What this case study is really about
If you run a plumbing or HVAC company in Louisiana, you already paid to acquire most of the customers sitting in your CRM. The problem is rarely “we need more leads.” The problem is that ServiceTitan, Housecall Pro, Jobber, or GoHighLevel is full of people who never got the right follow-up at the right time.
This case-study style playbook shows how I work as a CRM Manager and Campaign Manager for plumbing and HVAC in markets like New Orleans, Baton Rouge, Shreveport, Lafayette — where humidity, flooding risk, and year-round plumbing demand changes what you should send and when.
The business problem owners bring me
- Campaigns go out, but booked jobs don’t move enough
- Membership renewals depend on someone remembering
- CSRs are buried in manual texts and review asks
- The list is messy: duplicates, bad numbers, missing tags
- Pre-season hits and the company is reactive instead of prepared
Those are operations problems inside the CRM — not a logo or brand-video problem.
Want this diagnosed for your Louisiana company?
Book a free strategy call. We’ll look at your LA CRM reality — dormant customers, memberships, and the next seasonal window — and I’ll tell you what I’d fix first.
Next step: Book a short call. Bring your platform and one goal — dormant list, memberships, pre-season, or estimate follow-up. You’ll leave with a clear 30-day plan.
How I approach the work (the operating model)
1. Audit before automation
I start with what is actually usable: email/mobile coverage, last job dates, membership status, job-type tags, bounce/DNC risk, and which automations are live vs abandoned. You get a plain-English picture of the database before we touch campaigns.
2. Build segments that match the trades
Plumbing and HVAC don’t segment like ecommerce. I group by recency (6–12 / 12–24 / 24+ months), service line, members vs non-members, and open estimates. That is what makes win-back and pre-season offers convert.
3. Install the money workflows first
Highest leverage usually comes from:
- Post-job review + related-service + membership drip
- Unbooked estimate follow-up
- Dormant win-back
- Membership renewal starting ~60 days out
- Seasonal pushes timed to Louisiana demand
4. Report on booked jobs
Open rates are interesting. Booked jobs, membership enrollments, and reactivation revenue are what owners hire for. I set reporting that connects campaign activity to dispatch reality.
Book a free consultation — bring your platform
ServiceTitan, Housecall Pro, Jobber, GoHighLevel, FieldEdge — if it’s where your customers live, we can work from there. The call is practical, not a pitch deck.
Next step: Book a short call. Bring your platform and one goal — dormant list, memberships, pre-season, or estimate follow-up. You’ll leave with a clear 30-day plan.
What “working with me” looks like for a LA operator
You are not buying vague “marketing support.” You’re getting someone who has run CRM and campaigns inside 50+ home services brands and knows the difference between a membership reminder that renews and one that gets ignored.
- Clarity first: audit + priorities in language your GM understands
- Build in your system: automations and campaigns inside your stack
- Trade-aware copy: written for plumbing/HVAC customers, not generic templates
- Ongoing optimization: monthly improvement, not set-and-forget
Is this a fit?
Yes if you are a plumbing, HVAC, or combined home services company in Louisiana that wants more revenue from the customers you already have. No if you only want social posts or a new website and have no interest in CRM discipline.
Ready to talk? Book a free strategy call and we’ll decide together whether I’m the right CRM / campaign operator for your company.
Ready to operationalize this?
Book a free consultation or a free strategy call for your Louisiana company. Phone: 715-504-0805.
Next step: Book a short call. Bring your platform and one goal — dormant list, memberships, pre-season, or estimate follow-up. You’ll leave with a clear 30-day plan.