The Integration Playbook · for multi-location roll-ups

Buy the location. Keep the momentum.

When a roll-up acquires a business, its sales and marketing have to change hands without dropping a lead, a listing or a lease. I bring a playbook built doing that work inside a PE-backed home services platform and across off-campus student housing, plus the extra hands to run it.

LEAD SOURCEBOOKEDSOLD REVENUE

After close

What breaks when a location joins a platform

The industry changes. The handoff problems don't. These show up whether the platform is buying service companies, apartment communities or clinics.

6–8 WKSAds can go dark when an acquired brand is rebranded and Google re-verifies it.
30–90 DAYSHow long data integration typically takes after an acquisition, with limited reporting until it's done.
$150M → $350MRentokil-Terminix's one-time integration costs as its integration plan changed.

Every location counts leads differently

Each acquisition arrives with its own agency, dashboard and definition of a lead.

COST: NO WAY TO COMPARE LOCATIONS OR MOVE BUDGET

Spend is reported as clicks and calls

Nobody can tie a marketing dollar to a booked appointment, a signed lease or sold revenue.

COST: SPEND CAN'T BE TIED TO EBITDA

Logins belong to the founder or the agency

Ad accounts, business profiles, listing sites and domains sit outside company ownership.

COST: STALLED REBRANDS, LOST HISTORY

Inquiries go unanswered or unbooked

Calls, web forms and tour requests are won by whoever responds first, and response times go unmeasured.

COST: PAID LEADS THAT NEVER BOOK

Peak season lands mid-transition

Every business has its rush: storm season, spring demand, August move-in. A handoff timed badly costs a year.

COST: THE YEAR'S BEST MONTHS, MISSED

Brand calls get made too slowly, or too fast

Keep-or-rebrand decisions drift, or get forced before the data is in.

COST: SLOWER ORGANIC GROWTH

The Integration Playbook

Five plays, in the order a deal needs them

Start with Play 01. Each later play builds on what it finds, and you can stop after any of them.

PLAY 01 · START HEREPre-close or first 30 days

Integration Assessment

A scored read of the location's sales and marketing, with a 100-day plan.

3–4 WEEKS · FIXED FEE
PLAY 02After the assessment

100-Day Integration

Accounts moved to platform ownership, one lead definition, response standards, a weekly sponsor scorecard.

100 DAYS · FIXED FEE
PLAY 03Each new acquisition

Add-On Onboarding

The same 30-day playbook, rerun for every location you buy.

30 DAYS · PER ADD-ON
PLAY 04During the hold

Performance Retainer

Monthly location scorecards, budget and vendor reviews, and accountability for local managers.

MONTHLY
PLAY 0512–18 months before sale

Exit-Ready Data Room

Clean attribution history, normalized spend and documented playbooks for buyer diligence.

4–6 WEEKS · FIXED FEE
Selling a company?The Seller Readiness Report is a two-week version of Play 01 for owners, built for the advisor's data room.

What Play 01 delivers

  • Sales and marketing scorecard for each location
  • Lead-source matchback: spend tied to booked appointments and sold revenue
  • Response and booking snapshot across calls, forms and tour requests
  • Inventory of every account, login, listing and vendor
  • Peak-season calendar, so the handoff is timed around the rush
  • Keep-or-rebrand recommendation for each brand
  • EBITDA-impact estimate and a 100-day plan

Extra hands, not another agency

I work alongside the platform's leaders, the local managers and the agencies you already have. They keep running ads, creative and day-to-day leasing or sales. I set the standard they're measured against and do the integration work nobody has time for.

Out of scope

Running ads day to day, creative production, CRM or software implementation, and hiring.

Who I work with

Built for the people who own the deal

PE operating partners

A read on an add-on's sales and marketing before close, and a plan the platform can run after it.

Platform leaders

Extra hands for integration, so it stops being the last workstream in the 100-day plan.

M&A advisors

Buy side: a sales and marketing workstream for diligence. Sell side: a readiness report that holds up under buyer review.

Where the playbook comes from

Two industries, the same handoff

Ashley Cody, principal. 15+ years in marketing and operations, most of it inside businesses that grow by adding locations.

Home services

Inside a PE-backed multi-brand platform

Marketing due diligence and onboarding for acquired brands, daily call accountability across 14+ branches, spend rebuilt on lead-to-job matchback, and board-level reporting for the sponsor.

Off-campus student housing

Where the audit came from

Every lease runs through the same pipeline: listing, inquiry, tour, application, signed lease. I audited each step with one goal in mind: a sold-out move-in day.

Read the full experience

Start here

Start with a 20-minute fit call.

Tell me about the platform and the next acquisition. I'll tell you which plays fit and what the first one would cover. For multi-location roll-ups, their sponsors and M&A advisors.