I run ServiceTitan, Housecall Pro, and GoHighLevel systems that turn dormant lists into dispatched work for home services brands.
Not slide decks — live CRM architectures, seasonal campaign calendars, membership lifecycles, and reactivation flows deployed inside plumbing and HVAC operators.
Designed the enterprise layer and OpCo-level automation stack for a multi-brand plumbing/HVAC operator — standardized triggers (welcome, day-of, review, membership, win-back) with localized sequences for technician intros, club rescue, financing follow-ups, and brand voice per operating company.
Built a multi-touch reactivation system that segments customers by inactivity window (6–12 / 12–24 / 24+ months), last job type, and value tier — then runs a 5-touch email/SMS sequence with booked → nurture, clicked → hot lead, and no-response → 90-day suppress outcomes.
A 12-month calendar built around real demand cycles — AC pre-season and tune-up pushes in Mar–May, heat/furnace in Sep–Nov, freeze recovery and winterize for plumbing — so campaigns hit when homeowners are ready to book, not on arbitrary send dates.
A three-email sequence fired on job completion — satisfaction/review at Day 0 (+2 hrs), related-service cross-sell at Day 3 (“While we were there…”), membership enrollment at Day 7 — turning one completed job into reviews, add-on bookings, and club members.
Automated DNC processing that unifies STOP replies, email unsubscribes, phone opt-outs, and manual requests into one suppression list — daily sync to CRM, email, and SMS platforms, with Slack alerts when records don’t match.
End-to-end automation: inbound call transcripts → AI extraction of intent and job data → business-rules validation in Sheets → Airtable CRM record creation → Slack alert on mismatches. Removes manual data entry from the lead desk.
Complete club/membership automation for home services — welcome and first-visit scheduling on enrollment, 30-day value check-in, renewal drip at 60 days out, lapsed-member recovery, and tier-upgrade upsells. Membership is the highest-LTV asset in a plumbing/HVAC CRM; this system protects it.
The framework I run before building sequences: inventory (duplicates, bounces, missing fields, last activity), segment (active / dormant 6–12 / 12–24 / members vs non / job-type tags), clean, then activate with trigger rules and a reporting baseline. Automations on dirty data burn lists.
A governance model where HQ owns brand standards, unified DNC, and rollup reporting — while each location runs local promos, offers, and timing. Built for plumbing/HVAC operators that need consistency without killing local responsiveness.
I know membership models, seasonal HVAC cycles, drain vs hydro-jet upsells, and what a club rescue sequence should say — because I’ve run them inside the platforms.
ServiceTitan, Housecall Pro, Jobber, FieldEdge, GoHighLevel — I operate inside the tools plumbing and HVAC companies actually use, not a generic marketing stack.
Confirmations, day-of texts, unbooked estimate follow-ups, membership renewals, win-backs — built to fire without someone on the CS desk manually sending them.
Embedded CRM and campaign ops across a large home services portfolio — consistent execution, clean data, and reporting that operators can act on.
I’m Adam Walker. I specialize in CRM management and campaign operations for plumbing and HVAC companies. That means I’m in ServiceTitan, Housecall Pro, Jobber, and GoHighLevel building the segments, triggers, and seasonal campaigns that turn a customer database into booked revenue.
I’ve managed day-to-day CRM and marketing ops for 50+ plumbing and HVAC brands — campaign calendars, drip sequences, reactivation flows, membership renewals, and performance reporting. Not advisory theater. Hands-on inside the systems.
What separates this from a generalist CRM hire: I know when to push AC tune-ups, when a list is too cold to touch, how membership churn actually shows up in the data, and what a post-job review SMS should say after a drain cleaning vs a system install. That comes from doing the work across dozens of operators — not from a template library.
If you’re hiring a CRM Manager for plumbing/HVAC or a Campaign Manager who already knows the seasonality — this is the scope.
Clean data, job-type tagging, membership flags, dormant segments, and a structure your CS and marketing teams can actually run in ServiceTitan, Housecall Pro, or Jobber.
Pre-season HVAC blasts, plumbing inspection pushes, promotional campaigns, and review requests — written and scheduled for how homeowners in the trades actually book.
Appointment confirmations, day-of notifications, unbooked estimate nudges, invoice follow-ups, membership renewals — triggers that fire at the right job lifecycle moment.
Segment by last service date, job type, and spend. Build the win-back campaigns that pull 6–24 month dormant customers back without buying new leads.
Enrollment campaigns, renewal drips, lapsed-member recovery, and upgrade upsells — protecting the highest-LTV revenue line in a home services CRM.
