I specialize in turning dormant customer databases and underbuilt automations into real, measurable revenue — for plumbing and HVAC companies that have the data but not the system to use it. I know the platforms, I know the industry, and I've done this across 50+ home services brands.
A selection of CRM systems, automation architectures, and campaign frameworks I've built from scratch for home services companies. No templates — every system designed around the specific business.
Designed a full enterprise CRM infrastructure for a multi-brand home services operator spanning multiple operating companies — each with localized automation layers and a standardized system at the enterprise level.
A multi-touch reactivation system built to identify and re-engage customers who hadn't booked in 6–24 months. Segmented by inactivity window, last job type, and customer value tier.
A 12-month campaign calendar designed around seasonal demand cycles for combined plumbing and HVAC operators. Each campaign timed to customer intent windows, not arbitrary send dates.
A 3-email post-job drip sequence designed to collect reviews, cross-sell related services, and enroll customers into a membership program — all triggered automatically on job completion.
An automated DNC processing system connecting inbound opt-out sources — SMS replies, email unsubscribes, phone opt-outs — into a unified suppression list with daily sync across all campaign platforms and team Slack alerts for mismatches.
An end-to-end automation that takes raw inbound call transcripts, passes them through an AI analysis layer, validates the output against business rules, creates CRM records automatically, and fires a Slack alert when data doesn't match — eliminating manual data entry entirely.
A complete membership system covering enrollment, onboarding, annual renewal, lapsed-member recovery, and upgrade upsells — each stage fully automated with the right message, at the right time, on the right channel.
A structured audit process I run on any CRM before building automations — covering data quality, segmentation gaps, duplicate records, dead contacts, and missing tags. Turns a messy database into a clean, actionable asset.
A campaign governance model for home services operators with multiple branches or territories — letting each location run localized outreach while all reporting, brand standards, and compliance rules stay enforced at the top level.
I know plumbing and HVAC inside out — the job types, seasonal cycles, membership models, and upsell flows that make these businesses tick.
From ServiceTitan to Housecall Pro to Jobber — I've worked across the major field service platforms and know how to get results in each one.
Every customer lifecycle touchpoint — from booking confirmation to win-back — automated and running without someone manually firing it.
I've managed CRM operations across 50+ home services brands simultaneously — consistent execution, clean data, and reporting that actually tells you something.
I'm a CRM and marketing operations specialist with deep, hands-on experience inside plumbing and HVAC companies. My work isn't theoretical — I've been inside the platforms, building the automations, writing the campaigns, and cleaning up the data that real businesses run on.
I've also managed day-to-day CRM and marketing operations for 50+ plumbing and HVAC brands across the US — handling everything from campaign calendars and drip sequences to reactivation flows and performance reporting.
What separates me from a general CRM consultant: I know this industry. I know what a membership renewal reminder should say. I know when to send a pre-season HVAC blast and when not to. I know the difference between a good reactivation segment and a list that's too cold to touch. That knowledge doesn't come from a course — it comes from doing the work.
Whether you're on ServiceTitan, Housecall Pro, Jobber, or anything in between — here's what I bring to the table.
Clean data, proper segmentation, smart tagging, and a CRM structure your team can actually operate in. Whether starting fresh or cleaning up years of messy records.
Pre-season blasts, promotional campaigns, post-job follow-ups, and review requests — written, scheduled, and deployed with industry-specific copy that converts.
Appointment confirmations, day-of notifications, unbooked estimate nudges, membership renewals — automated triggers that fire at the right moment without anyone manually sending them.
I identify dormant customers in your CRM — segmented by last service date, job type, and spend — and build the win-back campaigns to bring them back without spending on new leads.
Open rates, booking conversions, reactivation rates, campaign ROI — I build the dashboards and produce the monthly reports that make decisions easy.
Moving from one FSM platform to another? I've navigated data migrations, integration setups between CRMs and marketing tools, and the cleanup that comes after.
Membership programs are the highest-value asset in any home services CRM. I build the enrollment campaigns, renewal reminders, lapsed-member win-backs, and upsell flows that keep membership numbers growing month over month.
HVAC tune-up pushes before summer and winter. Plumbing inspection blasts before the freeze. I know when your customers are ready to book and I build the campaigns to reach them before your competitors do.
Post-job review requests sent at exactly the right moment — automated, personalized, and timed to maximize response rates. More 5-star reviews without anyone on your team manually following up.
Most home services leads go cold because there's no follow-up system. I build multi-touch sequences that automatically re-engage unbooked estimates, quote requests, and website inquiries until they convert or opt out.
Running multiple locations or brands under one roof? I design the architecture that lets each location run its own localized campaigns while keeping reporting, branding, and compliance consistent at the enterprise level.
Not passing through as a consultant — embedded in their CRM, running their campaigns, and building systems that kept running after I built them.
Email drip campaigns, seasonal promotions, and CRM automation setup for ongoing customer retention.
