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Case Study

How a Multi-Service Owner Generated
$400K in 30 Days using TradeEngage

"We're running TradeEngage at a less than 2% marketing cost, which is way down from my 10-15% average."

THE CHALLENGE

Manual Tracking and Payouts on Comp Tickets

Multi-service owners face a compounding problem: each brand wants to cross-sell, but processes are complicated and fallbacks to traditional lead generation are expensive, inconsistent, and hard to scale across trades.

When a technician on a job spots work for another trade, they should refer it but it typically requires calling dispatch. Payouts are calculated manually or if they're done in ServiceTitan, there's no transparency for the technician.

"Before TradeEngage, there were no benefits for my team to refer another service. They may put it on their comp tickets but we'd have to pay them manually. Now, with instant payouts on TradeEngage all of our team members can and want to refer each business."

THE Results

Lower Marketing Spend and More Bonuses for Techs

Cost Per Lead ($)

Acquisition Costs

1.4%

Gross marketing spend was down from an average of 15% spent across other channels.

0%

Net marketing spend as all dollars went to technicians as bonuses.

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Ready to Turn Your Portfolio Into a
Powerful Marketing Channel?

Private equity-backed portfolios and multi-service operators are scaling cross-sell revenue
without adding headcount or increasing marketing spend.

Connect Your Services

Link service lines under one holding company with a single login.

Activate Your Team

Onboard technicians and CSRs. Book training at weekly meetings.

Increase Flips and Revenue

Capture cross-sell that wasn't tracked or lacked incentives.

Contact TradeEngage to schedule a portfolio review and see what your brands could generate.