Monthly review script

Monthly ServiceTitan-ready review script for Desert Peak Heating & Air.

A repeatable 30-minute customer conversation for reviewing website drift, Titan Map changes, campaign outcome proof, owner actions, and what remains gated until approved ServiceTitan access exists.

June 2026 manual demo review
mode: manual-demo
6
agenda
30
minutes
3
decisions
3
actions
1
fix-now
1
API-gated
This review does not claim live ServiceTitan sync, webhooks, invoice matching, payment matching, or marketplace approval.

Meeting agenda

4 min - PageToJob

Open with the scorecard

review live

Anchor the meeting in the current Titan Map coverage, open findings, and manual proof labels.

Talk track
  • - This review uses manual-demo data for June 2026 manual demo review.
  • - Current Titan Map coverage is 88%.
  • - We are reviewing 4 drift finding(s) and 3 campaign outcome row(s).
Decision: Does the scorecard match what the team saw operationally this month?
Follow-up: Update the customer-visible proof packet if the scorecard needs clarification.
drift-reportoutcomes
7 min - Operations

Review fix-now drift risk

fix now

Decide which website promises, CTAs, pages, zones, or offers must be corrected before more traffic is sent.

Talk track
  • - Water heater repair legacy page maps to inactive job type: Update the page binding or remove the public offer tied to Water Heater Repair.
  • - A fix-now finding means the public website may be promoting inactive, unavailable, or unreviewed ServiceTitan operating context.
  • - We should separate launch blockers from improvements that can wait until the next campaign cycle.
Decision: Which fix-now items should be corrected before the next campaign push?
Follow-up: Assign owner, due date, and whether the fix changes the Titan Map, website copy, CTA rule, or campaign page.
drift-reportworkbench
7 min - Marketing

Review booked-job and revenue proof

review live

Turn campaign performance into a buyer-facing proof discussion without claiming live invoice or payment sync.

Talk track
  • - AC repair in Phoenix landing page: 31 booked jobs, 28640 demo revenue
  • - Current manual totals show 81 lead(s), 53 booked job(s), and 65.4% booking rate.
  • - Revenue proof is a manual or demo layer until customer authorization, eligible modules, granted scopes, and durable matching exist.
Decision: Which pages or campaigns deserve more traffic, new variants, or a pause?
Follow-up: Mark campaign pages as scale, revise, pause, or monitor before the next monthly review.
outcomescampaigns
6 min - Shared

Choose next mapped work

decide

Convert drift opportunities and outcome proof into the next website, campaign, or offer changes.

Talk track
  • - 2 new page or campaign opportunit(ies) are in the drift report.
  • - Prioritize work that maps to active job types, service zones, campaigns, memberships, or pricebook intent.
  • - Do not add pages for services, areas, or offers the operations team cannot support.
Decision: What should PageToJob build, revise, or remove before the next review?
Follow-up: Record the selected pages, offers, or service areas with a named customer reviewer.
drift-reportoffers
4 min - Owner

Check API-gated roadmap

api gated

Keep future automation honest by separating manual value from live ServiceTitan integration claims.

Talk track
  • - Manual review remains valuable before API access because it aligns pages, CTAs, offers, zones, and proof language.
  • - API-backed matching, webhooks, taxonomy sync, and revenue attribution remain blocked until authorization, scopes, app approval, storage, and sandbox validation exist.
  • - If the customer wants automation next, the next step is readiness review, not a live integration claim.
Decision: Is there a business case to pursue approved ServiceTitan access now, or should we continue manual review?
Follow-up: Update the API readiness packet only if the buyer confirms owner, module eligibility, and support commitment.
api-readinesssandbox-validation
2 min - Shared

Close with owner actions

decide

Leave with clear owner actions, due dates, proof labels, and the next review date.

Talk track
  • - Every action should have one owner, one due date, and one proof artifact.
  • - Manual, demo, customer-supplied, and API-gated proof should be labeled separately.
  • - The next review should already be on the calendar before the meeting ends.
Decision: Who owns each action and when will we review proof?
Follow-up: Send the action summary with links to drift, outcomes, handoff, and launch packet artifacts.
handoff-packetlaunch-packet

Decision prompts

Fix now or monitor

Options
Fix before next campaignMonitor for one more cycleMark resolved
Evidence required
  • - Drift finding
  • - Affected page or CTA
  • - Customer owner
Fix high-severity inactive-object findings before more paid traffic is sent.

Scale, revise, or pause campaign pages

Options
Scale trafficRevise page or offerPause campaignCollect better proof
Evidence required
  • - Outcome row
  • - Mapped objects
  • - Booking path status
Scale only pages with reviewed Titan Map bindings and non-blocked attribution status.

Stay manual or pursue API access

Options
Continue manual reviewStart API readinessDefer integration
Evidence required
  • - Business case
  • - ServiceTitan admin
  • - Module eligibility
  • - Support owner
Continue manual review until the buyer can name the owner, modules, scopes, and support path.

Owner actions

Operations - Within 3 business days

Confirm fix-now drift findings and whether they block campaigns.

Water heater repair legacy page maps to inactive job type: Update the page binding or remove the public offer tied to Water Heater Repair.

Marketing - Before next campaign change

Choose campaign pages to scale, revise, pause, or monitor.

AC repair in Phoenix landing page: 31 booked jobs, 28640 demo revenue

PageToJob - Before next monthly review

Update Titan Map, website copy, proof labels, and launch packet from approved decisions.

Drift report, outcome report, and meeting decisions

Proof labels

Manual Titan Map reviewCustomer-supplied artifactDemo outcome rowManual booked-job proofAPI-gated attributionCustomer-approved change

Review disclaimers

  • - This script uses local/manual demo data only and does not import live ServiceTitan taxonomy.
  • - Monthly review findings should be confirmed with the customer's ServiceTitan admin or exported configuration before publishing changes.
  • - Revenue and booked-job proof remain manual or demo proof unless customer authorization, eligible modules, granted scopes, app approval, and durable private storage exist.
  • - PageToJob is not affiliated with or endorsed by ServiceTitan.