If you run a roofing, HVAC, plumbing, electrical or painting company around Baltimore, you have probably been pitched by a marketing agency this year. Maybe several. The pitches tend to sound the same: more leads, better rankings, a dashboard, a monthly report. What they rarely start with is the question that matters most to a contractor, which is where your business is already losing work it should have won.
This is a list of questions to ask any agency before you sign anything, ours included. It is built around the specific places contractors lose jobs, because that is where marketing money either pays for itself or disappears.
The problem isn't "marketing." It's where the work is leaking
Most contractors do not have a lead problem in the way agencies describe it. They have leaks. Work comes in, and some of it falls out before it turns into a job. Four leaks show up again and again:
- The estimate that never gets a reply. You quote a job, the customer goes quiet, and nobody follows up because there's no system for it, just a memory that fades in a week.
- The call that rings out. A lead calls while you're on a roof. By the time you call back, they've already booked with whoever answered first.
- Being invisible when it counts. Someone nearby searches for exactly what you do, and three competitors show up before you do, in the map pack and in AI search results.
- A database nobody's touched in years. Past customers who'd rebook or refer, sitting in a spreadsheet or CRM that hasn't had an email or text sent from it in a long time.
An agency that wants to help you should be able to tell you which of these is costing you the most, and it should be able to say so before it sells you anything. More leads poured into a business that is already losing them on the way in is an expensive way to stand still.
Ask what they think your actual problem is, before they pitch you anything
The first conversation tells you most of what you need to know. If an agency arrives with a package already chosen, they are selling the package, not solving your problem.
A better first call sounds like questions, not a presentation. How do jobs reach you now? What happens when the phone rings and nobody can pick up? How many estimates went out last month, and how many got a second touch? Where do you show up when someone in Towson or Parkville searches for what you do?
That is how we run ours. Thirty minutes on the phone, five questions about how your business actually gets work now, and then a decision about what is worth building. Teleos offers 23 services, and most businesses need about three of them to start. The call decides which three, based on where your business is actually leaking work. If the answer is that something is not worth doing yet, that should be the answer you get.
Whoever you talk to, notice whether they ask more than they tell. An agency that does not ask about your estimates, your phone and your past customers is guessing.
Ask for a fixed scope and price before you sign anything
You would never start a job without a written scope and a number on it. Hold an agency to the same standard.
Before you commit, you should know what is being built, what it will cost, and when it will be done. Not a range, not "it depends," and not a discovery phase that turns into a second invoice. Ask the agency to put the scope, the price and the dates in writing before any build starts, and ask what happens if something changes halfway through.
Our version of this is a blueprint: it locks scope, price and dates before you commit to the build, and everything after that is execution. Whatever an agency calls it, the principle is the same one you already use with your own customers. Surprises belong in the plan, not in the invoice. If you want to see how we lay that out, the pricing page shows the structure.
While you are at it, ask how the agency will report on the work. A monthly report should show numbers you can check for yourself, like calls, form fills and where you show up in search, not just a list of activity. If a number was not measured, the report should say so rather than fill the gap with an estimate.
Ask exactly how they'll stop you losing calls mid-job
Here is the leak most contractors underestimate. You are on a roof, under a house or in the middle of a panel swap. The phone rings. You cannot answer it, and the customer does not leave a voicemail. They call the next company on the list, and that company answers.
Ask any agency what, specifically, happens to that call. "We'll get you more calls" is not an answer. A real answer describes a system: what the caller hears, how fast they get a response, how the job gets booked, and how you find out about it. That might be a text that goes out automatically when a call is missed, a person or service that answers, or an AI voice agent that answers after hours and books the job.
The point is not which tool. The point is that the agency has a concrete plan for the call you cannot take, because speed decides who wins the job. We wrote about this in whoever calls first wins.
Ask what happens to an estimate once it's sent
Every contractor has a stack of quotes that went out and never came back. Some of those customers chose someone else. Many of them just got busy, forgot, or were waiting for a nudge that never came.
