Get set up

Five steps - about 4 minutes

4 of 5 done Finish later
Install the pixel
Shopify - live since 3 Sep
Done
Where is your site built?
App embed ? No theme code Survives a redesign
riverbendhvac.myshopify.com connected
Your snippet - site key rb_9f2c41e8
<!-- paste immediately before </head> on every page -->
<script>
(function (w, d, k) { w.__vp = k;
  var s = d.createElement('script'); s.async = 1;
  s.src = 'https://cdn.visitor-os.com/v1/p.js';
  d.head.appendChild(s);
})(window, document, 'rb_9f2c41e8');
</script>
Verify it is firing
Verified - first pageview 12s after you saved
Done
The pixel is live on riverbendhvac.com
Script loads - 200 OK, 38ms
Domain matches your account
Firing on 11 of 11 page templates
Visits, last hour
26
Arriving live
Visits, last 30 days
11,240
About 370 a day
The last few pageviews we received - internal only
Never say a page trail to a customer. Not on a call, not in a message.
/furnace-repair14:42:09
/14:39:55
/schedule-service14:36:31
/ac-tune-up-pricing14:33:02
No person attached Identification starts 15 min after a visit
Seeing nothing? Four usual causes
Site not published since you pasted it
Webflow and Squarespace hold custom code in draft. Publish, then recheck.
A cookie banner is holding scripts
Allow the pixel in your analytics category. ?
In the footer, or on one page only
Move it to the site-wide head template. ?
A cache or CDN is serving the old page
Purge it, or open your site in a private window. ?
Privacy policy language
Live on riverbendhvac.com/privacy - rechecked today
Done
Nothing is delivered until this is live. Not a tick box - we fetch your page and recheck it weekly. Nothing is billed while records are held.
Copy this into your privacy policy
Information we collect about visitors to this site. When you visit this website, we and our data partners may recognise your household and match your visit to information held in third-party consumer databases. That information can include your name, postal address, email address, and household details such as age range, estimated income, and whether you own your home. We use it to contact you about our products and services, to improve our marketing, and to build advertising audiences. We do not sell it. You can tell us to stop and to delete what we hold at any time by emailing privacy@riverbendhvac.com or by visiting riverbendhvac.com/opt-out, and we will remove you within ten business days.
A starting point for your lawyer ?
Found 3 Sep 11:04 Opt-out page 200 Mail accepted Delivery on
If you never add it
Held 30 days Backlog released if you add it in time Nothing billed Deleted after 30 days ?
Where you can actually serve people
Rochester, MN + 40 miles - 216 of 612 inside
Done
Who can you serve? ?
What that does to your plays
Of 612 identified this month
Inside 40 miles - every play216
Outside it - delivered, never called396
Normal for Rochester ?
Hold careers-page-only visitors - on by default ?
5
Your first play
Four plays - pick one, live in a click
Last step
The trail decides who, never what you say. Not in an email, not on a postcard, not on a call.
Grow my email list
Ecommerce, newsletters, running flows
Klaviyo, Mailchimp, Attentive Tagged segments ?
Email on 23% ? 141 of 612 this month
Connect Klaviyo first
Call my best leads
Trades, home services, high-ticket
DNC screened In your area App queue + printed sheet ?
Every record ships with a line like this
"Hi, this is Mike at Riverbend Heating and Air here in Rochester. We're reaching out to homeowners in your area about furnace replacement before the cold sets in - is now a bad time?"
Never mentions your site or what they read. Not optional.
Phone on 62% 377 of 612 this month Before the area filter
See a call sheet
Build ad audiences
Meta and Google spenders, agencies
Meta Custom Audiences Google Customer Match Matched on identity, not cookies ?
Name + address on ~100% All 612 eligible ?
See audiences
Send direct mail
Furniture, home improvement, long decisions
Triggered by a browse, not a ZIP You approve before it prints ?
Address on ~100% 216 of 612 inside 40 miles Works on the 38% with no phone and the 77% with no email
See the templates
What happens next

Day one looks thin. Judge it on day five.

One or two an hour. About 100 by Friday.

First record
15 min
After the visit ends, never sooner
In 48 hours
~40
Enough to see the pattern
Every month
600-750
At 11,000 visits
Out of 612 identified in a month at your traffic
Name and postal address~612
Phone, after the append~377
Inside 40 miles of Rochester~216
Email address~141
The sample month's rates, not a promise about yours. ?

Design mockup - all data invented.