Use cases

Know what your marketing did this week, whatever the sign on the door says.

You sell a service, and a territory is typical, though a multi-location or national business fits the same way. Whether the owner fits the marketing in or a marketer runs it, the screen below is built for you.

Does it fit my business?

One thing describes the business TruLata is built for: you sell a service. A territory is typical, though a multi-location or national business fits the same way, and the marketing can sit with the owner, a manager with another title or a marketer on staff. Read your own business in that description and the screen below is built for you, whatever the trade. The groups below are the businesses that description produces most often, each led by what its screen shows first.

What changes for the owner is the same in every group: marketing runs on a schedule whether anyone had time, every lead is counted from your own site, one screen shows what happened and what it cost, and the team that built it runs it. The use cases show that from five owners' seats. If your industry is not on this page, read the group closest to your business, because the screen reads whatever sources you connect.

You sell a service. What the screen shows first:

Trades

  • Leads and jobs
  • Counted from your forms and your CRM

Practices

  • Your listing and your search results
  • Where a new patient decides

Firms and agencies

  • Consultation requests
  • With a watch behind the count

Find your industry. One screen, filled in for each.

Illustration: a roof section with shingles and a roofing hammerRoofersSee the screen Illustration: an outdoor air-conditioning condenser unitHVAC companiesSee the screen Illustration: a faucet on a copper pipe with a pipe wrenchPlumbersSee the screen Illustration: an open electrical panel with a coil of wire and a voltage testerElectriciansSee the screen Illustration: a wooden privacy fence with a gateFencing contractorsSee the screen Illustration: a house front with a sectional garage doorGarage door companiesSee the screen Illustration: a solar panel array under the sunSolar installersSee the screen Illustration: a house under a protective shieldPest controlSee the screen Illustration: a lawn with a mower and a shrubLawn care and landscapingSee the screen Illustration: a tree beside a cut stump and a chainsawTree service companiesSee the screen Illustration: a pool section with clear water and a skimmer netPool service companiesSee the screen Illustration: a kitchen cabinet with a paint roller and tape measureRemodeling contractorsSee the screen Illustration: a paint can with a roller and a fresh swatch of colorPainting contractorsSee the screen Illustration: a spray bottle, a cloth and a bucket with a squeegeeCleaning companiesSee the screen Illustration: a water droplet over a floor with a drying fanWater damage restorationSee the screen Illustration: a magnifying glass on a wall corner beside an air purifierMold testing and remediationSee the screen Illustration: a stack of moving boxes on a hand truckMoving companiesSee the screen Illustration: a lock cylinder with a key and a ring of keysLocksmithsSee the screen Illustration: a car wheel with a wrench and a hydraulic jackAuto repair shopsSee the screen Illustration: a pressure washer spraying a clean stripe across a paver patioPressure washing companiesSee the screen Illustration: hardwood planks beside rolled carpet and a stack of tilesFlooring companiesSee the screen Illustration: a small truck carrying an armchair, boxes and a lampJunk removal companiesSee the screen Illustration: an open toolbox with a hammer, screwdrivers, a level and a drillHandyman servicesSee the screen Illustration: a house beside a magnifying glass, a flashlight and a checklistHome inspectorsSee the screen Illustration: a building frame under construction beside a small crane and stacked beamsConstruction companiesSee the screen Illustration: a section of fresh asphalt with a small roller compactorPaving companiesSee the screen Illustration: a mood board with fabric swatches and paint chips beside a pendant lampInterior designersSee the screen Illustration: a tooth with a dental mirrorDentistsSee the screen Illustration: a tooth with a brace bracket and a clear aligner trayOrthodontistsSee the screen Illustration: a spine model on a standChiropractorsSee the screen Illustration: a resistance band around a foam roller beside a hand weightPhysical therapy clinicsSee the screen Illustration: a stethoscope around a pet food bowl with a paw printVeterinariansSee the screen Illustration: a dermatoscope beside a jar of skin cream and a leafDermatologistsSee the screen Illustration: a consultation chair beside a small tray with a glass vialPlastic surgeonsSee the screen Illustration: two armchairs facing each other with a plant between themTherapistsSee the screen Illustration: a calm office corner with an armchair, a floor lamp, a bookshelf and a plantMental health practicesSee the screen Illustration: a stethoscope on a clipboard beside a medical bagMedical practicesSee the screen Illustration: an armchair with a knitted blanket beside a side table with a cup of teaHome care agenciesSee the screen Illustration: a cottage residence with a garden bench and flower bedsSenior living communitiesSee the screen Illustration: a candle, a small vase of flowers and a folded blanket on a bedside tableHospice providersSee the screen Illustration: a grooming brush, scissors and a dog collar on a grooming tablePet grooming and boardingSee the screen Illustration: a frosted serum bottle beside a spa stone and a leafMed spasSee the screen Illustration: scissors, a round brush and a blow dryer beside a mirrorSalonsSee the screen Illustration: a barber chair with a straight razor, a comb and clippersBarbershopsSee the screen Illustration: a kettlebell, dumbbells and a rolled exercise matGyms and fitness studiosSee the screen Illustration: a massage table with a rolled towel, an oil bottle and smooth stonesMassage therapistsSee the screen Illustration: a camera with a large lens beside a softbox lightPhotographersSee the screen Illustration: a folded uniform tied with a belt on a training matMartial arts schoolsSee the screen Illustration: a scale of justice and a gavelLaw firmsSee the screen Illustration: a calculator beside a stack of folders and a penAccounting firmsSee the screen Illustration: a compass on a round meeting table between two empty chairsFinancial advisorsSee the screen Illustration: a house and a car under one glowing umbrellaInsurance agenciesSee the screen Illustration: a house with a blank sign post and a key on a ringReal estate agentsSee the screen Illustration: an apartment building with a ring of keys and a clipboardProperty management companiesSee the screen Illustration: a small house on an open folder beside a key and a penMortgage brokersSee the screen Illustration: a server rack beside a laptop and a network switchIT managed service providersSee the screen Illustration: a blank flip chart on an easel beside a notebook and a coffee cupBusiness coachesSee the screen Illustration: a briefcase beside a scale of justice and a folded documentPersonal injury lawyersSee the screen Illustration: a gavel beside a stack of closed case foldersCriminal defense lawyersSee the screen Illustration: three office chairs in a row beside a clipboardStaffing agenciesSee the screen Illustration: two office towers beside a large keyCommercial real estate brokersSee the screen Illustration: a globe beside a closed booklet and a penImmigration lawyersSee the screen Illustration: a house beside a sealed envelope and a fountain penEstate planning attorneysSee the screen

