Sheppard

Vertical Playbook · For PE-backed Platforms

Restoration

Water, fire, and mold remediation. Insurance-driven and emergency-paced.

Restoration is the most B2B-feeling of the home services trades, referral relationships with plumbers, adjusters, and TPAs drive the majority of revenue. The marketing platform that wins balances the consumer demand engine with the referral network and reports on both.

Operating Realities

The way the trade actually runs.

  • 01Insurance and TPA dynamics shape lead flow more than any consumer campaign.
  • 02Emergency response is a 60-minute window. Brand recognition decides who gets called.
  • 03Mold and biohazard verticals have stricter compliance overlays.

The Sheppard Playbook

What we install in restoration platforms.

, 01

Referral partner enablement

Build the marketing assets, training, and lifecycle that turn plumbers and adjusters into a recurring channel, and report on them like media.

, 02

Emergency brand presence

When the call comes in, the first brand recalled is the winner. Brand investment is unit economics in this trade.

, 03

TPA optimization

Most platforms haven't optimized their TPA placements in years. The audit usually pays for itself.

KPIs We Move

What the sponsor sees on the dashboard.

Emergency response time

Referral-sourced revenue %

TPA placement growth

Mitigation-to-reconstruction attach rate

Frequently Asked

On restoration in private equity.

How do I generate more insurance-referred restoration leads?

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Restoration is a B2B-flavored residential trade. The majority of revenue comes from referral relationships with adjusters, TPAs, plumbers, and property managers. Marketing has to enable that referral network like a channel. Build training for adjuster CE credit. Send branded assets to top referrers. Run a structured monthly outreach cadence. Track referral-sourced revenue as a media channel. Most restoration operators don't measure referrer performance, which is the gap that lets bad referrers consume time and good referrers go unrewarded.

What's the role of Google for restoration emergency calls?

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Material but secondary. The first call most consumers make in a water or fire emergency is to their insurance carrier or property manager, not to Google. That means the referral relationship matters more than the paid search budget. But Google still captures meaningful direct demand for water-damage queries and storm-event spikes. Run paid search and LSAs for the consumer-direct portion; build the B2B referral engine for the larger portion of revenue.

How does restoration marketing differ from other home services?

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Restoration is the most B2B-feeling residential trade. Referral relationships with plumbers, adjusters, and TPAs drive the majority of revenue. The marketing job is to enable that referral network like a channel: training, assets, lifecycle. Consumer demand campaigns matter, but the platforms that report on referral-sourced revenue like a media channel compound faster than the ones that don't. Servpro under Blackstone and BELFOR remain the reference cases for franchise-scale and direct-platform marketing models.

What KPIs matter most for restoration marketing?

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Emergency response time, referral-sourced revenue percentage, mitigation-to-reconstruction attach rate, and average job value. Emergency response time captures whether the platform is winning the consumer-direct competitive dynamics. Referral-sourced revenue captures whether the platform is winning the B2B half. Mitigation-to-reconstruction attach surfaces whether the operator is capturing the full revenue opportunity per loss event.

Engage Sheppard

Have a restoration platform under LOI?

We can be in the data room next week with a commercial diligence on the marketing engine. Pre-close, post-close, or pre-exit, same operating model.