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CLB Service Plans for Improving Quality, Profit, and Pipeline

What do you need to achieve greatness as a builder?

Great builders execute and deliver consistently in the areas of Quality, Pipeline, and Profit. They do high quality work and deliver a 5-Star Experience every time, to everyone. They have a profitable business that becomes a real asset. They've not only built great projects, but a brand that attracts a pipeline of Best-Fit referring strategic partners, prospects and clients. They have more market interest than they need, and choose the projects they want. The great builder gets to focus on what he likes, and leave the rest to others.

Your CLB team measures success in terms of the number of marketing qualified and sales qualified inbound marketing leads produced and visitor engagement. CLB measures our partnership success in Revenue, New Projects, and Net Profit. We want all of our members to achieve a goal of putting a minimum of $1M in profits in the bank.

A market-leading brand that connects with best-fit prospects and referring partners.

The Accelerate Plan

The Accelerate Plan includes proven processes and tools for you to get your business “Top of Market” ranking distinction for more best-fit clients, strategic partners, and to close more projects. 

Ideal for: Motivated builders at or not much above a $5M annual revenue, and who are in a business stage in which they're comfortable working both on and in their business a lot.

More best-fit leads from a sales-funnel website for luxury builders

The Website Plan

The Website Plan is available in addition to Accelerate plan members whose marketing leading brand needs a website to match, and generate more actionable best-fit client leads. Our laser-focus on luxury builders means a CLB website is an unmatched brand-building lead generation tool, and it doesn't require any management at all on your part at all.

Ideal for: The busy Accelerate member who's ready to leverage their Top of Market brand to generate more best-fit leads through a builder-exclusive sales-funnel website that doesn't require ongoing time and attention - but keeps getting better.

Close best-fit clients with a Sales CRM and build award-winning projects while we do the heavy lifting for you

The Automate Plan

The Automate Plan includes everything in Accelerate but our in-house experts actually execute best-fit client winning marketing, and get you the sales training and tools to close projects. Offload tedious and time consuming social media and content creation work, while delegating marketing to experts, so you can focus on closing sales and building award-winning projects.

Ideal for: The focused builder who's aiming to double their revenue without doubling their workload, or creating more distraction from core tasks. Ready to delegate, ready to automate.

Totally dominate your market with an expert team, and exclusive cutting-edge tools the competition only dreams of.

The Dominate Plan

The Dominate Plan is the product of multiplying Automate and Website - it's not simple addition because everything working together unlocks tremendous potential. The CLB sales-funnel website transforms with additional features that enhance every aspect of your marketing. Likewise, CLB-implemented marketing goes into high-gear when our expert marketers and developers execute in unison for you. The CRM gets enhanced capabilities, and the deepest possible analytics.

Ideal for: The successful builder ready to unlock full potential and level-up their business with a leading brand, focused team, upgraded sales-funnel website - without an additional hire, or taking any more time from their busy schedule.

The right message to the right people at the right time with paid advertising that fills your sales funnel with best-fits.

The Awesomeness+ Plan

The Awesomeness+ Plan is available to select Dominate members who's businesses are executing at CLB-level greatness and are ready to pour jet fuel on business to light up the market they dominate, win the projects, and level-up the business through laser-targeted advertising.

Ideal for: The Dominate member who's achieved market dominance and excellence and ready to scale up.

Accelerate Your Business
$4000 per month
Talk to Sales
Build your market-leading brand. Connect your brand with best-fit prospects and referring partners. These proven processes and tools get your business “Top of Market” ranking distinction to get best-fit clients, strategic partners, and close more projects.

Research & Analysis

  • Target Market Study
  • Strategic Partner List
  • Business Analysis & Reporting
  • Solutions Research & Consulting

Pipeline Builder Process 

  • Target Market Analysis
  • Best-Fit Client Profiling

Business Operating System

  • Business Operating System
  • Business Score Cards
  • Job & Process Management
  • Quarterly Business Reviews

CLB Sales Process

  • 5-Simple Steps System
  • Support Materials
  • Client & Referral Agreements
  • Training


  • Lead Tracking
  • Sales Pipeline
  • Intuitive Task Manager
  • Generate & Import Lists
  • Email Tracking
  • Call Tracking
  • Website Tracking Codes
  • Form Tracking Codes
  • Data Clean-Up and Organization
  • Analysis & Reporting
  • Customizable Smart Mail
  • Survey Request Smart Mails
  • Review Request Smart Mail
  • Basic Tech Consulting and Implementation
  • Training