What does a roofing, plumbing, HVAC or other service business see first?

Leads and jobs come first. Fencing, roofing, HVAC, plumbing, electrical, garage doors, solar, pest control, landscaping, remodeling, restoration, moving, locksmith and auto repair businesses all fit, whoever runs the marketing. Once your site's forms feed the lead sheet, each submission is appended server-side as it lands, and the Leads view reads that sheet newest first. Run on a CRM or booking platform and the Jobs view reads your jobs and pipeline live; until that data is trustworthy it shows a coming-soon card rather than a number.

Around the leads sit the accounts you already own. Your Business Profile connection puts your reviews, rating and listing performance on the search view. The ads view reports spend, conversions and cost per conversion by campaign, and a watch reads your account's change history every morning at 7:05 Eastern. Search Console shows the queries and pages you appeared for, two to three days behind; for a trade, those queries are the town and the service. Run more than one truck or location and you get the same views, read from whatever is connected. Unlike a shared lead from a marketplace, the leads here are counted from your own forms.

What a trade sees first

On the screenWhere it comes from
  • LeadsYour site's forms, newest first
  • Jobs and pipelineYour CRM or booking platform, live
  • Reviews and ratingYour Business Profile
  • Spend and cost per conversionGoogle Ads, watched at 7:05am ET
  • Queries and pagesSearch Console, 2 to 3 days behind

What does a dental, chiropractic, medical or veterinary practice see first?

Your listing and your search results come first, because that is where a new patient decides. A practice fits when it treats patients across a catchment, whoever at the practice runs the marketing. Your Business Profile connection puts your reviews, rating and listing performance on the search view. Search Console shows the queries you appeared for and the pages that earned the clicks; the positions there are Search Console's own averages, not a rank tracker.

On all tiers, the program scores whether ChatGPT, Gemini, Claude and Grok name your practice when someone asks who to see, at baseline and again as the work moves. On Launch, Growth and Command, the content engine researches and drafts on your cadence and files each piece as a Google Doc in your Drive. Once your site's forms feed the lead sheet, appointment requests land in the Leads view as they arrive. In a practice, the boundaries matter as much: card data is never read, your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them, and a phone call counts when your CRM records it.

Where a new patient decides

  • Your reviews and rating
  • The queries you appeared for
  • What ChatGPT, Gemini, Claude and Grok say
Your listing and your search results
  • An appointment request from your forms
  • Counted in the Leads view as it arrives

What does a law firm, an accounting firm or an insurance agency see first?

Consultation requests come first, counted from your forms, with a watch behind the count. A firm fits when it takes matters, engagements or policies across a metro or a state, whether the partners run the marketing or a marketer does. Each request from your site's forms is captured server-side and read newest first. Set an outcome on any lead from the screen, and your CRM's record carries the rest. On an account whose forms feed the lead sheet, the watch runs five checks every morning at 7:20 Eastern: the tracking tag still loads, leads with no GA4 form event, paid leads with no Ads conversion, a campaign gone dark, a form gone quiet. A tag that reports zero while real requests keep landing is flagged at the next morning's run. The check reads the requests that landed against the conversions Google counted, so a budget call rests on what your own forms received rather than on a count that quietly stopped.