AC tune-up pushes before summer, furnace before winter, freeze prep for plumbing — timed to demand windows, not a generic monthly newsletter.
Post-job review requests timed to completion — automated, personalized, and built to lift Google ratings without CS chasing every job.
Multi-touch sequences for quotes that didn’t book — SMS + email until they convert or opt out. Most home services revenue leaks here.
Open rates, booking conversions, reactivation lift, membership retention, campaign ROI — monthly reporting operators can decide from.
FSM migrations, marketing tool integrations, and multi-location / franchise architecture with local campaigns under central governance.
Embedded in their CRM — running campaigns, building automations, cleaning data. A sample of the operators and the work.
Email drips, seasonal promos, CRM automation for retention.
Multi-touch sequences and dormant-list reactivation.
Pre-season campaigns and CRM cleanup for demand spikes.
SMS/email focused on converting unbooked estimates.
Full campaign calendar, copy, and performance tracking.
Cross-sell sequences across plumbing and HVAC lines.
Urgency-based emergency SMS and rapid-response flows.
Lapsed service-history reactivation driving repeat bookings.
HVAC tune-up drips plus membership enrollment automation.
SMS blasts and post-job review automation in Housecall Pro.
Multi-location CRM with localized campaign variations.
Pre-season HVAC calendar and estimate follow-up in ServiceTitan.
Segmentation overhaul and win-backs for 12+ month dormant.
Membership renewal and lapsed-member retention sequences.
Data cleanup and seasonal email across 10,000+ contacts.
Post-job follow-up and review generation in Louisiana market.
Plumbing ↔ HVAC cross-sell drip sequences.
Campaign calendar from scratch — monthly, seasonal, automated.
Emergency SMS with urgency copy and dispatch notifications.
Welcome sequence and appointment confirmations in GoHighLevel.
Pre-freeze plumbing campaign and membership launch series.
3-step SMS/email nurture for HVAC quote requests.
Legacy → ServiceTitan migration with automation rebuild.
Reactivation for 5,000 dormant contacts by job type/date.
Pre-summer AC tune-up and filter replacement upsells.
Membership enrollment and first-year churn reduction drips.
Jobber automations for surveys, reviews, next-service reminders.
Annual tune-up reminders tied to local weather patterns.
Franchise CRM standardization across four locations.
5-touch estimate follow-up email + SMS flow.
Hydro-jetting and camera inspection post-service upsells.
Winter prep series and emergency heat SMS for Minnesota.
Pre-summer cooling and water heater follow-up in Arizona.
Review generation and post-job SMS in Virginia Beach.
Referral automation and membership upgrade sequences.
CRM setup, welcome flow, first-year retention series.
Midwest weather-timed HVAC campaigns and utility rebate pushes.
Annual inspection and coastal storm-prep outreach.
Off-peak plumbing inspections to HVAC customer base.
Commercial vs residential segmentation and campaign tracks.
Post-job drip and drain maintenance reminders via FieldEdge.
New-market CRM from zero to live automations in 30 days.
Camera inspection upsells and at-risk sewer line follow-up.
Membership churn reduction and lapsed plan win-backs.
Gas line safety and water heater aging-list outreach.
PE-backed multi-brand CRM rollout across five OpCos.
Hydro-jetting promos and seasonal root intrusion reminders.
High-altitude boiler maintenance for Colorado Springs market.
Full lifecycle mapping, triggers, and monthly reporting dashboard.
Florida humidity/AC maintenance series with localized timing.
FSM platforms, marketing CRM, and automation — not locked to one vendor.
No discovery theater. Here’s the operating rhythm.
Map data quality, live automations, dormant segments, and gaps — so you know exactly where the database is leaking revenue.
A plan built around your FSM platform, your season, and your membership model — not a borrowed SaaS playbook.
I get inside the CRM, write the campaigns, ship the triggers, and keep you updated. No black-box handoff.
Monthly reporting and iteration so the system compounds — reactivation lift, membership retention, booking conversion.
If you’re a plumbing or HVAC company looking for CRM management or campaign ops — book a call. We’ll look at your platform, your list, and where the revenue is sitting unused.
15 minutes. Your CRM, your season, what’s actually leaking.
State, city, role, and platform pages built for plumbing and HVAC CRM searches.
State, city, role, and platform pages built for plumbing and HVAC CRM searches.
State, city, role, and platform pages built for plumbing and HVAC CRM searches.
State, city, role, and platform pages built for plumbing and HVAC CRM searches.