Top of the Market Brand

  • Establish top brand across social media
  • Houzz, Google, Yelp, Facebook, Twitter, LinkedIn, etc.
  • Social Media Strategy
  • Social Project Tracking Board
  • Profile Optimization & Sync
  • Original Post Content
  • Houzz Optimization
  • Houzz Target Market
  • Profile Branded Descriptions
  • Keywords, Project Descriptions
  • Reviews
  • Leverage CLB Projects
  • Press Release Templates By Topic

Marketing Campaigns

  • Client Surveys & Reviews
  • Lead Magnets Created
  • Blog Article & Post Content Creation
  • Social Post Content Creation
  • Link to Landing Page

CLB Referral Network

  • Referral Program Presentation
  • Referral Agreements
  • Referral Support Information
  • Referral Campaign

Meeting Schedulers

  • Save Time By Automating Meeting Scheduling
  • Never Miss a Meeting & Stop Double-booking
  • Schedule Meetings Faster

Survey & Reviews Application

  • Automate the Survey and Review Process
  • Make Surveys and Reviews a Strength
  • Prompt All 5-Star Reviews To Share
Website Builder Sales Funnel
$1500 Accelerate Add-on
Talk to Sales
Get best-fit leads from your sales-funnel luxury builder website. Our laser-focus on luxury builders means your CLB website is an unmatched brand-building lead generation tool, and it doesn't require any management at all on your part.

Sales Funnel Focus

  • Laser-Focus on building a pipeline
  • Connect your brand to best-fits
  • Guide visitors through The Buyers' Journey
  • Reviews App Built-in
  • (3) Lead magnet Resources:
    Building Your Home FAQ, Home Ideas (Idea Session), & Luxury Builder Magazine
  • Builder's Showcase
  • Top of the Market Award
  • Instant, filtered lead notifications

Client Portal Integrations

  • Client engagement 
  • Project collaboration
  • Project plan(s) & schedule
  • Client selections & specifications
  • Photo & video sharing
  • Survey & reviews

Intelligent Design

  • Designed to sell
  • Intuitive guided experience
  • Showcase your best work
  • No "themes"; stand out from the competition
  • Attention-grabbing "eye-candy"
  • Engaging interactive components
  • Responsive Design for all devices
  • Proactively re-designed to stay ahead

Powerful Code

  • Cutting edge technologies
  • User-focused best practices
  • Integration with BuilderTrend or CoConstruct
  • In-house developers build all custom
  • Integrated tools
  • SMS Notifications
  • SPAM & Sales-filtering
  • Rock-solid yet agile CMS
  • Modern Analytics

Secure Hosting

  • Modern HTTPS Encryption
  • Blazing Fast Global CDN
  • Unlimited Storage
  • Private Servers
  • No additional fees
  • Secure Backups

Easy Start, Fully Managed

  • CLB does it all, nothing to learn
  • Project Updates
  • Photo changes
  • Up-time monitoring and alerts to on-call staff
  • Proactive updates to follow changing technologies and devices
  • New features created and deployed
  • Concierge DNS Management
  • CLB team researches, experiments, and implements

SEO & Social

  • Optimized for SEO
  • Regularly updated to best practices
  • Social Share Metadata
  • Advanced builder-specific metadata
  • Canonical URLs
  • NAP profile support

Real Experts

  • In-house writers
  • In-house marketers
  • In-house developers
  • 100% US-based Team
  • 100% Focused on Builders
  • Always building better
Automate Your Pipeline
$6000 Includes Accelerate
Talk to Sales
Close best-fit clients and build award-winning projects while CLB does the heavy lifting: executing your marketing and content distribution plan. Complete implementation of best-fit client winning marketing, and all the sales training and tools to close projects.

Research & Analysis

  • Detailed Target Market
  • Strategic Partner List
  • Business Analysis & Reporting
  • Solutions Research & Consulting
  • System Upload and Management

CLB Sales & Automated Marketing CRM

  • Generate & Import Lists
  • Strategic Partners Uploaded
  • Email Tracking
  • Call Tracking
  • Website Tracking Codes
  • Unlimited contacts
  • Unlimited Users
  • Full Offering Sales Reports
  • Full Offering Marketing Reports
  • Campaigns & Campaign Insights
  • Customized Template Smart Mails
  • Review Integration
  • Strategic Partner Integration
  • Training

Marketing Campaigns Executed

  • Regularly generating new content, sharing it, and following up with best-fit prospects
  • Strategic Partnership Program
  • Client Surveys & Reviews
  • Lead Magnets
  • Blog Articles Posted
  • Social Media Posts Shared
  • List Management
  • Press Release Templates By Topic

Social Media Updates

  • Profile Optimization & Sync
  • Weekly Original Posts
  • Branded Landing Pages

Marketing Automation

  • Automated Lead Nurturing
  • Automated Email Drip Campaigns
  • Automated Workflows
  • Automated Task Reminders
  • Automated Responses to Form-Fills

Dominate Your Market
$8000 Includes everything
Talk to Sales
Unlock full potential with a leading brand, focused team, upgraded sales-funnel website. Everything working together to dominate your market and win best-fit clients.

