Resources

Guides worth the ten minutes.

Practical how-tos for getting your own numbers working for you: pulling your sales history out of your CRM, and turning it into what a customer is actually worth by service and by area. If you are already a client getting set up, the short setup pages are down below.

Guides

Start with your own sales history.

Everything useful about your marketing is already in your CRM. These two guides get it out and put a number on it.

Guide · Getting your data ready
How to Export Your Sales History From Your CRM
The single most useful export you can pull: the last two to three years of sales, one row per paying service line, with customer, service, date, amount, and ZIP. Exact click paths for PestPac, FieldRoutes, Clypboard, GorillaDesk, and Jobber, plus the grain mistake that quietly ruins the file.
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Guide · Customer value
What a Pest Control Customer Is Worth: A How-To
Once you have the file, this is how you work the number: lifetime value by service and by area, graded on customers who actually booked and paid, not clicks or leads. The four steps, and how it turns your map into a spending map.
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For clients getting set up

Short setup pages for people already on board.

If you are a client getting Almanac running, these are the two walkthroughs you need. Each takes about ten minutes and everything stays read-only.

Setup

Connecting your CRM to Almanac

No API, no integration, no developer. Your CRM emails one report to Almanac on a schedule, and that is the whole connection. Covers the one-time history, the area lookup, and where to send it while we get your feed live.

Open → Setup

Granting read-only access

The ten-minute walkthrough for pairing your ad spend against your sales: the lowest access level each platform offers, so the numbers can be read and never changed.

Open →
The product behind the guides

Almanac does this reading for you.

These guides walk the work by hand. Almanac reads your CRM's own sales history and turns it into real lifetime value by service and by area, then tells you what to spend to win more of the customers who are actually worth it. Private beta with select pest control operators.

See what Almanac does Read the insights