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 does restoration marketing differ from other home services?
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What's the most important restoration KPI for a PE sponsor?
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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.