Website Upgrades

  • Everything from “Website” plan, ++:
  • SEO Local Pages for your Market
  • SEO Monitoring & Updates
  • Uniquely Differentiated Branded About Page
  • Blog with regular updates
  • Available & Sold Home Listings
  • Development Pages
  • Strategic Partner Program Form & Automation
  • Strategic Partner Referral Sales Guide
  • Register Referral Form
  • Careers page w/ CLB Hire
  • Survey Automation
  • Reviews Automation
  • Prioritized feature requests
  • First in line for upgrades
  • Virtual Parade of Homes with Giveaways
  • 5 Simple Steps Video

Ongoing Content Creation

  • New Resource Guides Library
  • New SEO blogs
  • New social media posts
  • New pages & solutions as they’re developed
  • Press Release Templates By Topic

Deeper CRM Integration

  • Pipeline Automation
  • Page-level Visitor Tracking
  • Survey & Reviews Integrations
  • Contact form integrations
  • Download Tracking
  • Idea Session Request Tracking
  • Pipeline Opportunity Creation
  • Advanced Web Analytics

Seamless Marketing Campaigns

  • Lead nurturing campaigns
  • Automated engagement workflows
  • Advanced Lead Tracking
  • Full campaign analytics
  • Hosted Landing Pages
  • On-Domain Blogs & Lead Magnets
  • Available Homes Showcases
  • Custom Listing Brochures
  • Digitized Assets on CRM

Continuous Content & Technology Updates

  • Always have the best of the best working for you!

Business Reporting and Reviews

  • Quarterly Business Reviews
  • Marketing Report
    Web forms, traffic, content, audience, geolocation etc.
  • Social Media Reports
  • SEO Keyword Insights
  • Sales Report
    Pipeline Value, Win/Loss, Performance, BD & Sales Tasks
  • Opportunity Health Report
  • Campaign Performance Reports
+Awesomeness Jet Fuel for Your Business
Call for Quote
Talk to Sales
360° full-force paid advertising campaigns to fill your sales funnel with best-fit prospects, and win the projects that will level-up your business.

Micro Targeted Marketing

  • Addressable Households
  • Behavioral Targeting
  • Demographic Filtering
  • Geo-targeted
  • Programmatic
  • Cross-device (Phone, PC, TV, etc.)

Premium Programming & OTT

  • Hulu
  • Roku
  • Apple TV
  • ESPN, Discovery, History, HGTV, TLC, A&E, Travel Channel, and more

Multi-network Display Ads

  • Geofencing
  • Retargeting
  • Keyword
  • Behavioral
  • Lookalike
  • Dynamic Animated

Unmatched Expertise and Exposure and the Right Moments

We believe multi-million dollar decisions are made in minutes and we bring the very best technology and techniques to bear for Luxury Builders and partner businesses in those crucial moments.