Multi-touch sequences and list segmentation to re-engage dormant customers and drive repeat bookings.
Pre-season campaign execution and CRM data cleanup to support spring and summer demand spikes.
SMS and email campaign management focused on converting unbooked estimates into scheduled jobs.
Full campaign calendar management, copywriting, and performance tracking across email and SMS.
Combined plumbing and HVAC campaign management including cross-sell sequences across service lines.
Emergency services campaign setup with urgency-based messaging and rapid-response SMS sequences.
Reactivation campaign built around lapsed service history segments, driving repeat bookings from a cold list.
Full drip sequence setup for HVAC tune-up season, plus membership enrollment automation.
SMS blast campaigns and post-job review request automation via Housecall Pro.
Multi-location CRM management across three Texas service areas with localized campaign variations.
Pre-season HVAC campaign calendar and unbooked estimate follow-up automation built in ServiceTitan.
Customer segmentation overhaul and targeted win-back sequences for dormant accounts over 12 months.
Membership renewal sequences and lapsed-member campaigns resulting in improved retention rates.
CRM data cleanup, list segmentation, and seasonal email campaigns across a 10,000+ contact database.
Post-job follow-up automation and review generation flow deployed across a Louisiana service area.
Cross-sell drip sequences targeting plumbing customers for HVAC tune-up upsells and vice versa.
Full campaign calendar built from scratch — monthly promotions, seasonal blasts, and automated touchpoints.
Emergency service SMS campaign setup with urgency-based copy and rapid dispatch notification flows.
New customer welcome sequence and appointment confirmation automation built in GoHighLevel.
Seasonal pre-freeze plumbing campaign and membership program launch email series.
Multi-touch lead nurture sequence for HVAC quote requests with a 3-step SMS and email combo.
CRM migration support from legacy system to ServiceTitan, including data validation and automation rebuild.
Reactivation sequences for a 5,000-contact dormant list, segmented by last job type and date.
Pre-summer AC tune-up campaign and filter replacement upsell automation across a rural service area.
Membership enrollment campaign and post-enrollment drip built to reduce first-year churn.
Jobber-based automation setup for post-job surveys, review requests, and next-service reminders.
Annual tune-up reminder sequence and seasonal push campaigns tied to local weather patterns.
Franchise-level CRM standardization — single template system deployed across four franchise locations.
Lead nurture and unbooked estimate follow-up sequence with a 5-touchpoint email and SMS flow.
Post-service upsell campaigns targeting hydro-jetting and camera inspection add-ons.
Winter prep campaign series and emergency heating service SMS blast for a Minnesota-based operator.
Pre-summer cooling campaign and water heater replacement follow-up automation in Arizona market.
Review generation flow and post-job satisfaction SMS sequence deployed across a Virginia Beach territory.
Referral campaign automation and membership upgrade sequence for an existing customer base.
Veteran-owned brand CRM setup, customer welcome flow, and first-year retention campaign series.
Seasonal HVAC campaigns timed around Midwest weather shifts and local utility rebate periods.
Annual plumbing inspection campaign and storm-prep outreach sequence for a coastal service market.
Cross-sell automation targeting HVAC customers for plumbing inspections during off-peak service months.
Commercial and residential CRM segmentation rebuild and separate campaign tracks for each customer type.
Post-job drip series and drain maintenance reminder automation deployed through FieldEdge.
New market launch CRM setup — from zero to running automations within 30 days of platform onboarding.
Camera inspection upsell campaign and sewer line replacement follow-up sequence targeting at-risk properties.
Membership churn reduction campaign and win-back sequence for lapsed maintenance plan holders.
Gas line safety campaign and water heater aging list outreach built around service history data.
Multi-brand CRM rollout across a private equity-backed home services portfolio of five operating companies.
Hydro-jetting promotional campaign and seasonal root intrusion reminder series for repeat service customers.
High-altitude market campaign strategy and boiler maintenance sequence for a Colorado Springs operator.
End-to-end CRM buildout including customer lifecycle mapping, automation triggers, and monthly reporting dashboard.
Florida-market humidity and AC maintenance campaign series with localized copy and seasonal timing.
I work across the full landscape of field service management and marketing tools — not locked into one platform or one approach.
No lengthy discovery decks. Here's what working with me actually looks like.
I map your current setup — data quality, active automations, gaps, and what's been sitting untouched. You get a clear picture of where you are before we touch anything.
A specific plan built around your platform, your customer base, and your season — not a template from another industry.
I get inside your CRM, build the automations, write the campaigns, and deploy. You're updated throughout — no disappearing acts.
Monthly reporting, continuous improvement, and a CRM that compounds in value the longer it runs. Not set-and-forget.
Whether you're on ServiceTitan, Housecall Pro, Jobber, or something else — if you're a plumbing or HVAC company that wants to get more out of your CRM, I'd love to have a conversation.
No pitch decks. No proposals. Just a real 15-minute conversation about your CRM.