Margin One

ClearFlow Plumbing: 18% Close Rate Lift with Sales Scorecards

A scaling plumbing company aligned dispatch, sales, and marketing KPIs to improve close rates and truck-level profitability.

ClearFlow PlumbingPlumbingAll case studies
ClearFlow Plumbing: 18% Close Rate Lift with Sales Scorecards

Key results

+18%

Close rate

+9%

Revenue per truck

Weekly

Emergency mix visibility

Bi-weekly

Coaching cadence

ClearFlow Plumbing was booking jobs but could not explain why close rates varied by dispatcher and CSR team. Margin One built rep and dispatcher scorecards inside M1COS, tied to call recordings and booked revenue. Weekly coaching focused on the metrics that moved margin — not generic sales theory. Dispatch and sales leadership now review the same dashboard before every meeting.