The system behind every booked job

    CRM Design & Management

    Clean stages, working pipelines, smart automations, and real reporting in ServiceTitan, JobNimbus, Housecall Pro, GoHighLevel — or whatever you're already running. We make your CRM the brain of your business instead of a glorified rolodex.

    What You Get

    • Audit & cleanup of your existing CRM
    • Pipeline & stage redesign for clarity
    • Lead routing and assignment automations
    • Follow-up sequences & task automations
    • Two-way phone and SMS integrations
    • Reporting dashboards by source, rep, and stage
    • Data hygiene rules & deduping
    • Ongoing optimization & support

    How It Works

    1

    Audit

    We review your CRM, data, stages, automations, and what's actually being used vs. ignored.

    2

    Rebuild

    Restructure pipelines, install automations, set up reporting, and clean the data.

    3

    Manage

    Ongoing monitoring, tweaks, and training so the CRM keeps working as your business changes.

    Who It's For

    • Shops on ServiceTitan, JobNimbus, Housecall Pro, GoHighLevel, HubSpot, etc.
    • Owners who say 'we have a CRM but no one uses it right'
    • Teams losing leads because follow-up is manual
    • Companies with no real reporting on lead sources or rep performance
    Want it all wired together?

    This is one piece of the AI Revenue Engine

    The 90-day AI Revenue Engine combines this service with everything else on the menu — Fractional CMO/CTO leadership, custom builds, paid ads, organic, website, CRM, appointment setting, and reviews — into one system, owned by one accountable team.

    Built for home-service shops doing $1–10M

    Plumbing, HVAC, water, and the trades — the marketing function, fully managed

    HVAC
    Roofing
    Plumbing
    Electrical
    Landscaping
    Solar
    General Contractor
    Pest Control
    Pool Service
    Painting
    Home Cleaning
    Garage Doors

    Getting started

    Three steps from first call to leads routing in. Built for owners who'd rather move than deliberate.

    01
    Book 20 minutes
    We walk through any of the seven systems and where the leverage is in your shop. No pitch deck — your numbers.
    02
    Agreement in 24 hours
    If it's a fit, the service agreement is sent for e-signature within a day. Three-month minimum, then month-to-month.
    03
    Onboarding in 48 hours
    We kick off within two days of signing. The foundation is already live, so leads can route in week one.

    Get a Free Strategy Plan

    Tell us about your business. We'll show you exactly where you're losing leads — and how to fix it. No pressure, no obligation.

    Not ready to book? Start here.

    Tell us about your shop — we'll respond within one business day.

    Text-message consent is optional and not required to use our services or submit this form. The boxes above are unchecked by default.

    By submitting, you agree to our Privacy Policy and Terms of Service. We never sell or share your information with third parties for their marketing purposes. Mobile opt-in data is not shared with third parties.

    Ready to talk?

    Book a free call. We'll figure out if this is the right fit and what it would look like for your shop.