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The researchVol. I2026

The 2026Moneyball Index

Nine studies that follow every potential dollar through the three rooms of a trade shop: marketing, operations, and revenue. Find out where yours is getting lost.

Download the Index (PDF)

Free · 32 pages · no email required

Every dollar takes
the same journey.

In Moneyball for the Trades, the Revenue Journey is how every potential dollar travels through three rooms in a trade shop: marketing, operations, and revenue. The Index measures each room, three studies at a time.

  1. Marketing3 studies
  2. Operations3 studies
  3. Revenue3 studies

Nine questions. Can you answer them for your shop?

Room 1: Marketing

#StudyThe question
01Best paid channel by ROIIs your biggest ad your best ad?
02Free vs. paid revenueHow much of your revenue came from sources you never paid for?
03Market burnHow many qualified leads never make it past the phone?

Room 2: Operations

#StudyThe question
04Booking rate spreadHow far apart are the best and worst shops at booking jobs?
05CancellationsHow many jobs did you win, then quietly lose?
06Close rate after arrivalOnce a tech is at the door, how often does the visit become a paid job?

Room 3: Revenue

#StudyThe question
07Realized vs. unrealizedFor every dollar you kept, how much walked away?
08Leakage by company sizeDoes a bigger shop leak less, or more?
09Operators who leak lessWhat do the shops that leak less do differently?

The answers are in the Index. Some of them will surprise you.

Download the Index (PDF)

One report, four readers.

  • Owners

    What it means if you run the shop.

  • Coaches

    What it means if you advise operators.

  • Marketers

    What it means if you run paid acquisition.

  • Finance leaders

    What it means if you run finance.

Tech Box Score dashboard on a laptop showing team revenue and technician performance

Follow the money
through all three rooms.

The research behind Chapters 8, 10, and 11 of Moneyball for the Trades.

Download the Index (PDF)

Published by Signal Club, which is affiliated with the author. Measured February through April 2026. Full methodology in the appendix.