Includes: Systems, Training, and Select Service Implementation by CLBIncludes: Accelerate, Full CRM, and Full Service Implementation by CLBIncludes: Automate, CLB Website, and Full Service Implementation by CLB
$4,000 per month$6,000 per month
(includes Accelerate Membership)
$8,000 per month
(includes Accelerate & Automate)
Pipeline Builder Sales Process & Tools
Target Market & Best Fit Client Profile Analysis✓ Includes Target Market Study
Proven Sales Process, and Training to land Best-Fit Clients
Custom 4-Page 4-color brochure✓ Luxury Home Living Magazines
Unique Selling Proposition (USP) presentation and text
✓ Sales Support Resource Documents✓ Includes CRM-Connected Website Resources Page
Branded Sales & Marketing Video (available for $10,000)✓ Available for $10,000✓ Included
Business Operating System
Job, & Process Management System & Templates
Document and Record Management
Quarterly Business Reviews
Weekly Business Meeting Management Tool
Internal & External Collaboration
File Sharing
Best-Fit Partner Outreach Strategy
Identify Architects, Interior Designers, & Realtors for best-fit client referralsIncludes Research and target list for your market
Campaign templates for outreach to potential partnersIncludes Weekly CRM-integrated Campaign to target listIncludes complete website tracking integration
✓ Partner Meeting Schedule Tool✓ Partner Meeting Schedule Tool
CLB Parade of Homes Marketing Plan, and Templates✓ Includes Landing Page and CRM Integration✓ Includes Text SMS integration
CLB Client Relationship Management (CRM) Platform
SmartMail Email Templates with Tracking✓ Includes branded SmartMail Templates✓ Includes custom SmartMail Templates
Contact Database and Pipeline✓ Includes Imports & Customization
CLB Automated Client Survey and Review System with all Templates✓ Includes CLB Management of Process✓ Includes CLB Management of Process
Reputation Management to Mitigate Bad Reviews
Quarterly Business Review (1-hour call)✓ Includes Monthly Call✓ Includes Monthly Calls
✓ Includes Analysis & Reporting✓ Includes Analysis & Reporting
✓ Includes Competitive Recommendations✓ Includes Competitive Recommendations
Technology Recommendations✓ Basic Tech Consulting✓ Premium Tech Consulting
CLB Membership Discounts for Add-on Services
#1 Ranking in Houzz Directory for Primary Market
Keyword and upload all photos
Weekly upload of (1) CLB Network project
Houzz Profile Optimization and Market Analysis
Social Media Profile Optimization
LinkedIn, Facebook, Instagram, Yelp, and Google
 Weekly Posts to Social Media
Facebook 3x/Week
Twitter 3x/Week
LinkedIn 3x/Week
✓ Includes Links back to CRM-Linked Landing Pages
Facebook 5x/Week
Twitter 5x/Week
LinkedIn 5x/Week
Instagram Coming 2022
GoogleMyBusiness 2x/Week
 Social Media Analytics & Reports
 Social Connections
 Social Following
 Social # Hashtags
 1 Monthly Branded Blog Article1-2 Custom Articles published in CRM-linked website blog
 Articles designed to support Buyer's Journey
 Email Campaigns to Drive Blog Traffic
 Social Media Campaigns to Drive Blog Traffic
 Lead-Magnet Resource Documents
2 Documents/Quarter

3 Documents/Quarter
 Branded Landing Pages✓ Customized CRM-Linked Website Landing Pages
 Generate & Import Target Partners List
Import Existing Client Database
Import Existing Partner Database
Import Existing Sub./Supplier Database
Branded Email Campaign Templates
Branded Email Campaign Sequences
Sending Email Campaigns
 CAN SPAM Compliance
 Improved Deliverability DKIM Email Sending Authentication✓ Fully Managed
 Optimize ROI
 Campaign Reports
 Website Tracking Codes to See Exactly What Pages a Lead Visits✓ Includes full Website integration
 Website Form Tracking Codes for CRM Tracking✓ Includes full Website integration
 Call Tracking
 Website behavior tracking✓ Includes instant SMS notifications
 Lead Scoring✓ Includes full Website integration
 Campaign Analytics✓ Includes full Website integration
 AdWords integration✓ Includes full Website integration
 Content ROI tracking✓ Includes full Website integration
 Online and Offline Lead Tracking
  Full MailSync for Complete CRM Recordkeeping
  Sales and SEO Optimized Website
  CLB Written, Customizable Content
  Full CRM Integration for Visitor Tracking
  Modern Design to Feature your Work
  Meeting Scheduling Tool
  Regular Design and Feature Updates Based on Network Research
  Fully CRM-Integrated Idea Session Lead Form
  Fully CRM-Integrated Dynamic Contact Form
  SPAM Filter on Forms
  Fast Email Notifications of New Form Leads
  Selective Instant Text/SMS Notifications of Leads
  SEO & Lead-Focused Blog
  Build Trust & Authority with Reviews Page & Tool
  Press Releases and Outreach Templates
  Top of Market Award Showcase Page
  Spec. Home Sales Listing Pages
  Project Galleries to Spotlight Your Best Work
  Support Client Experience & Communication with Client Portal
  Fast-Loading with Global CDN
  Fully Encrypted Secure HTTPS
  DNS Management & Monitoring
  Constantly updated Advanced SEO Metadata
  Local Directory Submissions
  SEO Keywords
  PPC Remarketing Analysis & Management Available
  PPC Display Ad Analysis and Management Available
  PPC Landing Pages Creative and Implementation
  SEO and Authority Enhancing Link Building
  Google Analytics Management & Monitoring
  CRM-Integrated Analytics and Reporting