A record before month-end.
Supported sources record activity as it happens. Add the work your team handles outside those tools, and keep agreed deliverables beside completed tasks.
Local SEO & home-service agencies
Show the work that keeps local clients coming back.
Your plumbers, roofers, and other home-service clients want to know what their retainer delivered. Keep website and Business Profile activity in the work log, count leads once, and review booked jobs in one branded monthly report.
14-day free trial. No card needed.
Explore an illustrative report from Northside Digital for Mike’s Plumbing & Drain.
October 1–31, 2026Mike’s Plumbing & Drain
Illustrative dataFrom first contact to a booked job
October leads and the jobs matched to them by November 2.
leads / booked jobs
Unique leads85
Jobs booked34
40.0% of leadsBooking rate was 39.7% in September and 40.0% in October. More demand has not yet changed the share that books.
A stronger finish to the month
Unique leads by calendar month. October added 22 leads over September; these totals are not adjusted for the different number of days.
unique leadsOctober 1–31, 2026
Jul
Aug
Sep
Oct
We found more demand. Weekend call coverage is the next constraint to work on together.
How Monthwrap helps
Your team does the work.
Your client sees it.
From $49/month for up to 10 clients. Every connector included.
Start free trial14-day free trial. No card needed.
One count for the same lead.
Match repeat contacts by phone or email within a 30-day window, then record which leads became booked work.
Your brand and your approval.
Choose the widgets, use optional AI chat for a draft, and review every section. Approve the report, send its link, and see when the client opens it.
The question behind the numbers
More inquiries arrived. What happened when someone answered?
A useful monthly follows demand through to the business. The local-growth example compares inquiries with booked jobs, then makes missed calls and weekend coverage part of the next conversation.
Make the work behind the inquiries visible.
A client rarely sees every profile update, search-term change or form fix. Give that work a place alongside the results and the decisions still waiting on their team.
Follow the inquiry through
Show a clear lead count and the jobs matched to those leads. Explain how calls, forms and repeat contacts are counted, so the client can follow the total.
Account for the work
Bring completed website, Business Profile and advertising work into the monthly. Add the reason behind a change when the activity alone does not tell the story.
Give the next step an owner
Use the report to ask for the thing the business can change: confirm on-call hours, follow up missed inquiries or record job outcomes. Put a person and a date beside it.
Start with the right sources
Calls, local visibility, and website work.
Connect calls, forms, local visibility, and website work. Record booked jobs against the leads so the client can follow demand through to a business outcome.
Explore all connection options
Google Business Profile
Local discovery and supported profile activity. Connect with owner or manager access.
Available
Google Ads
Advertising spend and results from the client’s account. Connect through Google with access to the client’s account.
Available
CallRail
Inbound call leads through the agency’s API key and the client’s company. API access and usage limits apply.
Available
WordPress
Website work and supported form leads through the free Monthwrap plugin from wordpress.org.
AvailablePrepare your next home-service report.
Use the sample for ideas. Shape your report around the client and the work you do.
Choose one client and month
Start with a client whose website, lead records and recent work you know. Check which accounts and sites belong to that client before bringing in data.
Check the count and the follow-through
Review calls and forms, add the job outcomes you have, and label any estimated job value. Record the completed work and explain anything missing from the month.
Build the conversation
Choose report widgets, add your summary and a short plan, then review the client view. Share the report link when you are ready for the client to read it.
Complete sample report
Read the report Northside DigitalMike’s Plumbing & Drain
Results, completed work, the next plan, and the source notes behind the figures.
Before you start
Local growth reporting questions.
Can I include website work as well as marketing results?
Yes. The WordPress plugin records supported website activity and form leads. Your work log can also include work your team enters. Choose the work and result widgets that make sense for the client’s monthly.
Where do booked jobs and their value come from?
Use supported source records or outcomes entered by your team. Check the period and how each job relates to a lead. The example labels booked job value as an estimate; it does not treat it as collected revenue.
How does this save time at month-end?
Connected sources keep the numbers and supported activity in the workspace. Add manual work as it happens, then spend month-end reviewing the report and deciding the next step instead of collecting screenshots.
Working with a different kind of client?
In your agency’s voice
A monthly with
your perspective.
Start with your client’s numbers. Add the work, the explanation, and the next step.
14-day free trial. No card needed.