Ask the agency what they would build to follow up on an estimate that goes quiet. Who sends the follow-up? When? How many times? What does it say? Does it stop when the customer books or says no? Unsold estimate follow-up is one of the services we build, because it is often the fastest money in a contractor's business: those customers already asked you for a price.
If an agency has nothing to say about your unsold estimates, they are planning to sell you new leads while the warmest ones sit untouched. Our note on seventy estimates nobody followed up goes into what that looks like in practice.
Ask how they'll get you found on the map and in AI search
When a homeowner needs a roofer or an HVAC company, they search, and the first thing they see is usually the map pack, not a list of websites. More and more often, they also ask an AI assistant like ChatGPT or Google's AI answers to recommend someone nearby. If three competitors show up and you do not, the customer never gets as far as your website.
Ask the agency how they plan to get you into both. For the map, that means your Google Business Profile, your reviews, your photos and pages that say plainly where you work. For AI search, it means making the facts about your business complete and consistent wherever an engine might look. We cover how that works on our AI search visibility page.
Reviews are part of this too. A profile with a steady stream of recent reviews, each one answered, tells both Google and a homeowner that the business is active and cares how jobs turn out. Ask the agency how they will help you ask for reviews after a job, and who will reply to them. Review generation and messaging is a service of its own for a reason: it helps on the map, in AI answers and with the customer reading your profile, all at once.
Be wary of anyone who guarantees a ranking position or a spot in an AI answer. Nobody controls those. What an agency can do is make your business the easiest one to find and describe accurately, and then show you what changed.
Ask what's sitting in your old customer list
Most contractors have years of past customers in a spreadsheet, a CRM or a job management tool. Those people already trust you. Some are due for a tune-up, a repaint or a replacement. Some would refer a neighbor if you asked.
Ask whether the agency has a plan for that list before they start buying new traffic. A simple reactivation campaign, the right message to the right past customers at the right time, can bring in work without spending anything on ads. Retention and repeat-business systems are part of what we build for exactly this reason. We make the case in your database beats your ad budget.
Ask how long you're actually locked in for
Before you sign, find out exactly what you are agreeing to. Is it a one-time build, an ongoing retainer, or both? If there is a retainer, how long is the commitment, and what happens when it ends?
There is a real difference between paying once for something that gets built and paying every month for work that continues. Neither is wrong, but you should know which you are buying. For our ongoing work, Managed Growth moves to month-to-month after 90 days. Ask any agency for the equivalent in plain terms: the length of the commitment, the notice period, and what changes when it is over.
Ask who you'll actually be talking to once you've signed
The person who sells you the work is often not the person who does it. Ask who will build your system, who will answer when something breaks, and whether you will ever talk to them directly.
It matters more than it sounds. When a lead form stops sending, or a review needs a reply, or a campaign needs a change before a storm, you want to reach someone who knows your business, not a ticket queue. At Teleos you get thirty minutes with the person who'd build the plan, and that same person stays on it. Wherever you end up, ask to meet the person who will actually do the work.
A short list of questions to bring to the first call
Print this, or keep it on your phone for the next pitch:
- 01Before you recommend anything, what do you think is costing my business the most work?
- 02What exactly will you build, what will it cost, and when will it be done, in writing, before I commit?
- 03What happens to a call I can't answer while I'm on a job?
- 04What happens to an estimate after it's sent and the customer goes quiet?
- 05How will you get me into the map pack and into AI search answers, and what will you show me to prove it changed?
- 06What will you do with my list of past customers?
- 07How long am I committed for, and what happens when it ends?
- 08Who will I actually talk to once we've signed?
If you are comparing options for a contractor marketing agency in Baltimore, any agency worth hiring should be able to answer all eight without a slide deck. If you want to hear our answers, book a discovery call. Thirty minutes, and if it isn't worth doing yet, we'll tell you that instead.
Want this running in your business?
Thirty minutes on the phone. We’ll find where the work is leaking and what it would cost to fix — or tell you it isn’t worth it yet.
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