Run intake in your CRM and the pipeline funnel on the Overview reads its stages and sources: GoHighLevel, HubSpot, Salesforce, Pipedrive, Insightly or any other CRM with an API. The ads view reports spend, conversions and cost per conversion by campaign. On all tiers, the scoring asks ChatGPT, Gemini, Claude and Grok who to call for your practice area in your metro. Google's AI Overviews are measured on the search view, not the answer-engine view.

  1. The tracking tag still loadsChecked every morning at 7:20am ET
  2. Leads with no GA4 form eventA tag reporting zero while requests keep landing
  3. Paid leads with no Ads conversionA blind ad account
  4. A campaign gone darkSpend that stopped
  5. A form gone quietTraffic, but no requests

What if my business is outside those groups?

It still works. Multi-location and national brands run the same screen across every market. A marketing manager makes it the one board the team reports into instead of five logins. A business that sells in volume reads its volume from GA4 and its CRM on the same screen that counts each form lead one at a time, and the demo shows you that screen before you sign.

The description says who the pages, the setup and the tiers are written for, not who the engine runs for. Around it, TruLata also works as a team: managed marketing for territory businesses, the services and a strategist on top of any tier.

Five logins

  • A report from each vendor
  • Volume in one place, form leads in another

One board the team reports into

  • The same screen across every market
  • Volume from GA4 and your CRM, each form lead counted

The description says who the pages, the setup and the tiers are written for, not who the engine runs for.

Do I get a version built for my industry?

One version, and it fits your trade. Every client runs the same engine code, and so does the demo. What is connected decides which views appear, not the trade: Jobs appears where you run on a CRM or booking platform, Email where you send through ActiveCampaign, Mailchimp, Klaviyo, HubSpot or another platform with an API, and so on. You get one dashboard at your own address on our domain, behind a single-use magic-link sign-in. It refreshes because you opened it, the header stamp says how old the data is, and every Refresh ends in a reloaded page. A nightly bake at 12:01am Central keeps the previous page up if anything fails, so there is always a page to read.

Setup is the same for a roofer and a law firm: access during setup; the first pull, baselines, keyword set and ads watch early in setup; content cadence and reports later in setup. Every Google connection is a grant you can revoke in your own console, and we never ask for your account passwords. The tiers are the same too: Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. The pricing page carries the same figures as every other page.

The same setup for a roofer and a law firm

  1. AccessManager invitations you can revoke in your own console
  2. First pull and baselinesThe keyword set and the ads watch
  3. Content cadence and reports
  4. 12:01am CTA bake keeps the previous page up if anything fails
Group by group

Who fits, and what their screen shows first.

GroupFits whenFirst on the screen
TradesA territory, jobs to count, whoever runs the marketingForm leads newest first, jobs from your CRM or booking platform, reviews, ads cost per conversion
Practices: dental, chiropractic, medical, veterinaryA catchment, new patients to countRating and reviews, Search Console queries, appointment requests, answer-engine scoring
Firms: law, accounting, insuranceA metro or a state, matters or policies to countConsultation requests with the daily lead watch, pipeline stages and sources, ads spend
One description, whatever the trade

Sell a service and TruLata is built for your business, whatever the trade and whoever runs the marketing. Open the demo and you will know in ten minutes whether it fits.

FAQ

Questions, answered.

My trade is not on this page. Does the product fit?

Yes, if you sell a service, whoever runs the marketing. A territory is typical, and a multi-location or national business fits the same way. The list on this page is what that description produces most often, not its boundary.

Is there a dental version, a roofing version and a law firm version?

One version, and every client runs the same engine code. What is connected decides which views appear: Jobs where you run on a CRM or booking platform, Email where you send through ActiveCampaign, Mailchimp, Klaviyo, HubSpot or another platform with an API, and so on.

Do you count phone calls?

When your CRM records the call as a lead. A call-tracking platform you run is connected during setup like any other source with an API. The screen counts submissions from your own forms, written to a sheet server-side as they arrive.

Does a practice connect its patient system?

Where it has an API, it is scoped with you during setup, like any connector we have not built yet. The connections on the integrations page today: Google Analytics 4, Search Console, Google Ads, Business Profile, your CRM or booking platform, Stripe, your email platform, your website, Meta and your site's forms. Card data is never read, and your inbox and calendar stay outside the screen today and connect during setup where your engagement calls for them.

I sell online but also have a local showroom. Which side am I on?

Both, and one screen reads both. Ask what the showroom sells: an installation, a fitting, a delivery or a service call is a service, and the Leads view counts its quote requests from your own forms as they land. A customer across the country is read from the same sources as one down the road, so the question is who does your marketing, not where the customer lives.

Can a business outside that description still work with TruLata?

Yes, on TruLata or as an agency client. TruLata sells marketing, software and consulting services around the product. TruLata is built for service businesses, and it reads the same sources for any business that connects them.

See it running
before you decide.

The demo is the real product on a fictional company, with your name and email in front of it. Pricing is three published tiers.

Open the live demo See pricing

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  • Refreshed when you open itLive data on page load, never a monthly PDF
  • Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
  • Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
  • Every send loggedProspect emails leave from a review-first queue, and every send is logged.