and support have been outstanding, and we’re thrilled with the results so far.
    James Bryant Boyd
    J. Bryant Boyd Design-Build
  • We knew we had to do more marketing to continue to drive and build our business. I had been following Spencer’s podcasts for a long time and felt they were the right marketing agency for us. We hired them to develop, implement and manage our marketing plan and redesign our website. They have done wonders to increase our exposure digitally and drive homeowners to us. Maddie and her team have been great and very attentive to our questions and making suggestions when they feel it is right. We are looking forward to our continued partnership.
    G&L and Sons Renovations
  • We contracted with Builder Funnel on a comprehensive marketing campaign and are very impressed with their professional organization, thoughtful client care and detailed communication. If you enjoy stellar service from high-performing pros who prioritize personal service, you definitely want to connect with Builder Funnel!
    Matt Ducharme
    MGD Builders
  • Builder Funnel has brought our company a strategic approach that has improved our online content and increased our leads year after year. Kelly and her team are always friendly, responsive, and helpful. They go out of their way to help when we need it.
    Country Classics
  • We hired Builder Funnel a few years ago. They have far exceeded our expectations, the numbers don't lie. We look forward to growing our company with their help.
    Brad Sawler
    Oxland Builders
  • Builder Funnel has been great to work with. They are very prompt when answering emails, trouble shooting issues and being there when we need.
    Melissa Capretta
    Payne & Tompkins Design • Renovations
  • First Class Lawncare, the company I work for, was using Builder Funnel about a year and a half ago for all of our marketing needs. We ended up leaving to see what other marketing companies could do for us. WELP, we were so wrong!! We came running right back to Builder Funnel after having difficulties and a lot of broken promises with other companies. Of course they took us back with open arms and are excited to get us back on track! We truly didn't know how good we had it with them when we worked with them the first time!! Kelly, Liz, and the team are absolutely amazing and very responsive. I would recommend Builder Funnel to anyone who is in need of marketing. Thank you, Builder Funnel!!!!
    Katie Francisco
    First Class Lawn Care
  • The Builder Funnel team have been great to work with. From optimizing and adding necessary content to both our website and social media, our lead quality and engagement has increased tremendously. We look forward to keep building out our marketing plan with the Builder Funnel team!
    Chuck Pearce
    Top Choice Builders
  • The Builder Funnel Team are experts when it comes to SEO and Inbound Marketing and working with them was truly a pleasure. After a detailed analysis of our website, they came to us with solutions that will help improve our ranking on Google organically and secure more qualified leads. Always amicable and friendly, their organized approach was clear and easy to understand.
    Varak Balian
    Golden Bee Homes
  • Working with Builder Funnel has been a game changer for us! We have seen steady and measurable results. They are very responsive, great at providing feedback and the communication is excellent.
    Spears Design Build Group
    (formerly Ken Spears Construction)
Work With Builder Funnel

Our Services

MARKETING

Marketing Strategy

Where growth starts. We map your market, audience, and goals, then build the roadmap that directs every channel so they work together instead of in silos.
WEB

Website Design

A remodeler or builder website that's designed to earn trust, turn visitors into leads, and give every other marketing channel a strong place to send traffic.
ADS

Paid Ads

Data-driven paid ads strategy across Google and Meta that turns your ad spend into ready-to-hire homeowners, qualified leads, and signed projects.
AIO

AIO

Homeowners are asking AI about their projects before they ask you. We make sure ChatGPT, Google AI Overviews, and more answer with your name.
SEO

SEO

The long game that compounds. We build the technical foundation, content, and local authority that gets your business found by homeowners.
VIDEO

Video

Video and visual content that shows off your work, builds trust faster, and lifts conversion across your website, ads, and sales process.
SOCIAL

Social Media

Your best work deserves better than your camera roll. A consistent content system that builds trust, keeps you top of mind, and turns followers into booked projects.
EMAIL

Email Marketing

You can't control when a homeowner is ready, but you can be the first call. Automated sequences that stay in front of past leads until their project finally starts.